Latest Institutional Transactions on Whitestone Reit (WSR)
This table provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2019
Q2 2019
|
Whittier Trust CO
|
SELL
|
- |
-46Closed |
$545 - $597
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-83Closed |
$983 - $1.08K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-100Closed |
$1.18K - $1.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-137KClosed |
$1.58M - $1.99M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$124K - $156K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-12.1KClosed |
$140K - $176K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.2KClosed |
$177K - $221K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.8KClosed |
$137K - $171K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-555Closed |
$6.44K - $8.07K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5KClosed |
$17.4K - $21.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-27.9KClosed |
$332K - $401K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-14Closed |
$167 - $201
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$23.8K - $28.8K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-9.5KClosed |
$113K - $137K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-118KClosed |
$1.47M - $1.64M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-47.7KClosed |
$594K - $662K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-35.5KClosed |
$442K - $493K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Mv Capital Management, Inc.
|
SELL
|
- |
-727Closed |
$9.05K - $10.1K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Wedge Capital Management L L P
|
SELL
|
- |
-63.4KClosed |
$790K - $880K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12KClosed |
$149K - $166K
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41Closed |
$510 - $569
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-92KClosed |
$1.15M - $1.28M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 31, 2018
Q2 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1KClosed |
$10.1K - $12.5K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-13.8KClosed |
$140K - $172K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-48Closed |
$486 - $690
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.75KClosed |
$58.2K - $82.7K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.2KNew |
$144K - $204K
|
14.2K
$171K
|
|
|
May 10, 2018
Q1 2018
|
Schnieders Capital Management LLC
|
SELL
|
- |
-975- 8.33% |
$9.87K - $14K
|
10.7K
$129K
|
|
|
Apr 26, 2018
Q1 2018
|
Westwood Management Corp
|
SELL
|
- |
-74KClosed |
$749K - $1.06M
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.28KClosed |
$23K - $32.7K
|
0
$0
|
|
|
Apr 05, 2018
Q1 2018
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-267KClosed |
$2.7M - $3.83M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Credit Agricole S A
|
SELL
|
- |
-1.7KClosed |
$22.2K - $25.3K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-900Closed |
$11.8K - $13.4K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-20.8KClosed |
$272K - $311K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Dec 05, 2017
Q3 2017
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2KClosed |
$100K - $111K
|
0
$0
|
|
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.01KClosed |
$12.3K - $13.6K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
62.7KNew |
N/A
|
62.7K
$757K
|
|