Purchases and Sales Made in Q1 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q1 2023. The information is specifically focused on institutions that hold shares of BOULDER GROWTH & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
214K+ 48.88% |
$2.52M - $2.82M
|
651K
$10.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
209K+ 53.39% |
$2.46M - $2.76M
|
601K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
152K+ 16.14% |
$1.78M - $2M
|
1.09M
$18.3M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
104K+ 150.69% |
$1.23M - $1.38M
|
174K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
90.6K+ 334.41% |
$1.07M - $1.19M
|
118K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
54.3KNew |
$639K - $715K
|
54.3K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
28.2KNew |
$332K - $371K
|
28.2K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3KNew |
$251K - $281K
|
21.3K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.9K+ 243.02% |
$211K - $236K
|
25.3K
$424K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.2KNew |
$190K - $213K
|
16.2K
$271K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.3KNew |
$156K - $175K
|
13.3K
$223K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11.9K+ 2.81% |
$140K - $156K
|
434K
$7.28M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 12.32% |
$128K - $143K
|
98.9K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.8KNew |
$127K - $142K
|
10.8K
$181K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.83K+ 18.48% |
$116K - $130K
|
63K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.84K+ 11.53% |
$104K - $116K
|
85.5K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.24K+ 20.21% |
$96.9K - $109K
|
49K
$822K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7K+ 9.86% |
$82.4K - $92.2K
|
78K
$1.31M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.39K+ 53233.33% |
$75.2K - $84.2K
|
6.4K
$107K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 10.02% |
$75K - $84K
|
69.9K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6K+ 57.45% |
$70.6K - $79.1K
|
16.4K
$276K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.59K+ 29.73% |
$42.3K - $47.4K
|
15.7K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.34K+ 16.85% |
$39.3K - $44K
|
23.1K
$388K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.04K+ 0.95% |
$24K - $26.9K
|
217K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.74KNew |
$20.5K - $22.9K
|
1.74K
$29.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.5K+ 4.9% |
$17.7K - $19.8K
|
32.1K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 7.21% |
$17.5K - $19.6K
|
22.1K
$370K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.28KNew |
$15.1K - $16.9K
|
1.28K
$21.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 0.74% |
$14.4K - $16.1K
|
166K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
870+ 12.69% |
$10.2K - $11.5K
|
7.73K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
866+ 1.48% |
$10.2K - $11.4K
|
59.6K
$999K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
818+ 0.44% |
$9.63K - $10.8K
|
186K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
766+ 0.59% |
$9.02K - $10.1K
|
131K
$2.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
649+ 0.3% |
$7.64K - $8.55K
|
215K
$3.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
563+ 0.98% |
$6.63K - $7.42K
|
58.3K
$978K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
187+ 15.18% |
$2.2K - $2.46K
|
1.42K
$23.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
120+ 0.17% |
$1.41K - $1.58K
|
70.8K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
114+ 0.97% |
$1.34K - $1.5K
|
11.9K
$200K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
113+ 0.97% |
$1.33K - $1.49K
|
11.8K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
94+ 0.51% |
$1.11K - $1.24K
|
18.5K
$310K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 1.62% |
$1.01K - $1.13K
|
5.39K
$90.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
31New |
$365 - $409
|
31
$520
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12New |
$141 - $158
|
12
$201
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.03% |
$106 - $119
|
881
$14.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 1.4% |
$35.3 - $39.5
|
218
$3.66K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-140- 0.22% |
$1.65K - $1.85K
|
62.7K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-257- 0.35% |
$3.02K - $3.39K
|
73.7K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-413- 2.39% |
$4.86K - $5.44K
|
16.9K
$283K
|