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
UEC
Uranium Energy Corp

Energy
8.5K
+ 104.94%
$4.26 - $6.85 $36.2K - $58.2K
16.6K $102K
FSV
First Service Corp

Real Estate
2
+ 0.11%
$152.13 - $183.13 $304 - $366
1.75K $319K
AIQ
Global X Funds Global X Artifi

ETFs
835
+ 5.91%
$31.85 - $37.36 $26.6K - $31.2K
15K $556K
IONS
Ionis Pharmaceuticals Inc

Healthcare
1.43K
+ 226.71%
$40.06 - $51.86 $57.1K - $74K
2.06K $82K
RH
Rh

Consumer Cyclical
26
+ 5.28%
$237.89 - $348.93 $6.19K - $9.07K
518 $173K
SENEA
Seneca Foods Corp

Consumer Defensive
862
New
$57.56 - $63.59 $49.6K - $54.8K
862 $53K
STAG
Stag Industrial, Inc.

Real Estate
1.11K
+ 36.93%
$35.42 - $40.98 $39.4K - $45.5K
4.12K $161K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
1.64K
New
$29.09 - $32.07 $47.8K - $52.7K
1.64K $52K
WMS
Advanced Drainage Systems, Inc.

Industrials
355
+ 34.47%
$140.18 - $178.56 $49.8K - $63.4K
1.39K $217K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
95
+ 0.44%
$47.91 - $53.27 $4.55K - $5.06K
21.6K $1.15M
HYLS
First Tr Tactical High Yield L

ETFs
1.16K
+ 49.32%
$40.54 - $42.23 $47K - $48.9K
3.51K $147K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.62K
+ 11.81%
$21.02 - $23.78 $76.2K - $86.2K
34.3K $764K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
75
+ 2.81%
$41.77 - $67.84 $3.13K - $5.09K
2.75K $175K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
2.39K
+ 1.36%
$3.99 - $4.33 $9.54K - $10.4K
178K $760K
BIDU
Baidu, Inc.

Communication Services
454
+ 463.27%
$81.0 - $105.29 $36.8K - $47.8K
552 $58K
EUSB
Ishares Tr Esg Advanced Total

Technology
471
+ 2.85%
$42.09 - $44.64 $19.8K - $21K
17K $752K
AMG
Affiliated Managers Group, Inc.

Financial Services
257
+ 147.7%
$154.72 - $185.62 $39.8K - $47.7K
431 $76K
LNT
Alliant Energy Corp

Utilities
724
+ 130.92%
$50.74 - $60.74 $36.7K - $44K
1.28K $77K
AZPN
Aspen Technology, Inc.

Technology
98
+ 15.83%
$172.9 - $239.26 $16.9K - $23.4K
717 $171K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
2.61K
+ 103.66%
$15.47 - $17.24 $40.3K - $44.9K
5.12K $88K
LCII
Lci Industries

Consumer Cyclical
56
+ 2.26%
$97.61 - $123.73 $5.47K - $6.93K
2.54K $305K
SA
Seabridge Gold Inc

Basic Materials
700
+ 5.85%
$13.33 - $18.56 $9.33K - $13K
12.7K $212K
SOFI
So Fi Technologies, Inc.

Financial Services
1.45K
+ 4.83%
$6.32 - $8.19 $9.16K - $11.9K
31.5K $247K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
743
+ 15.96%
$59.66 - $72.78 $44.3K - $54.1K
5.4K $343K
CCK
Crown Holdings Inc

Consumer Cyclical
442
+ 156.18%
$71.52 - $95.86 $31.6K - $42.4K
725 $69K
ISCB
International Speedway Corp

ETFs
471
+ 11.44%
$53.31 - $59.12 $25.1K - $27.8K
4.59K $269K
EBND
Spdr Bloomberg Emerging Market

ETFs
2.29K
New
$19.74 - $21.39 $45.3K - $49K
2.29K $48K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
413
+ 18.05%
$71.9 - $79.86 $29.7K - $33K
2.7K $214K
EUFN
Ishares Msci Europe Financials

ETFs
882
+ 8.61%
$21.54 - $25.01 $19K - $22.1K
11.1K $275K
TAP
Molson Coors Beverage CO

Consumer Defensive
618
+ 36.4%
$49.94 - $57.52 $30.9K - $35.5K
2.32K $133K
POST
Post Holdings, Inc.

Consumer Defensive
396
+ 373.58%
$103.64 - $118.23 $41K - $46.8K
502 $58K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.05K
+ 4.06%
$23.04 - $24.06 $24.2K - $25.3K
26.9K $647K
TRP
Tc Energy Corp

Energy
658
+ 40.97%
$37.48 - $47.9 $24.7K - $31.5K
2.26K $107K
BTI
British American Tobacco P.L.C.

Consumer Defensive
457
+ 9.02%
$31.07 - $39.36 $14.2K - $18K
5.52K $202K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
106
+ 0.15%
$24.77 - $26.7 $2.63K - $2.83K
71.1K $1.9M
HAS
Hasbro, Inc.

Consumer Cyclical
122
+ 4.54%
$56.54 - $72.32 $6.9K - $8.82K
2.81K $203K
ORA
Ormat Technologies, Inc.

Utilities
600
New
$69.2 - $78.16 $41.5K - $46.9K
600 $46K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
187
+ 1.22%
$33.74 - $37.96 $6.31K - $7.1K
15.6K $584K
SCHA
Schwab Strategic Tr Us Small C

ETFs
626
+ 18.21%
$46.9 - $51.96 $29.4K - $32.5K
4.06K $209K
MTN
Vail Resorts Inc

Consumer Cyclical
268
+ 203.03%
$167.58 - $188.32 $44.9K - $50.5K
400 $69K
CIVI
Civitas Resources, Inc.

Energy
1.35K
+ 110.34%
$49.47 - $72.73 $66.5K - $97.8K
2.56K $129K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.54K
+ 95.22%
$25.23 - $27.94 $38.7K - $42.9K
3.15K $87K
BJUL
Innovator U.S. Equity Buffer E

ETFs
758
+ 12.53%
$40.26 - $43.68 $30.5K - $33.1K
6.81K $297K
XBJL
Innovator Etfs Tr Us Equity Ac
784
+ 5.01%
$31.25 - $33.52 $24.5K - $26.3K
16.4K $549K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
3.55K
+ 32.87%
$11.25 - $13.4 $39.9K - $47.6K
14.4K $184K
ORAN
Orange

Communication Services
452
+ 1.7%
$10.15 - $12.19 $4.59K - $5.51K
27.1K $310K
PFN
Pimco Income Strategy Fund Ii

Financial Services
6.02K
New
$7.02 - $7.62 $42.2K - $45.8K
6.02K $45K
RWR
Spdr Dow Jones Reit ETF

ETFs
421
+ 1830.43%
$92.36 - $108.47 $38.9K - $45.7K
444 $47K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.65K
+ 30.59%
$17.62 - $21.88 $46.7K - $58K
11.3K $225K
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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