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
SPNS
Sapiens International Corp N V

Technology
2.14K
New
$34.15 - $41.02 $73.1K - $87.8K
2.14K $79K
EVRG
Evergy, Inc.

Utilities
841
+ 29.59%
$52.46 - $62.01 $44.1K - $52.2K
3.68K $228K
KEY
Keycorp

Financial Services
490
+ 1.77%
$13.95 - $17.34 $6.84K - $8.5K
28.1K $470K
BIT
Black Rock Multi Sector Income Trust

Financial Services
2.79K
+ 4.73%
$14.44 - $15.2 $40.2K - $42.3K
61.6K $934K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.27K
+ 499.54%
$19.78 - $23.53 $64.7K - $77K
3.93K $90K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
4.57K
+ 17.74%
$11.13 - $12.0 $50.9K - $54.8K
30.3K $363K
DCI
Donaldson CO Inc

Industrials
915
+ 21.18%
$69.34 - $74.86 $63.4K - $68.5K
5.24K $385K
DOCS
Doximity, Inc.

Healthcare
1.64K
+ 547.83%
$25.5 - $43.57 $41.8K - $71.4K
1.94K $84K
DY
Dycom Industries Inc

Industrials
196
+ 14.85%
$165.44 - $197.22 $32.4K - $38.7K
1.52K $298K
FYX
First Tr Small Cap Core Alphad

ETFs
300
+ 5.83%
$89.32 - $100.62 $26.8K - $30.2K
5.44K $541K
LSTR
Landstar System Inc

Industrials
351
+ 15.37%
$173.24 - $193.87 $60.8K - $68K
2.64K $497K
PAR
Par Technology Corp

Technology
585
+ 6.33%
$44.72 - $57.16 $26.2K - $33.4K
9.83K $511K
HSIC
Henry Schein Inc

Healthcare
46
+ 0.56%
$63.92 - $73.22 $2.94K - $3.37K
8.29K $604K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
600
+ 2.37%
$21.72 - $25.05 $13K - $15K
25.9K $633K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
1.69K
+ 2.43%
$11.58 - $12.39 $19.6K - $21K
71.3K $883K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
5.81K
New
$12.28 - $14.02 $71.3K - $81.5K
5.81K $75K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
584
+ 45.06%
$114.73 - $120.23 $67K - $70.2K
1.88K $224K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
804
+ 1.58%
$22.51 - $23.92 $18.1K - $19.2K
51.5K $1.23M
NANR
Spdr Index Shs Fds S&P North A

ETFs
1.31K
+ 854.9%
$51.89 - $57.3 $67.9K - $74.9K
1.46K $82K
CPT
Camden Property Trust

Real Estate
166
+ 4.61%
$107.5 - $126.88 $17.8K - $21.1K
3.77K $465K
FORM
Formfactor Inc

Technology
1.6K
+ 3397.87%
$40.9 - $62.22 $65.3K - $99.4K
1.64K $75K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
570
+ 3.02%
$33.88 - $36.77 $19.3K - $21K
19.4K $708K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.84K
New
$32.7 - $56.18 $60.3K - $104K
1.84K $73K
WSO
Watsco Inc

Industrials
34
+ 1.74%
$448.73 - $519.89 $15.3K - $17.7K
1.99K $978K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
23
+ 0.09%
$43.42 - $48.95 $999 - $1.13K
25.4K $1.24M
CASH
Meta Financial Group Inc

Financial Services
422
+ 9.09%
$56.5 - $69.1 $23.8K - $29.2K
5.07K $334K
NGG
National Grid PLC

Utilities
672
+ 34.25%
$57.14 - $70.48 $38.4K - $47.4K
2.63K $183K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
177
+ 0.26%
$50.15 - $51.27 $8.88K - $9.07K
69.4K $3.56M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
504
+ 7.97%
$90.59 - $99.43 $45.7K - $50.1K
6.83K $649K
BMO
Bank Of Montreal

Financial Services
618
+ 26.9%
$79.1 - $90.77 $48.9K - $56.1K
2.92K $262K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
4.74K
+ 143.19%
$13.41 - $14.43 $63.6K - $68.4K
8.05K $116K
GUG
Guggenheim Active Allocation Fund

ETFs
4.1K
+ 474.54%
$15.15 - $16.65 $62.1K - $68.3K
4.96K $82K
VECO
Veeco Instruments Inc

Technology
2.14K
New
$28.99 - $48.47 $62K - $104K
2.14K $70K
RACE
Ferrari N.V.

Consumer Cyclical
99
+ 26.47%
$405.92 - $496.79 $40.2K - $49.2K
473 $222K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.27K
+ 3.23%
$44.66 - $49.15 $146K - $161K
104K $4.92M
BIGZ
Black Rock Innovation & Growth Trust
5.83K
+ 7.61%
$6.75 - $7.61 $39.3K - $44.3K
82.4K $622K
MAS
Masco Corp

Industrials
46
+ 1.22%
$64.7 - $83.94 $2.98K - $3.86K
3.82K $320K
PBT
Permian Basin Royalty Trust

Energy
4.98K
+ 32.53%
$10.5 - $12.01 $52.3K - $59.8K
20.3K $241K
VOYA
Voya Financial, Inc.

Financial Services
820
+ 185.1%
$64.58 - $79.22 $53K - $65K
1.26K $100K
WTS
Watts Water Technologies Inc

Industrials
200
+ 16.88%
$175.53 - $207.88 $35.1K - $41.6K
1.39K $286K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
2.15K
+ 9.78%
$17.34 - $19.53 $37.3K - $42K
24.1K $471K
GAB
Gabelli Equity Trust Inc

Financial Services
3.55K
+ 2.12%
$5.15 - $5.6 $18.3K - $19.9K
171K $936K
MDU
Mdu Resources Group Inc

Industrials
2.2K
+ 62.34%
$24.1 - $27.68 $52.9K - $60.8K
5.72K $156K
PII
Polaris Inc.

Consumer Cyclical
593
+ 15.55%
$72.9 - $86.86 $43.2K - $51.5K
4.41K $366K
SCHX
Schwab Strategic Tr Us Large C

ETFs
616
+ 8.78%
$61.11 - $67.85 $37.6K - $41.8K
7.63K $517K
SIGA
Siga Technologies Inc

Healthcare
10.4K
+ 324.53%
$6.74 - $11.97 $70K - $124K
13.6K $91K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
414
+ 6.83%
$74.85 - $82.2 $31K - $34K
6.48K $526K
DOX
Amdocs LTD

Technology
560
+ 26.67%
$78.13 - $87.85 $43.8K - $49.2K
2.66K $232K
NVMI
Nova Ltd.

Technology
323
New
$172.87 - $244.49 $55.8K - $79K
323 $67K
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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