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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.31K
- 0.84%
$16.42 - $18.12 $21.6K - $23.8K
155K $2.8M
MFC
Manulife Financial Corp

Financial Services
-464
- 2.76%
$24.13 - $29.63 $11.2K - $13.7K
16.3K $482K
KAI
Kadant Inc

Industrials
-5
- 0.57%
$290.3 - $356.64 $1.45K - $1.78K
872 $294K
ARGX
Argenx Se

Healthcare
-4
- 1.1%
$434.22 - $551.9 $1.74K - $2.21K
360 $195K
IYR
Ishares Tr

ETFs
-170
- 4.23%
$86.93 - $103.61 $14.8K - $17.6K
3.85K $392K
PANW
Palo Alto Networks Inc

Technology
-497
- 0.66%
$294.18 - $368.01 $146K - $183K
74.6K $25.5M
POOL
Pool Corp

Industrials
-47
- 5.6%
$296.17 - $376.8 $13.9K - $17.7K
792 $298K
DFS
Discover Financial Services

Financial Services
-495
- 4.25%
$123.41 - $144.72 $61.1K - $71.6K
11.2K $1.57M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-12
- 0.16%
$50.42 - $61.06 $605 - $733
7.27K $443K
KBH
Kb Home

Consumer Cyclical
-493
- 9.03%
$65.35 - $89.63 $32.2K - $44.2K
4.97K $425K
DOV
Dover Corp

Industrials
-319
- 3.41%
$172.5 - $193.03 $55K - $61.6K
9.05K $1.73M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-80
- 0.18%
$44.87 - $47.18 $3.59K - $3.77K
43.7K $2.06M
DAL
Delta Air Lines, Inc.

Industrials
-1.68K
- 4.24%
$37.32 - $51.8 $62.6K - $86.9K
37.9K $1.93M
PFG
Principal Financial Group Inc

Financial Services
-269
- 2.79%
$72.94 - $87.46 $19.6K - $23.5K
9.36K $804K
BELFB
Bel Fuse Inc.

Technology
-200
- 4.08%
$61.07 - $81.01 $12.2K - $16.2K
4.7K $368K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-451
- 2.56%
$91.9 - $103.31 $41.4K - $46.6K
17.2K $1.77M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-8.64K
- 3.33%
$8.04 - $8.65 $69.4K - $74.7K
251K $2.17M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-102
- 1.69%
$201.82 - $234.36 $20.6K - $23.9K
5.95K $1.37M
NIO
Nio Inc.

Consumer Cyclical
-450
- 2.11%
$3.67 - $6.68 $1.65K - $3.01K
20.8K $139K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-4.14K
- 6.01%
$108.44 - $120.37 $448K - $498K
64.6K $7.78M
TOST
Toast, Inc.

Technology
-234
- 1.0%
$22.71 - $28.31 $5.31K - $6.62K
23.3K $658K
K
Kellogg CO

Consumer Defensive
-1.89K
- 20.98%
$56.19 - $80.81 $106K - $152K
7.11K $573K
BGNE
Bei Gene, Ltd.

Healthcare
-5
- 0.71%
$143.93 - $224.51 $720 - $1.12K
699 $156K
MCHI
Ishares Msci China ETF

ETFs
-110
- 1.54%
$40.43 - $50.98 $4.45K - $5.61K
7.02K $357K
KBE
Spdr S&P Bank ETF

ETFs
-15
- 0.17%
$45.47 - $54.71 $682 - $821
8.84K $467K
THC
Tenet Healthcare Corp

Healthcare
-179
- 6.76%
$129.27 - $168.03 $23.1K - $30.1K
2.47K $410K
IYM
Ishares Tr

ETFs
-34
- 0.52%
$136.13 - $151.64 $4.63K - $5.16K
6.49K $974K
ABR
Arbor Realty Trust Inc

Real Estate
-277
- 0.5%
$12.89 - $15.66 $3.57K - $4.34K
55.6K $864K
PDT
John Hancock Premium Dividend Fund

Financial Services
-31
- 0.07%
$11.65 - $13.47 $361 - $418
44.2K $585K
BHP
Bhp Group LTD

Basic Materials
-440
- 2.34%
$51.32 - $62.11 $22.6K - $27.3K
18.4K $1.14M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-2.06K
- 3.71%
$34.88 - $39.23 $71.7K - $80.7K
53.4K $2.06M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.93K
- 5.92%
$60.13 - $68.17 $116K - $132K
30.7K $2.08M
VV
Vanguard Large Cap ETF

ETFs
-153
- 1.94%
$236.92 - $263.4 $36.2K - $40.3K
7.75K $2.04M
IYC
Ishares U.S. Consumer Discreti

ETFs
-361
- 2.39%
$76.12 - $88.31 $27.5K - $31.9K
14.8K $1.3M
EMLP
First Tr Exchange Traded Iv

ETFs
-53
- 0.23%
$30.38 - $34.0 $1.61K - $1.8K
23K $771K
PSR
Invesco Actively

ETFs
-123
- 1.9%
$84.82 - $99.93 $10.4K - $12.3K
6.34K $624K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-243
- 1.25%
$46.17 - $51.13 $11.2K - $12.4K
19.3K $985K
FPX
First Trust Us Equity Opportun

ETFs
-475
- 4.13%
$92.33 - $110.55 $43.9K - $52.5K
11K $1.21M
HWM
Howmet Aerospace Inc.

Industrials
-96
- 2.59%
$77.3 - $100.22 $7.42K - $9.62K
3.61K $361K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-2.61K
- 2.5%
$12.94 - $14.0 $33.8K - $36.6K
102K $1.42M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-639
- 3.63%
$44.07 - $50.57 $28.2K - $32.3K
17K $858K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-143
- 0.36%
$46.67 - $50.52 $6.67K - $7.22K
39.6K $2M
HCA
Hca Healthcare, Inc.

Healthcare
-417
- 14.38%
$315.12 - $406.43 $131K - $169K
2.48K $1.01M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-325
- 8.26%
$198.8 - $270.35 $64.6K - $87.9K
3.61K $889K
RNA
Avidity Biosciences, Inc.

Healthcare
-9.58K
- 9.28%
$37.21 - $48.14 $357K - $461K
93.6K $4.3M
IWN
Ishares Russell2000 Val ETF

ETFs
-284
- 3.06%
$150.05 - $171.34 $42.6K - $48.7K
8.98K $1.5M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-203
- 0.64%
$21.98 - $25.4 $4.46K - $5.16K
31.3K $795K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.73K
- 1.84%
$85.48 - $98.39 $148K - $171K
92.3K $8.91M
FEX
First Tr Large Cap Core Alphde

ETFs
-14
- 0.11%
$94.21 - $104.17 $1.32K - $1.46K
12.6K $1.31M
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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