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
WST
West Pharmaceutical Services Inc

Healthcare
-22
- 5.15%
$277.16 - $333.3 $6.1K - $7.33K
405 $121K
INMD
In Mode Ltd.

Healthcare
-600
- 8.76%
$15.43 - $19.06 $9.26K - $11.4K
6.25K $105K
CC
Chemours CO

Basic Materials
-693
- 29.6%
$16.79 - $24.99 $11.6K - $17.3K
1.65K $33K
OLED
Universal Display Corp Pa

Technology
-84
- 16.77%
$157.72 - $236.42 $13.2K - $19.9K
417 $87K
MP
Mp Materials Corp.

Basic Materials
-1.87K
- 59.29%
$10.49 - $18.39 $19.6K - $34.3K
1.28K $22K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-490
- 61.56%
$34.5 - $36.48 $16.9K - $17.9K
306 $11K
TU
Telus Corp

Communication Services
-1.19K
- 69.79%
$14.91 - $17.03 $17.8K - $20.3K
516 $8K
GLV
Clough Global Dividend & Income Fund

Financial Services
-3.21K
- 44.85%
$5.5 - $5.94 $17.6K - $19K
3.94K $23K
BCE
Bce Inc

Communication Services
-864
- 15.96%
$31.33 - $36.08 $27.1K - $31.2K
4.55K $158K
IHF
Ishares Tr

ETFs
-1.22K
- 10.88%
$51.37 - $58.67 $62.6K - $71.5K
9.98K $569K
CRSP
Crispr Therapeutics Ag

Healthcare
-191
- 16.77%
$44.62 - $62.75 $8.52K - $12K
948 $44K
LEA
Lear Corp

Consumer Cyclical
-8
- 0.27%
$103.43 - $123.95 $827 - $992
2.94K $320K
FNDC
Schwab Fundamental Intl Small

ETFs
-489
- 81.23%
$33.85 - $38.5 $16.6K - $18.8K
113 $4K
ISCV
Ishares Morningstar Small Cap

ETFs
-302
- 57.63%
$57.26 - $64.12 $17.3K - $19.4K
222 $14K
TRUP
Trupanion, Inc.

Financial Services
-5K
- 32.25%
$27.67 - $48.57 $138K - $243K
10.5K $440K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-300
- 38.96%
$55.81 - $61.01 $16.7K - $18.3K
470 $28K
LUV
Southwest Airlines CO

Industrials
-1.07K
- 6.28%
$23.7 - $29.93 $25.3K - $32K
15.9K $471K
DFAI
Dimensional ETF Tr

ETFs
-750
- 18.57%
$28.69 - $32.06 $21.5K - $24K
3.29K $104K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-4.07K
- 8.78%
$12.23 - $13.11 $49.8K - $53.4K
42.3K $554K
WOR
Worthington Industries Inc

Industrials
-197
- 15.56%
$40.07 - $50.8 $7.89K - $10K
1.07K $44K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-1.57K
- 22.17%
$20.08 - $23.22 $31.5K - $36.4K
5.5K $127K
BILL
Bill.Com Holdings, Inc.

Technology
-282
- 9.61%
$43.97 - $56.02 $12.4K - $15.8K
2.65K $139K
LYFT
Lyft, Inc.

Technology
-158
- 1.57%
$9.08 - $13.97 $1.43K - $2.21K
9.88K $126K
BKE
Buckle Inc

Consumer Cyclical
-400
- 80.0%
$35.9 - $44.62 $14.4K - $17.8K
100 $4K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-3.43K
- 31.58%
$4.31 - $4.52 $14.8K - $15.5K
7.43K $33K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-367
- 18.37%
$54.33 - $59.01 $19.9K - $21.7K
1.63K $95K
MMS
Maximus, Inc.

Industrials
-197
- 35.95%
$84.08 - $93.17 $16.6K - $18.4K
351 $32K
FEM
First Trust Emerging Markets A

ETFs
-621
- 1.41%
$22.14 - $24.52 $13.7K - $15.2K
43.4K $1.04M
HQL
Tekla Life Sciences Investors

Financial Services
-1.06K
- 51.04%
$14.26 - $15.78 $15.1K - $16.7K
1.01K $15K
FIVE
Five Below, Inc

Consumer Cyclical
-115
- 52.51%
$64.97 - $108.47 $7.47K - $12.5K
104 $9K
TOWN
Towne Bank (Va)

Financial Services
-2.15K
- 21.78%
$26.78 - $34.85 $57.5K - $74.8K
7.71K $254K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-345
- 57.69%
$38.81 - $41.41 $13.4K - $14.3K
253 $10K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-3.36K
- 5.67%
$56.29 - $62.74 $189K - $211K
55.8K $3.5M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-634
- 5.49%
$29.79 - $33.25 $18.9K - $21.1K
10.9K $359K
DMAR
First Tr Ex Tr Viii Cboe Vest
-357
- 37.74%
$35.04 - $37.34 $12.5K - $13.3K
589 $21K
NVEI
Nuvei Corp

Technology
-377
- 76.16%
$32.39 - $33.4 $12.2K - $12.6K
118 $3K
JACK
Jack In The Box Inc

Consumer Cyclical
-250
- 79.62%
$41.98 - $60.07 $10.5K - $15K
64 $2K
ROKU
Roku, Inc

Communication Services
-425
- 34.08%
$51.67 - $77.48 $22K - $32.9K
822 $61K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-326
- 80.1%
$40.45 - $47.24 $13.2K - $15.4K
81 $3K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-649
- 69.56%
$16.18 - $25.66 $10.5K - $16.7K
284 $7K
QTRX
Quanterix Corp

Healthcare
-1K
- 56.34%
$10.92 - $16.36 $10.9K - $16.4K
775 $10K
SU
Suncor Energy Inc

Energy
-150
- 2.6%
$36.06 - $41.7 $5.41K - $6.26K
5.61K $207K
CSGP
Costar Group, Inc.

Real Estate
-175
- 12.79%
$71.59 - $79.61 $12.5K - $13.9K
1.19K $89K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-70
- 37.84%
$186.75 - $211.16 $13.1K - $14.8K
115 $23K
HEI
Heico Corp

Industrials
-84
- 34.29%
$220.59 - $267.96 $18.5K - $22.5K
161 $42K
ALC
Alcon Inc

Healthcare
-414
- 15.32%
$88.07 - $100.79 $36.5K - $41.7K
2.29K $228K
TQQQ
Proshares Ultrapro Qqq

ETFs
-155
- 33.84%
$53.19 - $84.93 $8.24K - $13.2K
303 $21K
FSLR
First Solar, Inc.

Technology
-194
- 12.94%
$205.36 - $255.78 $39.8K - $49.6K
1.31K $325K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-746
- 2.15%
$98.99 - $101.51 $73.8K - $75.7K
34K $3.44M
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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