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
TS
Tenaris Sa

Energy
16
New
$31.3 - $39.08 $501 - $625
16 $0
Tetra Tech Inc New
4K
New
N/A
4K $0
Themes ETF Tr
97
New
N/A
97 $0
Themes ETF Tr
259
New
N/A
259 $0
Themes ETF Tr
137
New
N/A
137 $0
Thomson Reuters Corp
298
+ 51.2%
N/A
880 $0
Tidal ETF Tr
136
New
N/A
136 $0
Tidal ETF Tr
500
New
N/A
500 $0
Tortoise Capital Series Trus
920
New
N/A
920 $0
TUSI
Touchstone ETF Tr Ultra Short
589
+ 99.83%
N/A
1.18K $0
Touchstone ETF Trust
1.8K
+ 40.98%
N/A
6.18K $0
Transmedics Group Inc
2K
New
N/A
2K $0
TRS
Trimas Corp

Consumer Cyclical
36
New
$24.47 - $28.33 $881 - $1.02K
36 $0
22 Nd Centy Group Inc
3
New
N/A
3 $0
23 Andme Holding CO
1.22K
New
N/A
1.22K $0
Two Hbrs Invt Corp
74
+ 36.1%
N/A
279 $0
Tyler Tex Indpt Sch Dist
12K
New
N/A
12K $0
Uber Technologies Inc
43K
New
N/A
43K $0
Ultimus Managers Tr
38.6K
New
N/A
38.6K $0
UPLD
Upland Software, Inc.

Technology
20
New
$2.13 - $5.31 $42.6 - $106
20 $0
VSEC
Vse Corp

Industrials
6
New
$83.31 - $121.36 $500 - $728
6 $0
Vail Resorts Inc
6K
New
N/A
6K $0
VLY
Valley National Bancorp

Financial Services
63
+ 0.23%
$8.7 - $10.78 $548 - $679
27.4K $248K
SMOT
Vaneck ETF Tr Morningstar Smid
6.83K
+ 15.92%
N/A
49.7K $0
VUSB
Vanguard Bd Index Fds
6.41K
+ 5.72%
N/A
118K $0
PCVX
Vaxcyte, Inc.

Healthcare
6
New
$80.97 - $117.93 $486 - $708
6 $0
Ventas Rlty LTD Partnership
50K
New
N/A
50K $0
Veralto Corp
761
+ 21.47%
N/A
4.31K $0
VRRM
Verra Mobility Corp

Industrials
37
New
$22.68 - $27.76 $839 - $1.03K
37 $0
MODL
Victory Portfolios Ii Victorys
1.11K
+ 56.04%
N/A
3.09K $0
Victory Portfolios Ii
3.82K
New
N/A
3.82K $0
Virgin Galactic Holdings Inc
3.92K
+ 97.24%
N/A
7.94K $0
Vishay Intertechnology Inc
21K
+ 1050.0%
N/A
23K $0
VITL
Vital Farms, Inc.

Consumer Defensive
24
New
$28.13 - $40.91 $675 - $982
24 $0
WRE
Washington Real Estate Investment Trust
17
+ 0.25%
N/A
6.85K $121K
Wells Fargo CO New
49
+ 48.51%
N/A
150 $0
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
1.12K
+ 6.66%
$8.21 - $8.88 $9.19K - $9.94K
17.9K $148K
INT
World Fuel Services Corp

Energy
22
New
N/A
22 $0
Worthington Stl Inc
79
+ 7.39%
N/A
1.15K $0
Xiao I Corp
37.2K
+ 729.41%
N/A
42.3K $0
ZVIA
Zevia Pbc

Consumer Defensive
200
New
$1.03 - $4.19 $206 - $838
200 $0
ZETA
Zeta Global Holdings Corp.

Technology
50
+ 50.0%
$17.37 - $36.74 $869 - $1.84K
150 $2K
Zscaler Inc
6K
New
N/A
6K $0
Arqit Quantum Inc
225
New
N/A
225 $0
CRH.L
Crh PLC

Basic Materials
1.13K
+ 15.28%
N/A
8.52K $0
ESNT
Essent Group Ltd.

Financial Services
15
New
$52.73 - $64.9 $791 - $974
15 $0
Aptiv PLC
1.05K
New
N/A
1.05K $0
FN
Fabrinet

Technology
5
+ 38.46%
$214.76 - $271.08 $1.07K - $1.36K
18 $3K
Flutter Entmt PLC
394
+ 895.45%
N/A
438 $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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