Latest Institutional Transactions on Boulder Growth & Income Fund (STEW)
This table provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.06K+ 9.45% |
$37K - $42.7K
|
35.4K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$173K - $199K
|
14.3K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
352KNew |
$4.27M - $4.92M
|
352K
$6.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-762- 2.56% |
$9.23K - $10.6K
|
29K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.2K- 96.5% |
$705K - $813K
|
2.11K
$37.9K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
493New |
$5.97K - $6.88K
|
493
$8.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$123K - $141K
|
10.1K
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7KNew |
$84.8K - $97.7K
|
7K
$126K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
31.2KNew |
$378K - $436K
|
31.2K
$561K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.0% |
$109 - $126
|
907
$16.3K
|
|
| Q3 2023 | |||||||
|
Dec 08, 2025
Q3 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6K+ 50.85% |
$77.9K - $82.7K
|
17.8K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.23KNew |
$16K - $17K
|
1.23K
$22.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$5.19K - $5.52K
|
400
$7.18K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
326KNew |
$4.23M - $4.5M
|
326K
$5.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
548+ 0.91% |
$7.11K - $7.56K
|
60.5K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-624- 60.23% |
$8.1K - $8.6K
|
412
$7.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58K+ 5087.1% |
$20.5K - $21.7K
|
1.61K
$28.9K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3KNew |
$126K - $136K
|
10.3K
$184K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$180K - $195K
|
14.7K
$264K
|
|
| Q1 2023 | |||||||
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.39K+ 53233.33% |
$75.2K - $84.2K
|
6.4K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.24K+ 20.21% |
$96.9K - $109K
|
49K
$880K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-363K- 84.31% |
$4.27M - $4.78M
|
67.5K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.74KNew |
$20.5K - $22.9K
|
1.74K
$31.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.28KNew |
$15.1K - $16.9K
|
1.28K
$23K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 0.74% |
$14.4K - $16.1K
|
166K
$2.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 1.4% |
$35.3 - $39.5
|
218
$3.92K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
14.7KNew |
$159K - $196K
|
14.7K
$264K
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.4KNew |
$112K - $139K
|
10.4K
$187K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.99% |
$313 - $386
|
2.97K
$53.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31KNew |
$14.2K - $17.5K
|
1.31K
$23.6K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.3% |
$670 - $826
|
20.9K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 18.29% |
$21.7K - $26.8K
|
13K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 50.0% |
$1.08K - $1.33K
|
100
$1.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
142+ 0.73% |
$1.53K - $1.89K
|
19.7K
$354K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.41% |
$119 - $147
|
2.67K
$48K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
12.6KNew |
$136K - $167K
|
12.6K
$225K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.45K- 10.64% |
$26.4K - $32.6K
|
20.6K
$369K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.35K- 11.37% |
$14.6K - $18K
|
10.5K
$189K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.49K- 12.06% |
$16.1K - $19.8K
|
10.9K
$195K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.08% |
$54 - $66.6
|
6.04K
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
485New |
$5.24K - $6.46K
|
485
$8.71K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 9.39% |
$32.6K - $39.4K
|
34.9K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.2K- 10.43% |
$13K - $15.8K
|
10.3K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.05K- 46.56% |
$98.3K - $119K
|
10.4K
$187K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.35% |
$402 - $487
|
10.5K
$189K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142New |
$1.54K - $1.87K
|
142
$2.55K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184New |
$2K - $2.42K
|
184
$3.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-10.7K- 15.9% |
$117K - $141K
|
56.8K
$1.02M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20+ 0.18% |
$228 - $295
|
11K
$198K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16.3KClosed |
$186K - $240K
|
0
$0
|
|