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
Virginia St Pub Sch Auth, Sch Fin Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Maine Mun Bd Bk, Mun Bd Bk Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
First Trust Market Strength Alloc Oppty Port Ser 14 Term 10/18/2021 Reinv
Q3 2021 Filed on Nov 12, 2021
4,531
N/A
HEMP
Hemp Inc
Q3 2021 Filed on Nov 12, 2021
200
N/A
Orange Cnty Fl Health Facilities Auth Rev, Rev Bds, Presbyterian
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Virginia St Pub Sch Auth, Sch Fin Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Maine Mun Bd Bk Transn Infrastructure Rev, Ref Bds, Transcap Program
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Orange Cnty Fl Health Facilities Auth Rev, Rev Bds, Presbyterian
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Worldwide Economic Recovery Port Ser 7 Term 06/27/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
491
N/A
HIGPRG
Hartford Finl Svcs Group Inc
Q3 2021 Filed on Nov 12, 2021
35,480
N/A
Virginia St Pub Sch Auth, School Financing Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Onslow Cnty Nc LTD Oblig, Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Magnolia Ar Sales & Use Tax, Ref Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Onslow Cnty Nc LTD Oblig, Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust Worldwide Economic Recovery Port Ser 7 Term 06/27/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
540
N/A
The Hartford Financial Service Group, Inc. Deb Fix/Flt 42
Q3 2021 Filed on Nov 12, 2021
2,585
N/A
Magna Ut Wtr Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Onondaga Cnty Ny Tr Cultural Res Rev, Rev Bds, Syracuse Univ
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Virginia St Pub Sch Auth, Sch Fin Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
First Trust Select Dsip Portfolio 3 Rd Qtr 2020 Term 10/18/2021 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
12,315
N/A
TGODF
Green Organic Dutchm (Canada)
Q3 2021 Filed on Nov 12, 2021
7,000
$0.14 - $0.29 $980 - $2.03K
Madrid Waddington Ny Cent Sch Dist, Gosch Dist Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Onondaga Cnty Ny Tr Cultural Res Rev, Rev Bds, Syracuse Univ
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
ECNS
Ishares Msci China Small Cap E

ETFs
Q3 2021 Filed on Nov 12, 2021
8,261
$48.4 - $57.61 $400K - $476K
Madison Wis, Taxable Go Prom Nts
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust Select Dsip Portfolio 3 Rd Qtr 2020 Term 10/18/2021 Cash Fee
Q3 2021 Filed on Nov 12, 2021
13,640
N/A
Geltech Solutions Incorporated
Q3 2021 Filed on Nov 12, 2021
22,517
N/A
Virginia St Pub Sch Auth, Sch Fin Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Oneida Cnty N Y, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Madison Wis, Go Prom Nts
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
OGZPY
Public Joint Stock Company Gazprom

Energy
Q3 2021 Filed on Nov 12, 2021
12,118
N/A
Virginia St Pub Sch Auth, Sch Fing Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Omaha Pub Pwr Dist Ne Elec Rev, Sys Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Madison Wis, Go Prom Nts
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Select Dsip Portfolio 3 Rd Qtr 2020 Term 10/18/2021 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
7,454
N/A
Goldman Sachs Bdc, Inc. (Restricted)
Q3 2021 Filed on Nov 12, 2021
1,972
N/A
Virginia St Pub Sch Auth, Sch Fin Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Omaha Pub Pwr Dist Ne Elec Rev, Elec Sys Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Madison Cnty Va Indl Dev Auth Edl Facilities Rev, Rev Ref Bds,
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
First Trust Select Dsip Portfolio 3 Rd Qtr 2020 Term 10/18/2021 Cash Monthly
Q3 2021 Filed on Nov 12, 2021
6,046
N/A
Gabelli Equity Tr Incorporated Right
Q3 2021 Filed on Nov 12, 2021
18,990
N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Omaha Pub Pwr Dist Ne Elec Rev, Elec Sys Rev Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
MYTE
Myt Netherlands Parent B.V.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
100
$26.27 - $31.81 $2.63K - $3.18K
First Trust 75/25 Strategic Allocation Port. 3 Q '20 Term 10/18/2021 Reinv
Q3 2021 Filed on Nov 12, 2021
2,753
N/A
Gmac Capital Trust I Gtd Tr Pfd 2
Q3 2021 Filed on Nov 12, 2021
428
N/A
Virginia St Res Auth Clean Wtr Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Omaha Ne Santn Sew Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
NILSY
Public Joint Stock Company Mining And Metallurgical Company Norilsk Nickel

Basic Materials
Q3 2021 Filed on Nov 12, 2021
120
N/A
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