Steward Partners Investment Advisory, LLC Purchases in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CDX
Simplify Exch.Trad Fds Simplif

ETFs
6.18K
+ 10.94%
$23.04 - $23.97 $142K - $148K
62.7K $1.49M
FE
Firstenergy Corp

Utilities
1.43K
+ 7.03%
$38.25 - $44.54 $54.9K - $63.9K
21.8K $968K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
1.99K
+ 17.54%
$71.49 - $79.13 $142K - $158K
13.4K $1.04M
TKR
Timken CO

Industrials
2.19K
+ 1441.45%
$78.36 - $87.89 $172K - $193K
2.34K $197K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.75K
+ 33.37%
$37.37 - $41.82 $140K - $157K
15K $622K
MANH
Manhattan Associates Inc

Technology
543
+ 63.81%
$218.59 - $286.0 $119K - $155K
1.39K $392K
VEEV
Veeva Systems Inc

Healthcare
15
+ 0.22%
$180.43 - $223.9 $2.71K - $3.36K
6.7K $1.41M
ACWI
Ishares Msci Acwi ETF

ETFs
333
+ 1.68%
$107.24 - $119.84 $35.7K - $39.9K
20.1K $2.4M
CACI
Caci International Inc

Technology
436
+ 15.89%
$427.76 - $427.76 $187K - $187K
3.18K $1.36M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
2.85K
+ 2.11%
$20.71 - $21.69 $59.1K - $61.9K
138K $2.99M
PKG
Packaging Corp Of America

Consumer Cyclical
636
+ 50.64%
$176.32 - $215.7 $112K - $137K
1.89K $407K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.79K
+ 79.1%
$26.82 - $30.58 $182K - $208K
15.4K $432K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.59K
New
$80.44 - $110.41 $128K - $176K
1.59K $175K
CRVL
Corvel Corp

Financial Services
176
+ 10.94%
$250.37 - $326.89 $44.1K - $57.5K
1.79K $583K
PAYC
Paycom Software, Inc.

Technology
644
+ 22.57%
$140.16 - $173.86 $90.3K - $112K
3.5K $582K
KRE
Spdr S&P Regional Banking ETF

ETFs
345
+ 1.67%
$47.94 - $59.23 $16.5K - $20.4K
21K $1.19M
UTHR
United Therapeutics Corp

Healthcare
481
+ 1233.33%
$311.04 - $363.55 $150K - $175K
520 $186K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.68K
+ 188.56%
$24.38 - $25.2 $163K - $168K
10.2K $257K
TFLO
Ishares Treasury Floating Rate

ETFs
3.39K
+ 24.33%
$50.42 - $50.66 $171K - $172K
17.3K $875K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
867
+ 6.24%
$90.87 - $102.43 $78.8K - $88.8K
14.8K $1.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.07K
+ 3.83%
$60.84 - $67.51 $64.9K - $72K
28.9K $1.95M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.73K
+ 77.28%
$43.67 - $51.82 $119K - $141K
6.25K $323K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
13.7K
+ 147.88%
$10.63 - $11.81 $146K - $162K
23K $268K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
159
+ 4.56%
$1024.09 - $1201.76 $163K - $191K
3.65K $3.83M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
40
+ 0.18%
$27.14 - $35.2 $1.09K - $1.41K
21.9K $768K
EXR
Extra Space Storage Inc.

Real Estate
5
+ 0.07%
$151.92 - $183.06 $760 - $915
6.72K $1.21M
IYG
Ishares Tr

ETFs
1.64K
+ 18.94%
$64.2 - $71.76 $106K - $118K
10.3K $733K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.83K
+ 48.91%
$72.22 - $81.88 $132K - $150K
5.58K $439K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
312
+ 1.71%
$113.45 - $126.18 $35.4K - $39.4K
18.5K $2.34M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
2.07K
+ 3.26%
$12.67 - $14.91 $26.3K - $30.9K
65.6K $978K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
720
+ 53.29%
$201.42 - $273.98 $145K - $197K
2.07K $497K
FYC
First Trust Small Cap Growth A

ETFs
223
+ 1.31%
$65.44 - $74.98 $14.6K - $16.7K
17.2K $1.28M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.16K
+ 4.72%
$51.0 - $57.07 $59.1K - $66.1K
25.7K $1.43M
EPAM
Epam Systems, Inc.

Technology
852
+ 612.95%
$185.58 - $185.58 $158K - $158K
991 $183K
AOA
Ishares Tr Core Aggressive All

ETFs
1.63K
+ 23.6%
$72.11 - $79.05 $117K - $129K
8.53K $672K
NJR
New Jersey Resources Corp

Utilities
570
+ 1.96%
$42.03 - $48.02 $24K - $27.4K
29.7K $1.4M
AEE
Ameren Corp

Utilities
121
+ 1.38%
$70.45 - $87.46 $8.52K - $10.6K
8.89K $777K
EWBC
East West Bancorp Inc

Financial Services
1.72K
+ 142.87%
$70.41 - $88.25 $121K - $152K
2.93K $242K
EBC
Eastern Bankshares, Inc.

Financial Services
335
+ 0.54%
$13.69 - $17.09 $4.59K - $5.73K
62.6K $1.02M
PDI
Pimco Dynamic Income Fund

Financial Services
5.56K
+ 19.07%
$18.7 - $20.25 $104K - $113K
34.7K $702K
MCO
Moodys Corp

Financial Services
37
+ 1.47%
$421.49 - $494.67 $15.6K - $18.3K
2.56K $1.21M
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.91K
+ 2.18%
$30.55 - $30.85 $150K - $151K
230K $7.09M
HNI
Hni Corp

Industrials
2.79K
New
$44.15 - $54.95 $123K - $153K
2.79K $150K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.28K
+ 3.19%
$40.48 - $45.39 $92.3K - $104K
73.7K $3.24M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.3K
+ 51.72%
$14.16 - $14.47 $146K - $149K
30.1K $433K
FEMS
First Trust Emerging Markets S

ETFs
640
+ 0.26%
$37.85 - $42.19 $24.2K - $27K
249K $10.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
640
+ 2.59%
$90.01 - $95.32 $57.6K - $61K
25.3K $2.39M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
22.3K
New
$6.3 - $6.99 $141K - $156K
22.3K $147K
LUMN
Lumen Technologies, Inc.

Communication Services
1.18K
+ 5.1%
$1.03 - $7.28 $1.22K - $8.59K
24.3K $172K
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 Sold out 0 Options Calls 0 Puts 0
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