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
WHD
Cactus, Inc.

Energy
43
New
$56.69 - $69.49 $2.44K - $2.99K
43 $2K
CX
Cemex Sab De Cv

Basic Materials
375
New
$5.17 - $6.16 $1.94K - $2.31K
375 $2K
CHDN
Churchill Downs Inc

Consumer Cyclical
31
+ 2.9%
$129.55 - $147.45 $4.02K - $4.57K
1.1K $146K
CIFR
Cipher Mining Inc.

Financial Services
233
+ 115.35%
$3.58 - $7.43 $834 - $1.73K
435 $2K
CNS
Cohen & Steers, Inc.

Financial Services
24
+ 800.0%
$90.53 - $106.6 $2.17K - $2.56K
27 $2K
CVLT
Commvault Systems Inc

Technology
31
+ 4.53%
$132.26 - $177.6 $4.1K - $5.51K
715 $107K
CFLT
Confluent, Inc.

Technology
73
+ 365.0%
$18.9 - $33.66 $1.38K - $2.46K
93 $2K
QDEL
Quidel Ortho Corp

Healthcare
53
+ 8.83%
$36.18 - $44.84 $1.92K - $2.38K
653 $29K
CUZ
Cousins Properties Inc

Real Estate
31
+ 8.49%
$28.63 - $31.94 $888 - $990
396 $12K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
151
New
$19.74 - $23.59 $2.98K - $3.56K
151 $2K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
139
New
$13.56 - $17.2 $1.88K - $2.39K
139 $2K
ESS
Essex Property Trust, Inc.

Real Estate
5
+ 9.8%
N/A
56 $15K
EVTC
Evertec, Inc.

Technology
69
New
$32.22 - $36.8 $2.22K - $2.54K
69 $2K
FIBK
First Interstate Bancsystem Inc

Financial Services
62
New
$29.32 - $35.47 $1.82K - $2.2K
62 $2K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
100
New
$24.13 - $24.45 $2.41K - $2.45K
100 $2K
GH
Guardant Health, Inc.

Healthcare
75
New
$20.2 - $38.11 $1.52K - $2.86K
75 $2K
HTAB
Hartford Fds Exchange Traded

ETFs
239
+ 4.42%
$19.26 - $19.88 $4.6K - $4.75K
5.65K $109K
HOMB
Home Bancshares Inc

Financial Services
86
+ 32.33%
$26.0 - $32.09 $2.24K - $2.76K
352 $9K
HTHT
Huazhu Group LTD

Consumer Cyclical
87
New
$32.03 - $41.74 $2.79K - $3.63K
87 $2K
INDB
Independent Bank Corp

Financial Services
3
+ 0.82%
$56.88 - $74.97 $171 - $225
367 $23K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
64
+ 9.01%
$32.44 - $33.28 $2.08K - $2.13K
774 $25K
URTH
Ishares Msci World ETF

ETFs
17
New
$153.73 - $162.67 $2.61K - $2.77K
17 $2K
EWQ
Ishares Msci France ETF

ETFs
175
+ 17.52%
$35.5 - $39.81 $6.21K - $6.97K
1.17K $42K
EUFN
Ishares Msci Europe Financials

ETFs
800
+ 7.19%
$23.06 - $24.69 $18.4K - $19.8K
11.9K $277K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
98
New
$26.65 - $29.34 $2.61K - $2.88K
98 $2K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
98
+ 6.61%
$46.52 - $48.32 $4.56K - $4.74K
1.58K $73K
JPSE
J P Morgan Diversified Return

ETFs
46
+ 106.98%
$46.77 - $51.7 $2.15K - $2.38K
89 $4K
KIM
Kimco Realty Corp

Real Estate
49
+ 3.17%
$22.75 - $25.78 $1.11K - $1.26K
1.6K $37K
KOPN
Kopin Corp

Technology
1.64K
New
$0.69 - $1.53 $1.13K - $2.51K
1.64K $2K
LKQ
Lkq Corp

Consumer Cyclical
197
+ 10.81%
$36.0 - $39.99 $7.09K - $7.88K
2.02K $74K
LKFN
Lakeland Financial Corp

Financial Services
34
New
$61.39 - $75.85 $2.09K - $2.58K
34 $2K
LMAT
Lemaitre Vascular Inc

Healthcare
31
New
$85.64 - $107.97 $2.65K - $3.35K
31 $2K
LBRDK
Liberty Broadband Corp

Communication Services
27
+ 44.26%
$74.72 - $101.4 $2.02K - $2.74K
88 $6K
MYRG
Myr Group Inc.

Industrials
8
+ 40.0%
$102.56 - $168.18 $820 - $1.35K
28 $4K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
33
New
$55.05 - $80.66 $1.82K - $2.66K
33 $2K
NWSA
News Corp

Communication Services
6
+ 0.37%
$25.68 - $29.86 $154 - $179
1.62K $44K
ISMD
Northern Lts Fd Tr Iv

ETFs
54
New
$36.81 - $40.75 $1.99K - $2.2K
54 $2K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
50
New
$45.61 - $50.53 $2.28K - $2.53K
50 $2K
PFN
Pimco Income Strategy Fund Ii

Financial Services
400
+ 6.65%
$7.33 - $7.72 $2.93K - $3.09K
6.42K $47K
PSMT
Pricesmart Inc

Consumer Defensive
21
+ 9.68%
$83.08 - $96.92 $1.74K - $2.04K
238 $21K
KWR
Quaker Chemical Corp

Basic Materials
25
+ 45.45%
$137.52 - $180.36 $3.44K - $4.51K
80 $11K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
360
New
$7.25 - $10.0 $2.61K - $3.6K
360 $2K
ROLL
Rbc Bearings Inc

Industrials
5
+ 0.42%
N/A
1.19K $293K
RELY
Remitly Global, Inc.

Technology
38
+ 38.0%
$12.69 - $23.07 $482 - $877
138 $3K
SNDR
Schneider National, Inc.

Industrials
72
+ 21.88%
$26.97 - $33.61 $1.94K - $2.42K
401 $11K
SITM
Sitime Corp

Technology
11
New
$168.25 - $261.03 $1.85K - $2.87K
11 $2K
LRN
Stride, Inc.

Consumer Defensive
4
+ 4.0%
$64.04 - $110.79 $256 - $443
104 $10K
TMDX
Trans Medics Group, Inc.

Healthcare
44
+ 550.0%
$59.28 - $144.9 $2.61K - $6.38K
52 $3K
UMH
Umh Properties, Inc.

Real Estate
123
New
$18.21 - $19.85 $2.24K - $2.44K
123 $2K
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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