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
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.49K
+ 15.29%
$37.62 - $40.69 $56.1K - $60.7K
11.3K $439K
JKS
Jinko Solar Holding Co., Ltd.

Technology
2.76K
+ 204.53%
$20.14 - $29.78 $55.5K - $82.1K
4.11K $85K
PKG
Packaging Corp Of America

Consumer Cyclical
321
+ 34.33%
$170.88 - $190.71 $54.9K - $61.2K
1.26K $229K
ENV
Envestnet, Inc.

Technology
770
+ 124.8%
$56.54 - $69.09 $43.5K - $53.2K
1.39K $86K
XLB
Select Sector Spdr Fd Material

ETFs
1.38K
+ 8.92%
$88.28 - $93.06 $122K - $129K
16.9K $1.49M
BNDX
Vanguard Total International B

ETFs
2.66K
+ 1.77%
$48.24 - $49.07 $128K - $130K
153K $7.44M
STLA
Stellantis N.V.

Consumer Cyclical
5K
+ 88.04%
$19.77 - $28.24 $98.9K - $141K
10.7K $211K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2.26K
+ 5.91%
$24.06 - $24.54 $54.4K - $55.5K
40.5K $988K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.11K
+ 26.91%
$26.01 - $26.68 $54.9K - $56.3K
9.95K $260K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
926
+ 2.77%
$21.38 - $23.35 $19.8K - $21.6K
34.4K $799K
PSTL
Postal Realty Trust, Inc.

Real Estate
3.75K
New
$13.07 - $14.22 $49K - $53.3K
3.75K $49K
UTG
Reaves Utility Income Fund

Financial Services
1.42K
+ 5.17%
$25.5 - $28.43 $36.1K - $40.3K
28.8K $786K
HOOD
Robinhood Markets, Inc.

Technology
1.3K
+ 17.69%
$16.23 - $23.7 $21.1K - $30.8K
8.65K $196K
SUN
Sunoco LP

Energy
876
+ 684.38%
$49.73 - $60.13 $43.6K - $52.7K
1K $56K
VIVK
Vivakor, Inc.

Energy
24.6K
New
$0.78 - $2.3 $19.2K - $56.7K
24.6K $49K
DASH
Door Dash, Inc.

Communication Services
611
+ 94.0%
$108.78 - $140.95 $66.5K - $86.1K
1.26K $137K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.75K
+ 20.1%
$12.52 - $13.67 $34.4K - $37.6K
16.4K $224K
INTA
Intapp, Inc.

Technology
1.2K
+ 68.57%
$30.61 - $38.24 $36.7K - $45.9K
2.95K $108K
VDC
Vanguard Consumer Staples ETF

ETFs
348
+ 1.72%
$194.57 - $209.07 $67.7K - $72.8K
20.6K $4.18M
IGT
International Game Technology PLC

Consumer Cyclical
2.58K
+ 128.75%
$19.1 - $22.03 $49.2K - $56.7K
4.58K $93K
FCNCA
First Citizens Bancshares Inc

Financial Services
26
+ 38.24%
$1532.51 - $1800.35 $39.8K - $46.8K
94 $158K
LPLA
Lpl Financial Holdings Inc.

Financial Services
80
+ 5.05%
$256.41 - $288.82 $20.5K - $23.1K
1.67K $465K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
678
New
$45.59 - $68.21 $30.9K - $46.2K
678 $46K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.64K
+ 3.06%
$17.22 - $18.04 $80K - $83.8K
156K $2.76M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.28K
+ 5.86%
$41.64 - $42.32 $53.3K - $54.1K
23.1K $975K
ICVT
Ishares Tr Convertible Bond Et

ETFs
628
+ 22.5%
$76.13 - $79.59 $47.8K - $50K
3.42K $268K
CHRD
Oasis Petroleum Inc.

Energy
275
+ 1527.78%
$162.42 - $187.42 $44.7K - $51.5K
293 $49K
OKTA
Okta, Inc.

Technology
601
+ 65.47%
$86.52 - $103.49 $52K - $62.2K
1.52K $142K
SCHX
Schwab Strategic Tr Us Large C

ETFs
500
+ 7.68%
$58.7 - $64.78 $29.4K - $32.4K
7.01K $450K
RE
Everest Re Group LTD

Financial Services
126
+ 59.72%
N/A
337 $124K
HTLF
Heartland Financial Usa Inc

Financial Services
1K
+ 1612.9%
$33.01 - $45.44 $33K - $45.4K
1.06K $47K
PMX
Pimco Municipal Income Fund Iii

Financial Services
5.58K
+ 309.72%
$7.2 - $7.88 $40.1K - $43.9K
7.38K $58K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.78K
+ 3.71%
$26.06 - $27.96 $151K - $162K
162K $4.4M
BMAY
Innovator U.S. Equity Buffer E

ETFs
1.04K
+ 55.81%
$35.36 - $38.01 $36.8K - $39.6K
2.91K $110K
YJUN
First Tr Exchange Traded Fd Vi
4.06K
+ 2.71%
$21.22 - $22.69 $86.2K - $92.2K
154K $3.37M
HCKT
Hackett Group, Inc.

Technology
2K
New
$21.35 - $24.18 $42.7K - $48.4K
2K $43K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.78K
+ 10.4%
$33.55 - $35.71 $59.6K - $63.4K
18.8K $635K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
4.91K
+ 6.02%
$9.89 - $10.35 $48.6K - $50.8K
86.5K $895K
CCL
Carnival Corp

Consumer Cyclical
85
+ 0.5%
$13.9 - $18.72 $1.18K - $1.59K
17.1K $319K
C
Citigroup Inc

Financial Services
360
+ 0.41%
$57.02 - $64.74 $20.5K - $23.3K
87.8K $5.57M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
980
+ 24.74%
$36.59 - $38.51 $35.9K - $37.7K
4.94K $190K
MATX
Matson, Inc.

Industrials
323
New
$104.64 - $131.52 $33.8K - $42.5K
323 $42K
CORP
Pimco Investment Grade Corp Bd

ETFs
442
+ 139.43%
$92.33 - $96.0 $40.8K - $42.4K
759 $72K
GAIN
Gladstone Investment Corporation\De

Financial Services
3K
New
$13.71 - $14.34 $41.1K - $43K
3K $41K
HXL
Hexcel Corp

Industrials
790
+ 96.22%
$61.4 - $73.28 $48.5K - $57.9K
1.61K $100K
VGIT
Vanguard Intermediate Term Tre

ETFs
878
+ 2.62%
$57.14 - $58.53 $50.2K - $51.4K
34.3K $2M
SKYY
First Trust Cloud Computing Et

ETFs
426
+ 7.66%
$88.77 - $96.97 $37.8K - $41.3K
5.99K $571K
CTR
Clear Bridge Mlp & Midstream Total Return Fund Inc.

Financial Services
1.2K
+ 9.68%
$39.56 - $44.03 $47.5K - $52.8K
13.6K $553K
ICLR
Icon PLC

Healthcare
191
+ 20.32%
$288.23 - $331.73 $55.1K - $63.4K
1.13K $354K
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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