Steward Partners Investment Advisory, LLC Reduced Holdings in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GPS
Gap Inc

Consumer Cyclical
-115
- 13.39%
$19.42 - $24.62 $2.23K - $2.83K
744 $14K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-317
- 29.91%
$25.27 - $30.5 $8.01K - $9.67K
743 $21K
REAL
The Real Real, Inc.

Consumer Cyclical
-1.82K
- 94.79%
$2.28 - $3.77 $4.15K - $6.86K
100 $0
CNMD
Conmed Corp

Healthcare
-102
- 21.16%
$64.09 - $76.92 $6.54K - $7.85K
380 $27K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.43K
- 7.04%
$9.89 - $11.43 $33.9K - $39.2K
45.3K $497K
ZG
Zillow Group, Inc.

Communication Services
-154
- 74.04%
$40.35 - $65.79 $6.21K - $10.1K
54 $3K
CNXC
Concentrix Corp

Technology
-30
- 7.85%
$51.25 - $75.58 $1.54K - $2.27K
352 $18K
FNDA
Schwab Fundamental U S Small C

ETFs
-189
- 17.7%
$54.26 - $60.01 $10.3K - $11.3K
879 $52K
SNX
Td Synnex Corp

Technology
-1.46K
- 4.05%
$109.37 - $122.34 $160K - $179K
34.6K $4.16M
NICE
Nice Ltd.

Technology
-46
- 3.74%
$154.95 - $184.96 $7.13K - $8.51K
1.18K $205K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-300
- 7.82%
$35.7 - $41.13 $10.7K - $12.3K
3.53K $142K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-592
- 5.95%
$26.01 - $27.41 $15.4K - $16.2K
9.35K $255K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-301
- 11.83%
$47.99 - $54.43 $14.4K - $16.4K
2.24K $121K
LASR
Nlight, Inc.

Technology
-500
- 40.0%
$10.41 - $13.11 $5.21K - $6.56K
750 $8K
LEG
Leggett & Platt Inc

Consumer Cyclical
-484
- 42.53%
$10.67 - $14.12 $5.16K - $6.83K
654 $8K
PDCO
Patterson Companies, Inc.

Healthcare
-150
- 16.67%
$20.48 - $26.59 $3.07K - $3.99K
750 $16K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-88
- 26.35%
$55.51 - $61.51 $4.88K - $5.41K
246 $14K
HELE
Helen Of Troy LTD

Consumer Defensive
-9
- 6.57%
$48.49 - $91.62 $436 - $825
128 $7K
CXE
Mfs High Income Municipal Trust

Financial Services
-1.83K
- 26.49%
$3.7 - $4.01 $6.79K - $7.35K
5.09K $20K
VONE
Vanguard Russell 1000 ETF

ETFs
-149
- 6.3%
$234.0 - $260.07 $34.9K - $38.8K
2.22K $576K
LKQ
Lkq Corp

Consumer Cyclical
-34
- 1.83%
$38.47 - $46.03 $1.31K - $1.57K
1.82K $72K
NVCR
Novo Cure LTD

Healthcare
-250
- 33.38%
$15.61 - $23.34 $3.9K - $5.84K
499 $7K
SDGR
Schrodinger, Inc.

Healthcare
-250
- 55.8%
$18.05 - $24.02 $4.51K - $6.01K
198 $3K
PCYO
Pure Cycle Corp

Utilities
-505
- 77.45%
$9.2 - $11.24 $4.65K - $5.68K
147 $1K
GROY
Gold Royalty Corp.

Basic Materials
-2K
- 4.77%
$1.2 - $1.57 $2.4K - $3.14K
39.9K $54K
ACHR
Archer Aviation Inc.

Industrials
-750
- 14.23%
$2.91 - $5.39 $2.18K - $4.04K
4.52K $13K
FCTR
First Tr Exchange Traded Fd

ETFs
-175
- 11.57%
$27.94 - $32.42 $4.89K - $5.67K
1.34K $41K
AC
Associated Capital Group, Inc.

Financial Services
-133
- 89.86%
$29.65 - $35.42 $3.94K - $4.71K
15 $0
AIZ
Assurant, Inc.

Financial Services
-97
- 22.82%
$161.28 - $199.95 $15.6K - $19.4K
328 $65K
E
Eni Spa

Energy
-123
- 8.57%
$30.16 - $32.88 $3.71K - $4.04K
1.31K $39K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-4.42K
- 4.88%
$8.72 - $9.6 $38.5K - $42.4K
86.1K $826K
COTY
Coty Inc.

Consumer Defensive
-433
- 30.11%
$8.83 - $10.44 $3.82K - $4.52K
1.01K $9K
CMA
Comerica Inc

Financial Services
-235
- 22.09%
$49.93 - $61.49 $11.7K - $14.5K
829 $49K
HDB
Hdfc Bank LTD

Financial Services
-75
- 44.38%
$58.04 - $66.97 $4.35K - $5.02K
94 $5K
EQR
Equity Residential

Real Estate
-94
- 26.33%
$67.19 - $78.09 $6.32K - $7.34K
263 $19K
NVAX
Novavax Inc

Healthcare
-330
- 26.74%
$10.71 - $17.11 $3.53K - $5.65K
904 $11K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-110
- 6.63%
$31.25 - $35.38 $3.44K - $3.89K
1.55K $53K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-388
- 5.45%
$19.92 - $20.67 $7.73K - $8.02K
6.74K $138K
CADE
Cadence Bank

Financial Services
-478
- 14.8%
$27.64 - $33.58 $13.2K - $16.1K
2.75K $87K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-548
- 2.62%
$51.45 - $52.96 $28.2K - $29K
20.4K $1.08M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-11
- 0.13%
$41.58 - $46.45 $457 - $511
8.48K $380K
TSN
Tyson Foods, Inc.

Consumer Defensive
-214
- 6.12%
$55.91 - $65.87 $12K - $14.1K
3.28K $195K
NARI
Inari Medical, Inc.

Healthcare
-50
- 14.29%
$40.68 - $58.62 $2.03K - $2.93K
300 $12K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
-209
- 51.1%
$20.79 - $28.19 $4.35K - $5.89K
200 $5K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-97
- 24.07%
$52.27 - $60.45 $5.07K - $5.86K
306 $18K
WPP
Wpp PLC

Communication Services
-103
- 54.21%
$43.23 - $52.12 $4.45K - $5.37K
87 $4K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-200
- 2.72%
N/A
7.15K $139K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-76
- 20.54%
$86.19 - $95.75 $6.55K - $7.28K
294 $28K
EMBC
Embecta Corp.

Healthcare
-382
- 44.57%
$11.46 - $16.56 $4.38K - $6.33K
475 $6K
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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