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
EVGO
E Vgo Inc.

Consumer Cyclical
975
+ 86.67%
$1.71 - $2.54 $1.67K - $2.48K
2.1K $5K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
170
New
$19.85 - $23.22 $3.37K - $3.95K
170 $3K
FPI
Farmland Partners Inc.

Real Estate
300
+ 138.89%
$10.4 - $11.7 $3.12K - $3.51K
516 $5K
FNKO
Funko, Inc.

Consumer Cyclical
10
+ 1.11%
$5.45 - $10.48 $54.5 - $105
910 $8K
HLN
Haleon PLC

Healthcare
832
+ 5.93%
$8.01 - $8.64 $6.66K - $7.19K
14.9K $122K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1
+ 0.03%
$18.97 - $21.43 $19 - $21.4
3.27K $66K
HYG
Ishares Tr

ETFs
92
+ 1.3%
$75.68 - $77.45 $6.96K - $7.13K
7.17K $553K
PICK
Ishares Inc Msci Global Select

ETFs
200
+ 3.59%
$40.51 - $46.12 $8.1K - $9.22K
5.77K $235K
JLL
Jones Lang Lasalle Inc

Real Estate
2
+ 0.66%
$173.39 - $211.6 $347 - $423
305 $62K
PHG
Koninklijke Philips Nv

Healthcare
97
+ 72.39%
$19.83 - $27.98 $1.92K - $2.71K
231 $5K
METV
Listed Fds Tr Roundhill Ball M

ETFs
164
+ 12.62%
$11.46 - $13.22 $1.88K - $2.17K
1.46K $19K
MPW
Medical Properties Trust Inc

Real Estate
3.15K
+ 12.43%
$3.99 - $5.85 $12.6K - $18.5K
28.5K $122K
NWSA
News Corp

Communication Services
6
+ 0.37%
$23.8 - $27.89 $143 - $167
1.64K $45K
PLSE
Pulse Biosciences, Inc.

Healthcare
260
+ 146.07%
$6.69 - $14.54 $1.74K - $3.78K
438 $4K
SON
Sonoco Products CO

Consumer Cyclical
112
+ 35.0%
$50.72 - $61.45 $5.68K - $6.88K
432 $21K
UI
Ubiquiti Inc.

Technology
1
+ 1.33%
$104.97 - $152.06 $105 - $152
76 $11K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
44
New
$80.92 - $87.9 $3.56K - $3.87K
44 $3K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
44
+ 13.5%
$83.94 - $90.83 $3.69K - $4K
370 $32K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
36
New
$105.32 - $113.24 $3.79K - $4.08K
36 $3K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
45
New
$67.03 - $68.47 $3.02K - $3.08K
45 $3K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
800
+ 5.78%
$11.75 - $12.63 $9.4K - $10.1K
14.6K $179K
CAMT
Camtek LTD

Technology
25
New
$74.68 - $125.24 $1.87K - $3.13K
25 $3K
ACMR
Acm Research, Inc.

Technology
1.3K
+ 28.26%
$20.6 - $32.04 $26.8K - $41.7K
5.9K $136K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
32
+ 1.46%
$15.54 - $16.87 $497 - $540
2.23K $36K
BRBR
Bellring Brands, Inc.

Consumer Defensive
29
+ 43.28%
$53.98 - $61.03 $1.57K - $1.77K
96 $5K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
73
+ 1.78%
$15.47 - $16.35 $1.13K - $1.19K
4.17K $68K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
200
+ 5.71%
$10.04 - $10.57 $2.01K - $2.11K
3.7K $38K
HRB
H&R Block Inc

Consumer Cyclical
20
+ 13.33%
$46.26 - $54.23 $925 - $1.08K
170 $9K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
320
New
$7.88 - $8.55 $2.52K - $2.74K
320 $2K
OFC
Corporate Office Properties Trust

Real Estate
101
New
N/A
101 $2K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
250
New
$7.57 - $8.33 $1.89K - $2.08K
250 $2K
ESPR
Esperion Therapeutics, Inc.

Healthcare
1K
New
$1.84 - $3.24 $1.84K - $3.24K
1K $2K
FORM
Formfactor Inc

Technology
47
New
$40.25 - $60.53 $1.89K - $2.84K
47 $2K
HCI
Hci Group, Inc.

Financial Services
155
+ 29.03%
$90.32 - $116.08 $14K - $18K
689 $63K
HOG
Harley Davidson, Inc.

Consumer Cyclical
685
+ 32.74%
$32.52 - $43.55 $22.3K - $29.8K
2.78K $93K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
34
+ 1.85%
$28.5 - $29.26 $969 - $995
1.88K $54K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
40
+ 0.78%
$49.77 - $50.09 $1.99K - $2K
5.15K $256K
IYLD
Ishares Tr Ishares Morningstar

ETFs
164
+ 1.3%
$19.35 - $20.16 $3.17K - $3.31K
12.8K $254K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
61
+ 17.84%
$54.64 - $57.88 $3.33K - $3.53K
403 $22K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
32
+ 2.83%
$8.09 - $10.76 $259 - $344
1.16K $11K
KOP
Koppers Holdings Inc.

Basic Materials
553
+ 54.59%
$36.99 - $56.21 $20.5K - $31.1K
1.57K $57K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
19
+ 0.6%
$13.26 - $13.88 $252 - $264
3.19K $44K
PKI
Perkinelmer Inc

Healthcare
13
+ 1.64%
N/A
806 $97K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
203
+ 25.47%
$6.36 - $7.42 $1.29K - $1.51K
1K $7K
FRST
Primis Financial Corp.

Financial Services
222
New
$9.55 - $11.86 $2.12K - $2.63K
222 $2K
RCAT
Red Cat Holdings, Inc.

Technology
2.2K
New
$0.78 - $1.53 $1.72K - $3.37K
2.2K $2K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
4
+ 8.7%
$113.33 - $163.85 $453 - $655
50 $7K
SEMR
Se Mrush Holdings, Inc.

Technology
108
+ 2.52%
$11.5 - $16.2 $1.24K - $1.75K
4.39K $58K
HQL
Tekla Life Sciences Investors

Financial Services
69
+ 3.45%
$12.79 - $14.27 $883 - $985
2.07K $29K
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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