Purchases and Sales Made in Q4 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.03MNew |
$12.5M - $14.4M
|
1.03M
$17.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
723K+ 23.97% |
$8.75M - $10.1M
|
3.74M
$62.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
352KNew |
$4.27M - $4.92M
|
352K
$5.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
259K+ 32.27% |
$3.14M - $3.62M
|
1.06M
$17.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
155KNew |
$1.88M - $2.16M
|
155K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
154K+ 12.8% |
$1.87M - $2.15M
|
1.36M
$22.8M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
116K+ 21.31% |
$1.41M - $1.62M
|
661K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
58.7K+ 33.52% |
$711K - $819K
|
234K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.7KNew |
$614K - $708K
|
50.7K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.4KNew |
$599K - $690K
|
49.4K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.1K+ 69.27% |
$510K - $587K
|
103K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
41KNew |
$497K - $572K
|
41K
$688K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
40.8KNew |
$495K - $570K
|
40.8K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
39.1K+ 25.53% |
$474K - $546K
|
192K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.9KNew |
$447K - $516K
|
36.9K
$620K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
31.2KNew |
$378K - $436K
|
31.2K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
30.3K+ 288.44% |
$367K - $424K
|
40.9K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
29.4K+ 22.11% |
$356K - $410K
|
162K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$312K - $360K
|
25.8K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$173K - $199K
|
14.3K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.4K+ 34.5% |
$138K - $159K
|
44.3K
$744K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$123K - $141K
|
10.1K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$123K - $141K
|
10.1K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.62KNew |
$116K - $134K
|
9.62K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.75K+ 4.79% |
$93.8K - $108K
|
169K
$2.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7KNew |
$84.8K - $97.7K
|
7K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.64K+ 1.09% |
$80.4K - $92.7K
|
619K
$10.4M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.39K+ 101.03% |
$77.3K - $89.1K
|
12.7K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.25K+ 96.92% |
$75.7K - $87.3K
|
12.7K
$213K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$72.7K - $83.8K
|
6K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.56K+ 0.95% |
$67.4K - $77.6K
|
593K
$9.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.61KNew |
$43.7K - $50.4K
|
3.61K
$60.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.06K+ 9.45% |
$37K - $42.7K
|
35.4K
$594K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.33K+ 5.19% |
$28.3K - $32.6K
|
47.3K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.3K+ 1.73% |
$27.9K - $32.1K
|
135K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.66K+ 2.16% |
$20.1K - $23.2K
|
78.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$14.5K - $16.8K
|
1.2K
$20.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 6.7% |
$13.8K - $15.9K
|
18.2K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 1.48% |
$13.8K - $15.9K
|
77.8K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
863+ 0.46% |
$10.5K - $12K
|
189K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
763New |
$9.24K - $10.7K
|
763
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
667+ 4.27% |
$8.08K - $9.31K
|
16.3K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
493New |
$5.97K - $6.88K
|
493
$8.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
246+ 0.35% |
$2.98K - $3.43K
|
70.5K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
125+ 1.03% |
$1.51K - $1.75K
|
12.3K
$206K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
121+ 1.01% |
$1.47K - $1.69K
|
12.2K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 0.85% |
$557 - $642
|
5.48K
$91.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 0.41% |
$460 - $530
|
9.35K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
23+ 0.22% |
$279 - $321
|
10.6K
$178K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.0% |
$109 - $126
|
907
$15.2K
|