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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
139K+ 201.07% |
$2.42M - $2.58M
|
208K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
62K+ 37.77% |
$1.08M - $1.15M
|
226K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
49.7K+ 15.27% |
$865K - $923K
|
375K
$6.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
48.7K+ 7.95% |
$848K - $905K
|
662K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9K+ 15.62% |
$643K - $686K
|
273K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.3K+ 33.31% |
$544K - $581K
|
125K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
27.3K+ 3.53% |
$475K - $507K
|
801K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.9KNew |
$450K - $480K
|
25.9K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.37% |
$405K - $432K
|
301K
$5.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$375K - $400K
|
21.6K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
20.3K+ 10.13% |
$353K - $377K
|
221K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 13.91% |
$260K - $277K
|
122K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 14.36% |
$257K - $274K
|
117K
$2.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
14.6K+ 24.66% |
$254K - $271K
|
73.7K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.4K+ 36.02% |
$250K - $267K
|
54.4K
$976K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14.1KNew |
$246K - $262K
|
14.1K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 4.84% |
$237K - $253K
|
295K
$5.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$225K - $240K
|
12.9K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 11.97% |
$199K - $212K
|
107K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4KNew |
$181K - $194K
|
10.4K
$187K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5.84KNew |
$102K - $108K
|
5.84K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 22.93% |
$94K - $100K
|
29K
$520K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 13.91% |
$80.4K - $85.8K
|
37.8K
$679K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.68K+ 23.18% |
$64.1K - $68.4K
|
19.6K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.28K+ 9.03% |
$57.1K - $60.9K
|
39.6K
$711K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.27K+ 21.74% |
$56.9K - $60.7K
|
18.3K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 18.89% |
$49.7K - $53K
|
18K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.69K+ 10.86% |
$46.8K - $49.9K
|
27.5K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 17.7% |
$44.9K - $48K
|
17.2K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.5KNew |
$43.5K - $46.4K
|
2.5K
$44.9K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 0.6% |
$41.6K - $44.4K
|
404K
$7.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 9.67% |
$33.6K - $35.8K
|
21.9K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
874+ 2.14% |
$15.2K - $16.2K
|
41.8K
$751K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
808+ 0.43% |
$14.1K - $15K
|
189K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
800+ 3.77% |
$13.9K - $14.9K
|
22K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
640+ 0.93% |
$11.1K - $11.9K
|
69.3K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
616+ 0.89% |
$10.7K - $11.4K
|
69.7K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
263+ 2.91% |
$4.58K - $4.88K
|
9.31K
$167K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 0.94% |
$2.12K - $2.27K
|
13.1K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
114+ 0.88% |
$1.98K - $2.12K
|
13.1K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
60+ 0.85% |
$1.04K - $1.11K
|
7.12K
$128K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
47+ 0.06% |
$818 - $873
|
83K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 0.77% |
$766 - $817
|
5.79K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 0.4% |
$661 - $706
|
9.61K
$173K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35+ 0.94% |
$609 - $650
|
3.75K
$67.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.11% |
$348 - $371
|
17.5K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13+ 0.12% |
$226 - $241
|
11.3K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
135KNew |
$2.1M - $2.41M
|
135K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.9KNew |
$169K - $194K
|
10.9K
$195K
|
|