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
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
700
+ 10.82%
$48.87 - $54.0 $34.2K - $37.8K
7.17K $387K
EVN
Eaton Vance Municipal Income Trust

Financial Services
939
+ 1.04%
$10.28 - $11.24 $9.65K - $10.6K
90.8K $996K
CLBT
Cellebrite Di Ltd.

Technology
567
+ 4.9%
$11.61 - $17.52 $6.58K - $9.93K
12.1K $204K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
4.45K
+ 33.86%
$16.12 - $18.36 $71.8K - $81.7K
17.6K $298K
BXC
Blue Linx Holdings Inc.

Industrials
279
+ 9.93%
$88.69 - $124.89 $24.7K - $34.8K
3.09K $325K
CPK
Chesapeake Utilities Corp

Utilities
502
+ 772.31%
$106.02 - $124.17 $53.2K - $62.3K
567 $70K
RECS
Columbia ETF Tr I

ETFs
1.9K
New
$30.74 - $33.91 $58.3K - $64.3K
1.9K $64K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.31K
+ 47.14%
$31.83 - $39.53 $41.7K - $51.7K
4.09K $157K
WTW
Willis Towers Watson PLC

Financial Services
34
+ 2.04%
$257.34 - $294.53 $8.75K - $10K
1.7K $500K
BMI
Badger Meter Inc

Technology
62
+ 4.01%
$184.77 - $219.63 $11.5K - $13.6K
1.61K $351K
RWK
Invesco Exchange Traded Fd Tr

ETFs
199
+ 3.27%
$107.13 - $116.56 $21.3K - $23.2K
6.29K $731K
AVLV
American Centy ETF Tr Avantis
950
New
$60.05 - $65.83 $57K - $62.5K
950 $62K
NN
Nextnav Inc.

Communication Services
8.4K
New
$6.54 - $9.34 $54.9K - $78.4K
8.4K $62K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
674
+ 16.69%
$69.59 - $79.2 $46.9K - $53.4K
4.71K $363K
RY
Royal Bank Of Canada

Financial Services
347
+ 34.32%
$105.65 - $124.73 $36.7K - $43.3K
1.36K $169K
RGLD
Royal Gold Inc

Basic Materials
58
+ 1.64%
$125.01 - $146.5 $7.25K - $8.5K
3.59K $503K
SWN
Southwestern Energy CO

Energy
1.67K
+ 1.26%
$6.0 - $7.15 $10K - $11.9K
134K $954K
GLP
Global Partners LP

Energy
1.3K
+ 260.0%
$37.3 - $46.56 $48.5K - $60.5K
1.8K $83K
MLR
Miller Industries Inc

Consumer Cyclical
400
+ 6.57%
$53.35 - $68.06 $21.3K - $27.2K
6.48K $395K
PARA
Paramount Global

Communication Services
3.86K
+ 4.52%
$9.98 - $11.95 $38.6K - $46.2K
89.4K $949K
SGOL
Abrdn Gold ETF Trust

ETFs
2.05K
+ 66.86%
$22.26 - $25.51 $45.6K - $52.3K
5.12K $128K
ELV
Elevance Health, Inc.

Healthcare
893
+ 4.83%
$500.12 - $562.29 $447K - $502K
19.4K $10.1M
BGB
Blackstone Strategic Credit Fund

Financial Services
348
+ 0.27%
$11.61 - $12.42 $4.04K - $4.32K
129K $1.59M
BEN
Franklin Resources Inc

Financial Services
3.05K
+ 438.07%
$19.13 - $23.97 $58.3K - $73.1K
3.75K $75K
IIM
Invesco Value Municipal Income Trust

Financial Services
4.56K
+ 198.69%
$12.19 - $12.99 $55.6K - $59.2K
6.86K $88K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
2.16K
New
$27.93 - $29.14 $60.3K - $62.9K
2.16K $60K
PRM
Perimeter Solutions, Sa

Basic Materials
4.33K
+ 1047.46%
$7.55 - $13.42 $32.7K - $58.1K
4.74K $63K
ALTG
Alta Equipment Group Inc.

Industrials
13.4K
+ 56.96%
$5.59 - $11.07 $74.9K - $148K
36.9K $248K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.04K
New
$49.13 - $66.72 $50.8K - $69.1K
1.04K $59K
KIE
Spdr S&P Insurance ETF

ETFs
824
+ 45.85%
$49.44 - $56.87 $40.7K - $46.9K
2.62K $148K
SAP
Sap Se

Technology
156
+ 18.18%
$197.21 - $231.0 $30.8K - $36K
1.01K $232K
VOOV
Vanguard S&P 500 Value ETF

ETFs
224
+ 21.54%
$175.0 - $190.72 $39.2K - $42.7K
1.26K $241K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
117
+ 1.97%
$72.52 - $82.35 $8.48K - $9.63K
6.06K $495K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.47K
+ 60.55%
$14.84 - $21.08 $36.7K - $52.1K
6.56K $134K
BANF
Bancfirst Corp

Financial Services
157
+ 6.85%
$85.41 - $110.34 $13.4K - $17.3K
2.45K $257K
IOO
Ishares Tr Global 100 ETF

ETFs
86
+ 0.46%
$89.63 - $100.83 $7.71K - $8.67K
18.8K $1.86M
ONB
Old National Bancorp

Financial Services
3.05K
+ 867.33%
$16.67 - $20.22 $50.9K - $61.7K
3.41K $63K
CPNG
Coupang, Inc.

Consumer Cyclical
2.3K
New
$19.79 - $24.92 $45.6K - $57.4K
2.3K $56K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
121
+ 0.26%
$48.27 - $49.43 $5.84K - $5.98K
46.9K $2.32M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.14K
+ 8.55%
$31.92 - $33.91 $36.3K - $38.6K
14.4K $489K
ISCG
Ishares Morningstar Small Cap

ETFs
1.08K
+ 103.86%
$44.24 - $49.07 $47.6K - $52.8K
2.11K $103K
HQH
Tekla Healthcare Investors

Financial Services
1.96K
+ 11.78%
$17.4 - $19.67 $34.1K - $38.6K
18.6K $346K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
76
+ 0.74%
$69.16 - $76.64 $5.26K - $5.82K
10.4K $780K
BBDC
Barings Bdc, Inc.

Financial Services
5.38K
+ 16.53%
$9.28 - $10.19 $49.9K - $54.8K
37.9K $371K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.87K
+ 28.28%
$12.67 - $14.36 $61.6K - $69.9K
22.1K $296K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
6K
New
$8.77 - $9.35 $52.6K - $56.1K
6K $55K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
1.04K
+ 3.84%
$15.19 - $16.72 $15.8K - $17.4K
28.1K $469K
USFD
Us Foods Holding Corp.

Consumer Defensive
458
+ 14.72%
$50.06 - $62.82 $22.9K - $28.8K
3.57K $219K
WBD
Warner Bros. Discovery, Inc.

Communication Services
781
+ 1.31%
$6.71 - $8.78 $5.24K - $6.86K
60.4K $498K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email