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
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
595
+ 4.14%
$27.7 - $29.59 $16.5K - $17.6K
15K $432K
SPSB
Spdr Portfolio Short Term Corp

ETFs
703
+ 0.81%
$29.51 - $29.7 $20.7K - $20.9K
87.8K $2.61M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
500
New
$29.24 - $31.34 $14.6K - $15.7K
500 $15K
UDR
Udr, Inc.

Real Estate
14
+ 0.37%
$35.27 - $41.16 $494 - $576
3.8K $156K
BUR
Burford Capital LTD

Financial Services
2.14K
+ 45.59%
$12.76 - $16.42 $27.3K - $35.1K
6.83K $89K
AGCO
Agco Corp

Industrials
288
+ 50.44%
$97.88 - $125.37 $28.2K - $36.1K
859 $84K
BGS
B&G Foods, Inc.

Consumer Defensive
2K
+ 300.75%
$7.99 - $11.55 $16K - $23.1K
2.67K $21K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
264
+ 19.4%
$68.23 - $72.35 $18K - $19.1K
1.63K $113K
IGF
Ishares Global Infrastructure

ETFs
288
+ 41.14%
$45.25 - $50.7 $13K - $14.6K
988 $47K
NXE
Nex Gen Energy Ltd.

Energy
2.34K
+ 77.87%
$6.67 - $8.81 $15.6K - $20.6K
5.34K $37K
RDNT
Rad Net, Inc.

Healthcare
250
New
$46.52 - $61.75 $11.6K - $15.4K
250 $14K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
229
+ 15.78%
$29.87 - $35.15 $6.84K - $8.05K
1.68K $58K
DOX
Amdocs LTD

Technology
423
+ 25.22%
$74.9 - $90.23 $31.7K - $38.2K
2.1K $165K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.61K
+ 73.36%
$9.63 - $11.19 $15.5K - $18.1K
3.81K $37K
DIHP
Dimensional ETF Tr Dimensional

ETFs
500
+ 44.96%
$25.66 - $27.34 $12.8K - $13.7K
1.61K $42K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
586
+ 189.64%
$21.33 - $22.84 $12.5K - $13.4K
895 $19K
NFG
National Fuel Gas CO

Energy
211
+ 6.36%
$51.73 - $57.29 $10.9K - $12.1K
3.53K $191K
NCA
Nuveen California Municipal Value Fund

Financial Services
2K
+ 18.18%
$8.39 - $9.04 $16.8K - $18.1K
13K $112K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
900
+ 11.95%
$10.98 - $11.69 $9.88K - $10.5K
8.43K $98K
PFG
Principal Financial Group Inc

Financial Services
1.03K
+ 12.02%
$76.66 - $86.01 $79.2K - $88.8K
9.63K $755K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
460
New
$28.13 - $28.99 $12.9K - $13.3K
460 $13K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
400
New
$29.68 - $33.87 $11.9K - $13.5K
400 $13K
SKE
Skeena Resources LTD

Basic Materials
2.1K
+ 105.0%
$4.28 - $5.58 $8.99K - $11.7K
4.1K $22K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
10
+ 1.52%
$148.27 - $174.07 $1.48K - $1.74K
667 $114K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
30
+ 4.52%
$144.17 - $170.65 $4.33K - $5.12K
694 $109K
BSY
Bentley Systems Inc

Technology
257
+ 93.12%
$47.55 - $57.05 $12.2K - $14.7K
533 $26K
DTE
Dte Energy CO

Utilities
129
+ 9.27%
$103.2 - $117.18 $13.3K - $15.1K
1.52K $168K
IMXI
International Money Express, Inc.

Technology
1.14K
+ 19.2%
$19.35 - $22.8 $22K - $25.9K
7.06K $147K
PSCT
Invesco S&P Smallcap Informati

ETFs
213
+ 3.12%
$42.42 - $48.06 $9.04K - $10.2K
7.05K $329K
PABU
Ishares Tr Ishares Paris Align

ETFs
185
+ 37.0%
$53.24 - $59.75 $9.85K - $11.1K
685 $40K
CXE
Mfs High Income Municipal Trust

Financial Services
3.2K
+ 85.95%
$3.48 - $3.71 $11.1K - $11.9K
6.92K $25K
MLI
Mueller Industries Inc

Industrials
156
+ 15.19%
$51.71 - $59.5 $8.07K - $9.28K
1.18K $67K
NNY
Nuveen New York Municipal Value Fund

Financial Services
1.55K
+ 7.18%
$8.1 - $8.31 $12.6K - $12.9K
23.2K $191K
PJT
Pjt Partners Inc.

Financial Services
103
+ 201.96%
$91.25 - $108.42 $9.4K - $11.2K
154 $16K
RKT
Rocket Companies, Inc.

Financial Services
1K
+ 51.81%
$11.38 - $14.89 $11.4K - $14.9K
2.93K $40K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
876
+ 2.43%
$37.19 - $39.82 $32.6K - $34.9K
36.9K $1.42M
PAX
Patria Investments LTD

Financial Services
1K
New
$12.03 - $14.65 $12K - $14.7K
1K $12K
SATS
Echo Star Corp

Technology
465
+ 74.04%
$13.04 - $19.84 $6.06K - $9.23K
1.09K $19K
FID
First Tr Exchange Trded Fd Vi

ETFs
800
+ 11.94%
$15.24 - $16.6 $12.2K - $13.3K
7.5K $117K
IYR
Ishares Tr

ETFs
217
+ 5.71%
$81.6 - $89.23 $17.7K - $19.4K
4.02K $352K
NWN
Northwest Natural Holding CO

Utilities
375
+ 17.98%
$34.95 - $38.79 $13.1K - $14.5K
2.46K $88K
PPL
Ppl Corp

Utilities
279
+ 0.92%
$26.01 - $29.84 $7.26K - $8.33K
30.8K $850K
PGC
Peapack Gladstone Financial Corp

Financial Services
500
New
$20.5 - $25.04 $10.3K - $12.5K
500 $11K
PMM
Putnam Managed Municipal Income Trust

Financial Services
1K
+ 4.76%
$5.84 - $6.25 $5.84K - $6.25K
22K $136K
RWT
Redwood Trust Inc

Real Estate
1.57K
+ 26.09%
$5.49 - $6.68 $8.61K - $10.5K
7.58K $49K
SMCI
Super Micro Computer, Inc.

Technology
93
+ 27.35%
$713.65 - $1037.15 $66.4K - $96.5K
433 $354K
BCS
Barclays PLC

Financial Services
946
+ 1332.39%
$9.0 - $11.41 $8.51K - $10.8K
1.02K $10K
CAH
Cardinal Health Inc

Healthcare
480
+ 17.4%
$94.75 - $112.06 $45.5K - $53.8K
3.24K $318K
CHD
Church & Dwight CO Inc

Consumer Defensive
221
+ 1.12%
$101.08 - $109.91 $22.3K - $24.3K
20K $2.08M
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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