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
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
Q2 2021 Filed on Aug 13, 2021
250
$17.85 - $21.29 $4.46K - $5.32K
SGDM
Sprott ETF Tr Gold Miners ETF
Q2 2021 Filed on Aug 13, 2021
39
N/A
Stable Rd Acquisition Corp
Q2 2021 Filed on Aug 13, 2021
100
N/A
Star Peak Energy Transition
Q2 2021 Filed on Aug 13, 2021
1,950
N/A
Severn Bancorp Inc Annapolis
Q2 2021 Filed on Aug 13, 2021
100
N/A
SCYX
Scynexis Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,900
$6.5 - $9.97 $18.9K - $28.9K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
1,350
$38.77 - $57.97 $52.3K - $78.3K
Eaton Vance Fltg Rate Incom
Q2 2021 Filed on Aug 13, 2021
2,800
N/A
SAL
Salisbury Bancorp, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,694
$20.67 - $26.0 $35K - $44K
Soc Telemed Inc
Q2 2021 Filed on Aug 13, 2021
2,000
N/A
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q2 2021 Filed on Aug 13, 2021
118
$125.83 - $136.7 $14.8K - $16.1K
FAIL
Cambria Global Tail Risk ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
25
$22.23 - $24.49 $556 - $612
GVAL
Cambria Global Value ETF
Q2 2021 Filed on Aug 13, 2021
67
N/A
FYLD
Cambria Foreign Shareholder Yi

ETFs
Q2 2021 Filed on Aug 13, 2021
14
$27.35 - $29.32 $383 - $410
RVMD
Revolution Medicines, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
125
$29.0 - $47.44 $3.63K - $5.93K
QTWO
Q2 Holdings, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
994
$90.78 - $108.1 $90.2K - $107K
USMC
Principal ETF U S Mega Cap

ETFs
Q2 2021 Filed on Aug 13, 2021
160
$37.06 - $39.72 $5.93K - $6.36K
DTIL
Precision Biosciences Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
700
$8.07 - $12.52 $5.65K - $8.76K
POWL
Powell Industries Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
1,500
$30.53 - $37.05 $45.8K - $55.6K
PPTA
Perpetua Resources Corp.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
500
$6.46 - $9.33 $3.23K - $4.67K
PAVM
Pa Vmed Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
19,000
$3.95 - $6.88 $75.1K - $131K
PD
Pager Duty, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
209
$33.7 - $45.61 $7.04K - $9.53K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
Q2 2021 Filed on Aug 13, 2021
2,500
$35.8 - $38.2 $89.5K - $95.5K
PCTI
Pc Tel Inc

Technology
Q2 2021 Filed on Aug 13, 2021
635
$6.46 - $7.08 $4.1K - $4.5K
Osprey Technlgy Aquistion CO
Q2 2021 Filed on Aug 13, 2021
264
N/A
TURN
180 Degree Capital Corp.

Financial Services
Q2 2021 Filed on Aug 13, 2021
333
$7.12 - $8.17 $2.37K - $2.72K
OCUP
Ocuphire Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
15
$4.24 - $6.57 $63.6 - $98.6
YEXT
Yext, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
200
$12.18 - $15.14 $2.44K - $3.03K
NKG
Nuveen Georgia Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
637
$13.13 - $13.99 $8.36K - $8.91K
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
Q2 2021 Filed on Aug 13, 2021
375
$13.89 - $14.42 $5.21K - $5.41K
NRIM
Northrim Bancorp Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
222
$41.64 - $45.71 $9.24K - $10.1K
NSTB
Northern Star Investment Corp. Ii

Financial Services
Q2 2021 Filed on Aug 13, 2021
100
$9.86 - $10.15 $986 - $1.02K
NDACU
Night Dragon Acquisition Corp.

Financial Services
Q2 2021 Filed on Aug 13, 2021
900
$9.71 - $10.27 $8.74K - $9.24K
Nanoviricides Inc
Q2 2021 Filed on Aug 13, 2021
750
N/A
MBRX
Moleculin Biotech, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,000
$3.21 - $4.06 $3.21K - $4.06K
Mohawk Group Hldgs Inc
Q2 2021 Filed on Aug 13, 2021
900
N/A
Minerva Neurosciences Inc
Q2 2021 Filed on Aug 13, 2021
50
N/A
MVIS
Microvision, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
500
$10.39 - $26.44 $5.2K - $13.2K
Meridian Bancorp Inc Md
Q2 2021 Filed on Aug 13, 2021
1,100
N/A
MREO
Mereo Biopharma Group PLC

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,000
$2.94 - $4.08 $5.88K - $8.16K
MUX
Mc Ewen Mining Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
4,276
$10.8 - $16.5 $46.2K - $70.6K
Marinus Pharmaceuticals Inc
Q2 2021 Filed on Aug 13, 2021
100
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q2 2021 Filed on Aug 13, 2021
44,430
$8.48 - $8.96 $377K - $398K
LDL
Lydall, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
1,000
N/A
LUMO
Lumos Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
344
$9.75 - $13.44 $3.35K - $4.62K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
810
$6.98 - $13.4 $5.65K - $10.9K
Loral Space & Com Inc
Q2 2021 Filed on Aug 13, 2021
2,248
N/A
LOGC
Logic Bio Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
300
$4.03 - $7.57 $1.21K - $2.27K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
269
$54.75 - $71.6 $14.7K - $19.3K
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