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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
27.5KNew |
$233K - $289K
|
27.5K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
41.7K+ 165.48% |
$353K - $438K
|
66.9K
$966K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8.49K+ 41.95% |
$71.8K - $89.1K
|
28.7K
$415K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
385New |
$3.26K - $4.04K
|
385
$5.56K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.7KNew |
$183K - $228K
|
21.7K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$423 - $525
|
50
$722
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.79K+ 8.73% |
$40.5K - $50.3K
|
59.6K
$860K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 1.3% |
$271 - $326
|
2.58K
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.6KClosed |
$112K - $134K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 11.03% |
$29.6K - $35.6K
|
36.3K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
12.7KNew |
$104K - $125K
|
12.7K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
567KNew |
$4.66M - $5.6M
|
567K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
30.1K+ 1.35% |
$248K - $297K
|
2.25M
$32.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-124K- 17.24% |
$1.02M - $1.22M
|
594K
$8.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-54.6K- 84.33% |
$449K - $539K
|
10.1K
$146K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 60.0% |
$3.7K - $4.44K
|
300
$4.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-30- 34.09% |
$247 - $296
|
58
$837
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-36.2K- 61.47% |
$297K - $357K
|
22.7K
$327K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.5K+ 92.1% |
$94.6K - $114K
|
24K
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-4.88K- 13.13% |
$40.1K - $48.2K
|
32.3K
$466K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-8.09K- 22.83% |
$66.5K - $79.8K
|
27.3K
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$674 - $809
|
82
$1.18K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$904 - $1.09K
|
110
$1.59K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.7K - $17K
|
1.5K
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
75.7K+ 77.96% |
$639K - $860K
|
173K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.4KNew |
$105K - $141K
|
12.4K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-26.1KClosed |
$220K - $296K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 19.37% |
$61.9K - $83.4K
|
45.2K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-430- 24.0% |
$3.63K - $4.88K
|
1.36K
$19.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-28.9K- 73.16% |
$244K - $328K
|
10.6K
$153K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$743 - $1K
|
88
$1.27K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.48K+ 19.01% |
$12.4K - $16.8K
|
9.23K
$133K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.9KNew |
$92K - $124K
|
10.9K
$157K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$253 - $341
|
30
$433
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
158New |
$1.33K - $1.79K
|
158
$2.28K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
150KNew |
$1.58M - $2.03M
|
150K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.19K+ 17.46% |
$44K - $56.5K
|
28.2K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.91KClosed |
$30.5K - $39.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-319KClosed |
$3.35M - $4.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.28KNew |
$24K - $30.8K
|
2.28K
$32.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-52.1K- 32.88% |
$548K - $704K
|
106K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21KNew |
$220K - $283K
|
21K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-28- 0.16% |
$294 - $378
|
17.4K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-291KClosed |
$3.06M - $3.93M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5Closed |
$52.6 - $67.5
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-11.9KClosed |
$125K - $161K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 50.97% |
$152K - $195K
|
13.9K
$200K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-195K- 41.7% |
$2.05M - $2.63M
|
273K
$3.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
36.4KNew |
$383K - $492K
|
36.4K
$526K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-285- 26.89% |
$3K - $3.85K
|
775
$11.2K
|
|