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
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds, 21 St Cntury
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Loudoun Cnty Va, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Northstar Healthcare Income In Reit
Q3 2021 Filed on Nov 12, 2021
4,850
N/A
First Trust Balanced Income Port Series 53 Term 06/29/2021 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
2,598
N/A
Loudoun Cnty Va, Go Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds, 21 St Cntury
Q3 2021 Filed on Nov 12, 2021
110,000
N/A
Northside Tx Indpt Sch Dist, Unlimited Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
First Trust Mega Cap Portfolio Series 54 Term 09/10/2021 Reinv Fee Semi Annual
Q3 2021 Filed on Nov 12, 2021
542
N/A
CMSD
Cms Energy Corp Jr Sub Nt 5.87

Industrials
Q3 2021 Filed on Nov 12, 2021
95
$26.89 - $27.86 $2.55K - $2.65K
Loudoun Cnty Va Economic Dev Auth Pub Fac Lease Rev, Rev Bds, Loundon Cnty
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Northside Tx Indpt Sch Dist, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
First Trust Corp Invest Grade Laddered Port Ser Term 12/15/2027 Cash Wrap
Q3 2021 Filed on Nov 12, 2021
21
N/A
Cit Group, Incorporated. 5.625 Ncum Pfd B
Q3 2021 Filed on Nov 12, 2021
17,000
N/A
Loudoun Cnty Va Economic Dev Auth Pub Fac Lease Rev, Rev Bds, Loudoun Cnty
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Northside Tx Indpt Sch Dist, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Fyi Pptys Wa Lease Rev, Ref Bds, St Of Washington Dis Proj, Green Bonds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Ref Bds, Pub
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Loudoun Cnty Va Economic Dev Auth Pub Fac Lease Rev, Rev Bds, Loudoun Cnty
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
BZLFY
Bunzl PLC Ads (Rp 5 Ord Shs)

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
2,841
$32.94 - $37.66 $93.6K - $107K
Northeast Tx Cmnty College Dist Tex, LTD Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Fyi Pptys Wa Lease Rev, Ref Bds, St Of Washington Dis Proj, Green Bonds
Q3 2021 Filed on Nov 12, 2021
3,000
N/A
Virginia Beach Va Dev Auth Pub Fac Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Loudoun Cnty Va, Go Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
BCPRC
Brunswick Corp Sr Nt 6.375% No
Q3 2021 Filed on Nov 12, 2021
3,134
N/A
Northeast Harris Cnty Tx Mun Util Dist No 1, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Virginia Beach Va Dev Auth Pub Fac Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Northeast Harris Cnty Tx Mun Util Dist No 1, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Loudoun Cnty Va, Tax Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Fsu Finl Assistance Inc Fl Edl & Athletic Facilities Impt Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
BXBLY
Brambles LTD (Australia)

Industrials
Q3 2021 Filed on Nov 12, 2021
337
$15.32 - $18.83 $5.16K - $6.35K
Virginia Beach Va Wtr & Swr Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Northeast Harris Cnty Tx Mun Util Dist No 1, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Los Angeles Ca Uni Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
FRMO
Frmo Corporation Common Stock

Financial Services
Q3 2021 Filed on Nov 12, 2021
5,035
$9.69 - $11.0 $48.8K - $55.4K
Bofa Fin LLC Leveraged Index Return Linked Note
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Virginia Beach Va Wtr & Swr Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Northeast Al Wtr Swr & Fire Protn Dist Wtr Rev, Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Los Angeles Ca Uni Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
FNBPRE
F N B Corp Dep Shs Repstg Fltg
Q3 2021 Filed on Nov 12, 2021
1,146
N/A
BHKLY
Boc Hong Kong (Hldgs) LTD Spon
Q3 2021 Filed on Nov 12, 2021
20
$58.07 - $67.97 $1.16K - $1.36K
Virginia Beach Va, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Northampton Twp Pa, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Los Angeles Ca Dept Wtr & Pwr Wtrwks Rev, Wtr Sys Rev Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
EXROF
Exro Technologies Inc.
Q3 2021 Filed on Nov 12, 2021
10,000
$2.15 - $3.25 $21.5K - $32.5K
Biorestorative Therapies Incorporated
Q3 2021 Filed on Nov 12, 2021
600
N/A
Virginia Beach Va, Go Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Northampton Cnty Pa Genl Purp Auth College Rev, Rev Ref Bds, Lafayette
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
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