Steward Partners Investment Advisory, LLC Incresed Positions in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBRX
Immunity Bio, Inc.

Healthcare
5.18K
+ 5176.0%
$2.56 - $6.17 $13.3K - $31.9K
5.28K $13K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.32K
+ 9.57%
$33.39 - $37.66 $244K - $276K
83.8K $2.8M
MTCH
Match Group, Inc.

Communication Services
436
+ 151.39%
$30.29 - $38.64 $13.2K - $16.8K
724 $23K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
600
+ 222.22%
$16.2 - $20.45 $9.72K - $12.3K
870 $16K
ACIW
Aci Worldwide, Inc.

Technology
233
+ 328.17%
$48.81 - $59.2 $11.4K - $13.8K
304 $15K
CASS
Cass Information Systems Inc

Industrials
298
+ 14900.0%
$39.91 - $46.17 $11.9K - $13.8K
300 $12K
CTSH
Cognizant Technology Solutions Corp

Technology
166
+ 3.88%
$74.37 - $82.32 $12.3K - $13.7K
4.44K $341K
FINX
Global X Fds Fintech ETF (De)

ETFs
358
+ 121.36%
$27.48 - $34.32 $9.84K - $12.3K
653 $20K
LMND
Lemonade, Inc.

Financial Services
33
+ 6.8%
$15.65 - $51.81 $516 - $1.71K
518 $19K
LYG
Lloyds Banking Group PLC

Financial Services
7.02K
+ 38.14%
$2.67 - $3.23 $18.7K - $22.7K
25.4K $69K
NCNO
N Cino, Inc.

Technology
77
+ 1.64%
$30.14 - $42.64 $2.32K - $3.28K
4.78K $160K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
120
+ 4.44%
$78.43 - $87.17 $9.41K - $10.5K
2.82K $226K
SEE
Sealed Air Corp

Consumer Cyclical
444
+ 30.56%
$33.59 - $37.3 $14.9K - $16.6K
1.9K $64K
HQH
Tekla Healthcare Investors

Financial Services
3.74K
+ 20.07%
$16.03 - $18.73 $59.9K - $70K
22.4K $358K
UPST
Upstart Holdings, Inc.

Financial Services
50
+ 11.49%
$37.78 - $84.46 $1.89K - $4.22K
485 $29K
CRVL
Corvel Corp

Financial Services
3.56K
+ 199.33%
$111.26 - $370.61 $396K - $1.32M
5.34K $594K
UUUU
Energy Fuels Inc

Energy
2.44K
+ 65.7%
$5.11 - $7.29 $12.5K - $17.8K
6.16K $31K
FNB
Fnb Corp

Financial Services
216
+ 1.79%
$13.56 - $17.29 $2.93K - $3.73K
12.3K $181K
FTV
Fortive Corp

Technology
282
+ 11.04%
$71.16 - $79.68 $20.1K - $22.5K
2.84K $212K
IBCP
Independent Bank Corp

Financial Services
201
+ 7.57%
$31.36 - $38.99 $6.3K - $7.84K
2.86K $99K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
84
+ 289.66%
$109.13 - $130.93 $9.17K - $11K
113 $14K
MKSI
Mks Instruments Inc

Technology
107
+ 68.59%
$98.56 - $117.93 $10.5K - $12.6K
263 $27K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
85
+ 106.25%
$87.56 - $119.8 $7.44K - $10.2K
165 $18K
REG
Regency Centers Corp

Real Estate
144
+ 685.71%
$69.77 - $75.91 $10K - $10.9K
165 $12K
SSNC
Ss&C Technologies Holdings Inc

Technology
123
+ 16.14%
$69.93 - $77.36 $8.6K - $9.52K
885 $67K
AIVI
Kemiao Garment Holding Group

ETFs
400
+ 41.71%
$39.2 - $43.5 $15.7K - $17.4K
1.36K $53K
NVMI
Nova Ltd.

Technology
78
+ 24.15%
$172.39 - $221.56 $13.4K - $17.3K
401 $78K
ASH
Ashland Global Holdings Inc

Basic Materials
150
+ 405.41%
$70.93 - $87.79 $10.6K - $13.2K
187 $13K
EVRG
Evergy, Inc.

Utilities
190
+ 5.16%
$59.06 - $65.0 $11.2K - $12.4K
3.87K $238K
FCAL
First Tr Iii Calif Mun High In

ETFs
268
+ 5.25%
$49.2 - $50.51 $13.2K - $13.5K
5.37K $265K
INSM
Insmed Inc

Healthcare
163
+ 65.2%
$66.29 - $76.63 $10.8K - $12.5K
413 $28K
MXI
Ishares Global Materials ETF

ETFs
175
+ 85.37%
$77.6 - $93.04 $13.6K - $16.3K
380 $29K
MCBS
Metro City Bankshares, Inc.

Financial Services
197
+ 6.69%
$28.95 - $35.43 $5.7K - $6.98K
3.14K $100K
NWN
Northwest Natural Holding CO

Utilities
345
+ 13.47%
$38.42 - $43.85 $13.3K - $15.1K
2.91K $114K
PWFL
Power Fleet, Inc.

Technology
2K
+ 314.47%
N/A
2.64K $13K
RS
Reliance Steel & Aluminum CO

Basic Materials
79
+ 13.81%
$264.2 - $326.32 $20.9K - $25.8K
651 $175K
VNQI
Vanguard Global Ex U.S. Real

ETFs
248
+ 306.17%
$39.22 - $47.52 $9.73K - $11.8K
329 $13K
ADNT
Adient PLC

Consumer Cyclical
652
+ 311.96%
$16.85 - $22.74 $11K - $14.8K
861 $14K
CWEN
Clearway Energy, Inc.

Utilities
358
+ 157.02%
$25.71 - $30.74 $9.2K - $11K
586 $15K
CNXC
Concentrix Corp

Technology
286
+ 81.25%
$37.26 - $52.63 $10.7K - $15.1K
638 $27K
LNC
Lincoln National Corp

Financial Services
241
+ 2.94%
$30.46 - $36.84 $7.34K - $8.88K
8.45K $267K
PCG
Pg&E Corp

Utilities
207
+ 1.68%
$19.2 - $21.63 $3.97K - $4.48K
12.6K $253K
UTG
Reaves Utility Income Fund

Financial Services
1.33K
+ 4.42%
$30.81 - $34.99 $40.9K - $46.4K
31.3K $993K
RLAY
Relay Therapeutics, Inc.

Healthcare
4K
+ 160.0%
$4.12 - $6.8 $16.5K - $27.2K
6.5K $26K
SMMT
Summit Therapeutics Inc.

Healthcare
900
+ 56.14%
$17.52 - $23.46 $15.8K - $21.1K
2.5K $44K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
175
+ 17.95%
$64.34 - $70.57 $11.3K - $12.3K
1.15K $75K
RE
Everest Re Group LTD

Financial Services
25
+ 6.79%
N/A
393 $145K
ST
Sensata Technologies Holding PLC

Technology
319
+ 664.58%
$27.12 - $36.49 $8.65K - $11.6K
367 $10K
MMYT
Make My Trip LTD

Consumer Cyclical
111
+ 41.42%
N/A
379 $32K
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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