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
EMIF
Ishares Emerging Markets Infra

ETFs
Q1 2021 Filed on May 14, 2021
3,300
$23.3 - $25.29 $76.9K - $83.5K
CHNG
Change Healthcare Inc.
Q1 2021 Filed on May 14, 2021
2,630
$18.24 - $24.14 $48K - $63.5K
HEEM
Ishares Currency Hedged Msci E

ETFs
Q1 2021 Filed on May 14, 2021
80
$31.02 - $34.67 $2.48K - $2.77K
HYFM
Hydrofarm Holdings Group, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
45
$47.42 - $93.2 $2.13K - $4.19K
Goldman Sachs Activebeta Europe Equity ETF
Q1 2021 Filed on May 14, 2021
200
N/A
Glu Mobile Incorporated
Q1 2021 Filed on May 14, 2021
2,000
N/A
Flexshares Currency Hedged Morningstar Em Factor Tilt Index Fund
Q1 2021 Filed on May 14, 2021
199
N/A
EZPW
Ezcorp Inc

Financial Services
Q1 2021 Filed on May 14, 2021
2,000
$4.49 - $5.69 $8.98K - $11.4K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
Q1 2021 Filed on May 14, 2021
21
$8.73 - $10.61 $183 - $223
EBIX
Ebix Inc

Technology
Q1 2021 Filed on May 14, 2021
4
$23.2 - $58.63 $92.8 - $235
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
44
$40.44 - $51.19 $1.78K - $2.25K
Cubic Corporation
Q1 2021 Filed on May 14, 2021
33
N/A
CPSI
Computer Programs & Systems Inc

Healthcare
Q1 2021 Filed on May 14, 2021
37
$26.87 - $34.65 $994 - $1.28K
Transenterix Incorporated
Q1 2021 Filed on May 14, 2021
539
N/A
Tortoise Essential Assets Inco Com Sh Ben Int
Q1 2021 Filed on May 14, 2021
235
N/A
Allianzgi Diversified Income &
Q1 2021 Filed on May 14, 2021
1,095
N/A
Bristol Myers Squibb Company Contngnt Val Right
Q1 2021 Filed on May 14, 2021
4,243
N/A
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q1 2021 Filed on May 14, 2021
1,025
$37.6 - $46.4 $38.5K - $47.6K
Apache Corporation
Q1 2021 Filed on May 14, 2021
4,167
N/A
Cnooc Limited Sponsored Adr
Q1 2021 Filed on May 14, 2021
250
N/A
Donnelley R R & Sons Company
Q1 2021 Filed on May 14, 2021
379
N/A
Eaton Vance Corporation Com Non Vtg
Q1 2021 Filed on May 14, 2021
25,582
N/A
ODC
Oil Dri Corp Of America

Basic Materials
Q1 2021 Filed on May 14, 2021
140
$33.34 - $38.45 $4.67K - $5.38K
Texas Pac Ld Tr Sub Ctf Prop I T
Q1 2021 Filed on May 14, 2021
509
N/A
Tiffany & Company New
Q1 2021 Filed on May 14, 2021
3,144
N/A
Wyndham Destinations Incorporated
Q1 2021 Filed on May 14, 2021
590
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 14, 2021
35,190
N/A
Concho Res Incorporated
Q1 2021 Filed on May 14, 2021
9
N/A
Danaher Corp Del Sr Cv Zero Db 21
Q1 2021 Filed on May 14, 2021
4,000
N/A
National Oilwell Varco Incorporated
Q1 2021 Filed on May 14, 2021
497
N/A
OSG
Overseas Shipholding Group Inc

Energy
Q1 2021 Filed on May 14, 2021
661
$2.05 - $2.8 $1.36K - $1.85K
Parsley Energy Incorporated Class A
Q1 2021 Filed on May 14, 2021
5,703
N/A
Teva Pharmaceutical Fin LLC
Q1 2021 Filed on May 14, 2021
3,000
N/A
Wpx Energy Incorporated
Q1 2021 Filed on May 14, 2021
921
N/A
RIGS
Riverfront Strategic Income Fd

ETFs
Q1 2021 Filed on May 14, 2021
57,402
$24.49 - $24.85 $1.41M - $1.43M
Allianzgi Equity & Conv Income
Q1 2021 Filed on May 14, 2021
33,062
N/A
Allianzgi Dividend Int & Prmiu
Q1 2021 Filed on May 14, 2021
10,883
N/A
Allianzgi Conv & Income Fd
Q1 2021 Filed on May 14, 2021
2,000
N/A
Norbord Incorporated Com New
Q1 2021 Filed on May 14, 2021
436
N/A
SOYB
Teucrium Commodity Trust

ETFs
Q4 2020 Filed on Feb 11, 2021
500
$15.83 - $19.47 $7.92K - $9.74K
Rosetta Stone Incorporated
Q4 2020 Filed on Feb 11, 2021
200
N/A
JRVR
James River Group Holdings, Ltd.

Financial Services
Q4 2020 Filed on Feb 11, 2021
13
$44.41 - $55.22 $577 - $718
Reality Shares Nasdaq Nexgen Economy ETF
Q4 2020 Filed on Feb 11, 2021
166
N/A
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q4 2020 Filed on Feb 11, 2021
300
$0.31 - $1.19 $93 - $357
J Jill Incorporated
Q4 2020 Filed on Feb 11, 2021
2,800
N/A
LC
Lending Club Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
4,000
$4.51 - $10.56 $18K - $42.2K
LAKE
Lakeland Industries Inc

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
400
$18.53 - $28.96 $7.41K - $11.6K
Kensington Cap Acquisition Cor Com Class A
Q4 2020 Filed on Feb 11, 2021
100
N/A
K12 Incorporated
Q4 2020 Filed on Feb 11, 2021
9,320
N/A
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