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
IGRO
Ishares Tr International Divid

ETFs
561
+ 241.81%
$64.14 - $69.66 $36K - $39.1K
793 $53K
JMIA
Jumia Technologies Ag

Consumer Cyclical
235
+ 1.22%
$3.94 - $9.86 $926 - $2.32K
19.5K $136K
OGN
Organon & Co.

Healthcare
1.34K
+ 26.9%
$17.45 - $21.96 $23.4K - $29.5K
6.34K $131K
ORCC
Owl Rock Capital Corp

Financial Services
2.82K
+ 1.4%
N/A
203K $2.72M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
767
+ 29.27%
$57.14 - $67.42 $43.8K - $51.7K
3.39K $196K
ETR
Entergy Corp

Utilities
236
+ 2.59%
$100.61 - $114.22 $23.7K - $27K
9.34K $999K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
921
+ 8.22%
$27.32 - $29.08 $25.2K - $26.8K
12.1K $352K
MFC
Manulife Financial Corp

Financial Services
398
+ 2.43%
$22.78 - $26.69 $9.07K - $10.6K
16.8K $447K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
758
+ 168.44%
$49.24 - $58.81 $37.3K - $44.6K
1.21K $59K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
2.58K
+ 38.07%
$36.61 - $44.56 $94.5K - $115K
9.36K $352K
FOXA
Fox Corp

Communication Services
823
+ 31.67%
$30.09 - $34.81 $24.8K - $28.6K
3.42K $117K
HSBC
Hsbc Holdings PLC

Financial Services
346
+ 6.82%
$39.31 - $45.4 $13.6K - $15.7K
5.42K $235K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
2.81K
New
$12.81 - $13.73 $35.9K - $38.5K
2.81K $36K
TRN
Trinity Industries Inc

Industrials
1
+ 0.01%
$25.89 - $31.45 $25.9 - $31.5
17.2K $513K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
584
New
$60.71 - $62.62 $35.5K - $36.6K
584 $36K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
750
+ 2.01%
$16.61 - $19.37 $12.5K - $14.5K
38K $696K
FIW
First Trust Water ETF

ETFs
1.18K
+ 3.03%
$96.61 - $107.24 $114K - $126K
40K $4M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
629
+ 160.05%
$51.97 - $60.31 $32.7K - $37.9K
1.02K $58K
HUBG
Hub Group, Inc.

Industrials
832
New
$38.74 - $43.87 $32.2K - $36.5K
832 $35K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
6.47K
+ 11.83%
$5.36 - $5.69 $34.7K - $36.8K
61.1K $339K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
986
+ 6.65%
$45.15 - $46.21 $44.5K - $45.6K
15.8K $723K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
32
New
$801.02 - $1085.0 $25.6K - $34.7K
32 $34K
XBJL
Innovator Etfs Tr Us Equity Ac
788
+ 5.31%
$31.47 - $32.25 $24.8K - $25.4K
15.6K $504K
BTU
Peabody Energy Corp

Energy
1.56K
+ 2596.67%
$21.44 - $25.42 $33.4K - $39.6K
1.62K $35K
PML
Pimco Municipal Income Fund Ii

Financial Services
4K
+ 210.53%
$8.12 - $8.68 $32.5K - $34.7K
5.9K $50K
RRC
Range Resources Corp

Energy
1.13K
+ 24.25%
$33.47 - $38.85 $37.7K - $43.7K
5.76K $193K
SYF
Synchrony Financial

Financial Services
463
+ 16.52%
$39.68 - $47.19 $18.4K - $21.8K
3.27K $154K
CPRT
Copart Inc

Consumer Cyclical
1.06K
+ 16.5%
$52.14 - $58.07 $55.2K - $61.5K
7.48K $404K
ETNB
89bio, Inc.

Healthcare
20.5K
+ 56.7%
$7.31 - $10.9 $150K - $223K
56.6K $453K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
1.41K
+ 86.8%
$23.09 - $24.52 $32.6K - $34.7K
3.04K $72K
KMPR
Kemper Corp

Financial Services
558
New
$54.71 - $61.16 $30.5K - $34.1K
558 $33K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
812
+ 6.58%
$16.11 - $18.24 $13.1K - $14.8K
13.1K $233K
VTR
Ventas, Inc.

Real Estate
440
+ 34.89%
$41.68 - $51.26 $18.3K - $22.6K
1.7K $87K
GOLD
Barrick Gold Corp

Basic Materials
1.81K
+ 3.53%
$16.03 - $18.04 $29K - $32.6K
53.1K $885K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
2.28K
+ 219.9%
$13.01 - $14.14 $29.6K - $32.2K
3.31K $46K
INDY
Ishares India 50 ETF

ETFs
521
+ 42.67%
$49.44 - $53.86 $25.8K - $28.1K
1.74K $93K
TQQQ
Proshares Ultrapro Qqq

ETFs
429
+ 1479.31%
$49.48 - $76.9 $21.2K - $33K
458 $33K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
407
+ 17.14%
$46.69 - $54.23 $19K - $22.1K
2.78K $149K
TER
Teradyne, Inc

Technology
20
+ 2.42%
$95.97 - $151.75 $1.92K - $3.04K
845 $125K
APLD
Applied Blockchain, Inc.

Financial Services
168
+ 0.93%
$2.39 - $6.33 $402 - $1.06K
18.2K $108K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.03K
+ 3.48%
$22.71 - $23.94 $23.4K - $24.7K
30.7K $712K
BPOP
Popular, Inc.

Financial Services
360
New
$80.87 - $92.75 $29.1K - $33.4K
360 $31K
SMID
Smith Midland Corp

Basic Materials
1.13K
New
$27.69 - $47.07 $31.2K - $53K
1.13K $31K
SCCO
Southern Copper Corp

Basic Materials
168
+ 1.68%
$105.26 - $129.26 $17.7K - $21.7K
10.2K $1.09M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
544
+ 12.22%
$54.72 - $58.75 $29.8K - $32K
4.99K $286K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
3.15K
+ 12.16%
$11.06 - $11.52 $34.9K - $36.3K
29.1K $331K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
476
+ 1.53%
$20.73 - $23.15 $9.87K - $11K
31.5K $707K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.31K
+ 2.98%
$22.32 - $24.17 $51.6K - $55.9K
80K $1.86M
FIS
Fidelity National Information Services, Inc.

Technology
133
+ 0.82%
$67.2 - $78.36 $8.94K - $10.4K
16.3K $1.23M
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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