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
HGTY
Hagerty, Inc.

Financial Services
1.66K
+ 27.89%
$10.18 - $12.1 $16.9K - $20K
7.6K $77K
IAC
Iac/Inter Active Corp

Communication Services
241
+ 46.62%
$45.12 - $54.7 $10.9K - $13.2K
758 $40K
NYF
Ishares New York Muni Bond ETF

ETFs
10
+ 0.06%
$53.13 - $54.36 $531 - $544
15.9K $863K
RING
Ishares Inc Msci Global Gold M

ETFs
500
New
$27.51 - $34.67 $13.8K - $17.3K
500 $16K
MTZ
Mastec Inc

Industrials
88
+ 32.59%
$97.3 - $126.14 $8.56K - $11.1K
358 $44K
MTRN
Materion Corp

Basic Materials
150
New
$101.87 - $120.55 $15.3K - $18.1K
150 $16K
NWN
Northwest Natural Holding CO

Utilities
100
+ 4.06%
$35.25 - $40.82 $3.53K - $4.08K
2.56K $104K
UPRO
Proshares Trust Proshares Ultr

ETFs
188
+ 447.62%
$64.53 - $86.19 $12.1K - $16.2K
230 $19K
R
Ryder System Inc

Industrials
16
+ 2.47%
$117.21 - $148.66 $1.88K - $2.38K
665 $96K
XYL
Xylem Inc.

Industrials
195
+ 1.13%
$126.14 - $141.53 $24.6K - $27.6K
17.4K $2.35M
AAL
American Airlines Group Inc.

Industrials
1.65K
+ 15.34%
$11.04 - $11.04 $18.2K - $18.2K
12.4K $136K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
1.24K
+ 175.68%
$10.88 - $11.7 $13.4K - $14.4K
1.94K $22K
IMXI
International Money Express, Inc.

Technology
1.74K
+ 24.69%
$16.5 - $22.3 $28.8K - $38.9K
8.8K $162K
NRZ
New Residential Investment Corp.

Real Estate
2.03K
+ 6.18%
N/A
34.8K $252K
NTNX
Nutanix, Inc.

Technology
230
+ 119.79%
$46.0 - $63.19 $10.6K - $14.5K
422 $25K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
162
New
$74.72 - $96.1 $12.1K - $15.6K
162 $15K
RYAAY
Ryanair Holdings PLC

Industrials
428
+ 750.88%
$45.17 - $121.45 $19.3K - $52K
485 $21K
SSNC
Ss&C Technologies Holdings Inc

Technology
103
+ 15.63%
$61.42 - $76.46 $6.33K - $7.88K
762 $56K
VMI
Valmont Industries Inc

Industrials
6
+ 0.73%
$260.22 - $302.59 $1.56K - $1.82K
833 $241K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
200
+ 2857.14%
$62.78 - $76.71 $12.6K - $15.3K
207 $15K
VSH
Vishay Intertechnology Inc

Technology
950
+ 101.17%
$17.78 - $24.31 $16.9K - $23.1K
1.89K $35K
WEN
Wendy'S CO

Consumer Cyclical
850
+ 194.51%
$15.83 - $18.24 $13.5K - $15.5K
1.29K $22K
XLO
Xilio Therapeutics, Inc.

Healthcare
20K
New
$0.73 - $1.02 $14.6K - $20.4K
20K $15K
ATR
Aptargroup, Inc.

Healthcare
65
+ 32.66%
$138.54 - $160.11 $9.01K - $10.4K
264 $42K
AVY
Avery Dennison Corp

Industrials
51
+ 4.58%
$202.27 - $224.18 $10.3K - $11.4K
1.17K $257K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
300
+ 1.18%
$11.01 - $11.6 $3.3K - $3.48K
25.6K $295K
DCOM
Dime Community Bancshares, Inc.

Financial Services
500
New
$19.61 - $29.94 $9.81K - $15K
500 $14K
FTV
Fortive Corp

Technology
23
+ 0.91%
$67.01 - $79.2 $1.54K - $1.82K
2.55K $201K
IYLD
Ishares Tr Ishares Morningstar

ETFs
187
+ 1.46%
$19.72 - $20.73 $3.69K - $3.88K
13K $268K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
300
+ 0.63%
$12.49 - $13.7 $3.75K - $4.11K
48.3K $661K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
724
+ 207.45%
$15.81 - $18.96 $11.4K - $13.7K
1.07K $19K
WHR
Whirlpool Corp

Consumer Cyclical
119
+ 46.85%
$90.25 - $112.34 $10.7K - $13.4K
373 $39K
WDS
Woodside Energy Group LTD

Energy
869
+ 134.94%
$15.64 - $20.01 $13.6K - $17.4K
1.51K $26K
CNI
Canadian National Railway CO

Industrials
138
+ 4.3%
$110.1 - $123.65 $15.2K - $17.1K
3.35K $392K
DYN
Dyne Therapeutics, Inc.

Healthcare
375
New
$31.94 - $47.04 $12K - $17.6K
375 $13K
HALO
Halozyme Therapeutics, Inc.

Healthcare
200
+ 63.9%
$51.3 - $64.42 $10.3K - $12.9K
513 $29K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
400
New
$33.87 - $34.82 $13.5K - $13.9K
400 $13K
NDSN
Nordson Corp

Industrials
26
+ 13.76%
$225.0 - $262.63 $5.85K - $6.83K
215 $56K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
700
+ 6.67%
$12.19 - $12.73 $8.53K - $8.91K
11.2K $141K
SEIC
Sei Investments CO

Financial Services
90
+ 5.94%
$63.1 - $69.83 $5.68K - $6.28K
1.61K $111K
AZN
Astrazeneca PLC

Healthcare
230
+ 0.24%
$76.67 - $87.62 $17.6K - $20.2K
94.2K $7.34M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
986
New
$11.92 - $13.07 $11.8K - $12.9K
986 $12K
DUOL
Duolingo, Inc.

Technology
44
New
$158.85 - $287.54 $6.99K - $12.7K
44 $12K
FTHI
First Trust Exchange Traded Fd

ETFs
450
+ 17.56%
$21.47 - $23.16 $9.66K - $10.4K
3.01K $69K
HTAB
Hartford Fds Exchange Traded

ETFs
482
+ 9.78%
$19.24 - $19.9 $9.27K - $9.59K
5.41K $107K
HI
Hillenbrand, Inc.

Industrials
456
New
$26.35 - $45.14 $12K - $20.6K
456 $12K
IMO
Imperial Oil LTD

Energy
150
+ 31.12%
$65.73 - $77.23 $9.86K - $11.6K
632 $44K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
31
+ 1.91%
$68.79 - $76.02 $2.13K - $2.36K
1.66K $125K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
405
+ 25.75%
$24.62 - $25.59 $9.97K - $10.4K
1.98K $50K
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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