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
DIV
Global X Superdividend Us ETF

ETFs
23.5K
New
$17.18 - $17.18 $403K - $403K
23.5K $403K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
9.85K
New
$34.84 - $46.54 $343K - $459K
9.85K $401K
CGXU
Capital Group Intl Focus Equit

ETFs
9.68K
+ 8.73%
$24.27 - $27.46 $235K - $266K
121K $3.25M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
1.54K
+ 1.45%
$32.65 - $37.02 $50.2K - $56.9K
107K $3.95M
STT
State Street Corp

Financial Services
2.78K
+ 26.19%
$73.37 - $89.31 $204K - $248K
13.4K $1.18M
MPLX
Mplx LP

Energy
7.3K
+ 18.55%
$40.44 - $45.07 $295K - $329K
46.6K $2.07M
BCPC
Balchem Corp

Basic Materials
2.24K
New
$154.1 - $181.56 $345K - $407K
2.24K $394K
KMX
Carmax Inc

Consumer Cyclical
2.08K
+ 3.62%
$71.21 - $85.78 $148K - $178K
59.5K $4.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
4.72K
New
$72.41 - $86.76 $342K - $410K
4.72K $389K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.39K
+ 23.5%
$51.29 - $56.57 $276K - $305K
28.3K $1.6M
SF
Stifel Financial Corp

Financial Services
1.72K
+ 7.53%
$78.91 - $93.87 $136K - $161K
24.6K $2.31M
CAG
Conagra Brands Inc.

Consumer Defensive
9.44K
+ 51.19%
$28.13 - $32.83 $265K - $310K
27.9K $906K
ED
Consolidated Edison Inc

Utilities
1.17K
+ 6.76%
$88.42 - $104.97 $104K - $123K
18.5K $1.93M
BAR
Granite Shares Gold Trust

ETFs
2.94K
+ 2.95%
$23.01 - $26.37 $67.7K - $77.6K
103K $2.67M
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
11K
New
$33.0 - $36.3 $363K - $399K
11K $376K
HYG
Ishares Tr

ETFs
4.36K
+ 60.83%
$76.72 - $80.36 $335K - $351K
11.5K $926K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
9.31K
+ 5.84%
$26.96 - $28.34 $251K - $264K
169K $4.78M
TDIV
First Trust Nasdaq Technology

ETFs
280
+ 0.38%
$70.51 - $81.07 $19.7K - $22.7K
74.6K $5.99M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.17K
+ 2.47%
$70.02 - $76.68 $82.1K - $89.9K
48.7K $3.73M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
8.06K
+ 666.89%
$37.45 - $52.79 $302K - $425K
9.26K $425K
WY
Weyerhaeuser CO

Real Estate
2.4K
+ 4.63%
$27.05 - $33.84 $64.9K - $81.2K
54.3K $1.84M
TXT
Textron Inc

Industrials
2.8K
+ 6.74%
$83.46 - $94.02 $233K - $263K
44.3K $3.92M
CMS
Cms Energy Corp

Utilities
1.08K
+ 4.23%
$58.7 - $70.62 $63.5K - $76.4K
26.7K $1.88M
KWEB
Kraneshares Tr Csi China Inter

ETFs
10.3K
+ 1980.77%
$24.73 - $34.02 $255K - $350K
10.8K $368K
JPIN
Jp Morgan Diversified Return I

ETFs
3.93K
+ 16.07%
$54.1 - $60.82 $213K - $239K
28.4K $1.71M
CTVA
Corteva, Inc.

Basic Materials
3.8K
+ 14.38%
$50.72 - $58.78 $193K - $224K
30.2K $1.78M
AM
Antero Midstream Corp

Energy
22.8K
+ 165.78%
$13.39 - $15.16 $306K - $346K
36.6K $550K
PSA
Public Storage

Real Estate
134
+ 3.51%
$283.13 - $365.01 $37.9K - $48.9K
3.96K $1.44M
GLDM
World Gold Trust

ETFs
1.98K
+ 5.04%
$46.2 - $53.01 $91.3K - $105K
41.2K $2.15M
YUM
Yum Brands Inc

Consumer Cyclical
1.4K
+ 6.93%
$125.95 - $139.96 $176K - $196K
21.6K $3.01M
DTH
Wisdomtree Tr

ETFs
1.87K
+ 2.2%
$37.62 - $41.83 $70.3K - $78.2K
87.1K $3.61M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
2.47K
+ 7.88%
$52.25 - $58.97 $129K - $146K
33.8K $1.99M
VNLA
Janus Henderson Short Duration

ETFs
5.51K
+ 4.07%
$48.34 - $49.08 $266K - $270K
141K $6.9M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.1K
+ 33.36%
$168.57 - $213.65 $185K - $235K
4.4K $897K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.79K
+ 3.34%
$11.57 - $14.32 $43.8K - $54.2K
117K $1.66M
IR
Ingersoll Rand Inc.

Industrials
3.11K
+ 74.37%
$86.9 - $100.4 $270K - $312K
7.29K $715K
FSK
Fs Kkr Capital Corp

Financial Services
16.8K
+ 65.02%
$18.74 - $20.43 $315K - $343K
42.6K $841K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.02K
+ 71.83%
$91.37 - $101.65 $276K - $307K
7.23K $734K
CLX
Clorox CO

Consumer Defensive
672
+ 8.2%
$131.73 - $166.97 $88.5K - $112K
8.87K $1.44M
PRU
Prudential Financial Inc

Financial Services
1.47K
+ 3.88%
$105.53 - $127.32 $155K - $187K
39.3K $4.76M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
15.7K
+ 9.7%
$13.24 - $14.64 $208K - $230K
178K $2.6M
IDXX
Idexx Laboratories Inc

Healthcare
585
+ 35.82%
$455.08 - $517.19 $266K - $303K
2.22K $1.12M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
765
+ 9.61%
$320.55 - $412.94 $245K - $316K
8.73K $3.4M
VFH
Vanguard Financial ETF

ETFs
1.96K
+ 18.1%
$99.27 - $111.21 $195K - $218K
12.8K $1.41M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
3.66K
+ 13.65%
$50.64 - $55.7 $185K - $204K
30.5K $1.7M
USB
Us Bancorp \De\

Financial Services
2.29K
+ 6.36%
$39.04 - $47.23 $89.2K - $108K
38.2K $1.75M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.49K
+ 2.51%
$56.52 - $63.23 $84.3K - $94.3K
60.8K $3.74M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.4K
+ 129.97%
$58.35 - $66.29 $257K - $292K
7.79K $516K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.55K
+ 6.62%
$87.56 - $95.49 $135K - $148K
24.9K $2.37M
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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