Purchases and Sales Made in Q2 2023 in Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$3.22K - $3.9K
|
200
$3.91K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
146+ 2.58% |
$2.35K - $2.85K
|
5.8K
$113K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 42.62% |
$2.04K - $2.48K
|
425
$8.31K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
125New |
$2.01K - $2.44K
|
125
$2.45K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
122New |
$1.96K - $2.38K
|
122
$2.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115+ 0.84% |
$1.85K - $2.24K
|
13.8K
$270K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$1.61K - $1.95K
|
100
$1.96K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 0.66% |
$1.61K - $1.95K
|
15.2K
$298K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 0.41% |
$1.42K - $1.72K
|
21.6K
$422K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
57+ 196.55% |
$917 - $1.11K
|
86
$1.68K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$805 - $974
|
50
$978
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 5.2% |
$676 - $819
|
849
$16.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
41New |
$660 - $799
|
41
$802
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38+ 2.78% |
$611 - $741
|
1.4K
$27.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$483 - $585
|
30
$587
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 0.46% |
$451 - $546
|
6.07K
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$402 - $487
|
25
$489
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23New |
$370 - $448
|
23
$450
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$306 - $370
|
19
$372
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 2.89% |
$241 - $292
|
534
$10.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 2.84% |
$177 - $214
|
398
$7.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.98% |
$96.5 - $117
|
618
$12.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.33% |
$16.1 - $19.5
|
44
$861
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$16.1 - $19.5
|
16.3K
$319K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.06% |
$16.1 - $19.5
|
1.75K
$34.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.34% |
$48.3 - $58.5
|
892
$17.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.34% |
$48.3 - $58.5
|
892
$17.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 2.52% |
$96.5 - $117
|
232
$4.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-11- 47.83% |
$177 - $214
|
12
$235
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-23- 38.33% |
$370 - $448
|
37
$724
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24- 0.08% |
$386 - $468
|
30.4K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.17% |
$805 - $974
|
29.1K
$570K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-64- 0.23% |
$1.03K - $1.25K
|
27.5K
$537K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-86- 39.63% |
$1.38K - $1.68K
|
131
$2.56K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-104- 79.39% |
$1.67K - $2.03K
|
27
$528
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-116- 2.0% |
$1.87K - $2.26K
|
5.68K
$111K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-123- 0.57% |
$1.98K - $2.4K
|
21.3K
$417K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-154- 0.88% |
$2.48K - $3K
|
17.3K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-154- 0.46% |
$2.48K - $3K
|
33.2K
$648K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-164- 1.44% |
$2.64K - $3.2K
|
11.2K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-171- 41.61% |
$2.75K - $3.33K
|
240
$4.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-184- 1.0% |
$2.96K - $3.59K
|
18.2K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.22% |
$3.22K - $3.9K
|
90.1K
$1.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-217- 78.06% |
$3.49K - $4.23K
|
61
$1.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-282- 0.18% |
$4.54K - $5.5K
|
155K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-314- 0.27% |
$5.05K - $6.12K
|
117K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-328- 2.92% |
$5.28K - $6.39K
|
10.9K
$214K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-331- 0.14% |
$5.33K - $6.45K
|
240K
$4.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-339- 12.89% |
$5.45K - $6.61K
|
2.29K
$44.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-350- 1.1% |
$5.63K - $6.82K
|
31.5K
$616K
|