Institutional Ownership Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD). We have compiled data on the 564 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
10,849
shares
|
$212,206
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
10,833
shares
|
$211,893
0.0% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,826
shares
|
$211,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
10,814
shares
|
$211,521
0.04% of portfolio
|
Q2 2024
Reduced 8.96%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,761
shares
|
$210,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
10,666
shares
|
$208,626
0.0% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
10,650
shares
|
$208,314
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
10,648
shares
|
$208,274
0.15% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,525
shares
|
$205,869
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,500
shares
|
$205,380
0.01% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
10,454
shares
|
$204,480
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,413
shares
|
$203,678
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,390
shares
|
$203,228
0.01% of portfolio
|
Q3 2024
Added 257.07%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
10,387
shares
|
$203,169
0.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,287
shares
|
$201,213
0.01% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
10,268
shares
|
$200,842
0.15% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
10,046
shares
|
$196,499
0.05% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,041
shares
|
$196,401
0.1% of portfolio
|
Q3 2023
Reduced 2.99%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
10,041
shares
|
$196,401
0.02% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
10,000
shares
|
$195,600
0.0% of portfolio
|
Q2 2020
Reduced 2.53%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
9,987
shares
|
$195,345
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
9,925
shares
|
$194,133
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,900
shares
|
$193,644
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
9,000
shares
|
$176,040
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
7,419
shares
|
$145,115
0.05% of portfolio
|
Q3 2024
Added 0.05%
|