Steward Partners Investment Advisory, LLC Sells in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-100
- 40.0%
$40.63 - $44.83 $4.06K - $4.48K
150 $6K
FTI
Technip Fmc PLC

Energy
-140
- 12.46%
$23.46 - $29.5 $3.28K - $4.13K
984 $25K
ST
Sensata Technologies Holding PLC

Technology
-88
- 64.71%
$34.15 - $42.3 $3.01K - $3.72K
48 $1K
REZI
Resideo Technologies, Inc.

Industrials
-217
- 93.13%
$17.98 - $22.72 $3.9K - $4.93K
16 $0
CNHI
Cnh Industrial N.V.

Industrials
-378
- 82.71%
$9.47 - $10.66 $3.58K - $4.03K
79 $0
RTO
Rentokil Initial PLC

Industrials
-120
- 36.47%
$24.2 - $32.96 $2.9K - $3.96K
209 $5K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
-119
- 53.36%
$26.45 - $32.24 $3.15K - $3.84K
104 $3K
BSY
Bentley Systems Inc

Technology
-76
- 14.26%
$44.79 - $51.95 $3.4K - $3.95K
457 $23K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-75
- 24.67%
$32.02 - $34.87 $2.4K - $2.62K
229 $7K
IRBO
Ishares Robotics & Artificial

ETFs
-1
- 0.03%
$30.09 - $34.95 $30.1 - $35
3.28K $105K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
-46
- 0.91%
$7.24 - $8.77 $333 - $403
5.03K $39K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-1.51K
- 13.44%
$1.28 - $2.37 $1.93K - $3.58K
9.73K $13K
NWSA
News Corp

Communication Services
-27
- 1.65%
$25.41 - $28.44 $686 - $768
1.61K $42K
DXC
Dxc Technology CO

Technology
-155
- 64.85%
$17.93 - $21.46 $2.78K - $3.33K
84 $1K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-675
- 25.98%
$4.69 - $5.19 $3.17K - $3.5K
1.92K $9K
APPN
Appian Corp

Technology
-105
- 44.68%
$27.04 - $37.8 $2.84K - $3.97K
130 $4K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-99
- 4.28%
$66.55 - $74.93 $6.59K - $7.42K
2.22K $159K
IJUL
Innovator Etfs Tr

ETFs
-265
- 7.57%
$27.47 - $29.55 $7.28K - $7.83K
3.24K $95K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-52
- 47.27%
$48.4 - $50.91 $2.52K - $2.65K
58 $2K
CDAY
Ceridian Hcm Holding Inc.

Technology
-43
- 82.69%
N/A
9 $0
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-50
- 33.11%
$74.21 - $96.5 $3.71K - $4.83K
101 $9K
BGR
Black Rock Energy & Resources Trust

Financial Services
-141
- 29.75%
$12.28 - $13.34 $1.73K - $1.88K
333 $4K
SEE
Sealed Air Corp

Consumer Cyclical
-125
- 7.92%
$32.27 - $38.05 $4.03K - $4.76K
1.45K $52K
BB
Blackberry LTD

Technology
-3.55K
- 7.3%
$2.11 - $2.63 $7.5K - $9.34K
45.1K $118K
SMAR
Smartsheet Inc

Technology
-62
- 54.87%
$42.95 - $55.46 $2.66K - $3.44K
51 $2K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-39
- 72.22%
$36.06 - $46.56 $1.41K - $1.82K
15 $0
LMND
Lemonade, Inc.

Financial Services
-100
- 17.09%
$15.02 - $23.42 $1.5K - $2.34K
485 $7K
RMBS
Rambus Inc

Technology
-20
- 20.0%
$37.86 - $66.26 $757 - $1.33K
80 $3K
LEGR
First Tr ETF Indxx Innovation

ETFs
-54
- 33.96%
$41.67 - $47.57 $2.25K - $2.57K
105 $4K
EVR
Evercore Inc.

Financial Services
-24
- 26.67%
$211.0 - $258.67 $5.06K - $6.21K
66 $16K
AER
Aer Cap Holdings N.V.

Industrials
-28
- 5.77%
$86.24 - $98.28 $2.41K - $2.75K
457 $43K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-116
- 7.21%
$35.26 - $36.92 $4.09K - $4.28K
1.49K $55K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-68
- 2.2%
$122.48 - $142.51 $8.33K - $9.69K
3.02K $418K
MKTW
Marketwise, Inc.

Technology
-49
- 1.24%
$0.67 - $1.16 $32.8 - $56.8
3.91K $2K
EDIT
Editas Medicine, Inc.

Healthcare
-320
- 42.95%
$3.39 - $5.96 $1.08K - $1.91K
425 $1K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-111
- 74.0%
$13.7 - $15.35 $1.52K - $1.7K
39 $0
NEAR
Blackrock Short Maturity Bond

ETFs
-642
- 1.85%
$50.09 - $51.31 $32.2K - $32.9K
34.2K $1.75M
HDRO
ETF Ser Solutions Defiance Nex

ETFs
-300
- 50.0%
$4.36 - $5.59 $1.31K - $1.68K
300 $1K
TDOC
Teladoc Health, Inc.

Healthcare
-100
- 10.5%
$6.79 - $10.09 $679 - $1.01K
852 $7K
WLK
Westlake Corp

Basic Materials
-15
- 12.0%
$133.5 - $150.97 $2K - $2.26K
110 $16K
BFS
Saul Centers, Inc.

Real Estate
-100
- 27.03%
$36.49 - $41.96 $3.65K - $4.2K
270 $11K
DAR
Darling Ingredients Inc.

Consumer Defensive
-51
- 9.53%
$33.99 - $41.78 $1.73K - $2.13K
484 $17K
AGNC
Agnc Investment Corp.

Real Estate
-3.87K
- 9.22%
$9.48 - $10.66 $36.7K - $41.3K
38.1K $398K
EHTH
E Health, Inc.

Financial Services
-450
- 31.03%
$3.6 - $5.41 $1.62K - $2.43K
1K $4K
CRNC
Cerence Inc.

Technology
-2.09K
- 11.5%
$2.37 - $3.61 $4.94K - $7.53K
16K $50K
GEO
Geo Group Inc

Real Estate
-76
- 31.4%
$12.12 - $17.96 $921 - $1.36K
166 $2K
TPIC
Tpi Composites, Inc

Industrials
-164
- 45.05%
$3.27 - $5.03 $536 - $825
200 $0
TRNO
Terreno Realty Corp

Real Estate
-38
- 15.64%
$59.43 - $71.02 $2.26K - $2.7K
205 $13K
PATH
Ui Path, Inc.

Technology
-164
- 5.34%
$10.75 - $13.24 $1.76K - $2.17K
2.91K $37K
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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