Steward Partners Investment Advisory, LLC Purchases in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.45K
+ 44.75%
$57.95 - $65.15 $84K - $94.5K
4.69K $278K
WSO
Watsco Inc

Industrials
52
+ 2.73%
$396.92 - $491.01 $20.6K - $25.5K
1.96K $905K
VGSH
Vanguard

ETFs
1.43K
+ 16.04%
$57.55 - $58.0 $82.1K - $82.7K
10.3K $598K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9.59K
+ 11.75%
$13.5 - $17.34 $129K - $166K
91.1K $1.32M
THW
Tekla World Healthcare Fund

Financial Services
7.49K
+ 4.19%
$12.19 - $13.15 $91.3K - $98.5K
186K $2.44M
BPMC
Blueprint Medicines Corp

Healthcare
476
+ 22.31%
$85.18 - $108.78 $40.5K - $51.8K
2.61K $281K
DY
Dycom Industries Inc

Industrials
320
+ 32.0%
$134.71 - $184.33 $43.1K - $59K
1.32K $222K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
5.6K
+ 107.69%
$11.37 - $12.91 $63.7K - $72.3K
10.8K $139K
AME
Ametek Inc

Industrials
1.48K
+ 14.15%
$163.34 - $182.22 $242K - $270K
11.9K $1.99M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
450
New
$166.3 - $174.66 $74.8K - $78.6K
450 $77K
WRE
Washington Real Estate Investment Trust
4.34K
+ 175.17%
N/A
6.82K $120K
CMS
Cms Energy Corp

Utilities
1.6K
+ 6.69%
$56.89 - $63.24 $91.3K - $101K
25.6K $1.52M
DXCM
Dexcom Inc

Healthcare
12.2K
+ 23.61%
$110.31 - $140.45 $1.35M - $1.72M
64K $7.25M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
324
+ 62.43%
$153.77 - $218.0 $49.8K - $70.6K
843 $177K
IFF
International Flavors & Fragrances Inc

Basic Materials
340
+ 7.23%
$82.59 - $99.69 $28.1K - $33.9K
5.05K $480K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.32K
+ 7.16%
$64.36 - $70.16 $84.9K - $92.5K
19.7K $1.33M
SRLN
Ssga Active Trust

ETFs
2.46K
+ 2.92%
$41.68 - $42.09 $103K - $104K
86.9K $3.63M
APP
App Lovin Corp

Technology
781
+ 111.41%
$66.8 - $86.43 $52.2K - $67.5K
1.48K $123K
CR
Crane Holdings, Co.

Industrials
125
+ 2.18%
$129.39 - $149.62 $16.2K - $18.7K
5.87K $851K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.16K
New
$62.66 - $66.26 $72.4K - $76.6K
1.16K $75K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.82K
+ 13.58%
$9.37 - $10.56 $54.5K - $61.5K
48.7K $503K
TEX
Terex Corp

Industrials
1.54K
+ 137.24%
$52.89 - $65.42 $81.7K - $101K
2.67K $146K
AGYS
Agilysys Inc

Technology
657
+ 328.5%
$79.21 - $104.23 $52K - $68.5K
857 $89K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
3.15K
+ 13.22%
$22.61 - $22.96 $71.2K - $72.3K
27K $618K
PBT
Permian Basin Royalty Trust

Energy
7.06K
+ 85.48%
$10.75 - $13.46 $75.8K - $95K
15.3K $172K
CGNX
Cognex Corp

Technology
880
+ 12.91%
$38.46 - $48.51 $33.8K - $42.7K
7.7K $360K
AJG
Arthur J. Gallagher & Co.

Financial Services
168
+ 5.81%
$230.52 - $265.19 $38.7K - $44.6K
3.06K $793K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.34K
+ 3.96%
$245.29 - $268.7 $327K - $359K
35.1K $9.21M
KGC
Kinross Gold Corp

Basic Materials
6.75K
+ 100.0%
$6.16 - $8.32 $41.6K - $56.2K
13.5K $112K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
1.03K
New
$63.04 - $70.09 $64.7K - $72K
1.03K $71K
NOV
Nov Inc.

Energy
3.76K
+ 709.43%
$17.28 - $20.51 $65K - $77.1K
4.29K $81K
MOTI
Vaneck Morningstar Internation

ETFs
2.03K
+ 5.94%
$29.93 - $33.7 $60.8K - $68.4K
36.2K $1.13M
XDQQ
Innovator Etfs Tr Growth Accel
266
+ 1.04%
$26.63 - $30.84 $7.08K - $8.2K
25.9K $799K
FLEX
Flex Ltd.

Technology
2.33K
+ 95.06%
$26.34 - $33.78 $61.3K - $78.6K
4.78K $140K
BSM
Black Stone Minerals, L.P.

Energy
4.5K
+ 66.18%
$15.36 - $16.7 $69.1K - $75.2K
11.3K $177K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.83K
+ 400.85%
$24.19 - $24.51 $68.6K - $69.5K
3.54K $86K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
3.29K
+ 61.1%
$18.47 - $21.05 $60.7K - $69.1K
8.66K $180K
ALTG
Alta Equipment Group Inc.

Industrials
14.1K
+ 150.54%
$7.78 - $13.16 $110K - $186K
23.5K $189K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.84K
+ 16.08%
$31.27 - $32.54 $57.6K - $60K
13.3K $433K
SONY
Sony Group Corp

Technology
815
+ 49.01%
$75.37 - $87.23 $61.4K - $71.1K
2.48K $210K
RNR
Renaissancere Holdings LTD

Financial Services
555
+ 11.25%
$213.58 - $234.97 $119K - $130K
5.49K $1.23M
ARB
Altshares Tr Merger Arbitrage

Industrials
2.52K
New
$26.65 - $27.23 $67.2K - $68.7K
2.52K $67K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.71K
+ 0.94%
$7.78 - $8.47 $13.3K - $14.4K
183K $1.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.5K
+ 730.1%
$44.06 - $45.49 $66.3K - $68.4K
1.71K $76K
NPK
National Presto Industries Inc

Industrials
904
New
$72.91 - $85.85 $65.9K - $77.6K
904 $67K
OVV
Ovintiv Inc.

Energy
1.44K
+ 4226.47%
$45.63 - $55.56 $65.6K - $79.8K
1.47K $68K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
302
+ 1.42%
$36.39 - $39.1 $11K - $11.8K
21.5K $840K
SNY
Sanofi

Healthcare
1.46K
+ 2.89%
$45.39 - $50.36 $66K - $73.3K
51.8K $2.51M
LUV
Southwest Airlines CO

Industrials
2.58K
+ 17.87%
$25.51 - $29.73 $65.7K - $76.6K
17K $486K
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
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