Steward Partners Investment Advisory, LLC Incresed Positions in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IOT
Samsara Inc.

Technology
100
+ 100.0%
$34.85 - $49.75 $3.49K - $4.98K
200 $9K
SWBI
Smith & Wesson Brands, Inc.

Industrials
500
+ 166.67%
$12.24 - $16.69 $6.12K - $8.35K
800 $10K
SPH
Suburban Propane Partners LP

Utilities
600
+ 12.16%
$16.66 - $19.3 $10K - $11.6K
5.54K $99K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
141
+ 2.24%
$8.75 - $9.5 $1.23K - $1.34K
6.43K $61K
WD
Walker & Dunlop, Inc.

Financial Services
11
+ 3.55%
$93.87 - $113.96 $1.03K - $1.25K
321 $36K
STNE
Stone Co Ltd.

Technology
596
+ 14900.0%
$10.89 - $14.87 $6.49K - $8.86K
600 $6K
GLOB
Globant S.A.

Technology
31
+ 3100.0%
$176.29 - $207.07 $5.46K - $6.42K
32 $6K
BANC
Banc Of California, Inc.

Financial Services
328
+ 160.78%
$12.5 - $15.38 $4.1K - $5.04K
532 $7K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
107
+ 1.91%
$10.06 - $10.77 $1.08K - $1.15K
5.72K $61K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
279
+ 2.36%
$10.21 - $10.93 $2.85K - $3.05K
12.1K $130K
NVST
Envista Holdings Corp

Healthcare
190
+ 42.41%
$15.3 - $19.76 $2.91K - $3.75K
638 $12K
ERIC
Ericsson Lm Telephone CO

Technology
507
+ 62.36%
$6.19 - $7.77 $3.14K - $3.94K
1.32K $10K
EXPO
Exponent Inc

Industrials
41
+ 128.13%
$93.45 - $115.28 $3.83K - $4.73K
73 $8K
EDOW
First Tr Exchange Traded Fd

ETFs
7
+ 0.35%
$32.74 - $36.1 $229 - $253
2.01K $72K
FLNC
Fluence Energy, Inc.

Utilities
150
+ 53.38%
$13.84 - $22.92 $2.08K - $3.44K
431 $9K
GLDG
Gold Mining Inc.

Basic Materials
4.9K
+ 61.22%
$0.78 - $1.04 $3.82K - $5.09K
12.9K $12K
HAIN
Hain Celestial Group Inc

Consumer Defensive
350
+ 35.0%
$6.14 - $8.63 $2.15K - $3.02K
1.35K $11K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
296
+ 2.1%
$5.03 - $5.67 $1.49K - $1.68K
14.4K $80K
NSA
National Storage Affiliates Trust

Real Estate
9
+ 1.22%
$39.73 - $49.13 $358 - $442
745 $35K
NAVI
Navient Corp

Financial Services
201
+ 9.6%
$14.08 - $16.93 $2.83K - $3.4K
2.29K $35K
NLOK
Norton Life Lock Inc.

Technology
262
+ 18.03%
N/A
1.72K $36K
PJT
Pjt Partners Inc.

Financial Services
8
+ 5.19%
$108.91 - $136.42 $871 - $1.09K
162 $21K
ROL
Rollins Inc

Consumer Cyclical
95
+ 123.38%
$45.93 - $51.4 $4.36K - $4.88K
172 $8K
AOS
Smith A O Corp

Industrials
28
+ 8.36%
$76.95 - $91.98 $2.15K - $2.58K
363 $32K
UAA
Under Armour, Inc.

Consumer Cyclical
114
+ 6.02%
$6.37 - $8.94 $726 - $1.02K
2.01K $17K
JOBY
Joby Aviation, Inc.

Industrials
1K
+ 137.55%
$4.77 - $7.46 $4.77K - $7.46K
1.73K $8K
POWW
Ammo, Inc.

Industrials
3.86K
+ 76.65%
$1.37 - $1.91 $5.29K - $7.38K
8.9K $12K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
2
+ 0.56%
$212.93 - $269.22 $426 - $538
360 $85K
BFZ
Blackrock California Municipal Income Trust

Financial Services
100
+ 0.49%
$11.8 - $12.17 $1.18K - $1.22K
20.4K $246K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
303
+ 27.47%
$10.71 - $11.36 $3.25K - $3.44K
1.41K $15K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
97
+ 1.85%
$10.22 - $10.92 $991 - $1.06K
5.34K $57K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2.87K
+ 3.98%
$17.08 - $20.64 $49K - $59.2K
74.9K $1.44M
FBNC
First Bancorp

Financial Services
2
+ 0.47%
$31.65 - $44.54 $63.3 - $89.1
429 $17K
GEL
Genesis Energy LP

Energy
1.94K
+ 8.52%
$12.75 - $14.82 $24.7K - $28.7K
24.7K $329K
THG
Hanover Insurance Group, Inc.

Financial Services
5
+ 3.5%
$123.93 - $149.6 $620 - $748
148 $21K
IDCC
Inter Digital, Inc.

Communication Services
21
+ 70.0%
$116.28 - $141.69 $2.44K - $2.98K
51 $7K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
44
+ 9.76%
$51.3 - $59.04 $2.26K - $2.6K
495 $27K
PSCD
Invesco S&P Smallcap Consumer

ETFs
1
+ 0.26%
$97.34 - $111.39 $97.3 - $111
382 $42K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
21
+ 1.68%
$38.1 - $44.5 $800 - $935
1.27K $54K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
215
+ 24.02%
$19.84 - $22.57 $4.27K - $4.85K
1.11K $23K
HYDB
Ishares Tr Edge High Yield Def

ETFs
43
+ 3.06%
$46.14 - $48.06 $1.98K - $2.07K
1.45K $69K
BBAX
J P Morgan Betabuilders Develo

ETFs
81
+ 4050.0%
$46.61 - $54.03 $3.78K - $4.38K
83 $4K
MIDD
Middleby Corp

Industrials
19
+ 27.14%
$119.13 - $144.82 $2.26K - $2.75K
89 $12K
PEN
Penumbra Inc

Healthcare
10
+ 7.14%
$163.64 - $210.12 $1.64K - $2.1K
150 $29K
PHT
Pioneer High Income Fund, Inc.

Financial Services
500
+ 142.86%
$7.5 - $8.02 $3.75K - $4.01K
850 $6K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
81
+ 20.25%
$31.02 - $36.12 $2.51K - $2.93K
481 $17K
SVC
Service Properties Trust

Real Estate
998
+ 24950.0%
$4.32 - $6.1 $4.31K - $6.09K
1K $4K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
69
+ 4.59%
$33.88 - $42.82 $2.34K - $2.95K
1.57K $65K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
6
+ 0.9%
$159.84 - $178.33 $959 - $1.07K
673 $118K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email