Steward Partners Investment Advisory, LLC Purchases in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
9.98K
+ 217.8%
$5.7 - $8.27 $56.9K - $82.6K
14.6K $98K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.77K
+ 2.94%
$48.33 - $49.08 $182K - $185K
132K $6.4M
AMCR
Amcor PLC

Consumer Cyclical
7.25K
+ 11326.56%
$9.34 - $11.37 $67.7K - $82.4K
7.31K $68K
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.15K
+ 204.86%
$31.38 - $32.72 $67.4K - $70.3K
3.2K $100K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.79K
+ 7.85%
$13.54 - $14.25 $51.3K - $54K
52.1K $728K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
424
+ 151.97%
$131.26 - $163.78 $55.7K - $69.4K
703 $105K
AFRM
Affirm Holdings, Inc.

Technology
700
+ 59.42%
$38.48 - $72.86 $26.9K - $51K
1.88K $114K
CQP
Cheniere Energy Partners, L.P.

Energy
700
+ 10.8%
$48.06 - $58.87 $33.6K - $41.2K
7.18K $381K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.77K
New
$17.13 - $34.23 $47.5K - $94.8K
2.77K $66K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.16K
+ 12.73%
$47.77 - $51.75 $103K - $112K
19.1K $924K
WST
West Pharmaceutical Services Inc

Healthcare
166
+ 40.99%
$285.69 - $344.0 $47.4K - $57.1K
571 $187K
ARB
Altshares Tr Merger Arbitrage

Industrials
2.38K
+ 68.23%
$27.27 - $28.14 $64.8K - $66.8K
5.86K $161K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
7.71K
+ 7.79%
$13.12 - $13.68 $101K - $105K
107K $1.42M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
501
+ 3.75%
$74.89 - $84.46 $37.5K - $42.3K
13.9K $1.1M
WTM
White Mountains Insurance Group LTD

Financial Services
24
+ 32.0%
$1755.01 - $2015.0 $42.1K - $48.4K
99 $192K
ABC
Amerisourcebergen Corp

Healthcare
343
+ 0.65%
N/A
53K $9.81M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
2.88K
+ 22.13%
$19.23 - $20.44 $55.4K - $58.8K
15.9K $319K
VPN
Global X Fds Data Ctr Reits &

ETFs
4K
New
N/A
4K $63K
DFUS
Dimensional ETF Tr U S Equity

ETFs
565
+ 3.49%
$61.52 - $66.5 $34.8K - $37.6K
16.8K $1.07M
ITRI
Itron, Inc.

Technology
548
+ 43.08%
$101.26 - $124.45 $55.5K - $68.2K
1.82K $197K
PKG
Packaging Corp Of America

Consumer Cyclical
192
+ 10.15%
$211.98 - $248.85 $40.7K - $47.8K
2.08K $469K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.7K
+ 233.07%
$27.54 - $83.04 $432K - $1.3M
22.4K $620K
SYY
Sysco Corp

Consumer Defensive
1.21K
+ 6.29%
$73.63 - $81.77 $88.9K - $98.8K
20.4K $1.56M
CNP
Centerpoint Energy Inc

Utilities
518
+ 2.7%
$28.58 - $32.66 $14.8K - $16.9K
19.7K $626K
GUG
Guggenheim Active Allocation Fund

ETFs
4.7K
+ 94.68%
$14.87 - $16.49 $69.9K - $77.5K
9.66K $143K
OHI
Omega Healthcare Investors Inc

Real Estate
1.88K
+ 52.89%
$37.51 - $42.56 $70.4K - $79.9K
5.43K $205K
RY
Royal Bank Of Canada

Financial Services
551
+ 40.57%
$119.72 - $128.02 $66K - $70.5K
1.91K $230K
EXEL
Exelixis, Inc.

Healthcare
330
+ 4.91%
$25.39 - $36.46 $8.38K - $12K
7.05K $234K
ILMN
Illumina, Inc.

Healthcare
431
+ 57.39%
$128.99 - $155.15 $55.6K - $66.9K
1.18K $157K
EWP
Ishares Inc Msci Spain ETF

ETFs
1.95K
New
$30.65 - $34.74 $59.9K - $67.8K
1.95K $60K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
548
+ 13.41%
$81.6 - $90.89 $44.7K - $49.8K
4.63K $397K
TDW
Tidewater Inc

Energy
1.22K
+ 336.26%
$47.0 - $73.31 $57.5K - $89.7K
1.59K $86K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.74K
+ 114.36%
$17.41 - $19.29 $65K - $72.1K
7K $121K
INTA
Intapp, Inc.

Technology
239
+ 8.77%
$43.86 - $70.0 $10.5K - $16.7K
2.96K $189K
NXST
Nexstar Media Group, Inc.

Communication Services
392
+ 99.49%
$157.01 - $188.5 $61.5K - $73.9K
786 $124K
LQDA
Liquidia Corp

Healthcare
5K
New
$9.82 - $11.8 $49.1K - $59K
5K $58K
WEX
Wex Inc.

Technology
356
+ 263.7%
$167.45 - $216.67 $59.6K - $77.1K
491 $86K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
8.83K
+ 22.96%
$10.97 - $12.21 $96.9K - $108K
47.3K $523K
CORT
Corcept Therapeutics Inc

Healthcare
138
+ 1.14%
$44.66 - $60.85 $6.16K - $8.4K
12.3K $617K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.95K
+ 9.59%
$22.65 - $23.8 $112K - $118K
56.5K $1.28M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
159
+ 7.68%
$225.16 - $265.16 $35.8K - $42.2K
2.23K $554K
S
Sentinel One, Inc.

Technology
2.98K
+ 52.51%
$22.05 - $28.68 $65.7K - $85.4K
8.65K $192K
VTWO
Vanguard Russell 2000 ETF

ETFs
644
+ 24.14%
$87.42 - $98.06 $56.3K - $63.2K
3.31K $295K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.53K
+ 9.82%
$40.34 - $40.62 $61.7K - $62.1K
17.1K $691K
GDRX
Good Rx Holdings, Inc.

Healthcare
11.9K
New
$4.15 - $7.09 $49.6K - $84.7K
11.9K $55K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1K
+ 30.53%
$47.96 - $55.17 $48K - $55.2K
4.28K $219K
BUR
Burford Capital LTD

Financial Services
4.67K
+ 54.48%
$12.71 - $14.61 $59.4K - $68.2K
13.2K $168K
AL
Air Lease Corp

Industrials
1.12K
+ 1506.76%
$42.79 - $52.16 $47.7K - $58.2K
1.19K $57K
FIVN
Five9, Inc.

Technology
1.32K
+ 7305.56%
$27.26 - $43.41 $35.8K - $57.1K
1.33K $54K
Activity Summary
Buys All Purchases 2060 New Holdings 444 Increased Positions 1616 Sells All Sells 1050 Reductions 1050 Sold out 0 Options Calls 0 Puts 0
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