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
College Station Tex, Go Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Call: Takeda Pharmaceutical Company Jan 20 Exp 01/21/22	Q3 2021 Filed on Nov 12, 2021	10	N/A
New Jersey Environmental Infrastructure Tr, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Huntsville Al, Go Wts	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
College Station Tex, Go Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Call: Takeda Pharmaceutical Company Jul 20 Exp 07/16/21	Q3 2021 Filed on Nov 12, 2021	20	N/A
New Jersey Environmental Infrastructure Tr, Enviromental Infrastructure Bds,	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Huntsville Al, Go Ref Cap Impt Wts	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Huntington Beach Ca City Sch Dist Ctf Partn, Ref Ctf Partn	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Tacoma Wa Solid Waste Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
New Jersey Environmental Infrastructure Tr, Infrastructure Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Humble Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Tacoma Wa Swr Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Cobb Marietta Ga Coliseum & Exhibit Hall Auth Rev, Rev Bds, Cobb County	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Jersey Health Care Facilities Fing Auth Rev, Ref Bds, Ahs Hosp Corp	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
SSMXY Sysmex Corp Unspon Adr (Jpn) Healthcare	Q3 2021 Filed on Nov 12, 2021	111	$35.59 - $45.34 $3.95K - $5.03K
Hudson Yds Infrastructure Corp Ny Second Indenture Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Coastal Wtr Auth Tx Contract Rev, Ref Rev Bds, City Of Houston Projs	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
SYFPRA Synchrony Finl Dep Shs Repsg P	Q3 2021 Filed on Nov 12, 2021	18,610	N/A
New Jersey Health Care Facilities Fing Auth Rev, Ref Bds, Ahs Hosp Corp	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hudson Yds Infrastructure Corp Ny Second Indenture Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Coastal Carolina Univ Sc Higher Ed Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
SNVPRE Synovus Finl Corp Perp Pfd Ser	Q3 2021 Filed on Nov 12, 2021	82	N/A
New Jersey Economic Dev Auth St Lease Rev, Ref Bds, Liberty State Park Proj	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Hudson Yds Infrastructure Corp Ny Rev, Senior Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Clough Global Equity Fd Right	Q3 2021 Filed on Nov 12, 2021	7,788	N/A
SNVPRD Synovus Finl Corp Perp Pfd Ser	Q3 2021 Filed on Nov 12, 2021	95,792	N/A
WTI W&T Offshore Inc Energy	Q3 2021 Filed on Nov 12, 2021	500	$2.73 - $5.07 $1.37K - $2.54K
New Jersey Economic Dev Auth Rev, Sch Facilities Constr Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Clough Global Divid & Income F Right	Q3 2021 Filed on Nov 12, 2021	12,462	N/A
Sylvania Oh City Sch Dist, Go Ultd Tax Sch Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Hudson Yds Infrastructure Corp Ny Rev, Senior Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Clinton Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New Jersey Economic Dev Auth Rev, Sch Facilities Constr Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Swarthmore Boro Auth Pa College Rev, Rev Bds, Swarthmore College	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hudson Cnty Nj Impt Auth Solid Waste Sys Rev, Taxable Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Clinton Iowa, Go Cap Ln Nts	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Jersey Economic Dev Auth Rev, Sch Fac Constr Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Cliffside Park N J, Genl Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Swarthmore Boro Auth Pa College Rev, Rev Bds, Swarthmore College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Hudson Cnty Nj Impt Auth Lease Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Cleveland Oh Wtr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
SVNLY Svenska Handelsbanken Ab (Publ) Financial Services	Q3 2021 Filed on Nov 12, 2021	1,024	N/A
New Hope Cultural Ed Facilities Fin Corp Tx Sr Living Rev, Rev Bds, Cardinal	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Hudson Cnty Nj Impt Auth Lease Rev, Ref Bds, Bayonne Dpw Garage Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
SNRG Sus Global Energy Corp. Industrials	Q3 2021 Filed on Nov 12, 2021	6,000	$0.22 - $0.34 $1.32K - $2.04K
New Haven Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Cleveland Oh St Univ Genl Rcpt, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Hudson Cnty N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Sunshine St Governmental Fing Commn Fl Cap Impt Rev, Bds, Coral Gables Pgm	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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