Steward Partners Investment Advisory, LLC Purchases in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHI
Ishares Msci China ETF

ETFs
1.31K
+ 18.67%
$46.1 - $59.67 $60.4K - $78.2K
8.33K $390K
NUSC
Nuveen Esg Small Cap ETF

ETFs
829
+ 48.85%
$41.74 - $46.2 $34.6K - $38.3K
2.53K $105K
POOL
Pool Corp

Industrials
180
+ 22.73%
$339.32 - $390.03 $61.1K - $70.2K
972 $331K
PRU
Prudential Financial Inc

Financial Services
1.13K
+ 2.88%
$114.59 - $129.52 $130K - $147K
40.5K $4.8M
GNR
Spdr S&P Global Natural Resour

ETFs
888
+ 64.68%
$48.67 - $58.43 $43.2K - $51.9K
2.26K $112K
KIE
Spdr S&P Insurance ETF

ETFs
588
+ 22.43%
$55.65 - $62.03 $32.7K - $36.5K
3.21K $181K
TER
Teradyne, Inc

Technology
342
+ 29.74%
$102.58 - $133.62 $35.1K - $45.7K
1.49K $187K
OLED
Universal Display Corp Pa

Technology
410
+ 98.32%
$146.2 - $213.81 $59.9K - $87.7K
827 $120K
XPO
Xpo Logistics, Inc.

Industrials
118
+ 16.37%
$105.35 - $158.2 $12.4K - $18.7K
839 $110K
FTI
Technip Fmc PLC

Energy
1.05K
+ 106.4%
$25.16 - $31.95 $26.3K - $33.5K
2.03K $58K
HYMU
Blackrock ETF Tr Ii High Yield
1.43K
+ 169.5%
$22.59 - $23.2 $32.4K - $33.3K
2.28K $51K
EWD
Ishares Inc Msci Sweden ETF

ETFs
998
+ 125.85%
$37.33 - $42.76 $37.3K - $42.7K
1.79K $66K
RRC
Range Resources Corp

Energy
50
+ 0.87%
$29.77 - $36.41 $1.49K - $1.82K
5.82K $209K
SG
Sweetgreen, Inc.

Consumer Cyclical
1K
+ 3571.43%
$31.7 - $43.97 $31.7K - $44K
1.03K $32K
YUM
Yum Brands Inc

Consumer Cyclical
1.13K
+ 5.21%
$130.36 - $139.54 $147K - $157K
22.7K $3.05M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
276
+ 4.67%
$43.37 - $51.46 $12K - $14.2K
6.18K $297K
TAXF
American Centy ETF Tr Diversif

ETFs
629
New
$49.94 - $51.44 $31.4K - $32.4K
629 $31K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.29K
+ 6.62%
$13.61 - $14.58 $17.5K - $18.8K
20.7K $298K
WAVE
Eco Wave Power Global Ab (Publ)
2.72K
New
$4.38 - $15.64 $11.9K - $42.5K
2.72K $31K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
82
+ 0.24%
$45.35 - $47.21 $3.72K - $3.87K
34.4K $1.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
515
+ 32.66%
$63.01 - $68.55 $32.5K - $35.3K
2.09K $132K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
2.72K
+ 24.64%
$17.44 - $19.38 $47.3K - $52.6K
13.7K $243K
PNM
Pnm Resources Inc

Utilities
748
+ 110.81%
N/A
1.42K $59K
MINO
Pimco ETF Tr Municipal Income

ETFs
697
New
$44.94 - $46.07 $31.3K - $32.1K
697 $31K
NOVA
Sunnova Energy International Inc.

Technology
20.4K
+ 327.03%
$3.14 - $9.1 $64.1K - $186K
26.6K $91K
HTRB
Hartford Fds Total Return Bd E

ETFs
940
+ 103.3%
$33.33 - $35.01 $31.3K - $32.9K
1.85K $61K
NEXT
Next Decade Corp.

Energy
3.49K
+ 350.6%
$4.64 - $7.71 $16.2K - $26.9K
4.48K $34K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
4.14K
+ 51.97%
$8.36 - $9.06 $34.6K - $37.5K
12.1K $101K
AGYS
Agilysys Inc

Technology
45
+ 4.44%
$98.38 - $141.74 $4.43K - $6.38K
1.06K $139K
ARRY
Array Technologies, Inc.

Technology
6.1K
+ 46.56%
$5.16 - $7.63 $31.5K - $46.5K
19.2K $115K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
375
+ 1388.89%
$77.43 - $89.47 $29K - $33.6K
402 $31K
CRMD
Cor Medix Inc.

Healthcare
3.22K
+ 2.2%
$8.1 - $13.59 $26.1K - $43.8K
150K $1.21M
FPI
Farmland Partners Inc.

Real Estate
2.43K
+ 470.54%
$10.17 - $12.76 $24.7K - $31K
2.94K $34K
DIV
Global X Superdividend Us ETF

ETFs
1.7K
+ 7.23%
N/A
25.2K $432K
ISCB
International Speedway Corp

ETFs
493
+ 10.74%
$57.44 - $64.3 $28.3K - $31.7K
5.08K $298K
JD
Jd.Com, Inc.

Consumer Cyclical
1.03K
+ 91.64%
$33.35 - $47.1 $34.4K - $48.6K
2.16K $74K
RYN
Rayonier Inc

Real Estate
1.22K
+ 264.57%
$25.89 - $32.34 $31.5K - $39.4K
1.68K $43K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.29K
+ 3.71%
$28.6 - $29.27 $94.1K - $96.3K
92K $2.64M
WTS
Watts Water Technologies Inc

Industrials
165
+ 11.91%
$190.59 - $221.46 $31.4K - $36.5K
1.55K $315K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
156
+ 3.49%
$108.0 - $116.52 $16.8K - $18.2K
4.62K $517K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
21
+ 1.87%
$107.98 - $143.92 $2.27K - $3.02K
1.14K $153K
ORI
Old Republic International Corp

Financial Services
583
+ 7.18%
$34.4 - $38.98 $20.1K - $22.7K
8.71K $315K
RUM
Rumble Inc.

Technology
980
+ 50.18%
$5.18 - $16.27 $5.08K - $15.9K
2.93K $38K
CYBR
Cyber Ark Software Ltd.

Technology
70
+ 54.69%
$274.1 - $333.15 $19.2K - $23.3K
198 $65K
PUI
Invesco Exchange Traded Fd Tr

ETFs
700
New
$38.34 - $42.71 $26.8K - $29.9K
700 $27K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
463
+ 15.11%
$60.51 - $65.57 $28K - $30.4K
3.53K $214K
ODFL
Old Dominion Freight Line, Inc.

Industrials
921
+ 15.02%
$176.4 - $231.84 $162K - $214K
7.05K $1.24M
ARLP
Alliance Resource Partners LP

Energy
1K
New
$24.84 - $28.58 $24.9K - $28.6K
1K $26K
BURL
Burlington Stores, Inc.

Consumer Cyclical
75
+ 34.88%
$242.7 - $295.49 $18.2K - $22.2K
290 $82K
Activity Summary
Buys All Purchases 2060 New Holdings 444 Increased Positions 1616 Sells All Sells 1050 Reductions 1050 Sold out 0 Options Calls 0 Puts 0
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