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
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
66
+ 0.3%
$42.73 - $44.94 $2.82K - $2.97K
22.3K $1M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
255
+ 1.38%
$33.3 - $35.24 $8.49K - $8.99K
18.7K $659K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
107
+ 1.38%
$38.03 - $42.06 $4.07K - $4.5K
7.88K $329K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
1.15K
+ 3.01%
$16.38 - $16.92 $18.8K - $19.4K
39.2K $661K
MLI
Mueller Industries Inc

Industrials
130
+ 10.99%
$55.73 - $74.1 $7.24K - $9.63K
1.31K $97K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
125
+ 8.06%
$40.21 - $59.36 $5.03K - $7.42K
1.68K $93K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
657
+ 163.03%
$42.76 - $45.16 $28.1K - $29.7K
1.06K $47K
ARB
Altshares Tr Merger Arbitrage

Industrials
958
+ 37.97%
$26.94 - $27.87 $25.8K - $26.7K
3.48K $96K
AVEM
American Centy ETF Tr Avantis

ETFs
362
+ 21.05%
$57.2 - $65.59 $20.7K - $23.7K
2.08K $134K
AINV
Apollo Investment Corp

Financial Services
2.57K
+ 11.46%
N/A
25K $277K
CFG
Citizens Financial Group Inc

Financial Services
16
+ 0.28%
$35.24 - $43.24 $564 - $692
5.72K $234K
ROBO
Robo Global Robotics And Autom

ETFs
408
+ 13.6%
$50.56 - $58.65 $20.6K - $23.9K
3.41K $194K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
699
+ 26.21%
$28.08 - $32.61 $19.6K - $22.8K
3.37K $106K
PALT
Paltalk, Inc.

Technology
9.25K
New
$2.72 - $5.46 $25.2K - $50.5K
9.25K $29K
JOE
St Joe CO

Real Estate
180
+ 3.43%
$52.59 - $63.7 $9.47K - $11.5K
5.42K $315K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
660
+ 60.0%
$26.09 - $33.19 $17.2K - $21.9K
1.76K $58K
TER
Teradyne, Inc

Technology
305
+ 36.09%
$114.25 - $163.0 $34.8K - $49.7K
1.15K $154K
ALLY
Ally Financial Inc.

Financial Services
1.04K
+ 48.73%
$32.67 - $45.01 $33.9K - $46.8K
3.17K $112K
BPMC
Blueprint Medicines Corp

Healthcare
741
+ 28.39%
$84.1 - $120.5 $62.3K - $89.3K
3.35K $309K
IDA
Idacorp Inc

Utilities
271
+ 1935.71%
$92.02 - $104.62 $24.9K - $28.4K
285 $29K
POCT
Innovator U.S. Equity Power Bu

ETFs
587
+ 8.25%
$37.79 - $38.95 $22.2K - $22.9K
7.7K $300K
JMBS
Janus Detroit Str Tr Henderson

ETFs
509
+ 24.32%
$44.13 - $47.01 $22.5K - $23.9K
2.6K $121K
NFG
National Fuel Gas CO

Energy
89
+ 2.52%
$54.14 - $61.22 $4.82K - $5.45K
3.62K $219K
NUSC
Nuveen Esg Small Cap ETF

ETFs
577
+ 51.52%
$38.89 - $42.97 $22.4K - $24.8K
1.7K $72K
PNM
Pnm Resources Inc

Utilities
675
New
$35.99 - $42.21 $24.3K - $28.5K
675 $28K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
742
+ 82.72%
$27.19 - $32.45 $20.2K - $24.1K
1.64K $52K
ROLL
Rbc Bearings Inc

Industrials
114
+ 10.62%
N/A
1.19K $291K
WFC
Wells Fargo & Company

Financial Services
6.69K
+ 5.62%
$51.58 - $60.97 $345K - $408K
126K $7.09M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
234
+ 105.41%
$98.85 - $111.3 $23.1K - $26K
456 $50K
DKL
Delek Logistics Partners, LP

Energy
640
New
$37.98 - $44.03 $24.3K - $28.2K
640 $27K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
1.08K
+ 35.52%
$23.38 - $24.14 $25.3K - $26.1K
4.12K $99K
GOOD
Gladstone Commercial Corp

Real Estate
700
+ 8.51%
$14.02 - $16.24 $9.81K - $11.4K
8.92K $144K
AOR
Ishares Tr Core Growth Allocat

ETFs
273
+ 7.07%
$55.15 - $59.31 $15.1K - $16.2K
4.13K $244K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.14K
+ 207.27%
$23.75 - $23.75 $27.1K - $27.1K
1.69K $40K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.11K
+ 2220.0%
$23.63 - $24.42 $26.2K - $27.1K
1.16K $28K
MHK
Mohawk Industries Inc

Consumer Cyclical
4
+ 0.74%
$108.83 - $162.7 $435 - $651
548 $88K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
529
+ 1.96%
$22.82 - $23.51 $12.1K - $12.4K
27.5K $645K
PKI
Perkinelmer Inc

Healthcare
222
+ 27.54%
N/A
1.03K $124K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
500
New
$49.82 - $55.29 $24.9K - $27.6K
500 $27K
ICAP
Series Portfolios Tr Infracap

ETFs
1K
New
$24.71 - $27.34 $24.7K - $27.3K
1K $27K
SII
Sprott Inc.

Financial Services
9
+ 0.07%
$38.73 - $46.3 $349 - $417
13.7K $591K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
313
+ 2.47%
$16.0 - $17.82 $5.01K - $5.58K
13K $230K
EAD
Allspring Income Opportunities Fund

Financial Services
3.8K
New
$6.65 - $7.13 $25.3K - $27.1K
3.8K $27K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
2.17K
+ 6.0%
$10.91 - $12.02 $23.7K - $26.1K
38.4K $448K
CYTK
Cytokinetics Inc

Healthcare
500
New
$51.22 - $60.16 $25.6K - $30.1K
500 $26K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
140
+ 49.12%
$152.9 - $180.39 $21.4K - $25.3K
425 $74K
DINO
Hf Sinclair Corp

Energy
802
+ 72.64%
$44.42 - $53.6 $35.6K - $43K
1.91K $84K
EWC
Ishares Msci Canada ETF

ETFs
576
+ 104.73%
$36.52 - $41.67 $21K - $24K
1.13K $46K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
500
New
N/A
500 $26K
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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