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
UVV
Universal Corp

Consumer Defensive
30
+ 8.57%
$49.67 - $57.99 $1.49K - $1.74K
380 $20K
UTZ
Utz Brands, Inc.

Consumer Defensive
198
+ 39.6%
$15.46 - $18.02 $3.06K - $3.57K
698 $10K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
72
+ 10.83%
$61.87 - $64.86 $4.45K - $4.67K
737 $45K
VVI
Viad Corp

Industrials
43
+ 130.3%
$35.01 - $45.51 $1.51K - $1.96K
76 $3K
VIAV
Viavi Solutions Inc.

Technology
200
New
$8.94 - $11.16 $1.79K - $2.23K
200 $2K
WSFS
Wsfs Financial Corp

Financial Services
30
+ 21.28%
$48.57 - $61.09 $1.46K - $1.83K
171 $9K
WOR
Worthington Industries Inc

Industrials
79
+ 7.39%
$38.2 - $43.42 $3.02K - $3.43K
1.15K $46K
WFRD
Weatherford International PLC

Energy
30
+ 85.71%
$67.1 - $94.33 $2.01K - $2.83K
65 $4K
SLGL
Sol Gel Technologies Ltd.

Healthcare
1K
+ 24.04%
$0.43 - $1.65 $430 - $1.65K
5.16K $4K
AAON
Aaon, Inc.

Industrials
13
New
$106.25 - $140.75 $1.38K - $1.83K
13 $1K
ABCB
Ameris Bancorp

Financial Services
19
New
$60.0 - $72.37 $1.14K - $1.38K
19 $1K
ATR
Aptargroup, Inc.

Healthcare
12
+ 4.55%
$156.73 - $176.15 $1.88K - $2.11K
276 $43K
BBD
Bank Bradesco

Financial Services
573
New
$1.87 - $2.77 $1.07K - $1.59K
573 $1K
BLCO
Bausch & Lomb Corp

Healthcare
96
New
$17.79 - $21.0 $1.71K - $2.02K
96 $1K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
500
+ 9.62%
$10.01 - $10.82 $5.01K - $5.41K
5.7K $57K
CNO
Cno Financial Group, Inc.

Financial Services
27
New
$34.0 - $40.5 $918 - $1.09K
27 $1K
CDRE
Cadre Holdings, Inc.

Industrials
46
New
$31.0 - $40.22 $1.43K - $1.85K
46 $1K
YOU
Clear Secure, Inc.

Technology
42
New
$25.61 - $38.45 $1.08K - $1.61K
42 $1K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
500
+ 50.0%
$2.85 - $3.09 $1.43K - $1.55K
1.5K $4K
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.29%
$63.58 - $71.15 $509 - $569
2.77K $180K
DYN
Dyne Therapeutics, Inc.

Healthcare
235
+ 62.67%
$23.56 - $35.55 $5.54K - $8.35K
610 $14K
E
Eni Spa

Energy
159
+ 12.12%
$26.32 - $31.82 $4.18K - $5.06K
1.47K $40K
ERJ
Embraer S.A.

Industrials
10
+ 7.81%
$32.46 - $40.0 $325 - $400
138 $5K
EXPI
Exp World Holdings, Inc.

Real Estate
113
New
$11.51 - $14.77 $1.3K - $1.67K
113 $1K
FBNC
First Bancorp

Financial Services
2
+ 0.47%
$40.32 - $49.2 $80.6 - $98.4
431 $18K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
50
+ 25.0%
$13.3 - $21.42 $665 - $1.07K
250 $4K
FLNC
Fluence Energy, Inc.

Utilities
215
+ 49.88%
$15.0 - $23.5 $3.23K - $5.05K
646 $10K
FTF
Franklin LTD Duration Income Trust

Financial Services
100
+ 11.56%
$6.39 - $6.77 $639 - $677
965 $6K
GXO
Gxo Logistics, Inc.

Industrials
151
+ 22.88%
$41.93 - $63.02 $6.33K - $9.52K
811 $35K
GAM
General American Investors CO Inc

Financial Services
29
+ 8.26%
$49.57 - $55.15 $1.44K - $1.6K
380 $19K
GNTX
Gentex Corp

Consumer Cyclical
51
+ 9.31%
$28.6 - $31.34 $1.46K - $1.6K
599 $17K
HLMN
Hillman Solutions Corp.

Industrials
194
New
$9.66 - $11.54 $1.87K - $2.24K
194 $1K
HURN
Huron Consulting Group Inc.

Industrials
9
New
$103.48 - $129.83 $931 - $1.17K
9 $1K
ICUI
Icu Medical Inc

Healthcare
8
+ 21.05%
$153.2 - $183.79 $1.23K - $1.47K
46 $7K
INFY
Infosys LTD

Technology
50
+ 2.97%
$20.71 - $23.42 $1.04K - $1.17K
1.73K $38K
IMKTA
Ingles Markets Inc

Consumer Defensive
30
New
$60.85 - $75.3 $1.83K - $2.26K
30 $1K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
5
+ 0.19%
$29.46 - $30.58 $147 - $153
2.65K $79K
RYJ
Invesco Exchange Traded Fd Tr

ETFs
25
New
N/A
25 $1K
CMBS
Ishares Cmbs ETF

ETFs
40
New
$47.09 - $48.64 $1.88K - $1.95K
40 $1K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
51
+ 20.24%
$24.66 - $27.63 $1.26K - $1.41K
303 $7K
ITUB
Itau Unibanco Holding S.A.

Financial Services
249
New
$4.96 - $6.57 $1.24K - $1.64K
249 $1K
KGC
Kinross Gold Corp

Basic Materials
112
New
$9.03 - $10.75 $1.01K - $1.2K
112 $1K
KLIC
Kulicke & Soffa Industries Inc

Technology
36
New
$42.42 - $50.54 $1.53K - $1.82K
36 $1K
LBRDA
Liberty Broadband Corp

Communication Services
23
+ 1150.0%
$74.24 - $100.25 $1.71K - $2.31K
25 $1K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
60
New
$21.88 - $26.03 $1.31K - $1.56K
60 $1K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
200
New
$5.22 - $5.86 $1.04K - $1.17K
200 $1K
MIR
Mirion Technologies, Inc.

Industrials
100
New
$10.94 - $18.65 $1.09K - $1.86K
100 $1K
MEG
Montrose Environmental Group, Inc.

Industrials
73
New
$15.62 - $27.65 $1.14K - $2.02K
73 $1K
MWA
Mueller Water Products, Inc.

Industrials
61
+ 2033.33%
$21.37 - $25.97 $1.3K - $1.58K
64 $1K
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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