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
NEO
Neogenomics Inc

Healthcare
117
New
$13.0 - $18.43 $1.52K - $2.16K
117 $1K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
39
+ 13.78%
$40.76 - $47.74 $1.59K - $1.86K
322 $13K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
54
New
$28.76 - $32.28 $1.55K - $1.74K
54 $1K
NOVT
Novanta Inc

Technology
11
New
N/A
11 $1K
OGE
Oge Energy Corp.

Utilities
9
+ 0.35%
$39.65 - $44.08 $357 - $397
2.6K $107K
PLMR
Palomar Holdings, Inc.

Financial Services
18
New
$88.38 - $112.17 $1.59K - $2.02K
18 $1K
PNFP
Pinnacle Financial Partners Inc

Financial Services
12
New
$92.95 - $129.87 $1.12K - $1.56K
12 $1K
PRVA
Privia Health Group, Inc.

Healthcare
59
New
$16.82 - $22.8 $992 - $1.35K
59 $1K
PRGS
Progress Software Corp

Technology
20
+ 66.67%
$63.94 - $69.89 $1.28K - $1.4K
50 $3K
PRO
Pros Holdings, Inc.

Technology
55
New
$17.69 - $25.4 $973 - $1.4K
55 $1K
RDNT
Rad Net, Inc.

Healthcare
20
New
$64.99 - $86.38 $1.3K - $1.73K
20 $1K
FNDC
Schwab Fundamental Intl Small

ETFs
51
+ 45.13%
$33.92 - $38.03 $1.73K - $1.94K
164 $5K
SIGI
Selective Insurance Group Inc

Financial Services
11
+ 0.49%
$90.05 - $102.09 $991 - $1.12K
2.25K $210K
SFBS
Servis First Bancshares, Inc.

Financial Services
12
+ 46.15%
$77.34 - $99.0 $928 - $1.19K
38 $3K
SCVL
Shoe Carnival Inc

Consumer Cyclical
54
New
$32.69 - $41.93 $1.77K - $2.26K
54 $1K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
26
+ 26.0%
$28.61 - $42.55 $744 - $1.11K
126 $4K
SPT
Sprout Social, Inc.

Technology
52
New
$26.49 - $36.24 $1.38K - $1.88K
52 $1K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
71
+ 2.81%
$8.23 - $9.2 $584 - $653
2.6K $22K
TRNS
Transcat Inc

Industrials
13
New
$95.41 - $132.7 $1.24K - $1.73K
13 $1K
TY
Tri Continental Corp

Financial Services
221
+ 4.91%
$31.01 - $34.67 $6.85K - $7.66K
4.73K $149K
UAMY
United States Antimony Corp

Basic Materials
1K
New
$0.52 - $2.09 $520 - $2.09K
1K $1K
WEN
Wendy'S CO

Consumer Cyclical
130
+ 10.1%
$16.26 - $20.42 $2.11K - $2.65K
1.42K $23K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
106
+ 1.05%
N/A
10.2K $69K
WINA
Winmark Corp

Consumer Cyclical
3
New
$352.4 - $422.31 $1.06K - $1.27K
3 $1K
XMTR
Xometry, Inc.

Industrials
24
New
$17.17 - $44.66 $412 - $1.07K
24 $1K
YELP
Yelp Inc

Communication Services
49
New
$33.38 - $40.61 $1.64K - $1.99K
49 $1K
ZIMV
Zim Vie Inc.

Healthcare
94
+ 132.39%
$13.21 - $16.0 $1.24K - $1.5K
165 $2K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
283
+ 40.43%
$7.21 - $9.99 $2.04K - $2.83K
983 $7K
JHG
Janus Henderson Group PLC

Financial Services
19
+ 118.75%
$37.65 - $45.66 $715 - $868
35 $1K
STNE
Stone Co Ltd.

Technology
400
+ 66.67%
$7.88 - $11.59 $3.15K - $4.64K
1K $7K
PRGO
Perrigo CO PLC

Healthcare
68
New
$24.18 - $28.91 $1.64K - $1.97K
68 $1K
FROG
J Frog LTD

Technology
37
+ 18.5%
$27.22 - $32.86 $1.01K - $1.22K
237 $6K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
651
New
$1.81 - $4.49 $1.18K - $2.92K
651 $1K
Grayscale Bitcoin Mini Tr Et
129
New
N/A
129 $0
Sky Quarry Inc
2.1K
New
N/A
2.1K $0
YEAR
Ab Active Etfs Inc Ultra Short
2.2K
+ 440.0%
N/A
2.7K $0
Ab Active Etfs Inc
202
+ 16.16%
N/A
1.45K $0
EDOG
Alps ETF Emerging Sector Divi

ETFs
5
+ 2.4%
$20.63 - $22.94 $103 - $115
213 $4K
Abacus Life Inc
16
New
N/A
16 $0
AHCO
Adapt Health Corp.

Healthcare
22
New
$9.18 - $11.0 $202 - $242
22 $0
AMTX
Aemetis, Inc

Energy
100
+ 50.0%
$2.3 - $4.62 $230 - $462
300 $0
ASIX
Advan Six Inc.

Basic Materials
2
+ 2.41%
$27.85 - $32.87 $55.7 - $65.7
85 $2K
Advisors Inner Circle Fd Ii
259
+ 10.2%
N/A
2.8K $0
Aeon Biopharma Inc
1K
+ 13.89%
N/A
8.2K $0
Akamai Technologies Inc
26K
New
N/A
26K $0
Albemarle Corp
383
New
N/A
383 $0
Alliant Energy Corp
22K
New
N/A
22K $0
Alnylam Pharmaceuticals Inc
2K
New
N/A
2K $0
DRLL
Ea Ser Tr Strive U S Energy Et
1.3K
+ 22.31%
N/A
7.13K $0
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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