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
LTC
Ltc Properties Inc

Real Estate
6
+ 0.52%
$34.07 - $38.15 $204 - $229
1.15K $42K
LESL
Leslie'S, Inc.

Consumer Cyclical
1.14K
New
$2.5 - $4.09 $2.85K - $4.66K
1.14K $3K
NTRA
Natera, Inc.

Healthcare
25
New
$97.75 - $129.67 $2.44K - $3.24K
25 $3K
NWE
Northwestern Corp

Utilities
6
+ 1.2%
$48.68 - $57.27 $292 - $344
506 $28K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
148
+ 4.65%
$13.68 - $14.32 $2.02K - $2.12K
3.33K $47K
OPK
Opko Health, Inc.

Healthcare
250
+ 2.47%
$1.21 - $1.68 $303 - $420
10.4K $15K
PFGC
Performance Food Group CO

Consumer Defensive
12
+ 8.33%
$61.6 - $78.75 $739 - $945
156 $12K
SNN
Smith & Nephew PLC

Healthcare
59
+ 29.21%
$24.51 - $31.64 $1.45K - $1.87K
261 $8K
TNL
Travel & Leisure Co.

Consumer Cyclical
60
+ 20.2%
$40.55 - $49.87 $2.43K - $2.99K
357 $16K
TWLO
Twilio Inc

Communication Services
40
+ 42.11%
$56.03 - $65.23 $2.24K - $2.61K
135 $8K
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
1.44K
+ 40.06%
$3.48 - $4.05 $5.03K - $5.85K
5.05K $17K
RPRX
Royalty Pharma PLC

Healthcare
84
+ 20.74%
$25.63 - $29.27 $2.15K - $2.46K
489 $13K
WIX
Wix.Com Ltd.

Technology
6
+ 2.42%
$147.93 - $171.74 $888 - $1.03K
254 $42K
ABM
Abm Industries Inc

Industrials
20
+ 5.09%
$48.97 - $57.15 $979 - $1.14K
413 $21K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
90
New
$30.53 - $33.02 $2.75K - $2.97K
90 $2K
ACIW
Aci Worldwide, Inc.

Technology
29
+ 69.05%
$38.9 - $50.89 $1.13K - $1.48K
71 $3K
AFG
American Financial Group Inc

Financial Services
9
+ 9.89%
$119.65 - $137.03 $1.08K - $1.23K
100 $13K
AROC
Archrock, Inc.

Energy
116
+ 154.67%
$17.83 - $23.35 $2.07K - $2.71K
191 $3K
AGX
Argan Inc

Industrials
23
New
$69.3 - $101.43 $1.59K - $2.33K
23 $2K
AN
Autonation, Inc.

Consumer Cyclical
8
+ 66.67%
$156.14 - $190.72 $1.25K - $1.53K
20 $3K
AVNT
Avient Corp

Basic Materials
27
+ 67.5%
$40.85 - $50.82 $1.1K - $1.37K
67 $3K
BOH
Bank Of Hawaii Corp

Financial Services
3
+ 1.19%
$56.24 - $69.13 $169 - $207
255 $16K
BDC
Belden Inc.

Technology
11
+ 73.33%
$89.54 - $117.13 $985 - $1.29K
26 $3K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
36
+ 1.36%
$11.41 - $12.19 $411 - $439
2.68K $32K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
48
+ 1.01%
$10.64 - $11.07 $511 - $531
4.81K $53K
BFLY
Butterfly Network, Inc.

Healthcare
100
+ 3.68%
$0.87 - $1.99 $87 - $199
2.82K $4K
CBT
Cabot Corp

Basic Materials
18
+ 163.64%
$86.96 - $111.73 $1.57K - $2.01K
29 $3K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
27
New
$81.14 - $92.39 $2.19K - $2.49K
27 $2K
DFAE
Dimensional ETF Tr

ETFs
100
New
$24.46 - $27.82 $2.45K - $2.78K
100 $2K
EGP
Eastgroup Properties Inc

Real Estate
11
+ 42.31%
$169.51 - $191.71 $1.86K - $2.11K
37 $6K
ESI
Element Solutions Inc

Basic Materials
45
+ 67.16%
$24.24 - $28.58 $1.09K - $1.29K
112 $3K
EHAB
Enhabit, Inc.

Healthcare
240
+ 224.3%
$7.47 - $10.36 $1.79K - $2.49K
347 $2K
ENLC
En Link Midstream, LLC

Energy
5
+ 0.19%
$11.9 - $14.7 $59.5 - $73.5
2.65K $38K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1
+ 0.18%
$48.71 - $54.57 $48.7 - $54.6
551 $29K
FRPT
Freshpet, Inc.

Consumer Defensive
19
New
$115.58 - $142.2 $2.2K - $2.7K
19 $2K
GATX
Gatx Corp

Industrials
18
+ 4.23%
$130.67 - $150.26 $2.35K - $2.7K
444 $58K
GMED
Globus Medical Inc

Healthcare
13
+ 7.56%
$67.08 - $73.92 $872 - $961
185 $13K
HRI
Herc Holdings Inc

Industrials
7
+ 18.42%
$125.03 - $159.53 $875 - $1.12K
45 $7K
HUN
Huntsman Corp

Basic Materials
105
+ 58.66%
$20.02 - $24.78 $2.1K - $2.6K
284 $6K
IRT
Independence Realty Trust, Inc.

Real Estate
78
+ 181.4%
$18.32 - $21.15 $1.43K - $1.65K
121 $2K
XBAP
Innovator ETF Tr Us Equity Acc
51
+ 6.75%
$31.28 - $33.37 $1.6K - $1.7K
806 $26K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
98
+ 34.39%
$17.93 - $18.61 $1.76K - $1.82K
383 $7K
DBB
Invesco Db Base Metals Fund

ETFs
103
New
$18.08 - $20.99 $1.86K - $2.16K
103 $2K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
6
+ 0.52%
$21.9 - $24.73 $131 - $148
1.16K $27K
JBT
John Bean Technologies Corp

Industrials
11
+ 4.76%
$84.93 - $104.4 $934 - $1.15K
242 $23K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
14
+ 1.21%
$9.34 - $11.46 $131 - $160
1.18K $13K
MGY
Magnolia Oil & Gas Corp

Energy
52
+ 69.33%
$23.16 - $27.25 $1.2K - $1.42K
127 $3K
MYGN
Myriad Genetics Inc

Healthcare
58
+ 165.71%
$23.97 - $28.6 $1.39K - $1.66K
93 $2K
NGL
Ngl Energy Partners LP

Energy
600
New
$3.98 - $5.06 $2.39K - $3.04K
600 $2K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email