Purchases and Sales Made in Q3 2023 in Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
161New |
$3.08K - $3.42K
|
161
$3.15K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
156New |
$2.99K - $3.31K
|
156
$3.05K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
141+ 0.91% |
$2.7K - $2.99K
|
15.7K
$306K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
136+ 0.33% |
$2.6K - $2.89K
|
41.1K
$804K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
135+ 270.0% |
$2.59K - $2.86K
|
185
$3.62K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
109+ 0.62% |
$2.09K - $2.31K
|
17.6K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.72% |
$1.91K - $2.12K
|
13.9K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
89+ 1.53% |
$1.7K - $1.89K
|
5.89K
$115K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 0.42% |
$1.57K - $1.74K
|
19.7K
$384K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 0.35% |
$1.44K - $1.59K
|
21.7K
$424K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 2.2% |
$1.24K - $1.38K
|
3.02K
$59K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
59+ 0.36% |
$1.13K - $1.25K
|
16.4K
$321K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
42+ 2.4% |
$804 - $891
|
1.79K
$35K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 15.83% |
$728 - $806
|
278
$5.44K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 8.65% |
$689 - $764
|
452
$8.84K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
31+ 0.3% |
$594 - $658
|
10.3K
$202K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25New |
$479 - $531
|
25
$489
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 3.93% |
$402 - $446
|
555
$10.9K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$383 - $424
|
20
$391
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19+ 2.24% |
$364 - $403
|
868
$17K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
15+ 2.57% |
$287 - $318
|
598
$11.7K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 0.06% |
$249 - $276
|
21.6K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 6.0% |
$230 - $255
|
212
$4.15K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 8.7% |
$192 - $212
|
125
$2.45K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 1.0% |
$192 - $212
|
1.01K
$19.8K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.64% |
$172 - $191
|
1.41K
$27.6K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8+ 0.01% |
$153 - $170
|
145K
$2.83M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.71% |
$57.4 - $63.7
|
428
$8.37K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.32% |
$38.3 - $42.4
|
620
$12.1K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 4.35% |
$19.2 - $21.2
|
24
$469
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$19.2 - $21.2
|
48.4K
$948K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.08% |
$76.6 - $84.9
|
4.96K
$97K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.42% |
$383 - $424
|
4.77K
$93.3K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-44Closed |
$843 - $934
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 11.5% |
$996 - $1.1K
|
400
$7.82K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 0.46% |
$1.24K - $1.38K
|
14.1K
$275K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-120- 4.86% |
$2.3K - $2.55K
|
2.35K
$46K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-122- 0.44% |
$2.34K - $2.59K
|
27.3K
$535K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-134- 0.1% |
$2.57K - $2.84K
|
131K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-145- 1.7% |
$2.78K - $3.08K
|
8.4K
$164K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-181- 0.6% |
$3.47K - $3.84K
|
30.2K
$591K
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 0.76% |
$3.83K - $4.24K
|
26K
$509K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 1.52% |
$3.83K - $4.24K
|
13K
$254K
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-206- 1.04% |
$3.94K - $4.37K
|
19.7K
$385K
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-242- 0.79% |
$4.63K - $5.14K
|
30.6K
$598K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-250- 0.33% |
$4.79K - $5.31K
|
75.8K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-295- 33.07% |
$5.65K - $6.26K
|
597
$11.7K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-310- 2.99% |
$5.94K - $6.58K
|
10K
$196K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-332- 2.93% |
$6.36K - $7.05K
|
11K
$215K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-338- 0.25% |
$6.47K - $7.17K
|
137K
$2.68M
|