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
FYX
First Tr Small Cap Core Alphad

ETFs
70
+ 1.29%
$96.51 - $110.53 $6.76K - $7.74K
5.51K $557K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.01K
+ 2.68%
$50.62 - $52.07 $51.3K - $52.7K
38.8K $1.98M
FEIM
Frequency Electronics Inc

Technology
875
New
$11.85 - $19.84 $10.4K - $17.4K
875 $16K
HDB
Hdfc Bank LTD

Financial Services
235
+ 250.0%
$59.45 - $68.01 $14K - $16K
329 $21K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
353
+ 425.3%
$47.66 - $51.84 $16.8K - $18.3K
436 $20K
IEO
Ishares Tr

ETFs
200
+ 20.49%
$85.22 - $101.77 $17K - $20.4K
1.18K $105K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.77K
+ 11.5%
$26.01 - $28.19 $46K - $49.8K
17.1K $448K
MGA
Magna International Inc

Consumer Cyclical
350
+ 14.03%
$39.47 - $46.46 $13.8K - $16.3K
2.85K $118K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.4K
+ 201.91%
$22.4 - $68.28 $345K - $1.05M
23K $533K
WMG
Warner Music Group Corp.

Communication Services
546
+ 1706.25%
$30.73 - $33.67 $16.8K - $18.4K
578 $17K
SIVR
Abrdn Silver ETF Trust

ETFs
584
+ 138.39%
$27.61 - $33.22 $16.1K - $19.4K
1.01K $27K
AGM
Federal Agricultural Mortgage Corp

Financial Services
78
New
$181.72 - $216.45 $14.2K - $16.9K
78 $15K
PSCT
Invesco S&P Smallcap Informati

ETFs
347
+ 5.56%
$45.45 - $51.38 $15.8K - $17.8K
6.59K $314K
EWS
Ishares Inc Msci Singapore ETF

ETFs
689
+ 62.64%
$21.36 - $23.24 $14.7K - $16K
1.79K $39K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1K
New
$14.65 - $15.8 $14.7K - $15.8K
1K $15K
WOLF
Wolfspeed, Inc.

Technology
2.91K
+ 191.96%
$6.44 - $16.2 $18.8K - $47.2K
4.43K $29K
ASA
Asa Gold & Precious Metals LTD

Financial Services
764
+ 140.7%
$19.4 - $22.67 $14.8K - $17.3K
1.31K $26K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
2.7K
+ 1428.57%
$5.23 - $5.8 $14.1K - $15.7K
2.89K $15K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
472
+ 85.82%
$22.35 - $29.5 $10.5K - $13.9K
1.02K $28K
FPH
Five Point Holdings, LLC

Real Estate
3.8K
New
$3.43 - $4.29 $13K - $16.3K
3.8K $14K
DBB
Invesco Db Base Metals Fund

ETFs
786
+ 763.11%
$18.85 - $21.42 $14.8K - $16.8K
889 $16K
ROUS
Hartford Multifactor Us Equity

ETFs
355
+ 8.88%
$50.86 - $54.39 $18.1K - $19.3K
4.36K $221K
LECO
Lincoln Electric Holdings Inc

Industrials
84
+ 22.4%
$187.47 - $219.94 $15.7K - $18.5K
459 $86K
MMSI
Merit Medical Systems Inc

Healthcare
151
New
$93.76 - $105.52 $14.2K - $15.9K
151 $14K
COOP
Mr. Cooper Group Inc.

Financial Services
156
New
$87.37 - $101.43 $13.6K - $15.8K
156 $14K
SPSC
Sps Commerce Inc

Technology
77
New
$165.0 - $198.81 $12.7K - $15.3K
77 $14K
FNDE
Schwab Fundamental Emerging Mk

ETFs
558
+ 88.57%
$28.89 - $33.95 $16.1K - $18.9K
1.19K $34K
TRU
Trans Union

Industrials
154
+ 513.33%
$92.71 - $108.67 $14.3K - $16.7K
184 $17K
VVV
Valvoline Inc

Energy
411
+ 342.5%
$36.18 - $43.41 $14.9K - $17.8K
531 $19K
VERA
Vera Therapeutics, Inc.

Healthcare
350
New
$38.64 - $49.75 $13.5K - $17.4K
350 $14K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
8.84K
+ 7.38%
$9.99 - $10.92 $88.4K - $96.6K
129K $1.31M
ASTS
Ast Space Mobile, Inc.

Communication Services
690
+ 276.0%
$21.1 - $28.49 $14.6K - $19.7K
940 $19K
AEIS
Advanced Energy Industries Inc

Industrials
1
+ 0.08%
$101.71 - $122.72 $102 - $123
1.23K $141K
AMH
American Homes 4 Rent

Real Estate
438
+ 14.34%
$35.02 - $39.25 $15.3K - $17.2K
3.49K $130K
BKU
Bank United, Inc.

Financial Services
326
+ 465.71%
$34.61 - $43.2 $11.3K - $14.1K
396 $15K
CNM
Core & Main, Inc.

Industrials
73
+ 4.69%
$41.91 - $55.78 $3.06K - $4.07K
1.63K $82K
IBRX
Immunity Bio, Inc.

Healthcare
5.18K
+ 5176.0%
$2.56 - $6.17 $13.3K - $31.9K
5.28K $13K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.32K
+ 9.57%
$33.39 - $37.66 $244K - $276K
83.8K $2.8M
MTCH
Match Group, Inc.

Communication Services
436
+ 151.39%
$30.29 - $38.64 $13.2K - $16.8K
724 $23K
VCTR
Victory Capital Holdings, Inc.

Financial Services
200
New
$54.76 - $72.24 $11K - $14.4K
200 $13K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
600
+ 222.22%
$16.2 - $20.45 $9.72K - $12.3K
870 $16K
ACIW
Aci Worldwide, Inc.

Technology
233
+ 328.17%
$48.81 - $59.2 $11.4K - $13.8K
304 $15K
CASS
Cass Information Systems Inc

Industrials
298
+ 14900.0%
$39.91 - $46.17 $11.9K - $13.8K
300 $12K
CTSH
Cognizant Technology Solutions Corp

Technology
166
+ 3.88%
$74.37 - $82.32 $12.3K - $13.7K
4.44K $341K
FINX
Global X Fds Fintech ETF (De)

ETFs
358
+ 121.36%
$27.48 - $34.32 $9.84K - $12.3K
653 $20K
PDN
Invesco Fd Tr

ETFs
401
New
$31.62 - $34.97 $12.7K - $14K
401 $12K
LMND
Lemonade, Inc.

Financial Services
33
+ 6.8%
$15.65 - $51.81 $516 - $1.71K
518 $19K
LYG
Lloyds Banking Group PLC

Financial Services
7.02K
+ 38.14%
$2.67 - $3.23 $18.7K - $22.7K
25.4K $69K
MORN
Morningstar, Inc.

Financial Services
26
+ 15.66%
$312.56 - $358.78 $8.13K - $9.33K
192 $64K
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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