Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Prudential Sht Duration Hg Yld
Q4 2017 Filed on Jan 19, 2018
500
N/A
Quality Systems Incorporated
Q4 2017 Filed on Jan 19, 2018
130
N/A
Statoil Asa Sponsored Adr
Q4 2017 Filed on Jan 19, 2018
115
N/A
SGRY
Surgery Partners, Inc.

Healthcare
Q4 2017 Filed on Jan 19, 2018
250
$7.65 - $12.7 $1.91K - $3.18K
Bottomline Tech Del Inc Sr Coco 17
Q4 2017 Filed on Jan 19, 2018
3,000
N/A
Brocade Communications Systems Incorporated Com New
Q4 2017 Filed on Jan 19, 2018
273
N/A
Coach Incorporated
Q4 2017 Filed on Jan 19, 2018
9,973
N/A
CNFR
Conifer Holdings, Inc.

Financial Services
Q4 2017 Filed on Jan 19, 2018
600
N/A
Consol Energy Incorporated
Q4 2017 Filed on Jan 19, 2018
372
N/A
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q4 2017 Filed on Jan 19, 2018
300
$6.6 - $7.78 $1.98K - $2.33K
Fidelity National Financial In Fnfv Group Com
Q4 2017 Filed on Jan 19, 2018
207
N/A
Intel Corp Jr Sb Conv Db 35
Q4 2017 Filed on Jan 19, 2018
5,000
N/A
Jefferies Group Inc New Sr Db Cv3.875 29
Q4 2017 Filed on Jan 19, 2018
1,000
N/A
Quintiles Ims Holdings Incorporated
Q4 2017 Filed on Jan 19, 2018
334
N/A
Spdr Barclays Capital 1 3 Month T Bill
Q4 2017 Filed on Jan 19, 2018
1,351
N/A
Salesforce Com Inc Sr Coco 18
Q4 2017 Filed on Jan 19, 2018
1,000
N/A
Starwood Ppty Tr Inc Sr Coco 17
Q4 2017 Filed on Jan 19, 2018
2,000
N/A
T Mobile Us, Incorporated. Conv Pfd Ser A
Q4 2017 Filed on Jan 19, 2018
36
N/A
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q4 2017 Filed on Jan 19, 2018
100
N/A
Xperi Corporation
Q4 2017 Filed on Jan 19, 2018
1,000
N/A
Alcentra Cap Corporation
Q4 2017 Filed on Jan 19, 2018
360
N/A
Arcadia Biosciences Incorporated
Q4 2017 Filed on Jan 19, 2018
500
N/A
Celadon Group Incorporated
Q4 2017 Filed on Jan 19, 2018
100
N/A
Jpmorgan Chase & Company Warrant Exp 102818
Q4 2017 Filed on Jan 19, 2018
270
N/A
Moduslink Global Solutions Incorporated Com New
Q4 2017 Filed on Jan 19, 2018
100
N/A
Nuveen Select Tax Free Incm Pt Sh Ben Int
Q4 2017 Filed on Jan 19, 2018
333
N/A
Nuveen Select Tax Free Incm 3 Sh Ben Int
Q4 2017 Filed on Jan 19, 2018
338
N/A
Powershares ETF Trust Ii Kbw High Dividend Yield
Q4 2017 Filed on Jan 19, 2018
2,223
N/A
SCM
Stellus Capital Investment Corp

Financial Services
Q4 2017 Filed on Jan 19, 2018
100
$12.19 - $14.29 $1.22K - $1.43K
AMWD
American Woodmark Corp

Consumer Cyclical
Q4 2017 Filed on Jan 19, 2018
118
$89.0 - $130.25 $10.5K - $15.4K
AXGN
Axogen, Inc.

Healthcare
Q4 2017 Filed on Jan 19, 2018
100
$18.5 - $28.6 $1.85K - $2.86K
BAK
Braskem Sa

Basic Materials
Q4 2017 Filed on Jan 19, 2018
50
$26.01 - $32.56 $1.3K - $1.63K
MRAM
Everspin Technologies Inc

Technology
Q4 2017 Filed on Jan 19, 2018
400
$6.69 - $15.92 $2.68K - $6.37K
NTCT
Netscout Systems Inc

Technology
Q4 2017 Filed on Jan 19, 2018
46
$28.05 - $33.35 $1.29K - $1.53K
Reaves Util Income Fd Subscrtion Right
Q4 2017 Filed on Jan 19, 2018
16,680
N/A
ZLAB
Zai Lab LTD

Healthcare
Q4 2017 Filed on Jan 19, 2018
425
$21.23 - $34.09 $9.02K - $14.5K
Vantiv Incorporated Class A
Q2 2017 Filed on Nov 22, 2017
73
N/A
Alps ETF Trust U S Equity High Volatility
Q2 2017 Filed on Nov 22, 2017
3,047
N/A
Air Methods Corporation Com Par .06
Q2 2017 Filed on Nov 22, 2017
11
N/A
American Cap Limited
Q1 2017 Filed on Nov 22, 2017
252
N/A
Baker Hughes Incorporated
Q3 2017 Filed on Nov 22, 2017
1,843
N/A
BCV
Bancroft Fund LTD

Financial Services
Q2 2017 Filed on Nov 22, 2017
361
N/A
Biglari Hldgs Incorporated
Q3 2017 Filed on Nov 22, 2017
11
N/A
Cst Brands Incorporated
Q2 2017 Filed on Nov 22, 2017
14
N/A
TYO
Direxion Daily 7 10 Yr Tsy Bea

ETFs
Q2 2017 Filed on Nov 22, 2017
45
N/A
Direxion Shs ETF Trust Daily 20 Yr Treasury Bear
Q2 2017 Filed on Nov 22, 2017
73
N/A
Dow Chemical Company
Q3 2017 Filed on Nov 22, 2017
21,615
N/A
Du Pont E I De Nemours & Company
Q3 2017 Filed on Nov 22, 2017
17,752
N/A
Exar Corporation
Q2 2017 Filed on Nov 22, 2017
73
N/A
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