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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
84+ 0.48% |
$1.58K - $1.77K
|
17.5K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
82+ 0.24% |
$1.54K - $1.73K
|
34K
$657K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
76+ 0.52% |
$1.43K - $1.6K
|
14.6K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
65+ 2.42% |
$1.22K - $1.37K
|
2.75K
$53.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 2.26% |
$806 - $908
|
1.95K
$37.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 0.17% |
$619 - $697
|
19.9K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 2.47% |
$525 - $591
|
1.16K
$22.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$469 - $528
|
25
$484
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23+ 0.02% |
$431 - $486
|
95K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
21+ 0.2% |
$394 - $443
|
10.4K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$263 - $296
|
16.7K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 450.0% |
$169 - $190
|
11
$213
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$113 - $127
|
6
$116
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.78% |
$93.8 - $106
|
643
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4+ 2.4% |
$75 - $84.4
|
171
$3.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.05% |
$75 - $84.4
|
7.42K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4+ 0.15% |
$75 - $84.4
|
2.63K
$50.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$56.3 - $63.3
|
20.2K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 1.8% |
$37.5 - $42.2
|
113
$2.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.96% |
$37.5 - $42.2
|
104
$2.01K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.0% |
$18.8 - $21.1
|
51
$987
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.0% |
$18.8 - $21.1
|
214K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.06% |
$206 - $232
|
18.7K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 5.91% |
$206 - $232
|
175
$3.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 9.57% |
$506 - $570
|
255
$4.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.71% |
$506 - $570
|
3.79K
$73.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-32- 15.46% |
$600 - $676
|
175
$3.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-46- 2.73% |
$863 - $971
|
1.64K
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 5.83% |
$938 - $1.06K
|
808
$15.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-60- 0.4% |
$1.13K - $1.27K
|
14.9K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-63- 0.28% |
$1.18K - $1.33K
|
22.4K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-70- 0.31% |
$1.31K - $1.48K
|
22.2K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 5.56% |
$1.88K - $2.11K
|
1.7K
$32.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-127- 0.48% |
$2.38K - $2.68K
|
26.5K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-130- 0.83% |
$2.44K - $2.74K
|
15.5K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-133- 2.43% |
$2.49K - $2.81K
|
5.34K
$103K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 1.5% |
$3.28K - $3.69K
|
11.5K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183- 4.65% |
$3.43K - $3.86K
|
3.75K
$72.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-201- 1.87% |
$3.77K - $4.24K
|
10.5K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-219- 1.07% |
$4.11K - $4.62K
|
20.3K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-220- 55.0% |
$4.13K - $4.64K
|
180
$3.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-239- 16.33% |
$4.48K - $5.05K
|
1.23K
$23.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-273- 0.55% |
$5.12K - $5.76K
|
49.7K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-293- 0.16% |
$5.49K - $6.19K
|
183K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 1.48% |
$5.63K - $6.33K
|
20K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-316- 2.23% |
$5.93K - $6.67K
|
13.8K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-330- 3.18% |
$6.19K - $6.97K
|
10K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-392- 3.28% |
$7.35K - $8.28K
|
11.6K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-447- 3.59% |
$8.38K - $9.44K
|
12K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-497- 3.49% |
$9.32K - $10.5K
|
13.7K
$266K
|