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
ACN
Accenture PLC

Technology
-7.24K
- 14.66%
$295.44 - $355.81 $2.14M - $2.58M
42.2K $14.9M
SAIA
Saia Inc

Industrials
-119
- 13.51%
$367.6 - $509.42 $43.7K - $60.6K
762 $333K
IGV
Ishares Expanded Tech Software

ETFs
-1.38K
- 8.89%
$77.94 - $89.37 $107K - $123K
14.1K $1.26M
FLEX
Flex Ltd.

Technology
-3.05K
- 63.87%
$28.1 - $34.0 $85.7K - $104K
1.73K $57K
NWL
Newell Brands Inc.

Consumer Defensive
-15.9K
- 50.34%
$5.73 - $8.91 $91.3K - $142K
15.7K $120K
ARCH
Arch Resources, Inc.

Energy
-514
- 77.41%
$120.29 - $168.65 $61.8K - $86.7K
150 $20K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-7.56K
- 71.1%
$10.8 - $11.66 $81.6K - $88.1K
3.07K $35K
TEX
Terex Corp

Industrials
-1.4K
- 52.6%
$49.81 - $66.76 $69.9K - $93.7K
1.27K $66K
AEIS
Advanced Energy Industries Inc

Industrials
-673
- 35.48%
$92.85 - $119.61 $62.5K - $80.5K
1.22K $128K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-49.9K
- 76.98%
$1.19 - $1.72 $59.4K - $85.8K
14.9K $21K
OHI
Omega Healthcare Investors Inc

Real Estate
-2.88K
- 44.74%
$33.55 - $41.29 $96.5K - $119K
3.55K $144K
KRP
Kimbell Royalty Partners, LP

Energy
-3.56K
- 5.51%
$15.11 - $17.05 $53.8K - $60.7K
61K $980K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-987
- 79.15%
$73.65 - $83.67 $72.7K - $82.6K
260 $21K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.88K
- 16.35%
$39.47 - $49.4 $114K - $142K
14.7K $700K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-15.7K
- 3.94%
$21.49 - $22.22 $338K - $349K
383K $8.49M
NOV
Nov Inc.

Energy
-3.76K
- 87.65%
$15.85 - $20.82 $59.6K - $78.3K
530 $8K
TRGP
Targa Resources Corp.

Energy
-1.44K
- 19.56%
$127.86 - $156.46 $185K - $226K
5.93K $878K
PCG
Pg&E Corp

Utilities
-5.63K
- 31.3%
$17.08 - $20.6 $96.1K - $116K
12.4K $244K
ENPH
Enphase Energy, Inc.

Technology
-1.84K
- 17.65%
$95.77 - $123.65 $176K - $227K
8.57K $968K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-2.66K
- 7.74%
$21.12 - $23.6 $56.2K - $62.8K
31.7K $730K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-841
- 31.02%
$101.06 - $115.49 $85K - $97.1K
1.87K $211K
OVV
Ovintiv Inc.

Energy
-1.43K
- 96.87%
$37.0 - $48.89 $52.7K - $69.7K
46 $1K
ICLR
Icon PLC

Healthcare
-126
- 11.14%
$280.48 - $346.2 $35.3K - $43.6K
1.01K $288K
CIEN
Ciena Corp

Technology
-1.96K
- 47.53%
$45.77 - $62.46 $89.8K - $123K
2.17K $133K
VGSH
Vanguard

ETFs
-1.27K
- 12.32%
$57.74 - $59.13 $73.4K - $75.2K
9.05K $534K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-5.12K
- 53.76%
$17.57 - $25.19 $89.9K - $129K
4.4K $106K
CZA
Invesco Exchange Traded Fd Tr

ETFs
-808
- 35.56%
$96.53 - $108.29 $78K - $87.5K
1.46K $158K
GBX
Greenbrier Companies Inc

Industrials
-1.27K
- 97.69%
$43.5 - $51.36 $55.1K - $65.1K
30 $1K
ENV
Envestnet, Inc.

Technology
-1.01K
- 72.82%
$61.13 - $63.25 $61.7K - $63.9K
377 $23K
RNEM
First Tr Vi Emerging Mkts Equi

ETFs
-1.26K
- 42.53%
$51.01 - $55.58 $64.2K - $69.9K
1.7K $93K
DEA
Easterly Government Properties, Inc.

Real Estate
-4.98K
- 82.03%
$12.21 - $14.1 $60.8K - $70.2K
1.09K $14K
AYI
Acuity Brands Inc

Industrials
-250
- 92.59%
$222.88 - $275.47 $55.7K - $68.9K
20 $5K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-700
- 68.09%
$79.58 - $91.64 $55.7K - $64.1K
328 $29K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-3.59K
- 5.38%
$26.36 - $28.69 $94.6K - $103K
63.1K $1.81M
CNC
Centene Corp

Healthcare
-988
- 53.67%
$64.89 - $80.23 $64.1K - $79.3K
853 $64K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.05K
- 10.67%
$38.51 - $41.69 $117K - $127K
25.5K $1.06M
FCPI
Fidelity Covington Tr Stocks F

ETFs
-1.49K
- 58.28%
$39.21 - $43.31 $58.5K - $64.6K
1.07K $46K
CGNX
Cognex Corp

Technology
-214
- 2.78%
$36.85 - $52.91 $7.89K - $11.3K
7.49K $302K
MGA
Magna International Inc

Consumer Cyclical
-1.34K
- 34.87%
$38.03 - $45.82 $50.8K - $61.2K
2.5K $102K
UGI
Ugi Corp

Utilities
-2.49K
- 64.81%
$22.23 - $25.05 $55.4K - $62.5K
1.35K $33K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.18K
- 3.37%
$38.33 - $42.48 $83.5K - $92.6K
62.6K $2.63M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.74K
- 4.41%
$76.94 - $79.54 $134K - $139K
37.8K $3M
NEU
Newmarket Corp

Basic Materials
-104
- 79.39%
$507.12 - $579.02 $52.7K - $60.2K
27 $14K
PARR
Par Pacific Holdings, Inc.

Energy
-2K
- 86.96%
$17.29 - $26.55 $34.6K - $53.1K
300 $5K
ALGN
Align Technology Inc

Healthcare
-291
- 17.5%
$204.03 - $257.2 $59.4K - $74.8K
1.37K $349K
FSS
Federal Signal Corp

Industrials
-760
- 39.54%
$82.35 - $99.97 $62.6K - $76K
1.16K $108K
CNP
Centerpoint Energy Inc

Utilities
-629
- 3.17%
$25.63 - $30.55 $16.1K - $19.2K
19.2K $565K
RGNX
Regenxbio Inc.

Healthcare
-1.5K
- 5.38%
$10.49 - $14.39 $15.7K - $21.6K
26.4K $276K
FINX
Global X Fds Fintech ETF (De)

ETFs
-2K
- 87.15%
$24.05 - $28.25 $48.1K - $56.5K
295 $8K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email