Steward Partners Investment Advisory, LLC Sells in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-592
- 11.71%
$11.66 - $14.98 $6.9K - $8.87K
4.46K $60K
MOS
Mosaic CO

Basic Materials
-1.6K
- 8.94%
$23.08 - $28.8 $36.9K - $46K
16.3K $439K
OPK
Opko Health, Inc.

Healthcare
-59
- 0.57%
$1.45 - $1.94 $85.6 - $114
10.2K $16K
ROL
Rollins Inc

Consumer Cyclical
-12
- 9.68%
$45.65 - $54.03 $548 - $648
112 $6K
EBND
Spdr Bloomberg Emerging Market

ETFs
-12
- 0.45%
$19.47 - $20.36 $234 - $244
2.65K $53K
SSRM
Ssr Mining Inc.

Basic Materials
-133
- 19.88%
$7.06 - $11.21 $939 - $1.49K
536 $5K
SR
Spire Inc

Utilities
-36
- 10.68%
$65.62 - $78.25 $2.36K - $2.82K
301 $23K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-442
- 1.17%
$11.57 - $12.07 $5.11K - $5.33K
37.2K $435K
EXPD
Expeditors International Of Washington Inc

Industrials
-57
- 6.16%
$109.09 - $126.48 $6.22K - $7.21K
869 $104K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-48
- 2.68%
$21.65 - $24.17 $1.04K - $1.16K
1.74K $41K
PUK
Prudential PLC

Financial Services
-41
- 7.98%
$14.54 - $21.92 $596 - $899
473 $10K
RIO
Rio Tinto PLC

Basic Materials
-241
- 1.89%
$58.19 - $64.29 $14K - $15.5K
12.5K $752K
SIVR
Abrdn Silver ETF Trust

ETFs
-60
- 5.96%
$28.07 - $32.82 $1.68K - $1.97K
946 $30K
OGS
One Gas, Inc.

Utilities
-3
- 0.54%
$67.77 - $76.05 $203 - $228
549 $41K
FTI
Technip Fmc PLC

Energy
-96
- 4.73%
$25.3 - $32.57 $2.43K - $3.13K
1.94K $61K
AGI
Alamos Gold Inc

Basic Materials
-500
- 24.39%
$18.69 - $26.74 $9.35K - $13.4K
1.55K $41K
LNT
Alliant Energy Corp

Utilities
-42
- 3.37%
$56.66 - $66.04 $2.38K - $2.77K
1.2K $77K
BKR
Baker Hughes CO

Energy
-367
- 5.33%
$41.16 - $48.85 $15.1K - $17.9K
6.52K $286K
CCK
Crown Holdings Inc

Consumer Cyclical
-9
- 1.52%
$78.77 - $91.74 $709 - $826
583 $52K
GWRE
Guidewire Software, Inc.

Technology
-1
- 0.42%
$166.74 - $218.22 $167 - $218
237 $44K
PSR
Invesco Actively

ETFs
-108
- 1.82%
$86.57 - $95.84 $9.35K - $10.4K
5.83K $539K
NOK
Nokia Corp

Technology
-660
- 7.7%
$4.43 - $5.42 $2.92K - $3.58K
7.91K $41K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-476
- 6.78%
$22.91 - $25.71 $10.9K - $12.2K
6.54K $166K
SLRC
Slr Investment Corp.

Financial Services
-157
- 1.58%
$16.18 - $17.82 $2.54K - $2.8K
9.78K $164K
YJUN
First Tr Exchange Traded Fd Vi
-550
- 3.46%
$21.51 - $23.37 $11.8K - $12.9K
15.3K $348K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
-3.89K
- 4.7%
$21.93 - $23.2 $85.4K - $90.3K
79K $1.81M
GROY
Gold Royalty Corp.

Basic Materials
-2.1K
- 5.65%
$1.2 - $1.56 $2.52K - $3.28K
35.1K $50K
KIE
Spdr S&P Insurance ETF

ETFs
-115
- 3.58%
$54.24 - $60.81 $6.24K - $6.99K
3.09K $187K
UDR
Udr, Inc.

Real Estate
-9
- 0.24%
$40.09 - $46.04 $361 - $414
3.73K $168K
HUM
Humana Inc

Healthcare
-105
- 3.23%
$249.11 - $303.11 $26.2K - $31.8K
3.14K $831K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-524
- 0.6%
$9.91 - $10.78 $5.19K - $5.65K
86.5K $887K
NWN
Northwest Natural Holding CO

Utilities
-45
- 1.55%
$38.31 - $42.72 $1.72K - $1.92K
2.86K $122K
CPA
Copa Holdings, S.A.

Industrials
-37
- 1.38%
$85.71 - $98.05 $3.17K - $3.63K
2.65K $244K
EOG
Eog Resources Inc

Energy
-1.11K
- 4.12%
$120.54 - $138.05 $133K - $153K
25.7K $3.3M
FEM
First Trust Emerging Markets A

ETFs
-1.14K
- 2.64%
$21.28 - $23.9 $24.2K - $27.2K
41.9K $958K
HAS
Hasbro, Inc.

Consumer Cyclical
-89
- 3.21%
$56.16 - $69.06 $5K - $6.15K
2.68K $164K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-8
- 3.32%
$81.78 - $131.92 $654 - $1.06K
233 $30K
LKQ
Lkq Corp

Consumer Cyclical
-4
- 0.2%
$36.24 - $44.05 $145 - $176
2.02K $85K
VRSK
Verisk Analytics, Inc.

Industrials
-43
- 3.98%
$268.63 - $301.33 $11.6K - $13K
1.04K $308K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-1.02K
- 3.41%
$20.29 - $22.36 $20.7K - $22.8K
28.8K $636K
ING
Ing Groep Nv

Financial Services
-62
- 1.76%
$15.51 - $20.74 $962 - $1.29K
3.46K $67K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-373
- 1.92%
$52.31 - $54.02 $19.5K - $20.1K
19.1K $1.03M
RELX
Relx PLC

Communication Services
-17
- 0.62%
$45.34 - $51.91 $771 - $882
2.73K $137K
TDS
Telephone & Data Systems Inc

Communication Services
-18
- 0.59%
$32.18 - $40.31 $579 - $726
3.04K $117K
DOX
Amdocs LTD

Technology
-23
- 0.92%
$82.21 - $92.02 $1.89K - $2.12K
2.48K $227K
ALC
Alcon Inc

Healthcare
-109
- 4.34%
$82.73 - $96.8 $9.02K - $10.6K
2.4K $228K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-169
- 1.16%
$48.3 - $52.85 $8.16K - $8.93K
14.3K $733K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-1
- 0.01%
$26.47 - $29.92 $26.5 - $29.9
7.24K $211K
BAX
Baxter International Inc

Healthcare
-783
- 8.83%
$29.26 - $36.57 $22.9K - $28.6K
8.09K $276K
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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