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
VCEB
Vanguard World Fd Esg U S Corp

ETFs
81
+ 13.87%
$61.6 - $65.13 $4.99K - $5.28K
665 $43K
MYNZ
Mainz Biomed N.V.

Healthcare
29K
New
$0.2 - $0.48 $5.8K - $13.9K
29K $7K
ASTS
Ast Space Mobile, Inc.

Communication Services
250
New
$10.72 - $38.6 $2.68K - $9.65K
250 $6K
CAR
Avis Budget Group, Inc.

Industrials
70
New
$67.43 - $112.13 $4.72K - $7.85K
70 $6K
CHK
Chesapeake Energy Corp

Energy
80
+ 80.0%
$70.32 - $83.77 $5.63K - $6.7K
180 $14K
CHH
Choice Hotels International Inc

Consumer Cyclical
34
+ 36.96%
$117.06 - $133.72 $3.98K - $4.55K
126 $16K
CRUS
Cirrus Logic, Inc.

Technology
80
+ 7.85%
$112.86 - $145.69 $9.03K - $11.7K
1.1K $136K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
18
+ 0.52%
$11.47 - $13.37 $206 - $241
3.45K $45K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
26
+ 0.2%
$8.4 - $9.19 $218 - $239
13.3K $122K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
83
+ 28.62%
$43.9 - $52.34 $3.64K - $4.34K
373 $19K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
170
New
$30.0 - $39.95 $5.1K - $6.79K
170 $6K
EWQ
Ishares Msci France ETF

ETFs
99
+ 11.0%
$36.95 - $41.12 $3.66K - $4.07K
999 $40K
MMT
Mfs Multimarket Income Trust

Financial Services
368
+ 1.78%
$4.66 - $4.87 $1.71K - $1.79K
21K $102K
OMF
One Main Holdings, Inc.

Financial Services
293
+ 5.47%
$43.27 - $53.14 $12.7K - $15.6K
5.65K $265K
RGEN
Repligen Corp

Healthcare
35
+ 60.34%
$119.79 - $167.35 $4.19K - $5.86K
93 $13K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
141
+ 1.43%
$8.98 - $10.08 $1.27K - $1.42K
10K $96K
IOT
Samsara Inc.

Technology
100
+ 100.0%
$34.85 - $49.75 $3.49K - $4.98K
200 $9K
SWBI
Smith & Wesson Brands, Inc.

Industrials
500
+ 166.67%
$12.24 - $16.69 $6.12K - $8.35K
800 $10K
SPH
Suburban Propane Partners LP

Utilities
600
+ 12.16%
$16.66 - $19.3 $10K - $11.6K
5.54K $99K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
141
+ 2.24%
$8.75 - $9.5 $1.23K - $1.34K
6.43K $61K
WD
Walker & Dunlop, Inc.

Financial Services
11
+ 3.55%
$93.87 - $113.96 $1.03K - $1.25K
321 $36K
STNE
Stone Co Ltd.

Technology
596
+ 14900.0%
$10.89 - $14.87 $6.49K - $8.86K
600 $6K
GLOB
Globant S.A.

Technology
31
+ 3100.0%
$176.29 - $207.07 $5.46K - $6.42K
32 $6K
AVIG
American Centy ETF Tr Avantis

ETFs
129
New
$40.41 - $42.73 $5.21K - $5.51K
129 $5K
BANC
Banc Of California, Inc.

Financial Services
328
+ 160.78%
$12.5 - $15.38 $4.1K - $5.04K
532 $7K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
107
+ 1.91%
$10.06 - $10.77 $1.08K - $1.15K
5.72K $61K
CHCI
Comstock Holding Companies, Inc.

Real Estate
600
New
$6.22 - $9.99 $3.73K - $5.99K
600 $5K
DISV
Dimensional ETF Tr Dimensional

ETFs
200
New
$26.06 - $29.18 $5.21K - $5.84K
200 $5K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
279
+ 2.36%
$10.21 - $10.93 $2.85K - $3.05K
12.1K $130K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
153
+ 5.96%
$16.59 - $18.07 $2.54K - $2.76K
2.72K $48K
NVST
Envista Holdings Corp

Healthcare
190
+ 42.41%
$15.3 - $19.76 $2.91K - $3.75K
638 $12K
ERIC
Ericsson Lm Telephone CO

Technology
507
+ 62.36%
$6.19 - $7.77 $3.14K - $3.94K
1.32K $10K
EXPO
Exponent Inc

Industrials
41
+ 128.13%
$93.45 - $115.28 $3.83K - $4.73K
73 $8K
EDOW
First Tr Exchange Traded Fd

ETFs
7
+ 0.35%
$32.74 - $36.1 $229 - $253
2.01K $72K
FLNC
Fluence Energy, Inc.

Utilities
150
+ 53.38%
$13.84 - $22.92 $2.08K - $3.44K
431 $9K
GLDG
Gold Mining Inc.

Basic Materials
4.9K
+ 61.22%
$0.78 - $1.04 $3.82K - $5.09K
12.9K $12K
HAIN
Hain Celestial Group Inc

Consumer Defensive
350
+ 35.0%
$6.14 - $8.63 $2.15K - $3.02K
1.35K $11K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
296
+ 2.1%
$5.03 - $5.67 $1.49K - $1.68K
14.4K $80K
NSA
National Storage Affiliates Trust

Real Estate
9
+ 1.22%
$39.73 - $49.13 $358 - $442
745 $35K
NAVI
Navient Corp

Financial Services
201
+ 9.6%
$14.08 - $16.93 $2.83K - $3.4K
2.29K $35K
NLOK
Norton Life Lock Inc.

Technology
262
+ 18.03%
N/A
1.72K $36K
PJT
Pjt Partners Inc.

Financial Services
8
+ 5.19%
$108.91 - $136.42 $871 - $1.09K
162 $21K
ROL
Rollins Inc

Consumer Cyclical
95
+ 123.38%
$45.93 - $51.4 $4.36K - $4.88K
172 $8K
AOS
Smith A O Corp

Industrials
28
+ 8.36%
$76.95 - $91.98 $2.15K - $2.58K
363 $32K
TXG
10x Genomics, Inc.

Healthcare
248
New
$15.71 - $23.49 $3.9K - $5.83K
248 $5K
UAA
Under Armour, Inc.

Consumer Cyclical
114
+ 6.02%
$6.37 - $8.94 $726 - $1.02K
2.01K $17K
WES
Western Midstream Partners, LP

Energy
139
New
$36.59 - $42.74 $5.09K - $5.94K
139 $5K
ZWS
Zurn Water Solutions Corp

Industrials
160
New
$28.61 - $35.94 $4.58K - $5.75K
160 $5K
JOBY
Joby Aviation, Inc.

Industrials
1K
+ 137.55%
$4.77 - $7.46 $4.77K - $7.46K
1.73K $8K
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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