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
MTD
Mettler Toledo International Inc

Healthcare
10
+ 3.48%
$1308.0 - $1521.03 $13.1K - $15.2K
297 $445K
TDY
Teledyne Technologies Inc

Technology
28
+ 4.44%
$381.47 - $437.71 $10.7K - $12.3K
658 $288K
VRSN
Verisign Inc

Technology
178
+ 21.71%
$174.18 - $190.64 $31K - $33.9K
998 $189K
WCN
Waste Connections, Inc.

Industrials
195
+ 7.81%
$173.92 - $186.5 $33.9K - $36.4K
2.69K $481K
AEHR
Aehr Test Systems

Technology
3.18K
+ 176.39%
$10.71 - $20.61 $34K - $65.4K
4.98K $63K
CLW
Clearwater Paper Corp

Basic Materials
1.54K
New
$28.0 - $56.09 $43.1K - $86.3K
1.54K $43K
EMN
Eastman Chemical CO

Basic Materials
101
+ 4.48%
$93.82 - $113.74 $9.48K - $11.5K
2.35K $263K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
3.02K
+ 18.41%
$12.65 - $13.91 $38.2K - $42K
19.4K $267K
EXAS
Exact Sciences Corp

Healthcare
151
+ 11.97%
$42.43 - $70.83 $6.41K - $10.7K
1.41K $96K
FIDI
Fidelity Covington Tr

ETFs
999
+ 6.96%
$19.71 - $21.83 $19.7K - $21.8K
15.4K $334K
JBHT
Hunt J B Transport Services Inc

Industrials
185
+ 20.51%
$155.54 - $176.97 $28.8K - $32.7K
1.09K $187K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.6K
+ 59.26%
$23.84 - $25.78 $38.1K - $41.2K
4.3K $109K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
7
+ 0.02%
$15.6 - $18.19 $109 - $127
28.9K $523K
OPCH
Option Care Health, Inc.

Healthcare
1.32K
+ 337.18%
$26.73 - $32.74 $35.1K - $43.1K
1.71K $53K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
212
+ 5.0%
$45.22 - $54.77 $9.59K - $11.6K
4.46K $243K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
100
+ 1.18%
$41.0 - $48.78 $4.1K - $4.88K
8.58K $407K
TPC
Tutor Perini Corp

Industrials
1K
+ 33.33%
$17.36 - $27.17 $17.4K - $27.2K
4K $108K
VMC
Vulcan Materials CO

Basic Materials
139
+ 2.38%
$231.83 - $274.51 $32.2K - $38.2K
5.99K $1.5M
IXJ
Ishares Global Healthcare ETF

ETFs
151
+ 2.9%
$91.63 - $101.25 $13.8K - $15.3K
5.36K $525K
NEON
Neonode Inc.

Technology
4.7K
New
$2.05 - $12.71 $9.64K - $59.7K
4.7K $42K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.18K
+ 284.3%
$33.58 - $35.96 $39.5K - $42.3K
1.59K $56K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
667
+ 213.1%
$62.4 - $62.4 $41.6K - $41.6K
980 $61K
PLUS
Eplus Inc

Technology
107
+ 8.88%
$71.76 - $101.07 $7.68K - $10.8K
1.31K $129K
FID
First Tr Exchange Trded Fd Vi

ETFs
1.5K
+ 20.0%
$15.76 - $17.74 $23.6K - $26.6K
9K $158K
FLS
Flowserve Corp

Industrials
662
+ 38.92%
$44.46 - $52.53 $29.4K - $34.8K
2.36K $122K
ITRI
Itron, Inc.

Technology
322
+ 33.89%
$94.52 - $108.09 $30.4K - $34.8K
1.27K $135K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
325
+ 20.27%
$85.51 - $94.69 $27.8K - $30.8K
1.93K $182K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
68
+ 0.23%
$41.32 - $43.78 $2.81K - $2.98K
30K $1.31M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
130
+ 4.96%
$104.5 - $114.97 $13.6K - $14.9K
2.75K $314K
EPP
Ishares Inc

ETFs
349
+ 9.0%
$41.3 - $48.84 $14.4K - $17K
4.23K $206K
PCYG
Park City Group Inc

Technology
4.07K
New
N/A
4.07K $40K
CABO
Cable One, Inc.

Communication Services
113
New
$314.59 - $418.85 $35.5K - $47.3K
113 $39K
FDD
First Trust Stoxx European Sel

ETFs
2.11K
+ 12.8%
$11.46 - $12.62 $24.2K - $26.6K
18.6K $231K
HLN
Haleon PLC

Healthcare
384
+ 2.58%
$8.32 - $10.7 $3.19K - $4.11K
15.2K $161K
IYF
Ishares Tr

ETFs
1
+ 0.02%
$93.83 - $105.05 $93.8 - $105
4.18K $433K
OSTK
Overstock.Com, Inc

Consumer Cyclical
1.52K
+ 18.19%
N/A
9.89K $252K
PPC
Pilgrims Pride Corp

Consumer Defensive
766
+ 159.58%
$37.92 - $46.58 $29K - $35.7K
1.25K $57K
TTE
Total Energies Se

Energy
231
+ 1.89%
$68.61 - $68.61 $15.8K - $15.8K
12.5K $854K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.97K
+ 10.49%
$10.38 - $11.34 $20.5K - $22.4K
20.8K $235K
DTE
Dte Energy CO

Utilities
86
+ 5.65%
$108.67 - $128.41 $9.35K - $11K
1.61K $206K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
626
+ 14.1%
$44.9 - $47.55 $28.1K - $29.8K
5.07K $239K
APAM
Artisan Partners Asset Management Inc.

Financial Services
542
+ 8.19%
$38.04 - $44.16 $20.6K - $23.9K
7.16K $310K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
2.4K
New
$15.15 - $15.95 $36.4K - $38.3K
2.4K $37K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
925
New
$38.45 - $40.05 $35.6K - $37K
925 $37K
H
Hyatt Hotels Corp

Consumer Cyclical
243
+ 450.0%
$130.36 - $162.22 $31.7K - $39.4K
297 $45K
IFN
India Fund Inc

Financial Services
216
+ 0.77%
$17.61 - $19.23 $3.8K - $4.15K
28.5K $541K
JKS
Jinko Solar Holding Co., Ltd.

Technology
465
+ 11.33%
$17.27 - $26.82 $8.03K - $12.5K
4.57K $122K
CDC
Victory Portfolios Ii Shs Inco

ETFs
3
+ 0.05%
$58.2 - $64.99 $175 - $195
5.73K $372K
CHW
Calamos Global Dynamic Income Fund

Financial Services
4.73K
+ 59.9%
$6.41 - $7.17 $30.3K - $33.9K
12.6K $90K
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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