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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
200
shares
|
$3,911
0.0% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
200
shares
|
$3,911
0.0% of portfolio
|
Q1 2021
Reduced 90.24%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
180
shares
|
$3,520
0.0% of portfolio
|
Q3 2024
Reduced 55.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
180
shares
|
$3,520
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
176
shares
|
$3,442
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
175
shares
|
$3,423
0.0% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
175
shares
|
$3,423
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
171
shares
|
$3,344
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
170
shares
|
$3,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
169
shares
|
$3,305
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
136
shares
|
$2,660
0.0% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
125
shares
|
$2,445
0.0% of portfolio
|
Q3 2023
Added 8.7%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
125
shares
|
$2,445
0.0% of portfolio
|
Q3 2024
Reduced 89.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
122
shares
|
$2,386
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
113
shares
|
$2,210
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
113
shares
|
$2,210
0.0% of portfolio
|
Q1 2024
Reduced 36.16%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
104
shares
|
$2,034
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
100
shares
|
$1,955
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$1,955
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
90
shares
|
$1,760
0.0% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
85
shares
|
$1,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
77
shares
|
$1,506
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
71
shares
|
$1,388
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
62
shares
|
$1,212
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
60
shares
|
$1,173
0.0% of portfolio
|
Q4 2023
Reduced 67.74%
|