Steward Partners Investment Advisory, LLC Reduced Holdings in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MLKN
Millerknoll, Inc.

Consumer Cyclical
-93
- 62.84%
$22.03 - $25.89 $2.05K - $2.41K
55 $1K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
-12
- 3.31%
$25.25 - $29.84 $303 - $358
350 $8K
MYGN
Myriad Genetics Inc

Healthcare
-35
- 37.63%
$13.17 - $27.03 $461 - $946
58 $0
PGNY
Progyny, Inc.

Healthcare
-127
- 50.8%
$13.67 - $17.25 $1.74K - $2.19K
123 $2K
PUK
Prudential PLC

Financial Services
-47
- 8.38%
$15.52 - $18.99 $729 - $893
514 $8K
SMAR
Smartsheet Inc

Technology
-37
- 72.55%
$55.35 - $56.51 $2.05K - $2.09K
14 $0
SON
Sonoco Products CO

Consumer Cyclical
-17
- 7.76%
$48.6 - $54.89 $826 - $933
202 $9K
RUN
Sunrun Inc.

Technology
-48
- 32.43%
$9.13 - $17.5 $438 - $840
100 $0
VIV
Telefonica Brasil S.A.

Communication Services
-116
- 26.73%
$7.5 - $10.25 $870 - $1.19K
318 $2K
ZBRA
Zebra Technologies Corp

Technology
-21
- 5.34%
$360.09 - $411.94 $7.56K - $8.65K
372 $143K
GTES
Gates Industrial Corp PLC

Industrials
-83
- 47.16%
$17.3 - $22.93 $1.44K - $1.9K
93 $1K
GFS
Globalfoundries Inc.

Technology
-89
- 11.0%
$36.01 - $46.79 $3.2K - $4.16K
720 $30K
NOMD
Nomad Foods LTD

Consumer Defensive
-61
- 36.53%
$16.25 - $18.57 $991 - $1.13K
106 $1K
ITRN
Ituran Location & Control Ltd.

Technology
-83
- 83.0%
$26.03 - $31.38 $2.16K - $2.6K
17 $0
AIN
Albany International Corp

Consumer Cyclical
-7
- 9.21%
$67.92 - $87.46 $475 - $612
69 $5K
AFG
American Financial Group Inc

Financial Services
-11
- 11.0%
$126.81 - $149.08 $1.39K - $1.64K
89 $12K
AROC
Archrock, Inc.

Energy
-73
- 38.22%
$19.92 - $26.66 $1.45K - $1.95K
118 $2K
AGX
Argan Inc

Industrials
-9
- 39.13%
$100.91 - $160.81 $908 - $1.45K
14 $1K
AN
Autonation, Inc.

Consumer Cyclical
-5
- 25.0%
$155.47 - $182.16 $777 - $911
15 $2K
BYND
Beyond Meat, Inc.

Consumer Defensive
-99
- 58.58%
$3.41 - $6.71 $338 - $664
70 $0
BKH
Black Hills Corp

Utilities
-10
- 14.71%
$57.6 - $64.66 $576 - $647
58 $3K
CALX
Calix, Inc

Technology
-25
- 54.35%
$29.03 - $39.89 $726 - $997
21 $0
OFC
Corporate Office Properties Trust

Real Estate
-24
- 17.27%
N/A
115 $2K
CRTO
Criteo S.A.

Communication Services
-33
- 45.21%
$33.44 - $43.41 $1.1K - $1.43K
40 $1K
DRIO
Dario Health Corp.

Healthcare
-200
- 8.33%
$0.65 - $1.13 $130 - $226
2.2K $1K
DIOD
Diodes Inc

Technology
-11
- 45.83%
$53.01 - $66.3 $583 - $729
13 $0
DHC
Diversified Healthcare Trust

Real Estate
-35
- 12.28%
$2.17 - $4.13 $76 - $145
250 $0
DBL
Double Line Opportunistic Credit Fund

Financial Services
-66
- 2.91%
$15.17 - $15.89 $1K - $1.05K
2.21K $34K
NVST
Envista Holdings Corp

Healthcare
-64
- 10.03%
$17.7 - $22.33 $1.13K - $1.43K
574 $11K
FBP
First Bancorp

Financial Services
-66
- 47.14%
$18.31 - $22.2 $1.21K - $1.47K
74 $1K
FDM
First Trust Dow Jones Select M

ETFs
-19
- 6.76%
$62.59 - $73.1 $1.19K - $1.39K
262 $17K
FLR
Fluor Corp

Industrials
-34
- 9.77%
$46.92 - $58.93 $1.6K - $2K
314 $15K
GRWG
Grow Generation Corp.

Consumer Cyclical
-100
- 14.81%
$1.54 - $2.24 $154 - $224
575 $0
HRTX
Heron Therapeutics, Inc.

Healthcare
-110
- 9.91%
$1.06 - $2.12 $117 - $233
1K $1K
HRL
Hormel Foods Corp

Consumer Defensive
-15
- 1.74%
$29.21 - $33.55 $438 - $503
845 $26K
IRT
Independence Realty Trust, Inc.

Real Estate
-36
- 29.75%
$18.78 - $22.01 $676 - $792
85 $1K
IART
Integra Lifesciences Holdings Corp

Healthcare
-61
- 71.76%
$16.95 - $26.7 $1.03K - $1.63K
24 $0
GTO
Invesco Actively Managed ETF T

ETFs
-5
- 2.65%
$46.33 - $48.41 $232 - $242
184 $8K
MD
Mednax, Inc.

Healthcare
-71
- 53.79%
$11.83 - $16.08 $840 - $1.14K
61 $0
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-1
- 0.14%
$14.98 - $16.73 $15 - $16.7
700 $10K
OVV
Ovintiv Inc.

Energy
-37
- 80.43%
$37.74 - $46.71 $1.4K - $1.73K
9 $0
PKI
Perkinelmer Inc

Healthcare
-10
- 0.97%
N/A
1.02K $123K
RNG
Ring Central, Inc.

Technology
-78
- 16.99%
$29.83 - $41.82 $2.33K - $3.26K
381 $13K
SONO
Sonos Inc

Technology
-300
- 22.64%
$11.62 - $15.07 $3.49K - $4.52K
1.03K $15K
TRC
Tejon Ranch CO

Industrials
-12
- 1.66%
$14.82 - $17.5 $178 - $210
709 $11K
TCBI
Texas Capital Bancshares Inc

Financial Services
-15
- 21.43%
$69.88 - $89.68 $1.05K - $1.35K
55 $4K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-86
- 26.46%
$12.95 - $17.41 $1.11K - $1.5K
239 $3K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-15
- 27.27%
$68.01 - $70.67 $1.02K - $1.06K
40 $2K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-10
- 8.7%
$202.91 - $229.76 $2.03K - $2.3K
105 $22K
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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