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
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
100
New
$21.28 - $29.69 $2.13K - $2.97K
100 $2K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
378
New
$6.85 - $11.22 $2.59K - $4.24K
378 $2K
OMGA
Omega Therapeutics, Inc.

Healthcare
3K
+ 150.0%
$1.22 - $2.25 $3.66K - $6.75K
5K $6K
OM
Outset Medical, Inc.

Healthcare
15K
+ 625.0%
$0.45 - $4.82 $6.75K - $72.3K
17.4K $11K
PZZA
Papa Johns International Inc

Consumer Cyclical
31
+ 33.33%
$40.26 - $53.87 $1.25K - $1.67K
124 $6K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
20
New
$90.98 - $116.58 $1.82K - $2.33K
20 $2K
SFBS
Servis First Bancshares, Inc.

Financial Services
26
New
$60.39 - $86.36 $1.57K - $2.25K
26 $2K
VIV
Telefonica Brasil S.A.

Communication Services
123
+ 39.55%
$8.08 - $10.27 $994 - $1.26K
434 $4K
TCBI
Texas Capital Bancshares Inc

Financial Services
12
+ 20.69%
$57.92 - $73.9 $695 - $887
70 $5K
WDC
Western Digital Corp

Technology
338
+ 12.08%
$56.25 - $80.24 $19K - $27.1K
3.14K $214K
GTES
Gates Industrial Corp PLC

Industrials
71
+ 67.62%
$15.22 - $18.59 $1.08K - $1.32K
176 $3K
NOMD
Nomad Foods LTD

Consumer Defensive
68
+ 68.69%
$16.33 - $19.78 $1.11K - $1.35K
167 $3K
ITRN
Ituran Location & Control Ltd.

Technology
100
New
$24.28 - $29.87 $2.43K - $2.99K
100 $2K
ENFR
Alerian Energy Infrastructure

ETFs
7
+ 1.26%
$26.22 - $28.65 $184 - $201
564 $15K
AIN
Albany International Corp

Consumer Cyclical
12
+ 18.75%
$81.29 - $94.16 $975 - $1.13K
76 $6K
APPF
Appfolio Inc

Technology
11
+ 12.22%
$204.33 - $270.02 $2.25K - $2.97K
101 $23K
ARCB
Arcbest Corp

Industrials
7
+ 43.75%
$98.5 - $126.05 $690 - $882
23 $2K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
33
+ 1.48%
$15.41 - $17.22 $509 - $568
2.26K $37K
BKU
Bank United, Inc.

Financial Services
28
+ 66.67%
$28.65 - $38.88 $802 - $1.09K
70 $2K
BERY
Berry Global Group, Inc.

Consumer Cyclical
12
+ 109.09%
$58.01 - $69.08 $696 - $829
23 $1K
BYND
Beyond Meat, Inc.

Consumer Defensive
29
+ 20.71%
$5.24 - $7.49 $152 - $217
169 $1K
BNL
Broadstone Net Lease, Inc.

Real Estate
36
+ 69.23%
$15.64 - $18.95 $563 - $682
88 $1K
BC
Brunswick Corp

Consumer Cyclical
14
+ 70.0%
$69.46 - $84.53 $972 - $1.18K
34 $2K
AI
C3.Ai, Inc.

Technology
642
+ 22.08%
$21.12 - $30.58 $13.6K - $19.6K
3.55K $85K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
134
+ 285.11%
$9.97 - $11.33 $1.34K - $1.52K
181 $1K
CALX
Calix, Inc

Technology
22
+ 91.67%
$33.63 - $41.13 $740 - $905
46 $1K
CENTA
Central Garden & Pet Company C

Consumer Defensive
62
New
$31.4 - $34.95 $1.95K - $2.17K
62 $1K
CLNE
Clean Energy Fuels Corp.

Energy
80
+ 3.43%
$2.24 - $3.32 $179 - $266
2.41K $7K
CPRT
Copart Inc

Consumer Cyclical
253
+ 3.38%
$49.19 - $55.54 $12.4K - $14.1K
7.73K $405K
OFC
Corporate Office Properties Trust

Real Estate
38
+ 37.62%
N/A
139 $3K
CRTO
Criteo S.A.

Communication Services
31
+ 73.81%
$37.88 - $49.66 $1.17K - $1.54K
73 $2K
DIOD
Diodes Inc

Technology
13
+ 118.18%
$58.65 - $85.82 $762 - $1.12K
24 $1K
DHC
Diversified Healthcare Trust

Real Estate
265
+ 1325.0%
$3.01 - $4.19 $798 - $1.11K
285 $1K
EFC
Ellington Financial Inc.

Real Estate
28
+ 2.9%
$11.87 - $13.38 $332 - $375
992 $12K
DAVA
Endava PLC

Technology
29
+ 32.22%
$25.54 - $33.46 $741 - $970
119 $3K
FBP
First Bancorp

Financial Services
56
+ 66.67%
$17.74 - $21.83 $993 - $1.22K
140 $2K
FR
First Industrial Realty Trust Inc

Real Estate
16
+ 69.57%
$47.13 - $56.97 $754 - $912
39 $2K
FNK
First Trust Mid Cap Value Alph

ETFs
2
+ 0.46%
$50.08 - $55.68 $100 - $111
434 $23K
FLCA
Franklin Templeton ETF Tr

ETFs
39
New
$32.97 - $37.74 $1.29K - $1.47K
39 $1K
GTX
Garrett Motion Inc.

Consumer Cyclical
200
+ 2857.14%
$7.66 - $9.74 $1.53K - $1.95K
207 $1K
HE
Hawaiian Electric Industries Inc

Utilities
150
New
$7.74 - $17.51 $1.16K - $2.63K
150 $1K
CRGY
Crescent Energy CO

Energy
100
+ 18.52%
$10.19 - $12.5 $1.02K - $1.25K
640 $7K
NSP
Insperity, Inc.

Industrials
17
+ 10.18%
$85.48 - $103.18 $1.45K - $1.75K
184 $16K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2
+ 0.7%
$27.24 - $30.76 $54.5 - $61.5
287 $8K
MD
Mednax, Inc.

Healthcare
42
+ 46.67%
$6.77 - $11.6 $284 - $487
132 $1K
OPRA
Opera LTD

Communication Services
100
New
$10.87 - $16.18 $1.09K - $1.62K
100 $1K
PUK
Prudential PLC

Financial Services
41
+ 7.88%
$16.07 - $19.33 $659 - $793
561 $10K
RC
Ready Capital Corp

Real Estate
200
New
$7.63 - $9.43 $1.53K - $1.89K
200 $1K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
9
+ 64.29%
$96.28 - $112.4 $867 - $1.01K
23 $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
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