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
POWI
Power Integrations Inc

Technology
67
New
$60.04 - $68.05 $4.02K - $4.56K
67 $4K
RTO
Rentokil Initial PLC

Industrials
184
+ 88.04%
$22.92 - $26.98 $4.22K - $4.96K
393 $9K
RHI
Robert Half International Inc.

Industrials
20
+ 2.23%
$65.55 - $76.8 $1.31K - $1.54K
915 $64K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
37
+ 160.87%
$104.34 - $118.84 $3.86K - $4.4K
60 $6K
EBND
Spdr Bloomberg Emerging Market

ETFs
370
+ 16.14%
$19.53 - $21.1 $7.23K - $7.81K
2.66K $52K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
160
New
$25.25 - $26.34 $4.04K - $4.21K
160 $4K
SPMD
Spdr Portfolio

ETFs
64
+ 4.12%
$54.13 - $59.56 $3.46K - $3.81K
1.62K $88K
SHG
Shinhan Financial Group CO LTD

Financial Services
120
New
N/A
120 $4K
SNN
Smith & Nephew PLC

Healthcare
235
+ 90.04%
$24.29 - $30.81 $5.71K - $7.24K
496 $12K
SWX
Southwest Gas Holdings, Inc.

Utilities
62
+ 32.98%
$67.87 - $79.16 $4.21K - $4.91K
250 $17K
TNL
Travel & Leisure Co.

Consumer Cyclical
45
+ 12.61%
$45.26 - $56.28 $2.04K - $2.53K
402 $20K
UPWK
Upwork, Inc

Industrials
295
New
$10.05 - $17.51 $2.96K - $5.17K
295 $4K
VVX
V2 X, Inc.

Industrials
87
New
$46.98 - $68.82 $4.09K - $5.99K
87 $4K
ERC
Allspring Multi Sector Income Fund

Financial Services
881
+ 8.95%
$8.84 - $9.54 $7.79K - $8.4K
10.7K $98K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
16
+ 15.84%
$97.09 - $120.01 $1.55K - $1.92K
117 $12K
AAL
American Airlines Group Inc.

Industrials
228
+ 1.84%
N/A
12.6K $139K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
3
+ 0.83%
$221.83 - $266.82 $665 - $800
363 $88K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
33
+ 1.46%
$16.4 - $17.85 $541 - $589
2.3K $40K
TBBK
Bancorp, Inc.

Financial Services
86
+ 4.92%
$47.01 - $60.36 $4.04K - $5.19K
1.84K $96K
FA
First Advantage Corp

Industrials
178
New
$17.3 - $20.3 $3.08K - $3.61K
178 $3K
FUBO
Fubo Tv Inc.

Communication Services
2.43K
+ 57.74%
$1.25 - $1.81 $3.03K - $4.39K
6.63K $8K
OMAB
Central North Airport Group

Industrials
55
New
$62.93 - $74.04 $3.46K - $4.07K
55 $3K
PAC
Pacific Airport Group

Industrials
21
New
$166.34 - $197.86 $3.49K - $4.16K
21 $3K
HAYW
Hayward Holdings, Inc.

Industrials
201
New
$14.5 - $16.6 $2.91K - $3.34K
201 $3K
BMAY
Innovator U.S. Equity Buffer E

ETFs
10
+ 0.34%
$39.2 - $40.69 $392 - $407
2.92K $117K
JKS
Jinko Solar Holding Co., Ltd.

Technology
460
+ 10.07%
$19.87 - $32.77 $9.14K - $15.1K
5.03K $125K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
176
New
$15.53 - $20.75 $2.73K - $3.65K
176 $3K
M
Macy'S, Inc.

Consumer Cyclical
130
+ 15.4%
$14.56 - $18.1 $1.89K - $2.35K
974 $16K
MASI
Masimo Corp

Healthcare
19
New
$132.43 - $177.7 $2.52K - $3.38K
19 $3K
NWBI
Northwest Bancshares, Inc.

Financial Services
250
New
$12.86 - $15.28 $3.22K - $3.82K
250 $3K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
100
New
$35.42 - $41.87 $3.54K - $4.19K
100 $3K
PX
P10, Inc.

Financial Services
250
New
$10.75 - $14.17 $2.69K - $3.54K
250 $3K
PBI
Pitney Bowes Inc

Industrials
34
+ 0.14%
$6.74 - $8.2 $229 - $279
24.8K $179K
RES
Rpc Inc

Energy
1.85K
+ 9.2%
$5.63 - $7.14 $10.4K - $13.2K
22K $130K
FNDX
Schwab Fundamental U S Large C

ETFs
20.6K
+ 204.14%
$23.49 - $71.77 $483K - $1.48M
30.6K $725K
SXI
Standex International Corp

Industrials
14
+ 10.45%
$172.48 - $211.52 $2.41K - $2.96K
148 $27K
TAL
Tal Education Group

Consumer Defensive
300
New
$9.45 - $12.13 $2.84K - $3.64K
300 $3K
TU
Telus Corp

Communication Services
326
+ 63.18%
$13.45 - $16.78 $4.38K - $5.47K
842 $11K
TSN
Tyson Foods, Inc.

Consumer Defensive
170
+ 5.18%
$57.14 - $64.54 $9.71K - $11K
3.45K $198K
USPH
U S Physical Therapy Inc

Healthcare
35
New
$77.48 - $99.91 $2.71K - $3.5K
35 $3K
UGA
United States Gasoline Fund, LP

ETFs
51
New
$59.23 - $65.31 $3.02K - $3.33K
51 $3K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
185
New
$16.2 - $17.97 $3K - $3.32K
185 $3K
CWK
Cushman & Wakefield PLC

Real Estate
296
+ 47.74%
$12.34 - $15.48 $3.65K - $4.58K
916 $11K
ENFR
Alerian Energy Infrastructure

ETFs
7
+ 1.24%
$28.52 - $33.11 $200 - $232
571 $17K
BOH
Bank Of Hawaii Corp

Financial Services
3
+ 1.18%
$61.29 - $80.51 $184 - $242
258 $18K
BC
Brunswick Corp

Consumer Cyclical
40
+ 117.65%
$64.5 - $85.95 $2.58K - $3.44K
74 $4K
BTG
B2 Gold Corp

Basic Materials
1K
New
$2.42 - $3.47 $2.42K - $3.47K
1K $2K
CRAI
Cra International, Inc.

Industrials
13
New
$168.27 - $206.55 $2.19K - $2.69K
13 $2K
CACI
Caci International Inc

Technology
6
+ 0.19%
N/A
3.19K $1.36M
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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