Purchases and Sales Made in Q2 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.82K- 2.89% |
$22.3K - $24.2K
|
61.2K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 11.22% |
$24.5K - $26.6K
|
15.8K
$267K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 1.24% |
$33K - $35.7K
|
214K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.8K- 17.34% |
$34.3K - $37.2K
|
13.4K
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.19K- 18.91% |
$39.1K - $42.3K
|
13.7K
$230K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.51K- 4.43% |
$43K - $46.5K
|
75.5K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.5K- 0.91% |
$67.4K - $73.1K
|
596K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.99K- 77.5% |
$73.4K - $79.5K
|
1.74K
$29.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6.26K- 12.22% |
$76.7K - $83.1K
|
44.9K
$758K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.01K- 2.04% |
$85.9K - $93.1K
|
336K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.23K- 4.85% |
$101K - $109K
|
161K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 15.56% |
$135K - $146K
|
59.8K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 14.84% |
$155K - $168K
|
72.8K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 11.91% |
$156K - $170K
|
94.4K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-16.4K- 14.35% |
$201K - $217K
|
97.7K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19K- 74.99% |
$232K - $252K
|
6.32K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-21.2K- 21.46% |
$260K - $282K
|
77.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.2K- 27.23% |
$260K - $282K
|
56.7K
$957K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.7K- 12.75% |
$291K - $315K
|
162K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-57.8K- 8.88% |
$709K - $768K
|
593K
$10M
|