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
Western Asset Mun Def Opp Tr
Q2 2021 Filed on Aug 13, 2021
83,432
N/A
UHAL
Amerco

Industrials
Q2 2021 Filed on Aug 13, 2021
12
$526.51 - $632.0 $6.32K - $7.58K
Entercom Communications Corp
Q2 2021 Filed on Aug 13, 2021
1,000
N/A
Flir Sys Inc
Q2 2021 Filed on Aug 13, 2021
678
N/A
Realpage Inc
Q2 2021 Filed on Aug 13, 2021
47
N/A
DGT
Spdr Global Dow ETF
Q2 2021 Filed on Aug 13, 2021
876
N/A
TDF
Templeton Dragon Fund Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
41
$21.49 - $23.99 $881 - $984
DS
Drive Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
3,785
$2.53 - $3.76 $9.58K - $14.2K
Extended Stay Amer Inc
Q2 2021 Filed on Aug 13, 2021
361
N/A
MRCY
Mercury Systems Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
25
$57.69 - $79.28 $1.44K - $1.98K
VIVO
Meridian Bioscience Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,400
$18.01 - $28.32 $25.2K - $39.6K
Monmouth Real Estate Invt CO
Q2 2021 Filed on Aug 13, 2021
1,220
N/A
Vyne Therapeutics Incorporated Com New
Q1 2021 Filed on May 14, 2021
17,290
N/A
BHTG
Renovare Environmental, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
55,367
N/A
Allianzgi Conv & Incm 2024 Trg
Q1 2021 Filed on May 14, 2021
56,529
N/A
SSSS
Suro Capital Corp.

Financial Services
Q1 2021 Filed on May 14, 2021
8
$12.33 - $15.43 $98.6 - $123
EFAD
Proshares Tr Proshares Msci Ea

ETFs
Q1 2021 Filed on May 14, 2021
1,100
$42.06 - $44.71 $46.3K - $49.2K
Pacific Ethanol Incorporated
Q1 2021 Filed on May 14, 2021
5,025
N/A
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q1 2021 Filed on May 14, 2021
13
$31.52 - $39.15 $410 - $509
Brookfield Property Reit Incorporated Class A Reit
Q1 2021 Filed on May 14, 2021
42
N/A
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
Q1 2021 Filed on May 14, 2021
600
$65.26 - $76.93 $39.2K - $46.2K
ASND
Ascendis Pharma A/S

Healthcare
Q1 2021 Filed on May 14, 2021
20
$124.92 - $173.33 $2.5K - $3.47K
Fiduciary Claymore Engry Infra
Q1 2021 Filed on May 14, 2021
150
N/A
Southern Natl Bancorp Of Va In
Q1 2021 Filed on May 14, 2021
1,893
N/A
Sempra Energy
Q1 2021 Filed on May 14, 2021
375
N/A
OYST
Oyster Point Pharma, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
400
$17.92 - $25.86 $7.17K - $10.3K
National General Hldgs Corporation
Q1 2021 Filed on May 14, 2021
112
N/A
GHG
Green Tree Hospitality Group Ltd.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
500
$12.66 - $13.8 $6.33K - $6.9K
Echo Global Logistics Incorporated
Q1 2021 Filed on May 14, 2021
144
N/A
Neurotrope Incorporated Com New
Q1 2021 Filed on May 14, 2021
1,491
N/A
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
48
$17.01 - $22.06 $816 - $1.06K
Proshares Ultrashort S&P500
Q1 2021 Filed on May 14, 2021
250
N/A
VG
Vonage Holdings Corp

Communication Services
Q1 2021 Filed on May 14, 2021
93
$11.04 - $15.35 $1.03K - $1.43K
Us Ecology Incorporated
Q1 2021 Filed on May 14, 2021
19
N/A
TRQ
Turquoise Hill Resources Ltd.

Basic Materials
Q1 2021 Filed on May 14, 2021
714
$10.7 - $18.0 $7.64K - $12.9K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
Q1 2021 Filed on May 14, 2021
900
$8.69 - $9.56 $7.82K - $8.6K
Switchback Energy Acquistn Crp Com Class A
Q1 2021 Filed on May 14, 2021
750
N/A
Sunesis Pharmaceuticals Incorporated Com New
Q1 2021 Filed on May 14, 2021
63
N/A
SP
Sp Plus Corp

Industrials
Q1 2021 Filed on May 14, 2021
26
$27.94 - $36.06 $726 - $938
Sl Green Rlty Corporation Reit
Q1 2021 Filed on May 14, 2021
6,147
N/A
RXT
Rackspace Technology, Inc.

Technology
Q1 2021 Filed on May 14, 2021
2,000
$18.49 - $25.14 $37K - $50.3K
PTGX
Protagonist Therapeutics, Inc

Healthcare
Q1 2021 Filed on May 14, 2021
40
$19.02 - $31.15 $761 - $1.25K
PTPI
Petros Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
281
$2.85 - $4.6 $801 - $1.29K
Nabriva Therapeutics PLC Shs New
Q1 2021 Filed on May 14, 2021
952
N/A
Landcadia Holdings Iii Incorporated Com Class A
Q1 2021 Filed on May 14, 2021
2,000
N/A
KBAL
Kimball International Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
2,400
$11.47 - $14.43 $27.5K - $34.6K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2021 Filed on May 14, 2021
100
$82.76 - $91.73 $8.28K - $9.17K
QAT
Ishares Tr Ishares Msci Qatar

ETFs
Q1 2021 Filed on May 14, 2021
750
$17.71 - $19.25 $13.3K - $14.4K
Blackrock Mun Incm Invt Qty Tr
Q1 2021 Filed on May 14, 2021
1,600
N/A
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