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
PJAN
Innovator U.S. Equity Power Bu

ETFs
558
+ 4.7%
$39.31 - $41.32 $21.9K - $23.1K
12.4K $513K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
627
New
$53.15 - $59.61 $33.3K - $37.4K
627 $36K
LECO
Lincoln Electric Holdings Inc

Industrials
182
+ 94.3%
$173.3 - $211.48 $31.5K - $38.5K
375 $72K
MDB
Mongo Db, Inc.

Technology
61
+ 6.26%
$221.5 - $296.69 $13.5K - $18.1K
1.04K $279K
USLM
United States Lime & Minerals Inc

Basic Materials
375
New
$69.25 - $395.38 $26K - $148K
375 $36K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
323
+ 8075.0%
$100.57 - $116.37 $32.5K - $37.6K
327 $36K
AGI
Alamos Gold Inc

Basic Materials
1.7K
+ 485.71%
$15.54 - $21.04 $26.4K - $35.8K
2.05K $40K
ALT
Altimmune, Inc.

Healthcare
6.75K
+ 50.19%
$5.5 - $8.1 $37.1K - $54.7K
20.2K $124K
FXD
First Tr Exchange Traded Fd

ETFs
77
+ 0.88%
$56.55 - $63.72 $4.35K - $4.91K
8.84K $559K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
80
+ 0.61%
$26.74 - $30.37 $2.14K - $2.43K
13.1K $397K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
144
+ 0.96%
$43.21 - $46.51 $6.22K - $6.7K
15.1K $702K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
338
+ 7.16%
$46.96 - $52.8 $15.9K - $17.8K
5.06K $264K
LPX
Louisiana Pacific Corp

Industrials
224
+ 53.59%
$80.06 - $107.45 $17.9K - $24.1K
642 $68K
TPYP
Managed Portfolio Ser Tortoise

ETFs
856
+ 29.26%
$28.68 - $32.0 $24.6K - $27.4K
3.78K $118K
MARA
Marathon Digital Holdings, Inc.

Financial Services
325
+ 3.28%
$22.56 - $22.56 $7.33K - $7.33K
10.2K $230K
PCTY
Paylocity Holding Corp

Technology
204
+ 2914.29%
$132.0 - $165.41 $26.9K - $33.7K
211 $34K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
1.81K
+ 4.24%
$7.74 - $8.68 $14K - $15.7K
44.3K $384K
FHI
Federated Hermes, Inc.

Financial Services
900
+ 900.0%
$32.18 - $37.3 $29K - $33.6K
1K $36K
FL
Foot Locker, Inc.

Consumer Cyclical
1.21K
+ 79.28%
$23.07 - $32.96 $27.8K - $39.7K
2.73K $70K
RYLD
Global X Fds Russell 2000 Cove

ETFs
2K
+ 146.84%
$15.22 - $16.33 $30.4K - $32.7K
3.36K $54K
AUSF
Global X Fds Adaptive U S Fact

ETFs
778
New
$39.51 - $42.7 $30.7K - $33.2K
778 $33K
TREE
Lending Tree, Inc.

Financial Services
156
+ 10.69%
$39.74 - $60.42 $6.2K - $9.43K
1.62K $93K
HOOD
Robinhood Markets, Inc.

Technology
1.15K
+ 13.29%
$16.42 - $24.63 $18.9K - $28.3K
9.8K $229K
SIGI
Selective Insurance Group Inc

Financial Services
359
+ 19.08%
$82.08 - $101.2 $29.5K - $36.3K
2.24K $209K
SLF
Sun Life Financial Inc

Financial Services
96
+ 3.09%
$47.07 - $58.09 $4.52K - $5.58K
3.2K $185K
TECK
Teck Resources LTD

Basic Materials
273
+ 6.39%
$43.48 - $53.4 $11.9K - $14.6K
4.55K $237K
SAN
Banco Santander, S.A.

Financial Services
5.74K
+ 96.18%
$4.37 - $5.16 $25.1K - $29.6K
11.7K $59K
EQT
Eqt Corp

Energy
881
+ 102.56%
$30.21 - $37.21 $26.6K - $32.8K
1.74K $63K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
51
+ 0.21%
$35.91 - $38.04 $1.83K - $1.94K
24.8K $943K
OGE
Oge Energy Corp.

Utilities
509
+ 24.48%
$35.12 - $41.18 $17.9K - $21K
2.59K $106K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
74
+ 0.49%
$27.67 - $31.22 $2.05K - $2.31K
15K $464K
RHI
Robert Half International Inc.

Industrials
447
+ 99.78%
$59.34 - $68.28 $26.5K - $30.5K
895 $60K
TCOM
Trip.Com Group LTD

Consumer Cyclical
411
+ 68.5%
$39.32 - $61.32 $16.2K - $25.2K
1.01K $60K
NVT
N Vent Electric PLC

Industrials
490
+ 102.51%
$60.72 - $81.19 $29.8K - $39.8K
968 $68K
CYBR
Cyber Ark Software Ltd.

Technology
108
+ 540.0%
$241.52 - $291.61 $26.1K - $31.5K
128 $37K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
10
+ 1.12%
$233.81 - $287.01 $2.34K - $2.87K
900 $247K
EA
Electronic Arts Inc.

Communication Services
169
+ 10.04%
$137.32 - $151.82 $23.2K - $25.7K
1.85K $265K
EXAI
Exscientia PLC

Healthcare
6.52K
New
$4.26 - $6.0 $27.8K - $39.1K
6.52K $31K
FDLO
Fidelity Covington Tr Low Vola

ETFs
277
+ 8.14%
$56.38 - $61.35 $15.6K - $17K
3.68K $225K
HTRB
Hartford Fds Total Return Bd E

ETFs
910
New
$33.29 - $35.33 $30.3K - $32.2K
910 $31K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.78K
+ 341.84%
$15.92 - $18.86 $28.4K - $33.6K
2.3K $40K
HDSN
Hudson Technologies Inc

Basic Materials
3.75K
+ 1500.0%
$7.47 - $9.14 $28K - $34.3K
4K $33K
INFY
Infosys LTD

Technology
1.33K
+ 370.39%
$18.76 - $23.28 $24.9K - $30.9K
1.68K $37K
ILF
Ishares Latin America 40 ETF

ETFs
1.03K
+ 25.1%
$23.4 - $26.7 $24K - $27.4K
5.12K $132K
OC
Owens Corning

Industrials
160
+ 17.19%
$154.02 - $186.38 $24.6K - $29.8K
1.09K $192K
NOVA
Sunnova Energy International Inc.

Technology
1K
+ 19.09%
$5.17 - $12.24 $5.17K - $12.2K
6.24K $60K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.5K
+ 10.25%
$12.0 - $13.08 $18K - $19.6K
16.1K $210K
WDFC
Wd 40 CO

Basic Materials
86
+ 34.82%
$213.45 - $271.83 $18.4K - $23.4K
333 $85K
AMH
American Homes 4 Rent

Real Estate
694
+ 29.39%
$34.87 - $41.14 $24.2K - $28.6K
3.06K $117K
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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