Purchases and Sales Made in Q2 2025 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
325K+ 90128.81% |
$5.05M - $5.81M
|
326K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
318K+ 32.83% |
$4.94M - $5.68M
|
1.29M
$23.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
161KNew |
$2.51M - $2.88M
|
161K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
135KNew |
$2.1M - $2.41M
|
135K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.5K+ 13.21% |
$1.11M - $1.28M
|
613K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 26.31% |
$764K - $879K
|
236K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.9K+ 12.32% |
$479K - $551K
|
282K
$5.06M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 22.65% |
$347K - $399K
|
121K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.5K+ 8.83% |
$303K - $349K
|
241K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.8K+ 15.74% |
$292K - $336K
|
138K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5KNew |
$272K - $312K
|
17.5K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 15.96% |
$219K - $252K
|
103K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 15.56% |
$200K - $230K
|
95.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$196K - $225K
|
12.6K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.9KNew |
$169K - $194K
|
10.9K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$167K - $192K
|
10.8K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 44.27% |
$158K - $182K
|
33.2K
$597K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.82K+ 5.26% |
$152K - $175K
|
196K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.82K+ 5.26% |
$152K - $175K
|
196K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.13K+ 12.21% |
$142K - $163K
|
83.9K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.09K+ 4.54% |
$141K - $162K
|
209K
$3.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.3K+ 2.7% |
$113K - $130K
|
278K
$4.99M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.15K+ 20.39% |
$95.5K - $110K
|
36.3K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.91K+ 2.94% |
$91.7K - $105K
|
207K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
3.1K+ 1.57% |
$48.1K - $55.3K
|
200K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 1.5% |
$46.9K - $54K
|
205K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.81K+ 37.27% |
$43.7K - $50.2K
|
10.4K
$186K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.12K+ 9.38% |
$33K - $37.9K
|
24.8K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.9K+ 2.85% |
$29.5K - $33.9K
|
68.7K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 22.57% |
$27.5K - $31.7K
|
9.64K
$173K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.67K+ 11.71% |
$25.9K - $29.7K
|
15.9K
$285K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$23.3K - $26.8K
|
1.5K
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.43K+ 14.56% |
$22.3K - $25.6K
|
11.3K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 1.86% |
$19.6K - $22.5K
|
69.1K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 142.86% |
$15.5K - $17.9K
|
1.7K
$30.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
842+ 0.45% |
$13.1K - $15K
|
188K
$3.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
551+ 2.88% |
$8.55K - $9.84K
|
19.7K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
491+ 2.52% |
$7.62K - $8.76K
|
20K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
439+ 2.11% |
$6.81K - $7.84K
|
21.2K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
400+ 0.99% |
$6.21K - $7.14K
|
40.9K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
124+ 0.96% |
$1.92K - $2.21K
|
13K
$233K
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
116+ 0.9% |
$1.8K - $2.07K
|
13K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
111+ 1.24% |
$1.72K - $1.98K
|
9.04K
$162K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$1.55K - $1.79K
|
100
$1.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 1.65% |
$1.44K - $1.66K
|
5.74K
$103K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 0.59% |
$1.32K - $1.52K
|
14.6K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61+ 0.87% |
$947 - $1.09K
|
7.06K
$127K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
48+ 0.06% |
$745 - $857
|
83K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41+ 0.27% |
$636 - $732
|
15.1K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 0.41% |
$605 - $696
|
9.57K
$172K
|
|