Purchases and Sales Made in Q1 2024 in Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD) during Q1 2024. The information is specifically focused on institutions that hold shares of STARWOOD PROPERTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
158+ 0.95% |
$2.98K - $3.35K
|
16.8K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
138+ 30.53% |
$2.6K - $2.92K
|
590
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
132+ 0.11% |
$2.49K - $2.8K
|
124K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
108New |
$2.03K - $2.29K
|
108
$2.11K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108New |
$2.03K - $2.29K
|
108
$2.11K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
100New |
$1.88K - $2.12K
|
100
$1.96K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$1.88K - $2.12K
|
100
$1.96K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
77New |
$1.45K - $1.63K
|
77
$1.51K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
60+ 2.34% |
$1.13K - $1.27K
|
2.62K
$51.3K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57+ 0.17% |
$1.07K - $1.21K
|
33.1K
$648K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46New |
$867 - $974
|
46
$900
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45New |
$848 - $953
|
45
$880
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 2.23% |
$791 - $890
|
1.93K
$37.7K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 3.42% |
$754 - $847
|
1.21K
$23.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$735 - $826
|
39
$763
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27New |
$509 - $572
|
27
$528
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 2.36% |
$396 - $445
|
911
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17+ 0.17% |
$320 - $360
|
10.3K
$201K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 0.09% |
$264 - $297
|
15.8K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$245 - $275
|
22.2K
$434K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.37% |
$226 - $254
|
3.3K
$64.5K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10+ 0.01% |
$188 - $212
|
144K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.63% |
$170 - $191
|
1.43K
$28K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$151 - $169
|
8
$156
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.96% |
$113 - $127
|
632
$12.4K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.05% |
$94.2 - $106
|
10.7K
$210K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4+ 2.52% |
$75.4 - $84.7
|
163
$3.19K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4+ 0.15% |
$75.4 - $84.7
|
2.62K
$51.3K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2New |
$37.7 - $42.4
|
2
$39.1
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.0% |
$37.7 - $42.4
|
73.7K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 100.0% |
$37.7 - $42.4
|
4
$78.2
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$18.8 - $21.2
|
19.6K
$383K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$18.8 - $21.2
|
4
$78.2
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.37% |
$37.7 - $42.4
|
532
$10.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 2.97% |
$471 - $530
|
816
$16K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 0.92% |
$471 - $530
|
2.7K
$52.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-37- 0.31% |
$697 - $784
|
12.1K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 3.57% |
$942 - $1.06K
|
1.35K
$26.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-64- 36.16% |
$1.21K - $1.36K
|
113
$2.21K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 3.09% |
$1.22K - $1.38K
|
2.04K
$39.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-80- 0.38% |
$1.51K - $1.69K
|
21K
$410K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-89- 1.65% |
$1.68K - $1.89K
|
5.3K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.2% |
$1.88K - $2.12K
|
50.9K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-121- 1.49% |
$2.28K - $2.56K
|
7.99K
$156K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-125- 0.3% |
$2.36K - $2.65K
|
41.1K
$805K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-146- 84.39% |
$2.75K - $3.09K
|
27
$528
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.39% |
$3.77K - $4.24K
|
51.3K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-200- 10.36% |
$3.77K - $4.24K
|
1.73K
$33.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-200Closed |
$3.77K - $4.24K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-201- 7.35% |
$3.79K - $4.26K
|
2.53K
$49.5K
|