Steward Partners Investment Advisory, LLC Purchases in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.94K
+ 21.83%
$25.38 - $26.27 $201K - $208K
44.3K $1.16M
SRE
Sempra Energy

Utilities
2.19K
+ 29.54%
$74.97 - $84.04 $164K - $184K
9.61K $803K
TW
Tradeweb Markets Inc.

Financial Services
1.64K
+ 79.71%
$104.25 - $123.67 $171K - $203K
3.69K $456K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.06K
+ 10.27%
$98.01 - $106.59 $202K - $219K
22.1K $2.31M
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.06%
$196.56 - $218.55 $1.57K - $1.75K
12.9K $2.77M
CE
Celanese Corp

Basic Materials
1.7K
+ 145.55%
$119.16 - $147.51 $203K - $251K
2.87K $389K
PR
Permian Resources Corporation

Energy
18.7K
+ 211.41%
$12.9 - $16.79 $242K - $315K
27.6K $375K
HSY
Hershey CO

Consumer Defensive
627
+ 4.44%
$182.45 - $203.25 $114K - $127K
14.8K $2.83M
RVT
Royce Value Trust, Inc.

Financial Services
9.46K
+ 14.55%
$14.28 - $16.01 $135K - $151K
74.5K $1.17M
WRB
Berkley W R Corp

Financial Services
13.6K
+ 54.21%
$51.54 - $79.62 $702K - $1.08M
38.7K $2.2M
SCI
Service Corp International

Consumer Cyclical
2.68K
+ 173.7%
$69.55 - $80.63 $187K - $216K
4.23K $333K
SYLD
Cambria Shareholder Yld ETF

ETFs
626
+ 1.44%
$66.68 - $72.81 $41.7K - $45.6K
44K $3.19M
STLA
Stellantis N.V.

Consumer Cyclical
20.2K
+ 189.16%
$14.05 - $20.71 $284K - $418K
30.9K $433K
KHC
Kraft Heinz CO

Consumer Defensive
1.49K
+ 2.56%
$31.86 - $36.13 $47.5K - $53.9K
59.7K $2.1M
CW
Curtiss Wright Corp

Industrials
573
+ 106.7%
$265.18 - $332.22 $152K - $190K
1.11K $364K
SCHO
Schwab Short Term Us Treasury

ETFs
4.47K
+ 2244.72%
$47.93 - $49.06 $214K - $219K
4.67K $228K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.22K
+ 64.48%
$55.06 - $62.25 $177K - $200K
8.21K $505K
ADMA
Adma Biologics, Inc.

Healthcare
10.4K
+ 1042.8%
$11.21 - $20.03 $117K - $209K
11.4K $228K
HUBS
Hubspot Inc

Technology
521
+ 50.05%
$450.09 - $592.58 $234K - $309K
1.56K $830K
PKW
Invesco Exchange Traded Fd Tr

ETFs
145
+ 0.77%
$102.34 - $114.52 $14.8K - $16.6K
19K $2.17M
SCHP
Schwab Strategic Us Tips ETF

ETFs
590
+ 0.52%
$51.58 - $53.79 $30.4K - $31.7K
115K $6.15M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.26K
+ 82.81%
$49.9 - $50.37 $213K - $215K
9.41K $472K
TTD
Trade Desk, Inc.

Technology
1.11K
+ 14.07%
$83.08 - $110.79 $92.1K - $123K
8.99K $985K
EXC
Exelon Corp

Utilities
774
+ 2.5%
$34.24 - $40.55 $26.5K - $31.4K
31.8K $1.29M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.05K
+ 4.79%
$28.11 - $29.42 $114K - $119K
88.8K $2.61M
HLI
Houlihan Lokey, Inc.

Financial Services
1.31K
+ 761.05%
$134.11 - $161.99 $176K - $212K
1.48K $234K
IPAR
Inter Parfums Inc

Consumer Defensive
1.46K
+ 94.51%
$113.85 - $140.68 $167K - $206K
3.01K $390K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4.03K
+ 5.03%
$22.96 - $24.67 $92.4K - $99.3K
84K $2.07M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.53K
+ 30.35%
$93.14 - $105.12 $143K - $161K
6.58K $689K
BLDR
Builders First Source, Inc.

Industrials
986
+ 321.17%
$132.6 - $201.83 $131K - $199K
1.29K $250K
TYL
Tyler Technologies Inc

Technology
354
+ 1609.09%
$499.52 - $595.46 $177K - $211K
376 $219K
RPM
Rpm International Inc

Basic Materials
1.61K
+ 170.38%
$103.91 - $125.03 $167K - $201K
2.55K $308K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.71K
+ 3.5%
$43.59 - $49.35 $74.5K - $84.3K
50.6K $2.48M
PSC
Principal ETF U.S. Small Cap M

ETFs
3.95K
New
$47.43 - $52.33 $188K - $207K
3.95K $205K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
24.8K
+ 6.59%
$15.5 - $16.99 $384K - $421K
401K $6.64M
AVTR
Avantor, Inc.

Basic Materials
7.65K
+ 737.9%
$20.58 - $27.7 $157K - $212K
8.69K $224K
ACM
Aecom

Industrials
1.91K
+ 1195.0%
$82.37 - $103.25 $157K - $197K
2.07K $213K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.07K
+ 17.12%
$65.06 - $71.72 $135K - $149K
14.2K $1.01M
UTG
Reaves Utility Income Fund

Financial Services
1.24K
+ 4.3%
$27.16 - $32.8 $33.6K - $40.6K
30K $984K
VFC
V F Corp

Consumer Cyclical
4.84K
+ 30.9%
$12.74 - $19.95 $61.7K - $96.6K
20.5K $409K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
554
+ 89.21%
$305.34 - $350.41 $169K - $194K
1.18K $405K
PPG
Ppg Industries Inc

Basic Materials
647
+ 3.83%
$118.32 - $134.55 $76.6K - $87.1K
17.6K $2.33M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.38K
+ 2.44%
$24.8 - $25.75 $83.7K - $86.9K
142K $3.65M
EWJ
Ishares Msci Japan ETF

ETFs
1.58K
+ 6.48%
$63.12 - $72.99 $99.4K - $115K
25.9K $1.85M
MNST
Monster Beverage Corp

Consumer Defensive
1.8K
+ 4.1%
$45.01 - $52.47 $81K - $94.4K
45.7K $2.38M
BTO
John Hancock Financial Opportunities Fund

Financial Services
4.9K
+ 89.17%
$27.89 - $33.45 $137K - $164K
10.4K $344K
VMO
Invesco Municipal Opportunity Trust

Financial Services
17.1K
+ 20.15%
$9.87 - $10.38 $169K - $177K
102K $1.05M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.15K
+ 13.18%
$116.79 - $133.54 $134K - $153K
9.87K $1.3M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
4.94K
+ 214.45%
$32.65 - $36.84 $161K - $182K
7.25K $266K
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 Sold out 0 Options Calls 0 Puts 0
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