Steward Partners Investment Advisory, LLC Incresed Positions in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
OKTA
Okta, Inc.

Technology
601
+ 65.47%
$86.52 - $103.49 $52K - $62.2K
1.52K $142K
SCHX
Schwab Strategic Tr Us Large C

ETFs
500
+ 7.68%
$58.7 - $64.78 $29.4K - $32.4K
7.01K $450K
RE
Everest Re Group LTD

Financial Services
126
+ 59.72%
N/A
337 $124K
HTLF
Heartland Financial Usa Inc

Financial Services
1K
+ 1612.9%
$33.01 - $45.44 $33K - $45.4K
1.06K $47K
PMX
Pimco Municipal Income Fund Iii

Financial Services
5.58K
+ 309.72%
$7.2 - $7.88 $40.1K - $43.9K
7.38K $58K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.78K
+ 3.71%
$26.06 - $27.96 $151K - $162K
162K $4.4M
BMAY
Innovator U.S. Equity Buffer E

ETFs
1.04K
+ 55.81%
$35.36 - $38.01 $36.8K - $39.6K
2.91K $110K
YJUN
First Tr Exchange Traded Fd Vi
4.06K
+ 2.71%
$21.22 - $22.69 $86.2K - $92.2K
154K $3.37M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.78K
+ 10.4%
$33.55 - $35.71 $59.6K - $63.4K
18.8K $635K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
4.91K
+ 6.02%
$9.89 - $10.35 $48.6K - $50.8K
86.5K $895K
C
Citigroup Inc

Financial Services
360
+ 0.41%
$57.02 - $64.74 $20.5K - $23.3K
87.8K $5.57M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
980
+ 24.74%
$36.59 - $38.51 $35.9K - $37.7K
4.94K $190K
CORP
Pimco Investment Grade Corp Bd

ETFs
442
+ 139.43%
$92.33 - $96.0 $40.8K - $42.4K
759 $72K
HXL
Hexcel Corp

Industrials
790
+ 96.22%
$61.4 - $73.28 $48.5K - $57.9K
1.61K $100K
VGIT
Vanguard Intermediate Term Tre

ETFs
878
+ 2.62%
$57.14 - $58.53 $50.2K - $51.4K
34.3K $2M
SKYY
First Trust Cloud Computing Et

ETFs
426
+ 7.66%
$88.77 - $96.97 $37.8K - $41.3K
5.99K $571K
CTR
Clear Bridge Mlp & Midstream Total Return Fund Inc.

Financial Services
1.2K
+ 9.68%
$39.56 - $44.03 $47.5K - $52.8K
13.6K $553K
ICLR
Icon PLC

Healthcare
191
+ 20.32%
$288.23 - $331.73 $55.1K - $63.4K
1.13K $354K
IGRO
Ishares Tr International Divid

ETFs
561
+ 241.81%
$64.14 - $69.66 $36K - $39.1K
793 $53K
JMIA
Jumia Technologies Ag

Consumer Cyclical
235
+ 1.22%
$3.94 - $9.86 $926 - $2.32K
19.5K $136K
OGN
Organon & Co.

Healthcare
1.34K
+ 26.9%
$17.45 - $21.96 $23.4K - $29.5K
6.34K $131K
ORCC
Owl Rock Capital Corp

Financial Services
2.82K
+ 1.4%
N/A
203K $2.72M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
767
+ 29.27%
$57.14 - $67.42 $43.8K - $51.7K
3.39K $196K
ETR
Entergy Corp

Utilities
236
+ 2.59%
$100.61 - $114.22 $23.7K - $27K
9.34K $999K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
921
+ 8.22%
$27.32 - $29.08 $25.2K - $26.8K
12.1K $352K
MFC
Manulife Financial Corp

Financial Services
398
+ 2.43%
$22.78 - $26.69 $9.07K - $10.6K
16.8K $447K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
758
+ 168.44%
$49.24 - $58.81 $37.3K - $44.6K
1.21K $59K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
2.58K
+ 38.07%
$36.61 - $44.56 $94.5K - $115K
9.36K $352K
EVRG
Evergy, Inc.

Utilities
688
+ 31.94%
$49.56 - $55.74 $34.1K - $38.3K
2.84K $150K
FOXA
Fox Corp

Communication Services
823
+ 31.67%
$30.09 - $34.81 $24.8K - $28.6K
3.42K $117K
HSBC
Hsbc Holdings PLC

Financial Services
346
+ 6.82%
$39.31 - $45.4 $13.6K - $15.7K
5.42K $235K
TRN
Trinity Industries Inc

Industrials
1
+ 0.01%
$25.89 - $31.45 $25.9 - $31.5
17.2K $513K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
750
+ 2.01%
$16.61 - $19.37 $12.5K - $14.5K
38K $696K
FIW
First Trust Water ETF

ETFs
1.18K
+ 3.03%
$96.61 - $107.24 $114K - $126K
40K $4M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
629
+ 160.05%
$51.97 - $60.31 $32.7K - $37.9K
1.02K $58K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
6.47K
+ 11.83%
$5.36 - $5.69 $34.7K - $36.8K
61.1K $339K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
986
+ 6.65%
$45.15 - $46.21 $44.5K - $45.6K
15.8K $723K
XBJL
Innovator Etfs Tr Us Equity Ac
788
+ 5.31%
$31.47 - $32.25 $24.8K - $25.4K
15.6K $504K
BTU
Peabody Energy Corp

Energy
1.56K
+ 2596.67%
$21.44 - $25.42 $33.4K - $39.6K
1.62K $35K
PML
Pimco Municipal Income Fund Ii

Financial Services
4K
+ 210.53%
$8.12 - $8.68 $32.5K - $34.7K
5.9K $50K
RRC
Range Resources Corp

Energy
1.13K
+ 24.25%
$33.47 - $38.85 $37.7K - $43.7K
5.76K $193K
SYF
Synchrony Financial

Financial Services
463
+ 16.52%
$39.68 - $47.19 $18.4K - $21.8K
3.27K $154K
CPRT
Copart Inc

Consumer Cyclical
1.06K
+ 16.5%
$52.14 - $58.07 $55.2K - $61.5K
7.48K $404K
ETNB
89bio, Inc.

Healthcare
20.5K
+ 56.7%
$7.31 - $10.9 $150K - $223K
56.6K $453K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
1.41K
+ 86.8%
$23.09 - $24.52 $32.6K - $34.7K
3.04K $72K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
812
+ 6.58%
$16.11 - $18.24 $13.1K - $14.8K
13.1K $233K
VTR
Ventas, Inc.

Real Estate
440
+ 34.89%
$41.68 - $51.26 $18.3K - $22.6K
1.7K $87K
GOLD
Barrick Gold Corp

Basic Materials
1.81K
+ 3.53%
$16.03 - $18.04 $29K - $32.6K
53.1K $885K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
2.28K
+ 219.9%
$13.01 - $14.14 $29.6K - $32.2K
3.31K $46K
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
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