Steward Partners Investment Advisory, LLC Purchases in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
48.9K
+ 18.02%
$18.49 - $26.68 $905K - $1.31M
320K $6.42M
IMMP
Immutep LTD

Healthcare
61K
New
$1.7 - $2.21 $104K - $135K
61K $107K
IRBO
Ishares Robotics & Artificial

ETFs
3.3K
+ 60.27%
N/A
8.77K $281K
PDI
Pimco Dynamic Income Fund

Financial Services
1.47K
+ 2.79%
$18.51 - $20.05 $27.2K - $29.5K
54.2K $1.07M
S
Sentinel One, Inc.

Technology
7.73K
+ 89.37%
$18.17 - $24.97 $140K - $193K
16.4K $297K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.9K
+ 14.31%
$23.43 - $25.55 $67.8K - $74K
23.1K $590K
TRP
Tc Energy Corp

Energy
2.14K
+ 45.4%
$44.29 - $49.27 $94.9K - $106K
6.86K $323K
HQL
Tekla Life Sciences Investors

Financial Services
8.35K
+ 171.77%
$12.69 - $14.36 $106K - $120K
13.2K $167K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
7.58K
+ 8.08%
$22.77 - $24.73 $173K - $187K
101K $2.36M
EXR
Extra Space Storage Inc.

Real Estate
751
+ 10.27%
$143.8 - $161.28 $108K - $121K
8.07K $1.2M
ATO
Atmos Energy Corp

Utilities
54
+ 0.9%
$136.51 - $154.58 $7.37K - $8.35K
6.08K $940K
CNP
Centerpoint Energy Inc

Utilities
294
+ 1.49%
$30.87 - $36.25 $9.08K - $10.7K
20K $725K
FSIG
First Tr ETF Iv LTD Duration I
5.08K
+ 14.13%
$18.74 - $19.04 $95.2K - $96.8K
41K $777K
E
Eni Spa

Energy
2.97K
+ 201.77%
$27.51 - $31.47 $81.6K - $93.4K
4.44K $137K
ETON
Eton Pharmaceuticals, Inc.

Healthcare
7.5K
New
$11.75 - $18.25 $88.1K - $137K
7.5K $97K
PPA
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.06%
$113.59 - $123.29 $3.29K - $3.58K
51.5K $6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.51K
+ 512.24%
$58.04 - $65.84 $87.4K - $99.2K
1.8K $114K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
4.59K
+ 209.22%
$25.0 - $39.76 $115K - $182K
6.78K $169K
ICUI
Icu Medical Inc

Healthcare
701
+ 1523.91%
$130.05 - $172.3 $91.2K - $121K
747 $103K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.2K
+ 65.92%
$25.1 - $27.85 $80.2K - $89K
8.04K $216K
GCMG
Gcm Grosvenor Inc.

Financial Services
7.11K
New
$12.49 - $14.41 $88.8K - $102K
7.11K $94K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
142
+ 0.47%
$59.28 - $66.1 $8.42K - $9.39K
30.6K $1.95M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.34K
+ 21.63%
$42.3 - $53.69 $56.6K - $71.8K
7.52K $391K
ABC
Amerisourcebergen Corp

Healthcare
507
+ 0.96%
N/A
53.5K $9.9M
HCKT
Hackett Group, Inc.

Technology
3.27K
+ 163.55%
$28.16 - $32.09 $92.1K - $105K
5.27K $154K
WSO
Watsco Inc

Industrials
14
+ 0.57%
$463.86 - $530.75 $6.49K - $7.43K
2.48K $1.26M
CSM
Proshares Large Cap Core Plus

ETFs
1.69K
+ 23.05%
$63.0 - $69.13 $107K - $117K
9.04K $576K
BWX
Spdr Bloomberg International T

ETFs
3.97K
+ 43.35%
$20.94 - $22.04 $83K - $87.4K
13.1K $286K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
984
+ 44.13%
$200.77 - $270.08 $198K - $266K
3.21K $645K
DOCN
Digital Ocean Holdings, Inc.

Technology
2.69K
+ 12245.45%
$33.39 - $46.69 $90K - $126K
2.72K $90K
AGZ
Ishares Agency Bond ETF

ETFs
795
+ 41.69%
$107.46 - $109.48 $85.4K - $87K
2.7K $295K
MAIN
Main Street Capital Corp

Financial Services
2.55K
+ 9.41%
$54.71 - $63.1 $140K - $161K
29.6K $1.68M
OSIS
Osi Systems Inc

Technology
448
+ 448.0%
$153.35 - $219.6 $68.7K - $98.4K
548 $106K
UTHR
United Therapeutics Corp

Healthcare
390
+ 57.78%
$304.42 - $380.78 $119K - $149K
1.07K $328K
NRZ
New Residential Investment Corp.

Real Estate
12.3K
+ 34.23%
N/A
48K $348K
ENVA
Enova International, Inc.

Financial Services
918
New
$87.18 - $116.49 $80K - $107K
918 $88K
FEMS
First Trust Emerging Markets S

ETFs
5.79K
+ 2.55%
$36.09 - $39.16 $209K - $227K
233K $8.65M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.38K
+ 7.95%
$21.48 - $22.98 $51.2K - $54.8K
32.4K $728K
JUPW
Jupiter Wellness, Inc.

Healthcare
30K
+ 16.64%
N/A
210K $614K
SU
Suncor Energy Inc

Energy
1.41K
+ 12.87%
$34.27 - $40.63 $48.3K - $57.2K
12.4K $478K
PLUS
Eplus Inc

Technology
1.5K
+ 458.1%
$61.03 - $82.23 $91.4K - $123K
1.83K $111K
SMR
Nuscale Power Corp

Industrials
7.58K
+ 139.89%
$14.16 - $29.08 $107K - $220K
13K $184K
IXN
Ishares Global Information Tec

ETFs
2.15K
+ 25.01%
$75.73 - $88.4 $163K - $190K
10.7K $812K
DOCS
Doximity, Inc.

Healthcare
1.26K
+ 55.31%
$49.71 - $83.14 $62.4K - $104K
3.52K $204K
RNR
Renaissancere Holdings LTD

Financial Services
580
+ 9.0%
$226.55 - $263.22 $131K - $153K
7.02K $1.69M
WTW
Willis Towers Watson PLC

Financial Services
98
+ 5.16%
$306.61 - $340.78 $30K - $33.4K
2K $674K
ATLC
Atlanticus Holdings Corp

Financial Services
1.61K
New
$42.79 - $61.59 $68.7K - $98.9K
1.61K $82K
DFAX
Dimensional ETF Tr
796
+ 1.75%
$24.45 - $27.2 $19.5K - $21.7K
46.3K $1.21M
ENS
Ener Sys

Industrials
896
+ 617.93%
$89.62 - $103.2 $80.3K - $92.5K
1.04K $95K
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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