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
NTRS
Northern Trust Corp

Financial Services
200
+ 76.92%
$82.48 - $92.62 $16.5K - $18.5K
460 $41K
NTR
Nutrien Ltd.

Basic Materials
642
+ 17.75%
$45.26 - $52.2 $29.1K - $33.5K
4.26K $204K
UA
Under Armour Inc Cl C

Consumer Cyclical
2.09K
+ 146.33%
$6.18 - $8.41 $12.9K - $17.6K
3.52K $29K
AVK
Advent Convertible & Income Fund

Financial Services
1.95K
+ 8.81%
$11.44 - $12.85 $22.3K - $25.1K
24.1K $282K
BNS
Bank Of Nova Scotia

Financial Services
101
+ 6.75%
$44.71 - $54.78 $4.52K - $5.53K
1.6K $87K
CARG
Car Gurus, Inc.

Communication Services
234
+ 7.7%
$22.11 - $30.58 $5.17K - $7.16K
3.27K $98K
DTM
Dt Midstream, Inc.

Energy
200
+ 45.45%
$69.34 - $79.28 $13.9K - $15.9K
640 $50K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
245
+ 0.71%
$18.63 - $20.45 $4.56K - $5.01K
34.8K $707K
FCG
First Tr Exchange Traded Fd

ETFs
1.31K
+ 27.41%
$23.05 - $27.24 $30.2K - $35.7K
6.1K $144K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
50
+ 10.0%
$89.87 - $124.16 $4.49K - $6.21K
550 $68K
INVH
Invitation Homes Inc.

Real Estate
670
+ 8.68%
$33.2 - $37.28 $22.2K - $25K
8.39K $295K
ICVT
Ishares Tr Convertible Bond Et

ETFs
12
+ 0.35%
$77.24 - $83.67 $927 - $1K
3.43K $287K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
788
+ 31.0%
$20.12 - $21.28 $15.9K - $16.8K
3.33K $70K
OSK
Oshkosh Corp

Industrials
1.55K
+ 9.13%
$97.2 - $116.02 $151K - $180K
18.6K $1.86M
PVL
Permianville Royalty Trust

Energy
12.3K
New
$1.1 - $1.93 $13.5K - $23.8K
12.3K $19K
PSMT
Pricesmart Inc

Consumer Defensive
217
New
$78.22 - $91.74 $17K - $19.9K
217 $19K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
3K
+ 189.51%
$5.92 - $8.6 $17.8K - $25.8K
4.58K $30K
TFX
Teleflex Inc

Healthcare
30
+ 9.58%
$211.25 - $247.28 $6.34K - $7.42K
343 $84K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
5.56K
+ 1410.15%
$3.28 - $3.5 $18.2K - $19.4K
5.95K $20K
BIIB
Biogen Inc.

Healthcare
430
+ 24.68%
$189.07 - $236.8 $81.3K - $102K
2.17K $421K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
686
+ 16.47%
$16.15 - $18.27 $11.1K - $12.5K
4.85K $86K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
1.5K
+ 40.54%
$10.37 - $10.81 $15.6K - $16.2K
5.2K $56K
INSM
Insmed Inc

Healthcare
250
New
$62.0 - $79.01 $15.5K - $19.8K
250 $18K
INSP
Inspire Medical Systems, Inc.

Healthcare
5
+ 2.22%
$125.79 - $216.71 $629 - $1.08K
230 $48K
AGZ
Ishares Agency Bond ETF

ETFs
123
+ 6.82%
$107.35 - $110.79 $13.2K - $13.6K
1.93K $212K
PICK
Ishares Inc Msci Global Select

ETFs
100
+ 1.73%
$36.29 - $43.35 $3.63K - $4.34K
5.87K $253K
LEGH
Legacy Housing Corp

Consumer Cyclical
482
+ 48.74%
$22.27 - $28.86 $10.7K - $13.9K
1.47K $40K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1.05K
+ 24.14%
$13.16 - $14.89 $13.8K - $15.6K
5.4K $77K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
11K
New
$0.63 - $1.83 $6.93K - $20.1K
11K $18K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
316
+ 2.07%
$40.28 - $40.8 $12.7K - $12.9K
15.6K $635K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
194
+ 4.27%
$25.45 - $29.53 $4.94K - $5.73K
4.73K $138K
SRCL
Stericycle Inc

Industrials
285
+ 919.35%
$57.95 - $61.72 $16.5K - $17.6K
316 $19K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
455
New
$37.32 - $42.18 $17K - $19.2K
455 $18K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
224
+ 4.29%
$24.38 - $30.06 $5.46K - $6.73K
5.44K $162K
PPLT
Abrdn Platinum ETF Trust

ETFs
217
+ 13.83%
$89.83 - $89.83 $19.5K - $19.5K
1.79K $160K
AVDV
American Centy ETF Tr Avantis

ETFs
223
+ 104.69%
$62.52 - $71.12 $13.9K - $15.9K
436 $30K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
500
+ 34.01%
$29.62 - $34.42 $14.8K - $17.2K
1.97K $65K
BSCU
Invesco Exc Self Ind Tr

ETFs
979
+ 146.12%
$16.19 - $17.05 $15.9K - $16.7K
1.65K $27K
IBDV
Ishares Tr

Technology
677
+ 28.87%
$21.11 - $22.24 $14.3K - $15.1K
3.02K $66K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
1.01K
+ 35.94%
$12.96 - $14.14 $13.1K - $14.3K
3.81K $53K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
388
+ 15.87%
$126.87 - $148.36 $49.2K - $57.6K
2.83K $372K
SKE
Skeena Resources LTD

Basic Materials
550
+ 13.41%
$5.13 - $8.96 $2.82K - $4.93K
4.65K $39K
TIPT
Tiptree Inc.

Financial Services
651
+ 40.84%
$15.74 - $20.11 $10.2K - $13.1K
2.25K $43K
UDR
Udr, Inc.

Real Estate
34
+ 0.89%
$39.96 - $47.13 $1.36K - $1.6K
3.84K $173K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
14
+ 0.47%
$68.44 - $75.62 $958 - $1.06K
3K $226K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
1.6K
New
$10.23 - $13.02 $16.4K - $20.8K
1.6K $16K
HRB
H&R Block Inc

Consumer Cyclical
234
+ 137.65%
$52.99 - $66.6 $12.4K - $15.6K
404 $25K
BLBD
Blue Bird Corp

Consumer Cyclical
507
+ 37.64%
$45.15 - $54.51 $22.9K - $27.6K
1.85K $88K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
99
+ 4950.0%
$122.74 - $163.95 $12.2K - $16.2K
101 $16K
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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