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
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
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
Massachusetts St Health & Edl Facilities Auth, Rev Bds, Boston College
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Bp Capital Markets PLC
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Portland Ore, LTD Tax Impt Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Bok Financial Corporation Sub Nts
Q3 2021 Filed on Nov 12, 2021
5,175
N/A
BNPQY
Bnp Paribas Spons Adr

Financial Services
Q3 2021 Filed on Nov 12, 2021
382
$27.99 - $32.47 $10.7K - $12.4K
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
BAESY
Bae Systems PLC
Q3 2021 Filed on Nov 12, 2021
293
$29.26 - $32.77 $8.57K - $9.6K
Portland Ore, Pension Oblg Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Massachusetts St Health & Edl Facilities Auth, Rev Bds, Boston College
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Azusa Ca Uni Sch Dist, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Massachusetts St Health & Edl Facilities Auth Rev, Rev Bds, Beth Israel Lahey
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Western Maricopa Ed Ctr Dist No 402 Maricopa Cnty Ariz, Sch Impt Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
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