Purchases and Sales Made in Q3 2024 in Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23+ 0.02% |
$431 - $486
|
95K
$1.86M
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
21+ 0.2% |
$394 - $443
|
10.4K
$203K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$263 - $296
|
16.7K
$327K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 450.0% |
$169 - $190
|
11
$215
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$113 - $127
|
6
$117
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.78% |
$93.8 - $106
|
643
$12.6K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4+ 2.4% |
$75 - $84.4
|
171
$3.34K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.05% |
$75 - $84.4
|
7.42K
$145K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4+ 0.15% |
$75 - $84.4
|
2.63K
$51.4K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$56.3 - $63.3
|
20.2K
$395K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.96% |
$37.5 - $42.2
|
104
$2.03K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 1.8% |
$37.5 - $42.2
|
113
$2.21K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.0% |
$18.8 - $21.1
|
214K
$4.19M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.0% |
$18.8 - $21.1
|
51
$998
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.06% |
$206 - $232
|
18.7K
$366K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 5.91% |
$206 - $232
|
175
$3.42K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.71% |
$506 - $570
|
3.79K
$74.1K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 9.57% |
$506 - $570
|
255
$4.99K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-32- 15.46% |
$600 - $676
|
175
$3.42K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-46- 2.73% |
$863 - $971
|
1.64K
$32K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 5.83% |
$938 - $1.06K
|
808
$15.8K
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-60- 0.4% |
$1.13K - $1.27K
|
14.9K
$291K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-63- 0.28% |
$1.18K - $1.33K
|
22.4K
$438K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-70- 0.31% |
$1.31K - $1.48K
|
22.2K
$434K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 5.56% |
$1.88K - $2.11K
|
1.7K
$33.3K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-127- 0.48% |
$2.38K - $2.68K
|
26.5K
$519K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-130- 0.83% |
$2.44K - $2.74K
|
15.5K
$304K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-133- 2.43% |
$2.49K - $2.81K
|
5.34K
$105K
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 1.5% |
$3.28K - $3.69K
|
11.5K
$225K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183- 4.65% |
$3.43K - $3.86K
|
3.75K
$73.4K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-201- 1.87% |
$3.77K - $4.24K
|
10.5K
$206K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-219- 1.07% |
$4.11K - $4.62K
|
20.3K
$397K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-220- 55.0% |
$4.13K - $4.64K
|
180
$3.52K
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-239- 16.33% |
$4.48K - $5.05K
|
1.23K
$24K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-273- 0.55% |
$5.12K - $5.76K
|
49.7K
$972K
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-293- 0.16% |
$5.49K - $6.19K
|
183K
$3.58M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 1.48% |
$5.63K - $6.33K
|
20K
$391K
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-316- 2.23% |
$5.93K - $6.67K
|
13.8K
$271K
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-330- 3.18% |
$6.19K - $6.97K
|
10K
$196K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-392- 3.28% |
$7.35K - $8.28K
|
11.6K
$226K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-447- 3.59% |
$8.38K - $9.44K
|
12K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-497- 3.49% |
$9.32K - $10.5K
|
13.7K
$269K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-500- 1.04% |
$9.38K - $10.6K
|
47.8K
$935K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-500- 97.85% |
$9.38K - $10.6K
|
11
$215
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-611- 2.4% |
$11.5K - $12.9K
|
24.8K
$485K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-750- 6.69% |
$14.1K - $15.8K
|
10.5K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-764- 2.24% |
$14.3K - $16.1K
|
33.4K
$654K
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-766- 5.29% |
$14.4K - $16.2K
|
13.7K
$268K
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-783- 5.22% |
$14.7K - $16.5K
|
14.2K
$278K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-935- 0.7% |
$17.5K - $19.7K
|
132K
$2.58M
|