Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Brookfield Glo List Infr Income
Q1 2020 Filed on Apr 29, 2020
5,200
N/A
Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
Q1 2020 Filed on Apr 29, 2020
1,018
N/A
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q1 2020 Filed on Apr 29, 2020
23
N/A
BOOM
Dmc Global Inc.

Energy
Q1 2020 Filed on Apr 29, 2020
110
$21.53 - $46.27 $2.37K - $5.09K
CCB
Coastal Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
250
$9.01 - $18.1 $2.25K - $4.53K
Blackrock Municipal Bond
Q1 2020 Filed on Apr 29, 2020
1,075
N/A
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
576
$4.45 - $8.01 $2.56K - $4.61K
UHT
Universal Health Realty Income Trust

Real Estate
Q1 2020 Filed on Apr 29, 2020
300
$56.62 - $130.37 $17K - $39.1K
EYEN
Eyenovia, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
1,000
$1.77 - $4.92 $1.77K - $4.92K
MTR
Mesa Royalty Trust

Energy
Q1 2020 Filed on Apr 29, 2020
66
$3.92 - $8.22 $259 - $543
First Midwest Bancorp Del
Q1 2020 Filed on Apr 29, 2020
1
N/A
Weatherstorm Forensic Accounting Long Short ETF
Q1 2020 Filed on Apr 29, 2020
200
N/A
Domtar Corporation Com New
Q1 2020 Filed on Apr 29, 2020
50
N/A
Foamix Pharmaceuticals Limited Shs
Q1 2020 Filed on Apr 29, 2020
20,030
N/A
Ingersoll Rand PLC Shs
Q1 2020 Filed on Apr 29, 2020
26,449
N/A
BAP
Credicorp LTD

Financial Services
Q1 2020 Filed on Apr 29, 2020
54
$124.16 - $219.48 $6.7K - $11.9K
Avon Products Incorporated
Q1 2020 Filed on Apr 29, 2020
1,100
N/A
SLVO
Credit Suisse Ag

ETFs
Q1 2020 Filed on Apr 29, 2020
1,020
$4.45 - $7.15 $4.54K - $7.29K
Spdr S&P Oil & Gas Exploration & Production ETF
Q1 2020 Filed on Apr 29, 2020
520
N/A
Spdr S&P Oil & Gas Equipment & Services ETF
Q1 2020 Filed on Apr 29, 2020
849
N/A
FCO
Aberdeen Global Income Fund Inc

Financial Services
Q1 2020 Filed on Apr 29, 2020
903
$4.53 - $8.47 $4.09K - $7.65K
Aqua America Incorporated
Q1 2020 Filed on Apr 29, 2020
18,813
N/A
FPA
First Trust Asia Pacific Ex Ja

ETFs
Q1 2020 Filed on Apr 29, 2020
12
$16.83 - $29.07 $202 - $349
Fly Leasing Limited Sponsored Adr
Q1 2020 Filed on Apr 29, 2020
500
N/A
Hsbc Hldgs PLC Amer Dep Shs Ser A 6.20 Non Cum Perpet Pref Shrs Book
Q1 2020 Filed on Apr 29, 2020
7,844
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
48
N/A
Intrexon Corporation
Q1 2020 Filed on Apr 29, 2020
6,822
N/A
Nuance Communications Inc Sr Coco 31
Q1 2020 Filed on Apr 29, 2020
3,000
N/A
HYHG
Proshares High Yield Interest

ETFs
Q1 2020 Filed on Apr 29, 2020
60
$48.39 - $65.72 $2.9K - $3.94K
Renren Incorporated Spon Adr A New
Q1 2020 Filed on Apr 29, 2020
70
N/A
Sanofi Contgnt Val Rt
Q1 2020 Filed on Apr 29, 2020
203
N/A
SSL
Sasol LTD

Basic Materials
Q1 2020 Filed on Apr 29, 2020
1
$1.34 - $22.48 $1.34 - $22.5
Wright Med Group Inc Note 2.000 2/1
Q1 2020 Filed on Apr 29, 2020
2,000
N/A
Cornerstone Ondemand Incorporated
Q1 2020 Filed on Apr 29, 2020
500
N/A
Ak Steel Hldg Corporation
Q1 2020 Filed on Apr 29, 2020
32,057
N/A
KB
Kb Financial Group Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
31
$21.14 - $41.12 $655 - $1.27K
Medicines Company
Q1 2020 Filed on Apr 29, 2020
35
N/A
Pattern Energy Group Incorporated Class A
Q1 2020 Filed on Apr 29, 2020
3,703
N/A
Unit Corporation
Q1 2020 Filed on Apr 29, 2020
176
N/A
WB
Weibo Corp

Communication Services
Q1 2020 Filed on Apr 29, 2020
45
$30.33 - $51.69 $1.36K - $2.33K
Cemex S.A.B. De C.V.
Q1 2020 Filed on Apr 29, 2020
1,000
N/A
Lyon William Homes Class A New
Q1 2020 Filed on Apr 29, 2020
1,600
N/A
Pra Health Sciences Incorporated
Q1 2020 Filed on Apr 29, 2020
400
N/A
Servicemaster Global Hldgs Incorporated
Q1 2020 Filed on Apr 29, 2020
1
N/A
SMBK
Smartfinancial Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
1,200
$11.9 - $23.6 $14.3K - $28.3K
Carlyle Group L P Com Uts LTD Ptn
Q1 2020 Filed on Apr 29, 2020
26,241
N/A
Cott Corporation Que
Q1 2020 Filed on Apr 29, 2020
476
N/A
Encana Corporation
Q1 2020 Filed on Apr 29, 2020
1,100
N/A
Ferrellgas Partners L.P. Unit LTD Part
Q1 2020 Filed on Apr 29, 2020
380
N/A
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