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
IVOL
Kraneshares Tr Quadratic Int R

ETFs
215
+ 1.99%
$18.55 - $19.57 $3.99K - $4.21K
11K $212K
JFR
Nuveen Floating Rate Income Fund

Financial Services
178
+ 0.31%
$8.36 - $9.0 $1.49K - $1.6K
58.5K $516K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
17
+ 2.19%
$53.53 - $71.86 $910 - $1.22K
793 $55K
RE
Everest Re Group LTD

Financial Services
31
+ 9.2%
N/A
368 $136K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
498
+ 78.8%
$19.01 - $20.7 $9.47K - $10.3K
1.13K $23K
BIO
Bio Rad Laboratories, Inc.

Healthcare
9
+ 6.72%
$263.97 - $344.64 $2.38K - $3.1K
143 $47K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
48
+ 0.83%
$9.76 - $11.79 $468 - $566
5.85K $68K
EPR
Epr Properties

Real Estate
9
+ 0.56%
$41.26 - $49.58 $371 - $446
1.61K $78K
ENVX
Enovix Corp

Industrials
1.49K
+ 291.8%
$7.61 - $18.31 $11.4K - $27.4K
2.01K $18K
FMC
Fmc Corp

Basic Materials
80
+ 10.62%
$54.54 - $66.06 $4.36K - $5.28K
833 $54K
IWC
Russell Micro Cap ETF

ETFs
97
New
$112.21 - $129.46 $10.9K - $12.6K
97 $11K
SMIN
Ishares Msci India Small Cap I

ETFs
119
+ 52.42%
$79.48 - $86.97 $9.46K - $10.3K
346 $29K
KRC
Kilroy Realty Corp

Real Estate
300
New
$31.24 - $40.79 $9.37K - $12.2K
300 $11K
RLAY
Relay Therapeutics, Inc.

Healthcare
1.5K
+ 150.0%
$6.23 - $9.51 $9.35K - $14.3K
2.5K $17K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
35
+ 2.16%
$169.73 - $204.18 $5.94K - $7.15K
1.65K $326K
UBSI
United Bankshares Inc

Financial Services
3
+ 0.14%
$31.56 - $39.32 $94.7 - $118
2.22K $82K
VRSK
Verisk Analytics, Inc.

Industrials
47
+ 5.96%
$260.31 - $285.99 $12.2K - $13.4K
835 $223K
AMN
Amn Healthcare Services Inc

Healthcare
731
+ 30.64%
$41.07 - $68.05 $30K - $49.7K
3.12K $132K
SIVR
Abrdn Silver ETF Trust

ETFs
322
+ 322.0%
$25.48 - $30.77 $8.2K - $9.91K
422 $12K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
578
+ 6.75%
$12.6 - $13.59 $7.28K - $7.86K
9.14K $120K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
59
+ 0.61%
$17.9 - $20.22 $1.06K - $1.19K
9.71K $184K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
139
New
$70.21 - $78.25 $9.76K - $10.9K
139 $10K
CUZ
Cousins Properties Inc

Real Estate
365
New
$22.4 - $30.21 $8.18K - $11K
365 $10K
CUBE
Cube Smart

Real Estate
14
+ 1.34%
$43.74 - $54.55 $612 - $764
1.06K $57K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
160
+ 10.09%
$28.8 - $32.2 $4.61K - $5.15K
1.75K $56K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
69
+ 10.99%
$64.0 - $72.54 $4.42K - $5.01K
697 $50K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
85
+ 8.28%
$65.03 - $73.27 $5.53K - $6.23K
1.11K $81K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
362
New
$25.92 - $30.29 $9.38K - $11K
362 $10K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
492
+ 37.61%
$18.13 - $19.13 $8.92K - $9.41K
1.8K $34K
RKLB
Rocket Lab Usa, Inc.

Industrials
506
+ 49.37%
$4.54 - $9.78 $2.3K - $4.95K
1.53K $14K
SWI
Solar Winds Corp

Technology
571
+ 23.32%
$10.79 - $13.04 $6.16K - $7.45K
3.02K $39K
THO
Thor Industries Inc

Consumer Cyclical
38
+ 9.77%
$91.4 - $109.97 $3.47K - $4.18K
427 $46K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
200
+ 62.89%
$36.34 - $46.12 $7.27K - $9.22K
518 $23K
WLY
John Wiley & Sons, Inc.

Communication Services
184
+ 91.54%
$40.69 - $48.34 $7.49K - $8.89K
385 $18K
BEP
Brookfield Renewable Partners L.P.

Utilities
165
+ 10.69%
$23.3 - $28.3 $3.84K - $4.67K
1.71K $48K
LPG
Dorian Lpg Ltd.

Energy
350
+ 175.0%
$33.05 - $43.68 $11.6K - $15.3K
550 $18K
ATI
Allegheny Technologies Inc

Industrials
46
+ 7.96%
$54.26 - $67.71 $2.5K - $3.11K
624 $41K
ANIX
Anixa Biosciences Inc

Healthcare
3.14K
New
$2.21 - $3.48 $6.95K - $10.9K
3.14K $9K
BHB
Bar Harbor Bankshares

Financial Services
2
+ 0.09%
$25.47 - $33.03 $50.9 - $66.1
2.28K $70K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
350
+ 175.0%
$23.91 - $31.3 $8.37K - $11K
550 $14K
HRL
Hormel Foods Corp

Consumer Defensive
238
+ 38.26%
$30.04 - $33.14 $7.15K - $7.89K
860 $27K
RPV
Invesco Exchange Traded Fd Tr

ETFs
15
+ 1.1%
$82.04 - $89.49 $1.23K - $1.34K
1.38K $123K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
500
+ 16.13%
$12.63 - $14.81 $6.32K - $7.41K
3.6K $50K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
195
+ 3.7%
$21.0 - $22.04 $4.1K - $4.3K
5.47K $119K
MXI
Ishares Global Materials ETF

ETFs
80
+ 64.0%
$82.55 - $93.68 $6.6K - $7.49K
205 $19K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
163
+ 21.59%
$49.07 - $50.44 $8K - $8.22K
918 $46K
JBLU
Jetblue Airways Corp

Industrials
1.18K
+ 60.72%
$4.57 - $6.66 $5.37K - $7.83K
3.11K $20K
HIE
Miller/Howard High Income Equity Fund

Financial Services
740
New
$11.13 - $12.27 $8.24K - $9.08K
740 $9K
OR
Osisko Gold Royalties LTD

Basic Materials
9
+ 0.3%
$15.47 - $18.99 $139 - $171
3K $55K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email