Steward Partners Investment Advisory, LLC Purchases in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1.27K
New
$19.73 - $23.93 $25.1K - $30.5K
1.27K $26K
VWID
Etfis Ser Tr I Virtus Wmc Inte

Technology
1K
New
$26.42 - $28.87 $26.4K - $28.9K
1K $26K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
716
+ 179.0%
$34.64 - $35.72 $24.8K - $25.6K
1.12K $39K
PSA
Public Storage

Real Estate
939
+ 23.74%
$289.33 - $360.21 $272K - $338K
4.9K $1.47M
STEP
Step Stone Group Inc.

Financial Services
461
New
$57.28 - $69.32 $26.4K - $32K
461 $26K
UBS
Ubs Group Ag

Financial Services
887
+ 42.2%
$29.78 - $33.08 $26.4K - $29.3K
2.99K $90K
BLFS
Biolife Solutions Inc

Healthcare
1K
New
$20.47 - $27.47 $20.5K - $27.5K
1K $25K
BXC
Blue Linx Holdings Inc.

Industrials
344
+ 11.14%
$100.47 - $131.66 $34.6K - $45.3K
3.43K $350K
IONS
Ionis Pharmaceuticals Inc

Healthcare
1.02K
+ 49.59%
$33.73 - $40.36 $34.4K - $41.1K
3.07K $107K
OKTA
Okta, Inc.

Technology
232
+ 14.48%
$71.81 - $86.11 $16.7K - $20K
1.83K $144K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.31K
+ 166.33%
$9.49 - $10.74 $21.9K - $24.8K
3.69K $37K
ENTG
Entegris Inc

Technology
484
+ 26.61%
$97.67 - $112.92 $47.3K - $54.7K
2.3K $228K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
2.69K
+ 24.95%
$11.87 - $13.06 $31.9K - $35.1K
13.5K $164K
RLI
Rli Corp

Financial Services
9
+ 0.39%
$151.91 - $180.89 $1.37K - $1.63K
2.32K $382K
SONY
Sony Group Corp

Technology
12K
+ 393.65%
$17.53 - $96.8 $210K - $1.16M
15K $317K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
263
+ 5.9%
$47.66 - $57.86 $12.5K - $15.2K
4.72K $267K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
750
New
$32.85 - $34.26 $24.6K - $25.7K
750 $24K
HESM
Hess Midstream LP

Energy
579
+ 77.2%
$34.2 - $37.9 $19.8K - $21.9K
1.33K $49K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.27K
+ 18.79%
$20.08 - $20.61 $25.4K - $26.1K
8K $161K
JNPR
Juniper Networks Inc

Technology
787
+ 19.72%
$35.08 - $39.26 $27.6K - $30.9K
4.78K $178K
NWE
Northwestern Corp

Utilities
465
+ 91.9%
$50.44 - $57.24 $23.5K - $26.6K
971 $51K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
194
+ 164.41%
$104.54 - $137.94 $20.3K - $26.8K
312 $37K
BL
Blackline, Inc.

Technology
378
New
$53.92 - $64.91 $20.4K - $24.5K
378 $22K
CPT
Camden Property Trust

Real Estate
436
+ 11.58%
$112.52 - $127.03 $49.1K - $55.4K
4.2K $487K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
736
+ 42.15%
$31.57 - $34.79 $23.2K - $25.6K
2.48K $78K
FOXA
Fox Corp

Communication Services
45
+ 1.39%
$41.35 - $49.99 $1.86K - $2.25K
3.28K $159K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
731
New
$29.05 - $41.22 $21.2K - $30.1K
731 $22K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
2.35K
New
$9.56 - $10.96 $22.5K - $25.8K
2.35K $22K
HGTY
Hagerty, Inc.

Financial Services
2.73K
+ 35.87%
$9.57 - $11.95 $26.1K - $32.6K
10.3K $99K
PIE
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 27.38%
$19.22 - $20.71 $29.7K - $32K
7.19K $138K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.37K
+ 82.9%
$16.32 - $16.99 $22.3K - $23.2K
3.02K $49K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
332
New
$61.63 - $71.89 $20.5K - $23.9K
332 $22K
QUBT
Quantum Computing Inc.

Technology
1.28K
New
$0.64 - $21.61 $817 - $27.6K
1.28K $22K
REAL
The Real Real, Inc.

Consumer Cyclical
2K
+ 2000.0%
$2.89 - $11.18 $5.78K - $22.4K
2.1K $22K
CLOI
Vaneck ETF Tr

ETFs
434
New
$52.7 - $53.15 $22.9K - $23.1K
434 $22K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.39K
+ 81.44%
$22.59 - $28.9 $31.4K - $40.2K
3.1K $70K
BRX
Brixmor Property Group Inc.

Real Estate
885
+ 54.53%
N/A
2.51K $57K
CWST
Casella Waste Systems Inc

Industrials
26
+ 0.89%
$97.5 - $113.93 $2.54K - $2.96K
2.96K $312K
EOSE
Eos Energy Enterprises, Inc.

Industrials
3.66K
+ 318.64%
$2.15 - $5.17 $7.86K - $18.9K
4.81K $24K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.28K
+ 33.86%
$9.95 - $12.23 $12.7K - $15.6K
5.06K $59K
POWL
Powell Industries Inc

Industrials
98
New
$221.65 - $352.37 $21.7K - $34.5K
98 $21K
SCI
Service Corp International

Consumer Cyclical
212
+ 5.02%
$73.36 - $88.6 $15.6K - $18.8K
4.44K $354K
OUNZ
Van Eck Merk Gold Trust

ETFs
866
+ 10.76%
$24.72 - $26.9 $21.4K - $23.3K
8.92K $225K
COTY
Coty Inc.

Consumer Defensive
3.19K
+ 317.01%
$6.92 - $9.36 $22K - $29.8K
4.19K $29K
ERII
Energy Recovery, Inc.

Industrials
1.43K
New
$14.66 - $19.93 $20.9K - $28.4K
1.43K $20K
EQR
Equity Residential

Real Estate
288
+ 109.51%
$69.12 - $77.48 $19.9K - $22.3K
551 $39K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
311
+ 17.34%
N/A
2.11K $136K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
241
New
$71.19 - $91.57 $17.2K - $22.1K
241 $20K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 7.45%
$21.1 - $23.08 $34.8K - $38.1K
23.8K $505K
Activity Summary
Buys All Purchases 2060 New Holdings 444 Increased Positions 1616 Sells All Sells 1050 Reductions 1050 Sold out 0 Options Calls 0 Puts 0
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