Latest Institutional Purchases of Boulder Growth & Income Fund (STEW)
This list provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
926KNew |
$14.2M - $15.5M
|
926K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
142KNew |
$2.18M - $2.38M
|
142K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.2KNew |
$295K - $322K
|
19.2K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
17KNew |
$261K - $284K
|
17K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1K+ 14.9% |
$201K - $220K
|
101K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.7KNew |
$164K - $179K
|
10.7K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85K+ 13.82% |
$105K - $115K
|
56.4K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 2.86% |
$35.2K - $38.4K
|
82.7K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
796+ 0.42% |
$12.2K - $13.3K
|
192K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
206+ 0.12% |
$3.16K - $3.45K
|
165K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 0.53% |
$1.17K - $1.27K
|
14.4K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 0.73% |
$629 - $686
|
5.65K
$93.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
144K+ 22.37% |
$2.06M - $2.3M
|
788K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
123K+ 11.49% |
$1.77M - $1.97M
|
1.2M
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
81K+ 55.97% |
$1.16M - $1.29M
|
226K
$3.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
62.5KNew |
$896K - $998K
|
62.5K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
55KNew |
$788K - $879K
|
55K
$912K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.1K+ 32.19% |
$646K - $720K
|
185K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
40.1K+ 24.67% |
$575K - $640K
|
203K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
30.6K+ 7.6% |
$438K - $488K
|
433K
$7.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.2K+ 3.02% |
$276K - $307K
|
655K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
19.2KNew |
$275K - $306K
|
19.2K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
16.6KNew |
$238K - $266K
|
16.6K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 9.23% |
$184K - $205K
|
152K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$183K - $204K
|
12.8K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
12.2KNew |
$175K - $195K
|
12.2K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4K+ 8.92% |
$149K - $166K
|
127K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 10.97% |
$144K - $161K
|
102K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.52KNew |
$64.7K - $72.1K
|
4.52K
$74.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.01K+ 1.3% |
$57.4K - $64K
|
313K
$5.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.68K+ 134.37% |
$52.7K - $58.7K
|
6.41K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.09K+ 21.24% |
$44.3K - $49.4K
|
17.6K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.01K+ 28.2% |
$43.1K - $48.1K
|
13.7K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.71K+ 43.27% |
$38.9K - $43.3K
|
8.98K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 3.19% |
$35.9K - $40K
|
81K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 2.72% |
$26.4K - $29.4K
|
69.7K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$23.9K - $26.6K
|
1.67K
$27.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.41K+ 4.81% |
$20.2K - $22.5K
|
30.7K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
872+ 0.4% |
$12.5K - $13.9K
|
221K
$3.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
804+ 1.12% |
$11.5K - $12.8K
|
72.8K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$10K - $11.2K
|
700
$11.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
450+ 0.89% |
$6.45K - $7.19K
|
50.9K
$843K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
302+ 5.58% |
$4.33K - $4.82K
|
5.72K
$94.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
290+ 0.4% |
$4.16K - $4.63K
|
72.6K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
112+ 0.89% |
$1.6K - $1.79K
|
12.6K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
110+ 0.89% |
$1.58K - $1.76K
|
12.5K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33+ 1.93% |
$473 - $527
|
1.75K
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4+ 0.03% |
$57.3 - $63.9
|
12.3K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|