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
SHOP
Shopify Inc.

Technology
3.76K
+ 13.31%
$52.26 - $80.75 $196K - $304K
32K $2.57M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.03K
+ 4.92%
$80.13 - $88.89 $243K - $269K
64.6K $5.7M
EPI
Wisdomtree Tr India Earnings F

ETFs
13.6K
+ 421.22%
$47.41 - $50.82 $647K - $693K
16.9K $851K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
17.9K
+ 5.03%
$24.39 - $25.28 $437K - $453K
375K $9.42M
FDN
First Tr Fd Dow Jones

ETFs
2.73K
+ 17.21%
$183.68 - $212.48 $501K - $580K
18.6K $3.94M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.09K
+ 18.11%
$92.56 - $99.46 $656K - $705K
46.2K $4.43M
SWK
Stanley Black & Decker, Inc.

Industrials
5.77K
+ 385.69%
$77.75 - $110.17 $448K - $635K
7.26K $799K
PPL
Ppl Corp

Utilities
15.5K
+ 50.32%
$27.36 - $33.08 $423K - $512K
46.2K $1.53M
VPU
Vanguard Utilities ETF

ETFs
2.02K
+ 16.13%
$146.64 - $174.54 $296K - $352K
14.5K $2.53M
RSG
Republic Services, Inc.

Industrials
3.06K
+ 32.53%
$189.34 - $208.21 $580K - $638K
12.5K $2.51M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4.03K
+ 0.78%
$27.8 - $29.26 $112K - $118K
520K $15.1M
LNG
Cheniere Energy, Inc.

Energy
3.34K
+ 33.5%
$172.24 - $186.09 $574K - $621K
13.3K $2.39M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.19K
+ 40.45%
$233.4 - $302.36 $744K - $963K
11.1K $3M
HUBB
Hubbell Inc

Industrials
984
+ 27.3%
$355.55 - $428.48 $350K - $422K
4.59K $1.97M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.6K
+ 70.03%
$41.02 - $46.01 $515K - $578K
30.5K $1.39M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
45.5K
+ 141.65%
$12.25 - $13.39 $558K - $609K
77.7K $1.04M
PFE
Pfizer Inc

Healthcare
9.65K
+ 2.6%
$27.7 - $31.39 $267K - $303K
381K $11M
UL
Unilever PLC

Consumer Defensive
2.05K
+ 4.08%
$54.7 - $65.59 $112K - $134K
52.3K $3.4M
WEC
Wec Energy Group, Inc.

Utilities
924
+ 3.03%
$77.68 - $96.19 $71.8K - $88.9K
31.4K $3.02M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
51.5K
New
$10.79 - $12.29 $555K - $633K
51.5K $621K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
17.4K
+ 26.36%
$29.59 - $31.63 $514K - $550K
83.3K $2.63M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.3K
+ 14.64%
$44.83 - $47.42 $461K - $488K
80.6K $3.8M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
16.7K
+ 16.27%
$22.11 - $24.64 $368K - $410K
119K $2.9M
ABC
Amerisourcebergen Corp

Healthcare
3.3K
+ 6.68%
N/A
52.6K $9.74M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.52K
+ 4.04%
$36.06 - $37.66 $307K - $321K
220K $8.26M
AMAT
Applied Materials Inc

Technology
13.2K
+ 21.78%
$174.88 - $254.97 $2.3M - $3.35M
73.5K $14.9M
IDV
Ishares Tr

ETFs
4.15K
+ 2.22%
$27.62 - $30.64 $115K - $127K
191K $5.79M
DLR
Digital Realty Trust, Inc.

Real Estate
118
+ 0.2%
$144.47 - $162.98 $17K - $19.2K
59.9K $9.69M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.4K
+ 40.83%
$47.95 - $49.61 $548K - $567K
39.4K $1.95M
IBB
Ishares Biotechnology ETF

ETFs
2.65K
+ 10.21%
$135.09 - $149.47 $358K - $396K
28.6K $4.17M
PBA
Pembina Pipeline Corp

Energy
13.3K
+ 111.77%
$36.86 - $41.36 $490K - $550K
25.2K $1.04M
ORCC
Owl Rock Capital Corp

Financial Services
43.7K
+ 21.5%
N/A
247K $3.31M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.33K
+ 3.11%
$50.85 - $53.88 $220K - $233K
144K $7.71M
DEO
Diageo PLC

Consumer Defensive
1.38K
+ 5.24%
$120.02 - $140.77 $166K - $195K
27.8K $3.9M
DOW
Dow Inc.

Basic Materials
8.36K
+ 11.8%
$50.15 - $55.41 $419K - $463K
79.2K $4.33M
GDV
Gabelli Dividend & Income Trust

Financial Services
3.04K
+ 1.07%
$22.05 - $24.45 $66.9K - $74.2K
287K $7.02M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
37.2K
+ 60.39%
$12.62 - $13.7 $470K - $510K
98.9K $1.35M
CRMD
Cor Medix Inc.

Healthcare
3.91K
+ 2.74%
$3.64 - $8.23 $14.2K - $32.2K
147K $1.18M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.68K
+ 2.15%
$54.75 - $61.2 $91.9K - $103K
79.8K $4.88M
NVS
Novartis Ag

Healthcare
1.51K
+ 3.31%
$106.13 - $120.89 $160K - $183K
47.2K $5.43M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.08K
+ 5.62%
$26.69 - $29.87 $242K - $271K
171K $4.96M
FTLS
First Tr Long/Short Equity ETF

ETFs
8.58K
+ 42.84%
$60.73 - $63.8 $521K - $547K
28.6K $1.82M
SNY
Sanofi

Healthcare
1.44K
+ 2.78%
$48.54 - $58.53 $70K - $84.5K
53.3K $3.07M
CHKP
Check Point Software Technologies LTD

Technology
416
+ 2.42%
$165.0 - $195.47 $68.6K - $81.3K
17.6K $3.39M
FLJP
Franklin Templeton ETF Tr

ETFs
4.84K
+ 1.98%
$26.79 - $31.0 $130K - $150K
249K $7.58M
NDAQ
Nasdaq, Inc.

Financial Services
4.36K
+ 23.72%
$59.48 - $74.31 $259K - $324K
22.7K $1.66M
WWW
Wolverine World Wide Inc

Consumer Cyclical
31.2K
New
$12.16 - $17.51 $379K - $546K
31.2K $543K
RF
Regions Financial Corp

Financial Services
20.7K
+ 129.07%
$19.51 - $23.42 $404K - $485K
36.7K $856K
IT
Gartner Inc

Technology
353
+ 5.76%
$441.32 - $516.47 $156K - $182K
6.49K $3.29M
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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