Steward Partners Investment Advisory, LLC Purchases in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
408
+ 29.16%
$344.14 - $393.31 $140K - $160K
1.81K $649K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.94K
+ 11.44%
$54.54 - $61.04 $160K - $179K
28.7K $1.59M
BBAX
J P Morgan Betabuilders Develo

ETFs
3.36K
+ 4048.19%
$48.75 - $54.36 $164K - $183K
3.44K $167K
NN
Nextnav Inc.

Communication Services
6.04K
+ 71.89%
$7.49 - $18.0 $45.2K - $109K
14.4K $224K
HBAN
Huntington Bancshares Inc

Financial Services
3.71K
+ 5.8%
$14.18 - $18.2 $52.6K - $67.4K
67.6K $1.1M
WEC
Wec Energy Group, Inc.

Utilities
2.43K
+ 7.74%
$92.94 - $101.82 $226K - $248K
33.9K $3.18M
NRG
Nrg Energy, Inc.

Utilities
2.46K
+ 3.35%
$85.3 - $101.61 $210K - $250K
76K $6.85M
IJUL
Innovator Etfs Tr

ETFs
5.91K
+ 182.66%
$27.59 - $29.25 $163K - $173K
9.14K $253K
SECT
Sector 10, Inc.

ETFs
2.83K
New
$53.17 - $57.82 $150K - $163K
2.83K $155K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
4.7K
+ 10.11%
$33.7 - $37.69 $158K - $177K
51.2K $1.76M
IYC
Ishares U.S. Consumer Discreti

ETFs
330
+ 2.23%
$85.96 - $101.28 $28.4K - $33.4K
15.1K $1.45M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.45K
+ 23.04%
$103.6 - $112.52 $150K - $163K
7.72K $809K
GDV
Gabelli Dividend & Income Trust

Financial Services
9.78K
+ 3.41%
$23.77 - $25.59 $232K - $250K
297K $7.17M
IPAR
Inter Parfums Inc

Consumer Defensive
1.1K
+ 36.34%
$118.08 - $139.92 $129K - $153K
4.11K $540K
IP
International Paper CO

Consumer Cyclical
537
+ 2.2%
$46.64 - $59.57 $25K - $32K
25K $1.34M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.64K
+ 16.33%
$24.19 - $24.63 $161K - $164K
47.3K $1.14M
FDVV
Fidelity High Dividend ETF

ETFs
3.52K
+ 9.56%
$49.66 - $52.63 $175K - $185K
40.3K $2.01M
ITT
Itt Inc.

Industrials
1.09K
+ 99.36%
$140.12 - $159.62 $153K - $174K
2.19K $313K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.24K
+ 115.06%
$21.25 - $22.07 $154K - $160K
13.5K $288K
WRB
Berkley W R Corp

Financial Services
1.31K
+ 3.37%
$56.48 - $64.94 $73.8K - $84.9K
40K $2.34M
GPI
Group 1 Automotive Inc

Consumer Cyclical
342
New
$344.56 - $435.0 $118K - $149K
342 $144K
PDCO
Patterson Companies, Inc.

Healthcare
4.44K
+ 591.47%
$19.57 - $31.4 $86.8K - $139K
5.19K $160K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
2.58K
+ 3.1%
$31.36 - $32.75 $81K - $84.6K
85.9K $2.77M
CMS
Cms Energy Corp

Utilities
3.72K
+ 13.97%
$65.76 - $71.94 $245K - $268K
30.4K $2.02M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.2K
+ 23.52%
$41.66 - $43.47 $133K - $139K
16.8K $715K
CGUS
Capital Group Core Equity ETF
3.53K
+ 14.68%
$33.96 - $36.24 $120K - $128K
27.6K $964K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.56K
+ 3.45%
$21.45 - $24.97 $33.5K - $39K
46.8K $1.12M
HTLF
Heartland Financial Usa Inc

Financial Services
2.17K
+ 204.71%
$54.47 - $69.06 $118K - $150K
3.24K $198K
NDAQ
Nasdaq, Inc.

Financial Services
501
+ 2.2%
$70.87 - $83.05 $35.5K - $41.6K
23.2K $1.8M
ADSK
Autodesk, Inc.

Technology
553
+ 3.53%
N/A
16.2K $3.99M
CINF
Cincinnati Financial Corp

Financial Services
795
+ 28.07%
$132.86 - $160.16 $106K - $127K
3.63K $521K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
14.4K
+ 62.74%
$10.7 - $11.74 $154K - $169K
37.4K $404K
PAYC
Paycom Software, Inc.

Technology
7
+ 0.2%
$159.94 - $240.25 $1.12K - $1.68K
3.5K $718K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
18.7K
+ 10.06%
$17.21 - $18.41 $322K - $345K
205K $3.53M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
5.61K
+ 116.88%
$25.18 - $26.55 $141K - $149K
10.4K $262K
NNN
National Retail Properties, Inc.

Real Estate
6.12K
+ 40.69%
$39.77 - $49.34 $243K - $302K
21.2K $864K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
17.8K
+ 60.71%
$7.83 - $8.16 $140K - $146K
47.2K $371K
TROW
Price T Rowe Group Inc

Financial Services
545
+ 3.1%
$106.48 - $124.69 $58K - $68K
18.1K $2.05M
GLDM
World Gold Trust

ETFs
2.69K
+ 6.52%
$50.76 - $55.23 $136K - $148K
43.9K $2.28M
EEMA
Ishares Msci Emerging Markets

ETFs
1.87K
+ 13342.86%
$71.65 - $82.07 $134K - $153K
1.88K $134K
NXE
Nex Gen Energy Ltd.

Energy
20.1K
+ 376.69%
$6.6 - $8.88 $133K - $178K
25.4K $167K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.88K
+ 107.79%
$43.97 - $45.33 $127K - $130K
5.55K $249K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.3K
+ 8.17%
$23.25 - $23.56 $146K - $148K
83.4K $1.94M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.55K
+ 14.58%
$42.33 - $43.3 $150K - $154K
27.9K $1.19M
CSM
Proshares Large Cap Core Plus

ETFs
1.94K
+ 35.92%
$64.59 - $69.02 $125K - $134K
7.35K $485K
SRLN
Ssga Active Trust

ETFs
3.2K
+ 3.59%
$41.48 - $42.08 $133K - $135K
92.4K $3.86M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.45K
+ 9389.66%
$24.19 - $50.58 $132K - $275K
5.5K $133K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.6K
+ 419.76%
$22.01 - $66.82 $234K - $710K
13.2K $298K
AEE
Ameren Corp

Utilities
1.28K
+ 14.42%
$85.81 - $94.98 $110K - $122K
10.2K $906K
Activity Summary
Buys All Purchases 2060 New Holdings 444 Increased Positions 1616 Sells All Sells 1050 Reductions 1050 Sold out 0 Options Calls 0 Puts 0
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