Steward Partners Investment Advisory, LLC Sells in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CG
Carlyle Group Inc.

Financial Services
-1K
- 2.21%
$37.24 - $49.74 $37.4K - $49.9K
44.5K $1.92M
DVA
Davita Inc.

Healthcare
-100
- 2.33%
$133.98 - $165.19 $13.4K - $16.5K
4.19K $686K
EIX
Edison International

Utilities
-71
- 1.08%
$71.19 - $87.72 $5.05K - $6.23K
6.48K $564K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-189
- 1.52%
$52.04 - $64.22 $9.84K - $12.1K
12.2K $747K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-256
- 0.9%
$40.6 - $45.07 $10.4K - $11.5K
28.3K $1.28M
ATO
Atmos Energy Corp

Utilities
-164
- 2.98%
$114.08 - $138.75 $18.7K - $22.8K
5.35K $742K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-404
- 1.75%
$63.82 - $70.54 $25.8K - $28.5K
22.7K $1.6M
BOX
Box Inc

Technology
-837
- 4.02%
$24.92 - $33.45 $20.9K - $28K
20K $654K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-376
- 2.22%
$17.83 - $25.84 $6.7K - $9.72K
16.5K $417K
AVB
Avalonbay Communities Inc

Real Estate
-25
- 0.41%
$200.95 - $234.65 $5.02K - $5.87K
6.11K $1.38M
EEM
Ishares Msci Emerging Markets

ETFs
-1.24K
- 2.35%
$40.42 - $46.7 $50K - $57.8K
51.3K $2.35M
SYY
Sysco Corp

Consumer Defensive
-150
- 0.78%
$69.16 - $78.98 $10.4K - $11.8K
19.2K $1.5M
LAMR
Lamar Advertising CO

Real Estate
-38
- 0.43%
$110.9 - $135.58 $4.21K - $5.15K
8.89K $1.19M
VICI
Vici Properties Inc.

Real Estate
-264
- 0.94%
$27.64 - $34.08 $7.3K - $9K
27.9K $927K
ARKW
Ark Next Generation Internet E

ETFs
-28
- 0.16%
$68.06 - $85.67 $1.91K - $2.4K
17.7K $1.51M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.78K
- 2.1%
$27.15 - $30.78 $48.2K - $54.6K
82.6K $2.52M
WMB
Williams Companies, Inc.

Energy
-3.84K
- 4.03%
$41.24 - $46.22 $158K - $177K
91.4K $4.17M
JKHY
Henry Jack & Associates Inc

Technology
-66
- 0.5%
$160.87 - $177.06 $10.6K - $11.7K
13K $2.3M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.9K
- 1.83%
$48.46 - $54.37 $91.8K - $103K
102K $5.47M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-126
- 0.61%
$175.46 - $203.3 $22.1K - $25.6K
20.5K $4.16M
OMC
Omnicom Group Inc.

Communication Services
-524
- 3.52%
$87.69 - $103.9 $45.9K - $54.4K
14.4K $1.48M
SPG
Simon Property Group Inc

Real Estate
-517
- 3.76%
$146.09 - $170.11 $75.5K - $87.9K
13.2K $2.24M
EXP
Eagle Materials Inc

Basic Materials
-32
- 1.37%
$212.39 - $292.18 $6.8K - $9.35K
2.3K $661K
OTIS
Otis Worldwide Corp

Industrials
-22
- 0.11%
$91.43 - $104.43 $2.01K - $2.3K
20.8K $2.16M
IXUS
Ishares Tr

ETFs
-175
- 0.52%
$64.9 - $73.35 $11.4K - $12.8K
33.6K $2.44M
DRI
Darden Restaurants Inc

Consumer Cyclical
-16.5K
- 7.38%
$138.06 - $172.74 $2.28M - $2.85M
207K $34M
HOLX
Hologic Inc

Healthcare
-140
- 0.58%
$73.48 - $83.64 $10.3K - $11.7K
24.1K $1.96M
MBB
Ishares Tr

ETFs
-407
- 0.75%
$90.85 - $96.66 $37K - $39.3K
53.5K $5.13M
TPL
Texas Pacific Land Corp

Energy
-128
- 6.55%
$724.86 - $952.13 $92.8K - $122K
1.83K $1.61M
ETR
Entergy Corp

Utilities
-359
- 3.84%
$104.75 - $131.61 $37.6K - $47.2K
8.98K $1.18M
RTX
Raytheon Technologies Corp

Industrials
-33.2K
- 16.36%
$99.55 - $123.34 $3.3M - $4.09M
170K $20.5M
VTHR
Vanguard Russell 3000 ETF

ETFs
-41
- 0.29%
$228.55 - $253.74 $9.37K - $10.4K
14.2K $3.6M
SMG
Scotts Miracle Gro CO

Basic Materials
-168
- 1.69%
$61.06 - $86.7 $10.3K - $14.6K
9.77K $847K
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.26K
- 2.76%
$99.14 - $109.18 $224K - $246K
79.5K $8.67M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-145
- 0.47%
$103.09 - $113.83 $14.9K - $16.5K
30.9K $3.45M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-153
- 0.2%
$32.04 - $37.11 $4.9K - $5.68K
76.5K $2.79M
FIW
First Trust Water ETF

ETFs
-1.32K
- 3.31%
$98.0 - $109.33 $130K - $145K
38.7K $4.23M
EHC
Encompass Health Corp

Healthcare
-4.71K
- 7.43%
$83.97 - $97.17 $395K - $457K
58.6K $5.66M
MET
Metlife Inc

Financial Services
-1.81K
- 5.48%
$67.96 - $82.48 $123K - $149K
31.2K $2.58M
ECL
Ecolab Inc.

Basic Materials
-198
- 1.1%
$228.86 - $255.76 $45.3K - $50.6K
17.7K $4.53M
IYH
Ishares Tr

ETFs
-597
- 0.73%
$60.29 - $66.38 $36K - $39.6K
80.9K $5.26M
CMI
Cummins Inc

Industrials
-78
- 1.23%
$266.63 - $326.4 $20.8K - $25.5K
6.28K $2.03M
FCPT
Four Corners Property Trust, Inc.

Real Estate
-46
- 0.08%
$24.44 - $30.62 $1.12K - $1.41K
59.1K $1.73M
ENB
Enbridge Inc

Energy
-1.97K
- 2.76%
$35.27 - $41.18 $69.6K - $81.2K
69.4K $2.82M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.99K
- 2.89%
$46.45 - $53.68 $92.2K - $107K
66.6K $3.52M
TRV
Travelers Companies, Inc.

Financial Services
-1.29K
- 6.6%
$201.87 - $242.35 $260K - $312K
18.2K $4.27M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-290
- 0.93%
$95.1 - $106.76 $27.6K - $31K
30.8K $3.29M
NEM
Newmont Corp

Basic Materials
-3.09K
- 7.41%
$41.65 - $55.85 $129K - $173K
38.6K $2.06M
MPWR
Monolithic Power Systems Inc

Technology
-132
- 2.98%
$757.04 - $947.16 $99.9K - $125K
4.3K $3.98M
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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