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
PTON
Peloton Interactive, Inc.

Consumer Cyclical
766
+ 20.28%
$2.88 - $5.17 $2.21K - $3.96K
4.54K $21K
PNW
Pinnacle West Capital Corp

Utilities
59
+ 22.61%
$75.52 - $91.31 $4.46K - $5.39K
320 $28K
SBSW
Sibanye Stillwater LTD

Basic Materials
2.42K
New
$3.18 - $4.96 $7.7K - $12K
2.42K $9K
SITE
Site One Landscape Supply, Inc.

Industrials
40
+ 30.3%
$115.64 - $153.52 $4.63K - $6.14K
172 $25K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
550
+ 183.95%
$13.0 - $15.08 $7.15K - $8.29K
849 $12K
TTC
Toro CO

Industrials
230
+ 13.45%
$81.82 - $99.44 $18.8K - $22.9K
1.94K $168K
HAP
Vaneck ETF Tr Natural Resource

ETFs
18
+ 0.6%
$48.29 - $52.83 $869 - $951
3.02K $158K
VIVK
Vivakor, Inc.

Energy
13.1K
+ 53.35%
$1.43 - $3.38 $18.8K - $44.4K
37.8K $58K
DNL
Wiswisdomtree Tr

ETFs
150
+ 1.49%
$36.65 - $40.81 $5.5K - $6.12K
10.2K $401K
WOLF
Wolfspeed, Inc.

Technology
1.26K
+ 494.9%
$7.6 - $24.99 $9.59K - $31.5K
1.52K $14K
ENR
Energizer Holdings, Inc.

Industrials
202
+ 26.86%
$28.36 - $32.53 $5.73K - $6.57K
954 $30K
EVER
Ever Quote, Inc.

Communication Services
400
New
$20.56 - $26.8 $8.22K - $10.7K
400 $8K
GWRE
Guidewire Software, Inc.

Technology
17
+ 16.35%
$137.04 - $182.94 $2.33K - $3.11K
121 $22K
IEX
Idex Corp

Industrials
23
+ 11.06%
$190.56 - $214.98 $4.38K - $4.94K
231 $49K
EWA
Ishares Msci Australia ETF

ETFs
146
+ 10.05%
$23.21 - $27.11 $3.39K - $3.96K
1.6K $43K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
65
+ 2.22%
$36.78 - $39.02 $2.39K - $2.54K
3K $116K
EXI
Ishares Global Industrials ETF

ETFs
53
+ 441.67%
$131.6 - $149.88 $6.97K - $7.94K
65 $9K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
113
+ 8.25%
$46.29 - $48.52 $5.23K - $5.48K
1.48K $71K
JBBB
Janus Detroit Str Tr Henderson

ETFs
177
New
$48.27 - $49.33 $8.54K - $8.73K
177 $8K
PLL
Piedmont Lithium Inc.

Basic Materials
985
+ 6566.67%
$6.68 - $12.75 $6.58K - $12.6K
1K $8K
RCAT
Red Cat Holdings, Inc.

Technology
1.91K
+ 86.64%
$1.15 - $3.19 $2.19K - $6.08K
4.11K $10K
RPAY
Repay Holdings Corp

Technology
1K
New
$7.85 - $10.43 $7.85K - $10.4K
1K $8K
RWO
Spdr Dow Jones Global Real Est

ETFs
12
+ 0.86%
$41.23 - $48.48 $495 - $582
1.41K $66K
LRN
Stride, Inc.

Consumer Defensive
100
New
$66.21 - $85.31 $6.62K - $8.53K
100 $8K
TTP
Tortoise Pipeline & Energy Fund, Inc.

Financial Services
200
New
$33.61 - $42.95 $6.72K - $8.59K
200 $8K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
100
New
$69.77 - $85.51 $6.98K - $8.55K
100 $8K
VRTS
Virtus Investment Partners, Inc.

Financial Services
50
+ 40.32%
$192.39 - $245.79 $9.62K - $12.3K
174 $36K
ADM
Archer Daniels Midland CO

Consumer Defensive
236
+ 2.17%
$57.96 - $65.72 $13.7K - $15.5K
11.1K $665K
BGS
B&G Foods, Inc.

Consumer Defensive
500
+ 18.76%
$7.68 - $9.34 $3.84K - $4.67K
3.17K $28K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
755
New
$7.24 - $10.03 $5.47K - $7.57K
755 $7K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
39
+ 73.58%
$107.74 - $140.72 $4.2K - $5.49K
92 $12K
CQP
Cheniere Energy Partners, L.P.

Energy
200
+ 3.18%
$47.4 - $54.36 $9.48K - $10.9K
6.48K $315K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
950
+ 1.97%
$7.06 - $7.82 $6.71K - $7.43K
49.1K $377K
DAN
Dana Inc

Consumer Cyclical
723
New
$9.34 - $12.71 $6.75K - $9.19K
723 $7K
DT
Dynatrace, Inc.

Technology
40
+ 8.23%
$40.49 - $53.47 $1.62K - $2.14K
526 $28K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
300
New
$22.3 - $23.68 $6.69K - $7.1K
300 $7K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
50
+ 2.59%
$42.41 - $47.94 $2.12K - $2.4K
1.98K $94K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.13%
$44.82 - $48.36 $134 - $145
2.28K $110K
EWD
Ishares Inc Msci Sweden ETF

ETFs
119
+ 17.66%
$37.8 - $43.85 $4.5K - $5.22K
793 $34K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
58
+ 3.82%
$21.65 - $25.28 $1.26K - $1.47K
1.58K $39K
INDY
Ishares India 50 ETF

ETFs
46
+ 2.64%
$52.68 - $57.25 $2.42K - $2.63K
1.79K $100K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
109
+ 11.23%
$34.48 - $37.66 $3.76K - $4.1K
1.08K $40K
JBI
Janus International Group, Inc.

Industrials
787
New
$9.72 - $15.05 $7.65K - $11.8K
787 $7K
LITE
Lumentum Holdings Inc.

Technology
19
+ 3.85%
$40.28 - $64.74 $765 - $1.23K
513 $32K
NMRK
Newmark Group, Inc.

Real Estate
301
+ 63.91%
$9.84 - $15.9 $2.96K - $4.79K
772 $11K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
107
+ 2.22%
$27.17 - $28.74 $2.91K - $3.08K
4.93K $141K
PMX
Pimco Municipal Income Fund Iii

Financial Services
609
+ 8.26%
$7.63 - $8.33 $4.65K - $5.07K
7.98K $65K
SABR
Sabre Corp

Consumer Cyclical
300
+ 4.62%
$2.57 - $3.72 $771 - $1.12K
6.8K $24K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
68
+ 136.0%
$124.33 - $156.75 $8.45K - $10.7K
118 $14K
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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