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
PSI
Invesco Exchange Traded Fd Tr

ETFs
345
+ 33.33%
$53.26 - $60.98 $18.4K - $21K
1.38K $79K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
939
+ 4.21%
$23.02 - $23.23 $21.6K - $21.8K
23.2K $535K
JMEE
J P Morgan Exchange Traded Fd

ETFs
329
+ 70.0%
$60.1 - $66.4 $19.8K - $21.8K
799 $48K
TPYP
Managed Portfolio Ser Tortoise

ETFs
295
+ 7.8%
$31.7 - $36.82 $9.35K - $10.9K
4.08K $138K
MCG
Membership Collective Group Inc.

Consumer Cyclical
3.03K
New
N/A
3.03K $20K
NTRS
Northern Trust Corp

Financial Services
137
+ 29.78%
$88.4 - $111.16 $12.1K - $15.2K
597 $61K
PCTY
Paylocity Holding Corp

Technology
63
+ 29.86%
$162.14 - $213.79 $10.2K - $13.5K
274 $54K
TRNO
Terreno Realty Corp

Real Estate
361
+ 176.1%
$58.62 - $66.94 $21.2K - $24.2K
566 $33K
WAT
Waters Corp

Healthcare
53
+ 129.27%
$323.11 - $392.01 $17.1K - $20.8K
94 $34K
AHH
Armada Hoffler Properties, Inc.

Real Estate
2K
+ 80.0%
$10.06 - $11.26 $20.1K - $22.5K
4.5K $46K
EFC
Ellington Financial Inc.

Real Estate
1.61K
+ 162.3%
$11.92 - $12.81 $19.2K - $20.6K
2.6K $31K
NPO
Enpro Industries, Inc

Industrials
24
+ 1.6%
$145.61 - $195.16 $3.49K - $4.68K
1.52K $262K
PEAK
Healthpeak Properties, Inc.

Real Estate
998
+ 22.42%
N/A
5.45K $103K
EWH
Ishares Msci Hong Kong ETF

ETFs
1.14K
+ 455.6%
$16.41 - $20.35 $18.7K - $23.2K
1.39K $23K
PULS
Pgim ETF Tr

ETFs
442
+ 3.56%
$49.51 - $49.79 $21.9K - $22K
12.8K $636K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
72
+ 1.58%
$4.34 - $10.57 $312 - $761
4.62K $40K
RVMD
Revolution Medicines, Inc.

Healthcare
450
New
$42.97 - $60.6 $19.3K - $27.3K
450 $19K
ACN
Accenture PLC

Technology
258
+ 0.61%
$343.9 - $376.86 $88.7K - $97.2K
42.4K $14.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.9K
New
$9.25 - $10.62 $17.5K - $20.1K
1.9K $18K
CSGS
Csg Systems International Inc

Technology
342
+ 456.0%
$46.59 - $56.23 $15.9K - $19.2K
417 $21K
ENSG
Ensign Group, Inc

Healthcare
142
New
$132.78 - $156.91 $18.9K - $22.3K
142 $18K
EEFT
Euronet Worldwide, Inc.

Technology
165
+ 60.0%
$96.0 - $106.61 $15.8K - $17.6K
440 $45K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
584
New
$28.23 - $35.28 $16.5K - $20.6K
584 $18K
GWRE
Guidewire Software, Inc.

Technology
117
+ 96.69%
$168.58 - $207.12 $19.7K - $24.2K
238 $40K
HGER
Harbor ETF Tr All Weather Infl
830
New
$21.78 - $23.27 $18.1K - $19.3K
830 $18K
XJR
Ishares Tresg Screened S&P Sma

ETFs
500
+ 18.49%
$40.62 - $45.4 $20.3K - $22.7K
3.2K $131K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
938
New
$19.11 - $20.04 $17.9K - $18.8K
938 $18K
KMPR
Kemper Corp

Financial Services
265
+ 1060.0%
$59.0 - $72.1 $15.6K - $19.1K
290 $19K
USMC
Principal ETF U S Mega Cap

ETFs
300
New
$56.37 - $61.98 $16.9K - $18.6K
300 $18K
STAG
Stag Industrial, Inc.

Real Estate
1.19K
+ 28.82%
$33.22 - $39.1 $39.4K - $46.4K
5.31K $179K
BHB
Bar Harbor Bankshares

Financial Services
576
+ 25.27%
$28.81 - $38.23 $16.6K - $22K
2.86K $87K
BIGZ
Black Rock Innovation & Growth Trust
3.25K
+ 3.94%
$7.43 - $8.08 $24.1K - $26.2K
85.7K $639K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
2.15K
+ 285.03%
$8.37 - $11.22 $18K - $24.1K
2.91K $24K
DTM
Dt Midstream, Inc.

Energy
41
+ 6.41%
$78.85 - $108.56 $3.23K - $4.45K
681 $67K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
689
+ 92.73%
$26.79 - $30.35 $18.5K - $20.9K
1.43K $38K
JBHT
Hunt J B Transport Services Inc

Industrials
112
+ 10.3%
$164.22 - $197.19 $18.4K - $22.1K
1.2K $204K
IIM
Invesco Value Municipal Income Trust

Financial Services
2K
+ 29.18%
$11.71 - $12.93 $23.4K - $25.9K
8.86K $105K
PXE
Invesco Exchange Traded Fd Tr

ETFs
581
+ 149.74%
$28.09 - $32.7 $16.3K - $19K
969 $28K
KULR
Kulr Technology Group, Inc.

Technology
5K
New
$0.27 - $4.8 $1.35K - $24K
5K $17K
STN
Stantec Inc

Industrials
300
+ 8.72%
$78.45 - $87.5 $23.5K - $26.3K
3.74K $293K
VTRS
Viatris Inc

Healthcare
418
+ 2.84%
$11.32 - $13.37 $4.73K - $5.59K
15.1K $188K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
747
+ 2.79%
$8.24 - $11.07 $6.16K - $8.27K
27.5K $256K
SBLK
Star Bulk Carriers Corp.

Industrials
1.68K
+ 176.98%
$14.7 - $23.59 $24.6K - $39.5K
2.62K $39K
APPN
Appian Corp

Technology
492
+ 378.46%
$30.53 - $41.56 $15K - $20.4K
622 $20K
BHK
Blackrock Core Bond Trust

Financial Services
2.74K
+ 34.79%
$10.39 - $12.03 $28.5K - $33K
10.6K $110K
CNA
Cna Financial Corp

Financial Services
348
New
$46.76 - $50.95 $16.3K - $17.7K
348 $16K
CAC
Camden National Corp

Financial Services
375
+ 250.0%
$38.75 - $49.57 $14.5K - $18.6K
525 $22K
FSS
Federal Signal Corp

Industrials
181
+ 15.58%
$81.56 - $99.7 $14.8K - $18K
1.34K $124K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.35K
New
$11.82 - $13.73 $15.9K - $18.5K
1.35K $16K
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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