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
DOUG
Douglas Elliman Inc.

Real Estate
49.8K
+ 2741.05%
$1.04 - $2.24 $51.7K - $111K
51.6K $94K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.26K
New
$64.24 - $74.15 $80.6K - $93.1K
1.26K $92K
EXEL
Exelixis, Inc.

Healthcare
3.06K
+ 83.81%
$21.96 - $27.6 $67.3K - $84.6K
6.72K $174K
HES
Hess Corp

Energy
995
+ 27.25%
$126.3 - $155.44 $126K - $155K
4.65K $630K
JEF
Jefferies Financial Group Inc.

Financial Services
1.19K
+ 73.7%
$49.97 - $62.49 $59.4K - $74.2K
2.8K $172K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.1K
+ 52.46%
$7.45 - $8.23 $75.3K - $83.2K
29.4K $236K
ZION
Zions Bancorporation, National Association

Financial Services
1.92K
+ 1980.41%
$42.49 - $52.53 $81.6K - $101K
2.02K $95K
MCBS
Metro City Bankshares, Inc.

Financial Services
2.95K
New
$25.48 - $32.1 $75.1K - $94.6K
2.95K $90K
NRIX
Nurix Therapeutics, Inc.

Healthcare
4.05K
New
$18.93 - $25.69 $76.7K - $104K
4.05K $90K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
977
+ 2.36%
$51.78 - $52.98 $50.6K - $51.8K
42.4K $2.25M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
992
+ 1.18%
$17.27 - $19.44 $17.1K - $19.3K
85.2K $1.66M
BHK
Blackrock Core Bond Trust

Financial Services
7.25K
+ 1161.54%
$10.55 - $12.06 $76.5K - $87.4K
7.87K $94K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.81K
+ 105.61%
$44.65 - $47.21 $80.6K - $85.3K
3.52K $164K
IBCP
Independent Bank Corp

Financial Services
2.65K
New
$25.51 - $35.28 $67.7K - $93.6K
2.65K $88K
VOD
Vodafone Group Public LTD CO

Communication Services
1.68K
+ 2.7%
$8.8 - $10.35 $14.8K - $17.4K
64K $640K
ERC
Allspring Multi Sector Income Fund

Financial Services
9.07K
+ 1178.44%
$8.98 - $9.58 $81.5K - $86.9K
9.84K $94K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.73K
+ 161.68%
$49.88 - $50.45 $86.3K - $87.3K
2.8K $140K
RLI
Rli Corp

Financial Services
380
+ 19.68%
$137.07 - $154.98 $52.1K - $58.9K
2.31K $358K
SFNC
Simmons First National Corp

Financial Services
4.08K
New
$17.05 - $22.07 $69.6K - $90.1K
4.08K $87K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
101
+ 1.74%
$29.24 - $45.37 $2.95K - $4.58K
5.9K $265K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
143
+ 4.11%
$138.85 - $182.81 $19.9K - $26.1K
3.63K $642K
ARRY
Array Technologies, Inc.

Technology
13.1K
New
$5.69 - $11.76 $74.5K - $154K
13.1K $86K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
577
+ 14.84%
$98.24 - $109.56 $56.7K - $63.2K
4.47K $489K
PAAS
Pan American Silver Corp

Basic Materials
3.55K
+ 29.43%
$18.58 - $24.18 $65.9K - $85.8K
15.6K $325K
CRL
Charles River Laboratories International, Inc.

Healthcare
461
+ 75.45%
$187.96 - $245.29 $86.6K - $113K
1.07K $211K
CLH
Clean Harbors Inc

Industrials
284
+ 27.33%
$219.55 - $249.19 $62.4K - $70.8K
1.32K $319K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.08K
+ 10.74%
$37.61 - $41.72 $40.8K - $45.2K
11.2K $466K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.02K
+ 83.58%
$34.48 - $38.87 $69.7K - $78.6K
4.44K $171K
PINK
Simplify Exchange Traded Fds S

ETFs
2.5K
+ 105.71%
$30.71 - $33.23 $76.8K - $83.1K
4.87K $159K
BALT
Innovator Etfs Tr
2.62K
+ 50.07%
$29.76 - $30.83 $77.9K - $80.7K
7.85K $241K
JNK
Spdr Bloomberg High Yield Bond

ETFs
674
+ 12.9%
$93.65 - $97.81 $63.1K - $65.9K
5.9K $576K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
514
+ 1.35%
$18.31 - $20.21 $9.41K - $10.4K
38.5K $779K
SONY
Sony Group Corp

Technology
559
+ 22.56%
$81.61 - $98.65 $45.6K - $55.1K
3.04K $293K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
3.93K
+ 9.52%
$19.65 - $22.6 $77.2K - $88.8K
45.2K $980K
WTRG
Essential Utilities, Inc.

Utilities
943
+ 2.52%
$36.74 - $41.49 $34.6K - $39.1K
38.3K $1.48M
GHC
Graham Holdings CO

Consumer Defensive
100
New
$688.99 - $821.72 $68.9K - $82.2K
100 $82K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.34K
+ 8.05%
$37.89 - $40.48 $50.9K - $54.4K
18K $730K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.25K
+ 5.38%
$41.95 - $43.42 $52.2K - $54.1K
24.4K $1.06M
OGN
Organon & Co.

Healthcare
4.83K
+ 76.18%
$18.65 - $23.03 $90K - $111K
11.2K $213K
BCAT
Black Rock Capital Allocation Trust

ETFs
4.9K
+ 81.7%
$15.81 - $17.0 $77.4K - $83.2K
10.9K $179K
DLB
Dolby Laboratories, Inc.

Industrials
1.11K
+ 96.0%
$66.75 - $81.27 $73.8K - $89.8K
2.26K $172K
FTC
First Tr Lge Cap Growth

ETFs
499
+ 30.73%
$115.51 - $131.45 $57.6K - $65.6K
2.12K $279K
COIN
Coinbase Global, Inc.

Technology
2.6K
+ 29.88%
$147.09 - $265.15 $383K - $690K
11.3K $2.02M
CFB
Crossfirst Bankshares, Inc.

Financial Services
4.82K
New
$13.95 - $18.68 $67.3K - $90.1K
4.82K $80K
FNX
First Tr Mid Cap Core Alphadex

ETFs
294
+ 5.59%
$106.85 - $117.19 $31.4K - $34.5K
5.56K $650K
VTR
Ventas, Inc.

Real Estate
905
+ 53.2%
$50.88 - $65.33 $46K - $59.1K
2.61K $167K
DAKT
Daktronics Inc

Technology
6.15K
New
$11.8 - $15.84 $72.5K - $97.4K
6.15K $79K
ENTG
Entegris Inc

Technology
894
+ 96.65%
$98.09 - $146.48 $87.7K - $131K
1.82K $204K
VTWO
Vanguard Russell 2000 ETF

ETFs
722
+ 37.1%
$81.17 - $90.77 $58.6K - $65.5K
2.67K $238K
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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