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
FRT
Federal Realty Investment Trust

Real Estate
2.82K
+ 19.14%
$100.42 - $117.38 $284K - $331K
17.6K $2.02M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
33.4K
+ 27.1%
$12.25 - $13.1 $410K - $438K
157K $2.05M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
17.2K
+ 47.93%
$25.13 - $27.92 $433K - $481K
53.2K $1.47M
AWK
American Water Works Company, Inc.

Utilities
1.39K
+ 7.81%
$127.76 - $149.9 $178K - $209K
19.2K $2.81M
CSQ
Calamos Strategic Total Return Fund

Financial Services
26.2K
+ 27.27%
$15.71 - $17.51 $412K - $459K
122K $2.12M
SPYG
Spdr Portfolio

ETFs
4.55K
+ 10.44%
$73.38 - $84.1 $334K - $383K
48.2K $4M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
18.4K
+ 10.99%
$17.02 - $18.39 $314K - $339K
186K $3.4M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
11K
+ 30.93%
$30.61 - $34.92 $336K - $383K
46.5K $1.6M
VNO
Vornado Realty Trust

Real Estate
9.67K
+ 114.66%
$25.5 - $39.4 $247K - $381K
18.1K $713K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.13K
+ 1605.84%
$111.59 - $129.08 $461K - $533K
4.38K $520K
FAST
Fastenal CO

Industrials
4.9K
+ 30.56%
$62.09 - $71.83 $304K - $352K
20.9K $1.49M
EEMV
Ishares Msci Emerging Markets

ETFs
2.82K
+ 4.99%
$56.77 - $63.31 $160K - $179K
59.3K $3.72M
ITM
Vaneck Intermediate Muni ETF

ETFs
10.4K
New
$45.67 - $47.0 $473K - $487K
10.4K $486K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.17K
+ 0.39%
$51.02 - $52.74 $59.6K - $61.7K
299K $15.8M
BP
Bp PLC

Energy
24.7K
+ 39.85%
$30.78 - $37.05 $761K - $916K
86.8K $2.72M
RCII
Rent A Center Inc De

Industrials
18.2K
+ 18.58%
N/A
116K $3.09M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.82K
+ 8.9%
$46.18 - $48.92 $315K - $334K
83.4K $4.05M
STWD
Starwood Property Trust, Inc.

Real Estate
9.19K
+ 4.54%
$18.75 - $21.11 $172K - $194K
212K $4.31M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.95K
+ 9.82%
$41.34 - $43.55 $329K - $346K
88.9K $3.84M
AZO
Autozone Inc

Consumer Cyclical
7
+ 0.29%
$2815.0 - $3212.87 $19.7K - $22.5K
2.45K $7.71M
ARW
Arrow Electronics Inc

Technology
3.44K
+ 246.81%
$117.29 - $135.1 $403K - $464K
4.83K $641K
WELL
Welltower Inc.

Real Estate
1.54K
+ 13.34%
$104.0 - $129.74 $160K - $200K
13.1K $1.68M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
21.7K
New
$20.69 - $22.19 $449K - $481K
21.7K $471K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.23K
+ 3.57%
$60.1 - $66.57 $134K - $149K
64.6K $4.29M
PSLV
Sprott Physical Silver Trust

Financial Services
27.8K
+ 8.23%
$9.17 - $10.84 $255K - $301K
366K $3.82M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
7.54K
+ 54.41%
$41.22 - $51.19 $311K - $386K
21.4K $1.05M
FDVV
Fidelity High Dividend ETF

ETFs
6.56K
+ 21.73%
$46.26 - $50.65 $304K - $332K
36.8K $1.86M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.88K
+ 13.86%
$106.11 - $113.72 $305K - $327K
23.6K $2.67M
DFIV
Dimensional ETF Tr

ETFs
5.84K
+ 5.64%
$34.66 - $38.38 $202K - $224K
109K $4.16M
KNSL
Kinsale Capital Group, Inc.

Financial Services
322
+ 8.78%
$370.41 - $491.09 $119K - $158K
3.99K $1.86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.22K
+ 7.88%
$48.51 - $52.86 $205K - $223K
57.8K $3.06M
RNR
Renaissancere Holdings LTD

Financial Services
652
+ 11.88%
$211.47 - $272.21 $138K - $177K
6.14K $1.67M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.21K
+ 17.65%
$77.22 - $89.49 $248K - $287K
21.4K $1.9M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.19K
+ 0.48%
$20.25 - $22.07 $24K - $26.2K
246K $5.43M
SCCO
Southern Copper Corp

Basic Materials
3.11K
+ 30.65%
$94.1 - $120.43 $293K - $375K
13.3K $1.53M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
10.1K
+ 77.43%
$31.95 - $38.02 $322K - $383K
23.1K $864K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.41K
+ 6.23%
$28.1 - $29.89 $264K - $281K
160K $4.8M
EQIX
Equinix Inc

Real Estate
92
+ 3.49%
$749.0 - $890.01 $68.9K - $81.9K
2.73K $2.42M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.59K
+ 23.25%
$64.83 - $72.82 $297K - $334K
24.3K $1.75M
RJF
Raymond James Financial Inc

Financial Services
3.49K
+ 51.24%
$106.39 - $125.13 $371K - $437K
10.3K $1.26M
MSTR
Microstrategy Inc

Technology
4.69K
+ 1521.43%
$114.3 - $1800.09 $536K - $8.44M
4.99K $841K
HBAN
Huntington Bancshares Inc

Financial Services
24.2K
+ 60.84%
$12.84 - $15.15 $310K - $366K
63.9K $938K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17.2K
+ 1477.8%
$23.57 - $24.19 $405K - $415K
18.3K $442K
VAW
Vanguard Materials ETF

ETFs
1.53K
+ 31.47%
$189.89 - $213.71 $290K - $327K
6.38K $1.35M
BNDX
Vanguard Total International B

ETFs
3.29K
+ 2.15%
$48.42 - $50.35 $159K - $166K
156K $7.85M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
5.37K
+ 3.58%
$14.87 - $17.61 $79.9K - $94.6K
155K $2.73M
VOE
Vanguard Mid Cap Value Index F

ETFs
490
+ 2.62%
$149.02 - $167.67 $73K - $82.2K
19.2K $3.22M
VT
Vanguard Total World Stk Index

ETFs
1.72K
+ 6.09%
$107.72 - $119.96 $185K - $206K
29.9K $3.57M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
33.4K
+ 38.64%
$10.24 - $10.96 $342K - $366K
120K $1.3M
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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