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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
26.6KNew |
$342K - $381K
|
26.6K
$392K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
36.8K+ 195.29% |
$473K - $527K
|
55.7K
$820K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.14K- 6.14% |
$40.3K - $44.9K
|
48K
$706K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
652New |
$8.37K - $9.33K
|
652
$9.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.5K- 10.78% |
$32.1K - $35.8K
|
20.7K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
363+ 1.38% |
$4.66K - $5.19K
|
26.7K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$64.2 - $71.6
|
5
$73.7
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
333+ 172.54% |
$4.28K - $4.77K
|
526
$7.75K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-29- 11.24% |
$372 - $415
|
229
$3.37K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.8K+ 6.07% |
$23.2K - $25.8K
|
31.5K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17.1K- 6.72% |
$220K - $245K
|
238K
$3.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-629- 0.93% |
$8.08K - $9K
|
66.8K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.5K- 13.04% |
$32.1K - $35.8K
|
16.7K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.31K- 9.07% |
$16.8K - $18.7K
|
13.1K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
17K+ 43.79% |
$218K - $243K
|
55.8K
$822K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
386New |
$4.96K - $5.52K
|
386
$5.69K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-4K- 25.97% |
$51.4K - $57.2K
|
11.4K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 6.89% |
$372 - $415
|
450
$6.63K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.7K- 39.67% |
$98.9K - $110K
|
11.7K
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.2K- 10.41% |
$15.4K - $17.2K
|
10.3K
$152K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-12K- 13.33% |
$154K - $171K
|
77.8K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.94K- 5.73% |
$37.7K - $42.1K
|
48.3K
$712K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 5.89% |
$33K - $36.8K
|
41.1K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 10.88% |
$33.4K - $37.2K
|
21.3K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
353+ 27.26% |
$4.53K - $5.05K
|
1.65K
$24.3K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
576+ 1252.17% |
$7.4K - $8.24K
|
622
$9.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.06K- 12.94% |
$39.3K - $43.8K
|
20.6K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 100.0% |
$642 - $716
|
100
$1.47K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.5KNew |
$19.3K - $21.5K
|
1.5K
$22.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$12.8 - $14.3
|
10.1K
$149K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$449 - $501
|
35
$516
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
98+ 466.67% |
$1.26K - $1.4K
|
119
$1.75K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.58% |
$38.5 - $42.9
|
517
$7.62K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
300New |
$3.85K - $4.29K
|
300
$4.42K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.6KNew |
$174K - $194K
|
13.6K
$200K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
521+ 4.78% |
$6.69K - $7.46K
|
11.4K
$168K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.98% |
$167 - $186
|
1.34K
$19.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 120.31% |
$989 - $1.1K
|
141
$2.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-7.5K- 45.4% |
$96.3K - $107K
|
9.02K
$133K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-300- 1.25% |
$3.85K - $4.29K
|
23.7K
$348K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.89K- 16.63% |
$62.8K - $69.9K
|
24.5K
$361K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 7.77% |
$1.98K - $2.2K
|
2.14K
$31.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.6K+ 58.16% |
$123K - $137K
|
26.1K
$384K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60+ 5.57% |
$770 - $859
|
1.14K
$16.8K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-36.4K- 62.33% |
$393K - $491K
|
22K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
30K+ 265.35% |
$324K - $404K
|
41.3K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-233- 1.16% |
$2.52K - $3.14K
|
19.8K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.9KNew |
$961K - $1.2M
|
88.9K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-92.4K- 54.96% |
$999K - $1.25M
|
75.7K
$1.12M
|
|