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
FIXX
Homology Medicines, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
270
$6.02 - $9.64 $1.63K - $2.6K
HMTV
Hemisphere Media Group, Inc.
Q2 2021 Filed on Aug 13, 2021
644
$11.4 - $13.28 $7.34K - $8.55K
HARP
Harpoon Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
230
$13.81 - $23.25 $3.18K - $5.35K
GRPN
Groupon, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
50
$43.05 - $52.59 $2.15K - $2.63K
GXTG
Global X Fds Thematic Growth E

ETFs
Q2 2021 Filed on Aug 13, 2021
200
$44.01 - $52.26 $8.8K - $10.5K
GTBP
Gt Biopharma, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
29
$7.19 - $18.96 $209 - $550
GBL
Gamco Investors, Inc. Et Al

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,500
$18.12 - $29.51 $27.2K - $44.3K
FUTU
Futu Holdings LTD

Financial Services
Q2 2021 Filed on Aug 13, 2021
150
$104.43 - $179.55 $15.7K - $26.9K
FF
Future Fuel Corp.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
2,600
$9.56 - $16.2 $24.9K - $42.1K
HUGE
Fsd Pharma Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
3,000
$1.56 - $2.13 $4.68K - $6.39K
Forest Road Acquisition Corp
Q2 2021 Filed on Aug 13, 2021
500
N/A
FORA
Forian Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,500
$9.39 - $14.04 $23.5K - $35.1K
Forterra Inc
Q2 2021 Filed on Aug 13, 2021
500
N/A
Forest Road Acquisition Corp
Q2 2021 Filed on Aug 13, 2021
1,069
N/A
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,095
$12.9 - $13.63 $52.8K - $55.8K
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q2 2021 Filed on Aug 13, 2021
19,000
$23.32 - $25.44 $443K - $483K
Marvell Technology Group LTD
Q2 2021 Filed on Aug 13, 2021
2,304
N/A
INBK
First Internet Bancorp

Financial Services
Q2 2021 Filed on Aug 13, 2021
204
$30.14 - $36.42 $6.15K - $7.43K
FTCV
Fintech Acquisition Corp V

Financial Services
Q2 2021 Filed on Aug 13, 2021
100
$10.39 - $14.48 $1.04K - $1.45K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
2,688
$14.54 - $15.85 $39.1K - $42.6K
FSTX
F Star Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,500
$6.57 - $10.71 $16.4K - $26.8K
Experience Invt Corp
Q2 2021 Filed on Aug 13, 2021
3,000
N/A
EPHYW
Epiphany Technology Acquisition Corp.

ETFs
Q2 2021 Filed on Aug 13, 2021
200
N/A
Epiphany Technology Acquisit
Q2 2021 Filed on Aug 13, 2021
600
N/A
EIG
Employers Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
48
$39.37 - $43.61 $1.89K - $2.09K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,347
$10.87 - $11.53 $47.3K - $50.1K
ETHO
ETF Managers Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
1,900
$56.13 - $60.52 $107K - $115K
SPAK
ETF Ser Solutions Defiance Nex
Q2 2021 Filed on Aug 13, 2021
500
N/A
SPDV
ETF Ser Solutions Aam S&P 500
Q2 2021 Filed on Aug 13, 2021
2,430
N/A
ZTO
Zto Express (Cayman) Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
940
$28.2 - $32.78 $26.5K - $30.8K
EDAP
Edap Tms Sa

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,000
$5.88 - $9.54 $5.88K - $9.54K
Duff & Phelps Slt Engy And M
Q2 2021 Filed on Aug 13, 2021
164
N/A
DGICA
Donegal Group Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,000
$14.55 - $16.41 $14.6K - $16.4K
MOON
Direxion Shs ETF Tr Moonshot I
Q2 2021 Filed on Aug 13, 2021
1,200
N/A
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,365
$13.17 - $14.13 $18K - $19.3K
DQ
Daqo New Energy Corp.

Technology
Q2 2021 Filed on Aug 13, 2021
50
$56.48 - $91.99 $2.82K - $4.6K
Dmy Technology Group Inc Iii
Q2 2021 Filed on Aug 13, 2021
1,650
N/A
Crucible Acquisition Corp
Q2 2021 Filed on Aug 13, 2021
300
N/A
CRU
Crucible Acquisition Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
900
$9.67 - $10.13 $8.7K - $9.12K
County Bancorp Inc
Q2 2021 Filed on Aug 13, 2021
259
N/A
Corvus Gold Inc
Q2 2021 Filed on Aug 13, 2021
625
N/A
CMTL
Comtech Telecommunications Corp

Technology
Q2 2021 Filed on Aug 13, 2021
750
$21.38 - $26.97 $16K - $20.2K
Compute Health Acquisitin CO
Q2 2021 Filed on Aug 13, 2021
900
N/A
Colicity Inc
Q2 2021 Filed on Aug 13, 2021
900
N/A
JVA
Coffee Holding CO Inc

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
6,000
$4.61 - $6.19 $27.7K - $37.1K
CDE
Coeur Mining, Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
500
$8.08 - $11.04 $4.04K - $5.52K
CDXS
Codexis, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,500
$17.48 - $25.46 $26.2K - $38.2K
ZTR
Virtus Total Return Fund Inc.

Financial
Q2 2021 Filed on Aug 13, 2021
247
$9.21 - $10.23 $2.27K - $2.53K
Climate Change Crisis Real I
Q2 2021 Filed on Aug 13, 2021
200
N/A
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