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
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.34K
+ 23.33%
$18.49 - $20.75 $24.7K - $27.7K
7.07K $142K
INSP
Inspire Medical Systems, Inc.

Healthcare
225
New
$133.83 - $251.19 $30.1K - $56.5K
225 $30K
IAI
Ishares Tr Us Broker Dealers &

ETFs
82
+ 0.37%
$109.7 - $120.13 $9K - $9.85K
22.3K $2.6M
VFF
Village Farms International, Inc.

Consumer Defensive
30K
New
$0.97 - $1.53 $29.1K - $45.9K
30K $30K
BTI
British American Tobacco P.L.C.

Consumer Defensive
880
+ 21.02%
$28.38 - $32.36 $25K - $28.5K
5.07K $156K
JUPW
Jupiter Wellness, Inc.

Healthcare
9.93K
+ 26.58%
N/A
47.3K $138K
MTB
M&T Bank Corp

Financial Services
34
+ 0.84%
$134.56 - $155.06 $4.58K - $5.27K
4.09K $618K
SWI
Solar Winds Corp

Technology
2.45K
New
$10.59 - $12.71 $25.9K - $31.1K
2.45K $29K
OEC
Orion Engineered Carbons S.A.

Basic Materials
1.34K
New
$21.94 - $25.95 $29.3K - $34.6K
1.34K $29K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
750
+ 12.96%
$18.39 - $21.58 $13.8K - $16.2K
6.54K $140K
INVH
Invitation Homes Inc.

Real Estate
698
+ 9.94%
$33.04 - $35.89 $23.1K - $25.1K
7.72K $276K
BLDR
Builders First Source, Inc.

Industrials
234
+ 320.55%
$136.51 - $205.41 $31.9K - $48.1K
307 $42K
NGG
National Grid PLC

Utilities
725
+ 58.61%
$55.5 - $73.31 $40.2K - $53.1K
1.96K $111K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
690
+ 34.83%
$39.21 - $49.02 $27.1K - $33.8K
2.67K $123K
BWXT
Bwx Technologies, Inc.

Industrials
343
+ 40.26%
$87.04 - $101.9 $29.9K - $35K
1.2K $113K
EMR
Emerson Electric CO

Industrials
2.22K
+ 3.32%
$105.97 - $115.59 $235K - $256K
69.1K $7.61M
MMS
Maximus, Inc.

Industrials
303
+ 123.67%
$79.78 - $88.69 $24.2K - $26.9K
548 $46K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
907
+ 1.57%
$10.85 - $11.81 $9.84K - $10.7K
58.6K $687K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
837
+ 57.06%
$32.02 - $34.08 $26.8K - $28.5K
2.3K $76K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
601
+ 35.25%
$30.16 - $35.81 $18.1K - $21.5K
2.31K $80K
BNS
Bank Of Nova Scotia

Financial Services
661
+ 79.16%
$45.12 - $50.46 $29.8K - $33.4K
1.5K $68K
BBDC
Barings Bdc, Inc.

Financial Services
1.2K
+ 3.83%
$9.13 - $10.18 $11K - $12.2K
32.5K $316K
CW
Curtiss Wright Corp

Industrials
65
+ 13.77%
$247.08 - $285.21 $16.1K - $18.5K
537 $145K
FTHI
First Trust Exchange Traded Fd

ETFs
1.14K
+ 79.86%
$21.75 - $22.62 $24.8K - $25.7K
2.56K $57K
FTQI
First Trust ETF Vi First Trust

ETFs
1.25K
+ 61.96%
$19.63 - $20.57 $24.6K - $25.7K
3.27K $66K
JPMB
J P Morgan Usd Emerging Market

ETFs
878
+ 5.65%
$37.9 - $39.2 $33.3K - $34.4K
16.4K $634K
ARLP
Alliance Resource Partners LP

Energy
1K
New
$20.14 - $24.91 $20.1K - $24.9K
1K $24K
XBAP
Innovator ETF Tr Us Equity Acc
755
New
$30.25 - $32.3 $22.8K - $24.4K
755 $24K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
533
+ 3.12%
$42.08 - $45.43 $22.4K - $24.2K
17.6K $782K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.17K
+ 18.83%
$21.0 - $21.22 $24.6K - $24.8K
7.38K $155K
ISCB
International Speedway Corp

ETFs
606
+ 17.26%
$51.49 - $55.89 $31.2K - $33.9K
4.12K $221K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
800
+ 0.65%
$11.67 - $12.43 $9.34K - $9.94K
123K $1.52M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.54K
+ 15.14%
$6.8 - $7.52 $17.2K - $19.1K
19.3K $144K
SU
Suncor Energy Inc

Energy
474
+ 8.97%
$36.37 - $41.05 $17.2K - $19.5K
5.76K $219K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.45K
+ 1.63%
$8.87 - $9.56 $12.8K - $13.8K
90.5K $831K
FLIN
Franklin Templeton ETF Tr

ETFs
600
New
$36.55 - $40.07 $21.9K - $24K
600 $23K
EQAL
Invesco ETF

ETFs
523
New
$43.33 - $46.19 $22.7K - $24.2K
523 $23K
TFLO
Ishares Treasury Floating Rate

ETFs
459
+ 3.41%
$50.44 - $50.7 $23.2K - $23.3K
13.9K $705K
USA
Liberty All Star Equity Fund

Financial Services
11.8K
+ 7.32%
$6.54 - $7.15 $77K - $84.2K
173K $1.17M
NJR
New Jersey Resources Corp

Utilities
651
+ 2.29%
$41.28 - $44.85 $26.9K - $29.2K
29.1K $1.25M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
749
+ 1.59%
$12.47 - $13.51 $9.34K - $10.1K
48K $647K
QTRX
Quanterix Corp

Healthcare
1.78K
New
$12.26 - $23.78 $21.8K - $42.2K
1.78K $23K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
15
+ 0.94%
$167.48 - $197.89 $2.51K - $2.97K
1.62K $315K
HQH
Tekla Healthcare Investors

Financial Services
768
+ 4.83%
$15.78 - $17.58 $12.1K - $13.5K
16.7K $290K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
56
+ 0.42%
$52.92 - $56.98 $2.96K - $3.19K
13.2K $753K
ZBRA
Zebra Technologies Corp

Technology
67
+ 19.03%
$268.07 - $327.0 $18K - $21.9K
419 $129K
INSW
International Seaways, Inc.

Energy
15
+ 0.41%
$51.33 - $65.13 $770 - $977
3.64K $215K
BIT
Black Rock Multi Sector Income Trust

Financial Services
6.22K
+ 11.82%
$14.53 - $15.74 $90.4K - $97.9K
58.8K $857K
CHDN
Churchill Downs Inc

Consumer Cyclical
35
+ 3.27%
$118.96 - $140.74 $4.16K - $4.93K
1.1K $154K
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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