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
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	8,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Westpac Banking Corporation	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Portsmouth N H, Go Capital Impt Ln Bds	Q3 2021 Filed on Nov 12, 2021	205,000	N/A
Portsmouth N H, Go Cap Impt Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Portsmouth N H, Go Cap Impt Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Portsmouth Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Portland Or Wtr Sys Rev, Second Lien Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Hsg Fin Agy, Hsg Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Health & Edl Facilities Auth Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Portland Or Riv Dist Urban Renewal & Redev, Urban Renewal And Redev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Portland Or Rev, LTD Tax Rev Bds, Portland Building Project	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Massachusetts St Health & Edl Facilities Auth, Rev Bds, Boston College	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Portland Ore, LTD Tax Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Bok Financial Corporation Sub Nts	Q3 2021 Filed on Nov 12, 2021	5,175	N/A
BNPQY Bnp Paribas Spons Adr Financial Services	Q3 2021 Filed on Nov 12, 2021	382	$27.99 - $32.47 $10.7K - $12.4K
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
BAESY Bae Systems PLC	Q3 2021 Filed on Nov 12, 2021	293	$29.26 - $32.77 $8.57K - $9.6K
Portland Ore, Pension Oblg Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Health & Edl Facilities Auth, Rev Bds, Boston College	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Azusa Ca Uni Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Health & Edl Facilities Auth Rev, Rev Bds, Beth Israel Lahey	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Western Maricopa Ed Ctr Dist No 402 Maricopa Cnty Ariz, Sch Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Portland Me Arpt Rev, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Aztec Nm Mun Sch Dist No 002, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Port Tacoma Wash, LTD Tax Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
AXSPRE Axis Cap Hldgs LTD Ds Rptg 1/1	Q3 2021 Filed on Nov 12, 2021	4,337	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 D, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Port Seattle Wash, LTD Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	230,000	N/A
Western Maricopa Ed Ctr Dist No 402 Maricopa Cnty Ariz, Sch Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 170, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
AVRO Avrobio, Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	50	$5.53 - $9.28 $277 - $464
Port St Lucie Fl Util Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Austin Tx Wtr & Wastewater Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Port Orange Fl Cap Impt Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 167, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A

Track This Portfolio

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.