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
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Holicity Incorporated Com Class A	Q3 2021 Filed on Nov 12, 2021	60	N/A
Chambers Cnty Tx Impt Dist No 2, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	215,000	N/A
South Carolina St, Go St Institution Bds, Clemson Univ	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Morgan Stanley Finance LLC 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	150,000	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
Chambers Cnty Tx Impt Dist No 2, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
South Broward Hosp Dist Fl Rev, Ref Rev Bds, South Broward Hosp Dist D/B/A	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Morgan Stanley Finance LLC 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Chambers Cnty Tx Impt Dist No 2, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
South Broward Hosp Dist Fl Rev, Ref Rev Bds, South Broward Hosp Dist D/B/A	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Morgan Stanley Finance Llc. 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Chambers Cnty Tx Impt Dist No 2, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	105,000	N/A
South Broward Hosp Dist Fl Rev, Hosp Rev And Ref Rev Bds, South Broward	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Morgan Stanley Finance Llc. 5 Y S&P 500 Index Partially Protected Note	Q3 2021 Filed on Nov 12, 2021	32,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Cerritos Ca Pub Fing Auth Rev, Tax Allocation Rev Bds, Cerritos Redev Proj	Q3 2021 Filed on Nov 12, 2021	600,000	N/A
SONVY Sonova Holding Ag Unsponsored Healthcare	Q3 2021 Filed on Nov 12, 2021	29	$72.19 - $83.5 $2.09K - $2.42K
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Morgan Stanley Fin LLC	Q3 2021 Filed on Nov 12, 2021	1,000	N/A
Central Wa Univ Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Sonterra Mun Util Dist Tex, Ultd Tax And Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Morgan Stanley	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Harris Cnty Tx Mun Util Dist No 481, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Central Puget Sound Wa Regl Tran Auth Sales & Use Tax Rev, Ref Bds, Green	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Sonoma Marin Area Rail Tran Dist Ca Measure Q Sales Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Morgan Stanley	Q3 2021 Filed on Nov 12, 2021	2,500	N/A
GRTS Gritstone Bio, Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	500	$6.41 - $13.54 $3.21K - $6.77K
Harris Cnty Tx Mun Util Dist No 481, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
SKHHY Sonic Healthcare Limited Healthcare	Q3 2021 Filed on Nov 12, 2021	170	N/A
Morgan Stanley	Q3 2021 Filed on Nov 12, 2021	1,600	N/A
Central Puget Sound Wa Regl Tran Auth Sales & Use Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 136, Wtrwrks And Swr Sys Combi Ultd	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
MSPRK Morgan Stanley	Q3 2021 Filed on Nov 12, 2021	9,633	N/A
Central Puget Sound Wa Regl Tran Auth Sales & Use Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
MSPRE Morgan Stanley Dep Shs Rep 1/1	Q3 2021 Filed on Nov 12, 2021	7,272	N/A
Harris Cnty Tx Mun Util Dist No 531, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Gores Holdings Vi Incorporated Com Class A	Q3 2021 Filed on Nov 12, 2021	800	N/A
Central Puget Sound Wa Regl Tran Auth Sales Tax & Motor Vehicle Excise Tax	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
MSPRI Morgan Stanley Depo Shs Rep 1/	Q3 2021 Filed on Nov 12, 2021	2,692	N/A
Harris Cnty Tx Mun Util Dist No 531, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Morgan Stanley	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Mun Util Dist No 531, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	245,000	N/A
Central Puget Sound Wa Regl Tran Auth Sales Tax & Motor Vehicle Excise Tax	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Morgan Stanley	Q3 2021 Filed on Nov 12, 2021	4,000	N/A
SOBKY Softbank Corp Adr (Japan) Communication Services	Q3 2021 Filed on Nov 12, 2021	800	$12.97 - $14.66 $10.4K - $11.7K
Harris Cnty Tx Mun Util Dist No 531, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Central Fl Expy Auth Sr Lienrev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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