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
Massachusetts St Port Auth Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Whitehouse Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Potash Corporation Of Saskatchewan Inc.	Q3 2021 Filed on Nov 12, 2021	41,000	N/A
Baltimore Cnty Md, Go Metropolitan Dist And Cons Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
White Settlement Tx Indpt Sch Dist, Ultd Tax Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Massachusetts St Hsg Fin Agy Multi Family Hsg, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	95,000	N/A
White Oak Tx Indpt Sch Dist, Ultd Tax Sch Bld Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Massachusetts St Hsg Fin Agy Multi Family Hsg, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Baltimore Cnty Md Ctf Partn, Ctf Partn, Equipment Acquisiton Pgm	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Hsg Fin Agy Hsg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	90,000	N/A
Ballwin Mo Tax Increment Rev, Ref & Impt Bds, Ballwin Town Ctr	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
White Bear Lake Mn Indpt Sch Dist No 624, Go Facilities Maintenance Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
WTBDY Whitbread PLC Sponsored Adr (G Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	502	$9.68 - $11.9 $4.86K - $5.97K
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Hsg Fin Agy Hsg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Bnp Paribas 3 Y C Jpm Wfc Phoenix Autocallable Yield Note	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	160,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	2,000	N/A
RILYL B. Riley Financial, Inc. Financial Services	Q3 2021 Filed on Nov 12, 2021	47,180	$27.38 - $28.59 $1.29M - $1.35M
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	2,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Westpac Banking Corporation	Q3 2021 Filed on Nov 12, 2021	6,000	N/A
Portsmouth Va, Go Ref Bds And Nts	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Massachusetts St Hsg Fin Agy, Hsg Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	8,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Westpac Banking Corporation	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Portsmouth N H, Go Capital Impt Ln Bds	Q3 2021 Filed on Nov 12, 2021	205,000	N/A
Portsmouth N H, Go Cap Impt Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Portsmouth N H, Go Cap Impt Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Portland Or Wtr Sys Rev, Second Lien Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Hsg Fin Agy, Hsg Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Health & Edl Facilities Auth Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Portland Or Riv Dist Urban Renewal & Redev, Urban Renewal And Redev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Portland Or Rev, LTD Tax Rev Bds, Portland Building Project	Q3 2021 Filed on Nov 12, 2021	40,000	N/A

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