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
HSBC
Hsbc Holdings PLC

Financial Services
-200
- 3.69%
$40.42 - $45.91 $8.08K - $9.18K
5.22K $235K
BHF
Brighthouse Financial, Inc.

Financial Services
-7
- 8.97%
$40.78 - $50.66 $285 - $355
71 $3K
TRST
Trustco Bank Corp N Y

Financial Services
-60
- 12.88%
$27.81 - $35.74 $1.67K - $2.14K
406 $13K
Brookfield Asset Managmt LTD
-4.05K
- 3.82%
N/A
102K $0
TTAC
Fcf Us Quality ETF

ETFs
-609
- 6.83%
$58.5 - $65.18 $35.6K - $39.7K
8.31K $541K
Meta Materials Inc
-104
- 99.05%
N/A
1 $0
Thomson Reuters Corp.
-13
- 2.18%
N/A
582 $0
Canadian Pacific Kansas City
-886
- 7.36%
N/A
11.1K $0
Celestica Inc
-5.13K
- 17.92%
N/A
23.5K $0
Morgan Stanley ETF Trust
-115
- 5.67%
N/A
1.91K $0
LBRDA
Liberty Broadband Corp

Communication Services
-8
- 80.0%
$52.22 - $77.82 $418 - $623
2 $0
Innovator Etfs Trust
-1.29K
- 16.23%
N/A
6.64K $0
Innovator Etfs Trust
-34.3K
- 88.6%
N/A
4.42K $0
PDEC
Innovator U.S. Equity Power Bu
-817
- 1.18%
N/A
68.7K $0
Innovator Etfs Trust
-1.01K
- 20.0%
N/A
4.04K $0
Innovator Etfs Trust
-7.78K
- 64.03%
N/A
4.37K $0
DRS
Leonardo Drs, Inc.
-200
- 40.0%
N/A
300 $0
Innovator Etfs Trust
-448
- 2.51%
N/A
17.4K $0
Blackrock Income Tr Inc
-719
- 3.45%
N/A
20.1K $0
Innovator Etfs Trust
-1.25K
- 22.07%
N/A
4.42K $0
GIB
Cgi Inc

Technology
-53
- 12.13%
$99.02 - $116.4 $5.25K - $6.17K
384 $44K
MAT
Mattel Inc

Consumer Cyclical
-140
- 12.21%
$16.02 - $19.6 $2.24K - $2.74K
1.01K $19K
SE
Sea LTD

Consumer Cyclical
-266
- 23.81%
$59.94 - $94.83 $15.9K - $25.2K
851 $80K
RYN
Rayonier Inc

Real Estate
-11
- 2.34%
$27.69 - $32.25 $305 - $355
460 $14K
FNDF
Schwab Fundamental Intl Large

ETFs
-191
- 5.17%
$33.67 - $37.71 $6.43K - $7.2K
3.5K $130K
WTFC
Wintrust Financial Corp

Financial Services
-426
- 9.14%
$96.43 - $111.89 $41.1K - $47.7K
4.24K $460K
LBRDK
Liberty Broadband Corp

Communication Services
-5
- 7.58%
$52.66 - $78.14 $263 - $391
61 $4K
LNC
Lincoln National Corp

Financial Services
-75
- 0.91%
$28.71 - $34.05 $2.15K - $2.55K
8.21K $258K
VTRS
Viatris Inc

Healthcare
-1.28K
- 8.01%
$10.32 - $12.13 $13.2K - $15.6K
14.7K $171K
SNDR
Schneider National, Inc.

Industrials
-15
- 4.36%
$22.89 - $28.65 $343 - $430
329 $9K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-244
- 6.95%
$17.09 - $20.23 $4.17K - $4.94K
3.27K $62K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-49
- 7.8%
$77.23 - $87.97 $3.78K - $4.31K
579 $50K
BXP
Boston Properties Inc

Real Estate
-44
- 19.56%
$60.3 - $82.49 $2.65K - $3.63K
181 $14K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-30
- 4.55%
$28.02 - $32.68 $841 - $980
630 $20K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-7
- 11.11%
$47.28 - $62.24 $331 - $436
56 $3K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-14
- 6.11%
$233.02 - $278.99 $3.26K - $3.91K
215 $56K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-18
- 1.06%
$45.2 - $47.87 $814 - $862
1.68K $79K
WBS
Webster Financial Corp

Financial Services
-168
- 4.93%
$42.49 - $49.62 $7.14K - $8.34K
3.24K $150K
U
Unity Software Inc.

Technology
-135
- 17.9%
$13.93 - $23.19 $1.88K - $3.13K
619 $14K
CODI
Compass Diversified Holdings

Industrials
-148
- 0.67%
$20.23 - $24.06 $2.99K - $3.56K
21.9K $483K
SPMD
Spdr Portfolio

ETFs
-55
- 3.42%
$50.29 - $54.92 $2.77K - $3.02K
1.55K $84K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-400
- 3.3%
$28.28 - $30.21 $11.3K - $12.1K
11.7K $354K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-14
- 6.39%
$63.18 - $82.13 $885 - $1.15K
205 $16K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.7K
- 3.74%
$22.38 - $23.66 $373K - $395K
429K $10.1M
EXPD
Expeditors International Of Washington Inc

Industrials
-33
- 3.66%
$116.1 - $131.42 $3.83K - $4.34K
869 $114K
RCMT
Rcm Technologies, Inc.

Industrials
-46
- 2.58%
$18.1 - $20.59 $833 - $947
1.73K $35K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-82
- 4.94%
$58.75 - $64.07 $4.82K - $5.25K
1.58K $101K
RRX
Regal Rexnord Corp

Industrials
-9
- 5.92%
$132.18 - $174.25 $1.19K - $1.57K
143 $23K
SATS
Echo Star Corp

Technology
-169
- 15.46%
$15.5 - $28.04 $2.62K - $4.74K
924 $22K
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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