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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-200Closed |
$2.1K - $2.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-13.2KClosed |
$139K - $178K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.55KClosed |
$26.8K - $34.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
4.76KNew |
$50K - $64.3K
|
4.76K
$68.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-1.85K- 2.68% |
$19.4K - $25K
|
67.1K
$968K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-5.28K- 17.21% |
$55.5K - $71.2K
|
25.4K
$366K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-201- 14.45% |
$2.11K - $2.71K
|
1.19K
$17.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-712Closed |
$7.48K - $9.61K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-435- 88.96% |
$4.57K - $5.87K
|
54
$779
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$124K - $169K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-202Closed |
$2.02K - $2.74K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.03KClosed |
$50.3K - $68.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-88.2KClosed |
$881K - $1.19M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-23.5KClosed |
$235K - $318K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-39.1KClosed |
$390K - $529K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
10.2KNew |
$102K - $138K
|
10.2K
$147K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-39Closed |
$390 - $528
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-105- 83.33% |
$1.05K - $1.42K
|
21
$303
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-500Closed |
$5K - $6.77K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
442New |
$4.42K - $5.98K
|
442
$6.38K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.32KClosed |
$13.1K - $17.8K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-350- 24.73% |
$3.5K - $4.74K
|
1.07K
$15.4K
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-44.7KClosed |
$447K - $605K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24Closed |
$217 - $245
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-15.6KClosed |
$141K - $159K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-18.3KClosed |
$166K - $187K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-10.3KClosed |
$93.3K - $105K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.24KClosed |
$29.4K - $33.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-106KClosed |
$959K - $1.08M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-9.6KClosed |
$87K - $97.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3KClosed |
$27.2K - $30.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
302New |
$2.74K - $3.08K
|
302
$4.36K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11KClosed |
$99.8K - $112K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-114KClosed |
$1.03M - $1.16M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-14.7KClosed |
$113K - $150K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-19.4KClosed |
$149K - $199K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25.5KClosed |
$196K - $261K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-67.1KClosed |
$516K - $686K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-73.5KClosed |
$565K - $752K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-13.9KClosed |
$107K - $142K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-33.8KClosed |
$260K - $346K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-288Closed |
$2.21K - $2.95K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hill Winds Capital LP
|
SELL
|
- |
-190KClosed |
$1.46M - $1.94M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$16K - $21.3K
|
2.08K
$30K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.1KNew |
$16.1K - $21.5K
|
2.1K
$30.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
23.9KNew |
$184K - $245K
|
23.9K
$345K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-400Closed |
$3.08K - $4.09K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.6KClosed |
$12.9K - $15.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-800Closed |
$6.46K - $7.97K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-81.7KClosed |
$660K - $814K
|
0
$0
|
|