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
FIX
Comfort Systems Usa Inc

Industrials
162
+ 29.03%
$292.14 - $396.82 $47.3K - $64.3K
720 $281K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.27K
+ 4.57%
$18.36 - $19.08 $60.1K - $62.5K
74.9K $1.43M
APLD
Applied Blockchain, Inc.

Financial Services
8.37K
+ 45.89%
$3.15 - $8.29 $26.4K - $69.4K
26.6K $219K
L
Loews Corp

Financial Services
1.37K
+ 175.71%
$73.76 - $81.96 $101K - $112K
2.15K $169K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
5.56K
+ 13.46%
$15.19 - $16.12 $84.4K - $89.5K
46.8K $743K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.66K
+ 3.32%
$14.94 - $15.76 $39.7K - $41.9K
82.7K $1.3M
RIO
Rio Tinto PLC

Basic Materials
567
+ 4.29%
$59.71 - $71.21 $33.9K - $40.4K
13.8K $980K
THW
Tekla World Healthcare Fund

Financial Services
5.98K
+ 3.21%
$12.66 - $13.37 $75.7K - $79.9K
192K $2.55M
IYY
Ishares Tr

ETFs
137
+ 1.12%
$125.77 - $139.59 $17.2K - $19.1K
12.4K $1.73M
KCE
Spdr S&P Capital Markets ETF

ETFs
799
+ 140.92%
$110.03 - $126.01 $87.9K - $101K
1.37K $170K
AJG
Arthur J. Gallagher & Co.

Financial Services
141
+ 4.61%
$259.22 - $299.75 $36.6K - $42.3K
3.2K $900K
PI
Impinj Inc

Technology
478
+ 869.09%
$137.66 - $217.83 $65.8K - $104K
533 $115K
MNKD
Mannkind Corp

Healthcare
14.8K
+ 117.24%
$5.01 - $6.7 $74.2K - $99.2K
27.4K $172K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5.6K
+ 9.56%
$11.72 - $12.38 $65.7K - $69.4K
64.2K $794K
TRN
Trinity Industries Inc

Industrials
623
+ 3.63%
$28.66 - $36.5 $17.9K - $22.7K
17.8K $619K
FSIG
First Tr ETF Iv LTD Duration I
4.83K
+ 17.92%
$18.72 - $19.32 $90.3K - $93.2K
31.8K $609K
MAIN
Main Street Capital Corp

Financial Services
2.25K
+ 10.41%
$47.05 - $52.25 $106K - $117K
23.8K $1.19M
AIR
Aar Corp

Industrials
1.6K
New
$57.07 - $75.54 $91.1K - $121K
1.6K $104K
CVLT
Commvault Systems Inc

Technology
669
+ 4460.0%
$119.99 - $155.51 $80.3K - $104K
684 $105K
IYJ
Ishares Tr

ETFs
57
+ 0.84%
$118.32 - $133.67 $6.74K - $7.62K
6.82K $911K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
34
+ 0.28%
$56.16 - $68.57 $1.91K - $2.33K
12.1K $802K
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.68K
+ 1753.13%
$48.99 - $61.11 $82.5K - $103K
1.78K $108K
ODV
Osisko Development Corp.

Basic Materials
43.1K
+ 104.77%
$1.75 - $2.41 $75.5K - $104K
84.3K $179K
CORP
Pimco Investment Grade Corp Bd

ETFs
1.01K
+ 132.81%
$94.36 - $100.01 $95.1K - $101K
1.77K $175K
APP
App Lovin Corp

Technology
237
+ 15.99%
$67.14 - $130.65 $15.9K - $31K
1.72K $224K
NJUL
Innovator Growth 100 Power Buf

Technology
1.15K
+ 5.07%
$56.73 - $60.88 $65.4K - $70.2K
23.9K $1.45M
PODD
Insulet Corp

Healthcare
350
+ 53.85%
$180.69 - $239.01 $63.2K - $83.7K
1K $232K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.26K
+ 247.53%
$22.51 - $23.57 $95.9K - $100K
5.98K $140K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.51K
+ 253.6%
$21.22 - $22.22 $95.8K - $100K
6.29K $139K
OUNZ
Van Eck Merk Gold Trust

ETFs
3.44K
+ 74.66%
$22.51 - $25.83 $77.5K - $88.9K
8.05K $204K
EARN
Ellington Residential Mortgage Reit

Real Estate
14.3K
New
$6.52 - $7.15 $93.4K - $102K
14.3K $99K
EWL
Ishares Inc Msci Switzerlnd

ETFs
353
+ 1.72%
$48.06 - $52.85 $17K - $18.7K
20.9K $1.09M
ORI
Old Republic International Corp

Financial Services
1.97K
+ 32.08%
$29.89 - $35.9 $59K - $70.8K
8.12K $287K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.13K
+ 5.99%
$22.3 - $26.02 $25.1K - $29.3K
19.9K $518K
FCN
Fti Consulting, Inc

Industrials
339
+ 22.8%
$213.61 - $230.59 $72.4K - $78.2K
1.83K $415K
FTA
First Tr Large Cap Value

ETFs
173
+ 1.17%
$72.76 - $79.13 $12.6K - $13.7K
15K $1.18M
LPLA
Lpl Financial Holdings Inc.

Financial Services
743
+ 44.62%
$193.0 - $282.1 $143K - $210K
2.41K $560K
PTC
Ptc Inc.

Technology
545
+ 14.77%
$164.85 - $187.32 $89.8K - $102K
4.24K $765K
SNV
Synovus Financial Corp

Financial Services
3
+ 0.01%
$39.32 - $47.62 $118 - $143
22.1K $983K
AVPT
Ave Point, Inc.

Technology
8.02K
New
$9.7 - $11.98 $77.8K - $96K
8.02K $94K
ELY
Callaway Golf CO

Consumer Cyclical
5K
+ 370.37%
N/A
6.35K $119K
CGCP
Capital Group Core Plus Income

ETFs
3.79K
+ 57.35%
$22.12 - $23.31 $83.9K - $88.4K
10.4K $240K
XAR
Spdr S&P Aerospace & Defense E

ETFs
302
+ 11.4%
$139.03 - $157.34 $42K - $47.5K
2.95K $464K
TGTX
Tg Therapeutics, Inc.

Healthcare
4.05K
New
$17.21 - $25.28 $69.6K - $102K
4.05K $94K
TBBK
Bancorp, Inc.

Financial Services
1.75K
New
$37.82 - $54.21 $66.1K - $94.8K
1.75K $93K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
2.68K
+ 4.14%
$11.93 - $12.78 $32K - $34.3K
67.4K $861K
SRLN
Ssga Active Trust

ETFs
2.29K
+ 2.64%
$40.93 - $41.85 $93.9K - $96K
89.2K $3.72M
SJM
J M Smucker CO

Consumer Defensive
227
+ 4.21%
$109.12 - $122.4 $24.8K - $27.8K
5.62K $680K
AB
Alliancebernstein Holding L.P.

Financial Services
2.55K
+ 111.02%
$31.87 - $35.39 $81.2K - $90.2K
4.84K $169K
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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