Steward Partners Investment Advisory, LLC Incresed Positions in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSM
Msc Industrial Direct CO Inc

Industrials
9
+ 1.71%
$74.45 - $83.08 $670 - $748
536 $41K
MSB
Mesabi Trust

Basic Materials
931
+ 3.67%
$23.6 - $34.76 $22K - $32.4K
26.3K $715K
MFG
Mizuho Financial Group Inc

Financial Services
206
+ 19.27%
$4.83 - $6.04 $995 - $1.24K
1.28K $7K
NHI
National Health Investors Inc

Real Estate
16
+ 9.3%
$65.79 - $76.06 $1.05K - $1.22K
188 $13K
NSA
National Storage Affiliates Trust

Real Estate
11
+ 1.46%
$35.92 - $39.59 $395 - $435
767 $30K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
93
+ 2.77%
$13.59 - $14.05 $1.26K - $1.31K
3.46K $47K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
78
+ 3.63%
$33.28 - $36.41 $2.6K - $2.84K
2.23K $76K
OLN
Olin Corp

Basic Materials
202
+ 58.38%
$23.36 - $34.41 $4.72K - $6.95K
548 $13K
PBRA
Petroleo Bras Ads (Ea Reptg 2
152
+ 21.5%
N/A
859 $11K
RGNX
Regenxbio Inc.

Healthcare
400
+ 152.09%
$5.92 - $8.7 $2.37K - $3.48K
663 $4K
WMG
Warner Music Group Corp.

Communication Services
33
+ 5.71%
$29.3 - $36.3 $967 - $1.2K
611 $19K
RIG
Transocean Ltd.

Energy
785
+ 70.47%
$2.67 - $4.28 $2.1K - $3.36K
1.9K $6K
ENFR
Alerian Energy Infrastructure

ETFs
6
+ 1.05%
$30.27 - $34.12 $182 - $205
577 $18K
AUR
Aurora Innovation, Inc.

Technology
101
+ 10.1%
$6.1 - $10.19 $616 - $1.03K
1.1K $7K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1
+ 1.09%
$110.55 - $130.35 $111 - $130
93 $11K
CVE
Cenovus Energy Inc.

Energy
77
+ 16.7%
$12.24 - $15.63 $942 - $1.2K
538 $7K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
20
+ 1.96%
$11.44 - $12.4 $229 - $248
1.04K $12K
CMPS
Compass Pathways PLC

Healthcare
100
+ 10.0%
N/A
1.1K $9K
CUBE
Cube Smart

Real Estate
19
+ 2.59%
$40.23 - $43.23 $764 - $821
754 $32K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
7
+ 4.64%
$19.12 - $20.71 $134 - $145
158 $3K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
84
+ 152.73%
$17.4 - $30.56 $1.46K - $2.57K
139 $2K
DISV
Dimensional ETF Tr Dimensional

ETFs
16
+ 8.0%
$26.09 - $30.21 $417 - $483
216 $6K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
56
+ 40.29%
$14.92 - $17.89 $836 - $1K
195 $3K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.12%
N/A
2.46K $100K
GRFS
Grifols Sa

Healthcare
117
+ 125.81%
$6.62 - $8.71 $775 - $1.02K
210 $1K
HGTY
Hagerty, Inc.

Financial Services
830
+ 8.04%
$9.0 - $10.33 $7.47K - $8.57K
11.2K $100K
HAYW
Hayward Holdings, Inc.

Industrials
92
+ 45.77%
$13.64 - $15.26 $1.25K - $1.4K
293 $4K
HLMN
Hillman Solutions Corp.

Industrials
89
+ 45.88%
$8.69 - $10.5 $773 - $935
283 $2K
PCEF
Invesco Cef Income Composite E

ETFs
120
+ 2.88%
$18.8 - $19.89 $2.26K - $2.39K
4.29K $80K
MUB
Ishares National Muni Bond ETF

ETFs
2.06K
+ 1.06%
$104.71 - $107.69 $215K - $221K
196K $20.7M
INDY
Ishares India 50 ETF

ETFs
16
+ 1.26%
$47.15 - $51.6 $754 - $826
1.28K $65K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1
+ 0.09%
$20.83 - $23.69 $20.8 - $23.7
1.17K $26K
PHG
Koninklijke Philips Nv

Healthcare
28
+ 20.29%
$24.92 - $28.61 $698 - $801
166 $4K
LTC
Ltc Properties Inc

Real Estate
7
+ 0.6%
$33.46 - $36.14 $234 - $253
1.17K $41K
LECO
Lincoln Electric Holdings Inc

Industrials
6
+ 1.31%
$180.51 - $216.81 $1.08K - $1.3K
465 $87K
MSA
Msa Safety Inc

Industrials
12
+ 37.5%
$146.69 - $166.47 $1.76K - $2K
44 $6K
NTRS
Northern Trust Corp

Financial Services
39
+ 6.53%
$96.09 - $113.81 $3.75K - $4.44K
636 $62K
OTEX
Open Text Corp

Technology
24
+ 114.29%
$25.11 - $30.39 $603 - $729
45 $1K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
2
+ 2.0%
$38.5 - $43.78 $77 - $87.6
102 $4K
ROLL
Rbc Bearings Inc

Industrials
4
+ 0.34%
N/A
1.2K $294K
FNDC
Schwab Fundamental Intl Small

ETFs
11
+ 6.71%
$33.34 - $37.44 $367 - $412
175 $6K
SLGN
Silgan Holdings Inc

Consumer Cyclical
28
+ 27.72%
$48.82 - $56.15 $1.37K - $1.57K
129 $6K
SKYW
Skywest Inc

Industrials
50
+ 17.42%
$81.46 - $120.92 $4.07K - $6.05K
337 $29K
STM
St Microelectronics N.V.

Technology
144
+ 17.69%
$21.64 - $28.22 $3.12K - $4.06K
958 $21K
VIV
Telefonica Brasil S.A.

Communication Services
75
+ 23.58%
$7.5 - $9.4 $563 - $705
393 $3K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
60
+ 0.59%
N/A
10.2K $70K
ALLE
Allegion PLC

Industrials
5
+ 0.88%
$123.79 - $135.5 $619 - $678
571 $74K
AAON
Aaon, Inc.

Industrials
6
+ 46.15%
$73.52 - $136.95 $441 - $822
19 $1K
Ab Active Etfs Inc
77.4K
+ 5328.44%
N/A
78.8K $0
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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