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
TY
Tri Continental Corp

Financial Services
56
+ 1.26%
$29.24 - $31.03 $1.64K - $1.74K
4.51K $139K
SLCA
U.S. Silica Holdings, Inc.

Energy
178
New
$12.44 - $15.89 $2.21K - $2.83K
178 $2K
X
United States Steel Corp

Basic Materials
101
+ 16.34%
$35.21 - $42.61 $3.56K - $4.3K
719 $27K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
17
+ 9.14%
$138.89 - $152.14 $2.36K - $2.59K
203 $30K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
886
New
$2.7 - $2.96 $2.39K - $2.62K
886 $2K
ZION
Zions Bancorporation, National Association

Financial Services
28
+ 40.58%
$39.24 - $45.1 $1.1K - $1.26K
97 $4K
ENFR
Alerian Energy Infrastructure

ETFs
7
+ 1.27%
$24.49 - $26.57 $171 - $186
557 $14K
ACIW
Aci Worldwide, Inc.

Technology
42
New
$31.4 - $39.59 $1.32K - $1.66K
42 $1K
ALLY
Ally Financial Inc.

Financial Services
76
+ 3.7%
$35.96 - $41.1 $2.73K - $3.12K
2.13K $84K
AMED
Amedisys Inc

Healthcare
14
+ 14.0%
$90.4 - $96.77 $1.27K - $1.35K
114 $10K
AROC
Archrock, Inc.

Energy
75
New
$18.5 - $21.32 $1.39K - $1.6K
75 $1K
AN
Autonation, Inc.

Consumer Cyclical
12
New
$152.33 - $170.96 $1.83K - $2.05K
12 $1K
AVNT
Avient Corp

Basic Materials
40
New
$41.28 - $46.32 $1.65K - $1.85K
40 $1K
BKU
Bank United, Inc.

Financial Services
42
New
$24.48 - $30.18 $1.03K - $1.27K
42 $1K
BHB
Bar Harbor Bankshares

Financial Services
4
+ 0.18%
$23.6 - $27.57 $94.4 - $110
2.28K $61K
BDC
Belden Inc.

Technology
15
New
$81.27 - $97.8 $1.22K - $1.47K
15 $1K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
21
+ 0.34%
$6.78 - $7.21 $142 - $151
6.2K $44K
BWA
Borgwarner Inc

Consumer Cyclical
91
+ 14.33%
$31.86 - $37.72 $2.9K - $3.43K
726 $23K
CBT
Cabot Corp

Basic Materials
11
New
$90.69 - $102.77 $998 - $1.13K
11 $1K
CDAY
Ceridian Hcm Holding Inc.

Technology
9
+ 20.93%
$64.55 - $64.99 $581 - $585
52 $3K
CVEO
Civeo Corp

Industrials
87
+ 10.31%
$23.07 - $27.77 $2.01K - $2.42K
931 $23K
CVLT
Commvault Systems Inc

Technology
15
New
$94.15 - $121.57 $1.41K - $1.82K
15 $1K
CRTO
Criteo S.A.

Communication Services
42
New
$33.65 - $39.36 $1.41K - $1.65K
42 $1K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
8
+ 2.61%
$71.64 - $76.41 $573 - $611
315 $23K
DFAX
Dimensional ETF Tr
98
+ 0.28%
$24.57 - $26.36 $2.41K - $2.58K
34.5K $876K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
7
+ 0.27%
$16.22 - $16.86 $114 - $118
2.57K $43K
ESI
Element Solutions Inc

Basic Materials
67
New
$23.13 - $27.85 $1.55K - $1.87K
67 $1K
FSMD
Fidelity Covington Tr Small Mi

ETFs
68
+ 5.91%
$36.08 - $38.91 $2.45K - $2.65K
1.22K $45K
FBP
First Bancorp

Financial Services
84
New
$16.29 - $18.33 $1.37K - $1.54K
84 $1K
FLR
Fluor Corp

Industrials
1
+ 0.12%
$38.26 - $45.35 $38.3 - $45.4
868 $37K
GATX
Gatx Corp

Industrials
11
+ 2.65%
$122.36 - $140.83 $1.35K - $1.55K
426 $56K
GMAB
Genmab A/S

Healthcare
76
New
$25.13 - $30.27 $1.91K - $2.3K
76 $1K
GREK
Global X Msci Greece ETF

ETFs
33
New
$37.88 - $43.29 $1.25K - $1.43K
33 $1K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
6
+ 0.57%
$30.41 - $33.31 $182 - $200
1.06K $34K
HL
Hecla Mining CO

Basic Materials
150
+ 3.38%
$4.73 - $6.23 $710 - $935
4.59K $22K
HRI
Herc Holdings Inc

Industrials
10
+ 35.71%
$128.3 - $167.64 $1.28K - $1.68K
38 $5K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
18
+ 0.69%
$100.94 - $106.2 $1.82K - $1.91K
2.62K $274K
EXI
Ishares Global Industrials ETF

ETFs
12
New
$133.2 - $141.31 $1.6K - $1.7K
12 $1K
JNPR
Juniper Networks Inc

Technology
76
+ 1.92%
$34.42 - $37.18 $2.62K - $2.83K
4.04K $147K
L
Loews Corp

Financial Services
39
+ 5.28%
$73.14 - $77.98 $2.85K - $3.04K
778 $58K
NMFC
New Mountain Finance Corp

Financial Services
280
+ 5.71%
$12.14 - $12.72 $3.4K - $3.56K
5.18K $63K
NLOK
Norton Life Lock Inc.

Technology
31
+ 2.18%
N/A
1.45K $31K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
20
+ 0.23%
$13.87 - $14.56 $277 - $291
8.87K $128K
RKLB
Rocket Lab Usa, Inc.

Industrials
200
+ 24.24%
$3.53 - $5.01 $706 - $1K
1.03K $4K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
14
New
$95.86 - $116.28 $1.34K - $1.63K
14 $1K
NANR
Spdr Index Shs Fds S&P North A

ETFs
9
+ 6.25%
$52.96 - $58.69 $477 - $528
153 $8K
XHS
Spdr S&P Health Care Services

ETFs
20
New
$86.17 - $93.81 $1.72K - $1.88K
20 $1K
SPMD
Spdr Portfolio

ETFs
79
+ 5.16%
$49.54 - $53.39 $3.91K - $4.22K
1.61K $82K
SNDR
Schneider National, Inc.

Industrials
15
+ 4.56%
$20.65 - $24.16 $310 - $362
344 $8K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email