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
FICO
Fair Isaac Corp

Technology
20
+ 8.51%
$1496.51 - $1947.38 $29.9K - $38.9K
255 $495K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
11.4K
+ 505.99%
$12.25 - $12.54 $140K - $143K
13.6K $171K
NNN
National Retail Properties, Inc.

Real Estate
1.3K
+ 9.48%
$42.12 - $48.79 $54.8K - $63.5K
15K $729K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.72K
+ 98.34%
$70.04 - $77.47 $120K - $133K
3.46K $267K
MC
Moelis & CO

Financial Services
517
+ 5.6%
$57.14 - $70.62 $29.5K - $36.5K
9.74K $667K
MLM
Martin Marietta Materials Inc

Basic Materials
270
+ 28.07%
$502.48 - $593.35 $136K - $160K
1.23K $663K
ETNB
89bio, Inc.

Healthcare
23.8K
+ 42.02%
$7.36 - $9.66 $175K - $230K
80.4K $594K
SKYY
First Trust Cloud Computing Et

ETFs
976
+ 16.3%
$86.45 - $102.48 $84.4K - $100K
6.96K $712K
GGG
Graco Inc

Industrials
1.18K
+ 25.5%
$77.82 - $87.64 $91.7K - $103K
5.8K $507K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
7.68K
+ 12.29%
$13.96 - $15.37 $107K - $118K
70.1K $1.08M
ITT
Itt Inc.

Industrials
912
+ 487.7%
$125.05 - $150.55 $114K - $137K
1.1K $164K
IAK
Ishares Tr

ETFs
351
+ 5.96%
$112.0 - $130.47 $39.3K - $45.8K
6.24K $805K
AON
Aon PLC

Financial Services
224
+ 19.06%
$293.16 - $351.06 $65.7K - $78.6K
1.4K $484K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
901
+ 2.51%
$19.62 - $23.55 $17.7K - $21.2K
36.9K $858K
MGC
Vanguard Mega Cap ETF

ETFs
326
+ 4.26%
$185.93 - $206.64 $60.6K - $67.4K
7.97K $1.65M
XLB
Select Sector Spdr Fd Material

ETFs
14
+ 0.08%
$86.95 - $97.09 $1.22K - $1.36K
16.9K $1.63M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
4.96K
+ 4.47%
$19.84 - $22.08 $98.5K - $110K
116K $2.55M
CGO
Calamos Global Total Return Fund

Financial Services
11.4K
+ 1476.26%
$10.91 - $11.96 $124K - $136K
12.2K $145K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
9.38K
+ 32.26%
$11.34 - $12.17 $106K - $114K
38.5K $466K
COLB
Columbia Banking System, Inc.

Financial Services
3.12K
+ 37.12%
$19.13 - $26.99 $59.7K - $84.3K
11.5K $301K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.74K
+ 5.33%
$43.5 - $45.75 $75.5K - $79.4K
34.3K $1.57M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.76K
+ 2.25%
$50.63 - $51.11 $140K - $141K
126K $6.41M
MSB
Mesabi Trust

Basic Materials
2.22K
+ 14.79%
$15.93 - $24.12 $35.4K - $53.5K
17.2K $390K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
6.21K
+ 237.08%
$20.73 - $21.42 $129K - $133K
8.83K $186K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
405
+ 17.29%
$162.45 - $195.17 $65.8K - $79K
2.75K $525K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.44K
+ 25.55%
$42.66 - $45.18 $104K - $110K
12K $539K
KEYS
Keysight Technologies, Inc.

Technology
145
+ 3.07%
$119.86 - $158.87 $17.4K - $23K
4.87K $773K
TTWO
Take Two Interactive Software Inc

Communication Services
958
+ 8.81%
$135.67 - $161.71 $130K - $155K
11.8K $1.82M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
175
+ 1.6%
$97.19 - $109.09 $17K - $19.1K
11.1K $1.21M
IWL
Ishares Tr Russell 200 ETF

ETFs
884
+ 199.55%
$126.32 - $140.44 $112K - $124K
1.33K $186K
EDV
Vanguard Extended Duration Tre

ETFs
604
+ 4.92%
$70.73 - $83.52 $42.7K - $50.4K
12.9K $1.03M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.83K
+ 15.91%
$33.02 - $35.03 $93.3K - $99K
20.6K $721K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.45K
+ 65.1%
$71.38 - $79.23 $104K - $115K
3.69K $291K
FOVL
Ishares Tr Focused Value Facto

ETFs
140
+ 0.98%
$59.36 - $68.16 $8.31K - $9.54K
14.5K $985K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
666
+ 2.5%
$36.02 - $41.68 $24K - $27.8K
27.3K $1.13M
USA
Liberty All Star Equity Fund

Financial Services
8.86K
+ 5.13%
$6.43 - $7.14 $57K - $63.3K
182K $1.3M
SLB
Schlumberger Limited

Energy
5.6K
+ 25.65%
$39.57 - $49.67 $221K - $278K
27.4K $1.15M
BE
Bloom Energy Corp

Industrials
16.6K
+ 50.09%
$9.75 - $15.28 $162K - $254K
49.7K $525K
A
Agilent Technologies, Inc.

Healthcare
36
+ 0.6%
$125.42 - $148.48 $4.52K - $5.35K
6.07K $900K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
2.4K
+ 12.82%
$20.51 - $24.25 $49.3K - $58.2K
21.1K $500K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.19K
+ 6.77%
$104.47 - $116.17 $125K - $138K
18.8K $2.03M
IYK
Ishares U.S. Consumer Staples

ETFs
333
+ 1.68%
$65.27 - $72.12 $21.7K - $24K
20.1K $1.42M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
31K
+ 37.89%
$28.84 - $41.15 $894K - $1.28M
113K $3.25M
HTGC
Hercules Capital, Inc.

Financial Services
8.94K
+ 12.09%
$17.71 - $21.67 $158K - $194K
82.8K $1.63M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
8.56K
+ 9.48%
$8.59 - $9.07 $73.5K - $77.6K
98.9K $893K
PRI
Primerica, Inc.

Financial Services
267
+ 17.66%
$233.01 - $266.6 $62.2K - $71.2K
1.78K $471K
EFX
Equifax Inc

Industrials
166
+ 13.16%
$236.42 - $307.13 $39.2K - $51K
1.43K $418K
CSM
Proshares Large Cap Core Plus

ETFs
1.52K
+ 39.22%
$58.62 - $65.37 $89.3K - $99.6K
5.41K $353K
WPC
W. P. Carey Inc.

Real Estate
494
+ 4.34%
$54.63 - $63.96 $27K - $31.6K
11.9K $740K
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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