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
IPAC
Ishares Tr Ishares Core Msci P

ETFs
7
+ 2.19%
$60.27 - $66.27 $422 - $464
327 $19K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
11
+ 0.95%
$21.0 - $23.52 $231 - $259
1.17K $25K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
13
+ 1.11%
$9.98 - $11.7 $130 - $152
1.19K $11K
LTC
Ltc Properties Inc

Real Estate
6
+ 0.52%
$34.42 - $39.44 $207 - $237
1.16K $40K
LNTH
Lantheus Holdings, Inc.

Healthcare
25
+ 12.02%
$76.22 - $116.71 $1.91K - $2.92K
233 $20K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
29
+ 0.87%
$13.32 - $14.34 $386 - $416
3.36K $45K
UWMC
Uwm Holdings Corp

Financial Services
9
+ 1.4%
$5.65 - $8.33 $50.9 - $75
651 $3K
W
Wayfair Inc.

Consumer Cyclical
75
+ 15.96%
$37.77 - $56.94 $2.83K - $4.27K
545 $24K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
33
+ 1.9%
$11.06 - $12.89 $365 - $425
1.77K $20K
WING
Wingstop Inc.

Consumer Cyclical
12
+ 26.67%
$281.09 - $422.95 $3.37K - $5.08K
57 $16K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
51
+ 1.9%
$10.7 - $12.07 $546 - $616
2.73K $29K
CVEO
Civeo Corp

Industrials
62
+ 6.66%
$21.43 - $28.17 $1.33K - $1.75K
993 $22K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1
+ 0.18%
$47.92 - $55.17 $47.9 - $55.2
552 $26K
FDD
First Trust Stoxx European Sel

ETFs
1.73K
+ 9.28%
$11.07 - $12.33 $19.1K - $21.3K
20.3K $228K
ING
Ing Groep Nv

Financial Services
282
+ 8.7%
$15.1 - $17.73 $4.26K - $5K
3.53K $55K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
61
+ 2.12%
$43.36 - $48.87 $2.64K - $2.98K
2.94K $130K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.91K
+ 96.21%
$25.33 - $51.16 $99K - $200K
7.97K $206K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.68K
+ 100.0%
$22.63 - $47.53 $38K - $79.9K
3.36K $76K
STLA
Stellantis N.V.

Consumer Cyclical
2.12K
+ 6.85%
$12.37 - $13.99 $26.2K - $29.6K
33K $430K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
95
+ 0.79%
$10.26 - $10.82 $975 - $1.03K
12.2K $126K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
721
+ 2.36%
$54.15 - $58.81 $39K - $42.4K
31.2K $1.7M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
295
+ 8.76%
$27.09 - $32.06 $7.99K - $9.46K
3.66K $102K
IQI
Invesco Quality Municipal Income Trust

Financial Services
175
+ 1.9%
$9.59 - $10.5 $1.68K - $1.84K
9.37K $92K
CMF
Ishares California Muni Bond E

ETFs
9
+ 0.17%
$56.66 - $58.1 $510 - $523
5.41K $309K
KBR
Kbr, Inc.

Industrials
10
+ 1.64%
$55.19 - $72.02 $552 - $720
619 $35K
OC
Owens Corning

Industrials
17
+ 1.56%
$169.41 - $210.81 $2.88K - $3.58K
1.11K $188K
FCBC
First Community Bankshares Inc

Financial Services
21
+ 0.65%
$40.95 - $48.99 $860 - $1.03K
3.26K $135K
HLX
Helix Energy Solutions Group Inc

Energy
12
+ 0.38%
$8.96 - $11.36 $108 - $136
3.16K $29K
NAVI
Navient Corp

Financial Services
24
+ 1.05%
$12.98 - $15.86 $312 - $381
2.32K $30K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
585
+ 1.65%
$5.34 - $5.65 $3.12K - $3.31K
36.1K $195K
WYNN
Wynn Resorts LTD

Consumer Cyclical
46
+ 4.6%
$84.3 - $106.41 $3.88K - $4.89K
1.05K $90K
ALLE
Allegion PLC

Industrials
27
+ 5.01%
$130.63 - $153.36 $3.53K - $4.14K
566 $73K
SAN
Banco Santander, S.A.

Financial Services
33
+ 0.28%
$4.49 - $5.05 $148 - $167
11.7K $53K
CVM
Cel Sci Corp

Healthcare
1K
+ 10.42%
$0.4 - $1.11 $400 - $1.11K
10.6K $4K
DFIV
Dimensional ETF Tr

ETFs
7.87K
+ 7.2%
$34.86 - $37.97 $274K - $299K
117K $4.15M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
500
+ 3.94%
$3.35 - $4.13 $1.68K - $2.07K
13.2K $46K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
13
+ 1.64%
$59.24 - $74.8 $770 - $972
806 $49K
AVY
Avery Dennison Corp

Industrials
175
+ 15.02%
$186.26 - $220.48 $32.6K - $38.6K
1.34K $250K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
666
+ 4.97%
$16.42 - $18.07 $10.9K - $12K
14.1K $230K
NSA
National Storage Affiliates Trust

Real Estate
11
+ 1.48%
$37.2 - $47.44 $409 - $522
756 $28K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
1.98K
+ 2.94%
$12.32 - $13.02 $24.4K - $25.8K
69.4K $854K
CORP
Pimco Investment Grade Corp Bd

ETFs
3
+ 0.17%
$95.1 - $99.41 $285 - $298
1.77K $168K
IBND
Spdr Bloomberg International C

ETFs
749
+ 6.11%
$28.36 - $30.49 $21.2K - $22.8K
13K $368K
MDB
Mongo Db, Inc.

Technology
133
+ 12.85%
$232.81 - $350.13 $31K - $46.6K
1.17K $271K
NDSN
Nordson Corp

Industrials
18
+ 8.37%
$208.83 - $264.36 $3.76K - $4.76K
233 $48K
PMM
Putnam Managed Municipal Income Trust

Financial Services
600
+ 2.73%
$5.97 - $6.52 $3.58K - $3.91K
22.6K $134K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
39
+ 3.07%
$32.56 - $42.89 $1.27K - $1.67K
1.31K $43K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.47K
+ 9.81%
$37.12 - $41.23 $54.6K - $60.7K
16.5K $611K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.51K
+ 18.39%
$104.5 - $125.64 $263K - $316K
16.2K $1.69M
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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