Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Charleston Sc Wtrwks & Swr Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Napa Vly Ca Uni Sch Dist, Election Of 2016 Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
South Dakota St Health & Edl Facilities Auth Rev, Rev Bds, Vocational Ed Pgm	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Harris Cnty Tx Mun Util Dist No 58, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Charleston Sc Stormwater Sys Rev, Stormwater Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Slack Technologies Incorporated Com Class A	Q3 2021 Filed on Nov 12, 2021	368	N/A
NNOMF Nano One Matls Corp	Q3 2021 Filed on Nov 12, 2021	10,500	$2.48 - $3.69 $26K - $38.7K
Harris Cnty Tx Mun Util Dist No 58, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Charleston Edl Excellence Fing Corp Sc Rev, Installment Purch Rev Ref Bds,	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
South Dakota St Bldg Auth Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Multnomah Cnty Or Sch Dist No 1 J Portland, Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Harris Cnty Tx Mun Util Dist No 58, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Charleston Edl Excellence Fing Corp Sc Rev, Installment Purh Rev Ref Bds,	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
South Dakota St Bldg Auth Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
MCHOY Multichoice Group LTD Adr (Zaf Communication Services	Q3 2021 Filed on Nov 12, 2021	20	$6.76 - $8.8 $135 - $176
South Dakota Conservancy Dist Rev, Taxable Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Mountain Regl Wtr Spl Svc Dist Ut Wtr Rev, Wtr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Mun Util Dist No 71, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Charleston Cnty Sc Spl Source Rev, Spec Source Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
South Dakota Conservancy Dist Rev, Taxable Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Mount Olive Twp Nj Brd Ed, Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Harris Cnty Tx Mun Util Dist No 185, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Charleston Cnty S C, Go Tran Sales Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
South Dakota Conservancy Dist Rev, Taxable Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Morris Cnty Nj Impt Auth Rev, Governmental Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Mun Util Dist No 165, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Charleston Cnty S C, Go Transportation Sales Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
South Country Cent Sch Dist Ny Brookhaven, Ref Serial Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Morgan Stanley Finance LLC 3 Y U.S. Equity Contingent	Q3 2021 Filed on Nov 12, 2021	488,000	N/A
Harris Montgomery Cntys Mun Util Dist No 386, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Charles Cnty Md, Cons Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
South Cent Ct Regl Wtr Auth Wtr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Morgan Stanley Finance LLC 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Harris Montgomery Cntys Mun Util Dist No 386, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Charles Cnty Md, Go Consolidated Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
South Carolina Transn Infrastructure Bk Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Morgan Stanley Finance LLC 3 Y Global Equity Contingent Coupon	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Charles Cnty Md, Go Consldtd Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
South Carolina St Pub Svcs Auth Rev, Rev Oblig Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Morgan Stanley Finance LLC 5 Y U.S. Equity Contingent Coupon Callable	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Chandler Ariz, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	400,000	N/A
South Carolina St Ports Auth Ports Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Morgan Stanley Finance LLC 5 Y U.S. Equity Contingent Coupon Callable	Q3 2021 Filed on Nov 12, 2021	1,000,000	N/A
Chandler Ariz, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	218,000	N/A
Chambers Cnty Tx Impt Dist No 2, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
South Carolina St, Go St Institution Bds, University Of South Carolina	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Morgan Stanley Finance LLC 5 Y U.S. Equity Contingent Coupon Callable	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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