Purchases and Sales Made in Q4 2024 in Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
480+ 0.64% |
$9.1K - $9.78K
|
75.3K
$1.5M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
453+ 191.95% |
$8.58K - $9.23K
|
689
$13.7K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
438New |
$8.3K - $8.92K
|
438
$8.72K
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
421+ 2.1% |
$7.98K - $8.58K
|
20.5K
$408K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
399New |
$7.56K - $8.13K
|
399
$7.94K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
397+ 1.23% |
$7.52K - $8.09K
|
32.7K
$650K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
300+ 1.48% |
$5.69K - $6.11K
|
20.6K
$410K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
284+ 7.5% |
$5.38K - $5.79K
|
4.07K
$81.1K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
269+ 0.7% |
$5.1K - $5.48K
|
38.9K
$775K
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
255+ 2.39% |
$4.83K - $5.19K
|
10.9K
$217K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
254+ 8.4% |
$4.81K - $5.17K
|
3.28K
$65.3K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
251+ 39.28% |
$4.76K - $5.11K
|
890
$17.7K
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
220+ 0.99% |
$4.17K - $4.48K
|
22.5K
$447K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 388.68% |
$3.9K - $4.2K
|
259
$5.15K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
205New |
$3.88K - $4.18K
|
205
$4.08K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
200+ 1.09% |
$3.79K - $4.07K
|
18.5K
$369K
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$3.79K - $4.07K
|
200
$3.98K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
200New |
$3.79K - $4.07K
|
200
$3.98K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200+ 17.29% |
$3.79K - $4.07K
|
1.36K
$27K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
197+ 0.47% |
$3.73K - $4.01K
|
42K
$836K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
193+ 1.83% |
$3.66K - $3.93K
|
10.7K
$213K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 0.44% |
$3.41K - $3.67K
|
41K
$816K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
170New |
$3.22K - $3.46K
|
170
$3.38K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
162+ 0.93% |
$3.07K - $3.3K
|
17.6K
$351K
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
146+ 0.64% |
$2.77K - $2.97K
|
22.8K
$454K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
122New |
$2.31K - $2.49K
|
122
$2.43K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
121+ 237.25% |
$2.29K - $2.46K
|
172
$3.42K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$1.9K - $2.04K
|
100
$1.99K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
97+ 0.68% |
$1.84K - $1.98K
|
14.3K
$285K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
88+ 7.78% |
$1.67K - $1.79K
|
1.22K
$24.3K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83+ 47.43% |
$1.57K - $1.69K
|
258
$5.13K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
82New |
$1.55K - $1.67K
|
82
$1.63K
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
82+ 0.58% |
$1.55K - $1.67K
|
14.2K
$283K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
70+ 0.37% |
$1.33K - $1.43K
|
18.8K
$374K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
66+ 2.4% |
$1.25K - $1.34K
|
2.82K
$56.1K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
59+ 2.36% |
$1.12K - $1.2K
|
2.56K
$50.9K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 1.02% |
$985 - $1.06K
|
5.18K
$103K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 22.03% |
$985 - $1.06K
|
288
$5.73K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$948 - $1.02K
|
50
$995
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 20.0% |
$758 - $815
|
240
$4.78K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.75% |
$682 - $733
|
4.82K
$96K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 2.41% |
$531 - $570
|
1.19K
$23.6K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
26New |
$493 - $530
|
26
$517
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25+ 0.25% |
$474 - $509
|
10.1K
$200K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
21+ 0.2% |
$398 - $428
|
10.4K
$207K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
17+ 0.09% |
$322 - $346
|
19.2K
$382K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15+ 0.09% |
$284 - $306
|
16.7K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 0.23% |
$265 - $285
|
5.97K
$119K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14New |
$265 - $285
|
14
$279
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6+ 1.53% |
$114 - $122
|
397
$7.9K
|