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
ALLPRB
Allstate Corp Sub Deb Fixed To
Q3 2021 Filed on Nov 12, 2021
826
N/A
Utah Infrastructure Agy Telecommunications & Franchise Tax Rev,
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Lewisville Tx Indpt Sch Dist, Ultd Tax Sch Bldg
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
North Carolina Agric & Technical Univ Revs, Genl Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
ALLPRG
Allstate Corp Ds Repstg 1/1000
Q3 2021 Filed on Nov 12, 2021
19,701
N/A
Utah Cnty Utah Hosp Rev, Ref Bds, Ihc Hlth Svcs Inc
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Lewisville Tx Indpt Sch Dist, Ultd Tax Sch Bldg
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
ALIZY
Allianz Se

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,037
$21.58 - $25.19 $22.4K - $26.1K
North Branch Mi Area Schs Lapeer Cnty, Go Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
El Paso Tx Wtr & Swr Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Utah Assd Mun Pwr Sys Rev, Ref Horse Butte Wind Proj, Horse Butte Wind
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Alkeon Growth Rj Partners, Lp Series 1
Q3 2021 Filed on Nov 12, 2021
3,068,935
N/A
North Allegheny Pa Sch Dist, Go LTD Tax Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Lehigh Cnty Pa Genl Purp Auth Revs, Colg Rev Bds, Muhlenberg College
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
El Paso Tx Indpt Sch Dist, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Utah Assd Mun Pwr Sys Rev, Ref Bds, Horse Butte Wind
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Norfolk Va Economic Dev Auth Health Care Facilities Rev, Ref Bds, Sentara
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Lehigh Cnty Pa Auth Wtr & Swr Rev, Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
El Paso Cnty CO Sch Dist No 020, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Upper Trinity Regl Wtr Dist Tx Regl Wastewtr Sys Rev, Ref Bds, Lakeview
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
AQNA
Algonquin Power & Utilities Corp.

Industrials
Q3 2021 Filed on Nov 12, 2021
66
$27.3 - $28.11 $1.8K - $1.86K
Lightspeed Pos Incorporated Sub Vtg Shs
Q3 2021 Filed on Nov 12, 2021
450
N/A
Norfolk Va, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Lehigh Cnty Pa Auth Wtr & Swr Rev, Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
El Dorado Ar Sch Dist No 015, Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
ALFVY
Alfa Laval Ab Unsponsored Adr

Industrials
Q3 2021 Filed on Nov 12, 2021
114
$35.33 - $42.92 $4.03K - $4.89K
Upper Occoquan Sew Auth Va Regl Sew Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Norfolk Va, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Leesburg Va, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
El Centro Ca Elem Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Albuquerque N Mex, Go Genl Purp Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Upper Occoquan Sew Auth Va Regl Sew Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Norfolk Cnty Mass, Go Mun Purp Ln Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Leesburg Va, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
EADSY
Airbus Se

Industrials
Q3 2021 Filed on Nov 12, 2021
863
$30.36 - $34.76 $26.2K - $30K
Lee Cnty Fl Tourist Dev Tax Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Upper Occoquan Sew Auth Va Regl Sew Rev, Sewer Sys Rev Bds, Build America Bonds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
NRDBY
Nordea Bk Abp Sponsored Adr(Fi

Financial Services
Q3 2021 Filed on Nov 12, 2021
636
$10.85 - $13.01 $6.9K - $8.27K
AIQUY
Air Liquide Adr

Basic Materials
Q3 2021 Filed on Nov 12, 2021
90
$29.23 - $32.92 $2.63K - $2.96K
Lee Cnty Fl Tourist Dev Tax Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Edina Mn Indpt Sch Dist No 273, Go Sch Bldg Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Upper Moreland Twp Pa Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Lee Cnty Fl Tourist Dev Tax Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
AFLYY
Air France Klm Ads (Ea Reptg O

Industrials
Q3 2021 Filed on Nov 12, 2021
1,500
$4.42 - $5.48 $6.63K - $8.22K
Upper Merion Twp Pa, Go Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
NEXCF
Nex Tech Ar Solutions Corp.
Q3 2021 Filed on Nov 12, 2021
5,000
$1.46 - $2.37 $7.3K - $11.9K
Lee Cnty Fl Arpt Rev, Arpt Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
East Side Un High Sch Dist Ca Santa Clara Cnty, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
MGR
Affiliated Managers Group, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,750
$26.78 - $28.49 $73.6K - $78.3K
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