Latest Institutional Purchases of Whitestone Reit (WSR)
This list provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.5K+ 92.1% |
$94.6K - $114K
|
24K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 11.03% |
$29.6K - $35.6K
|
36.3K
$455K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$904 - $1.09K
|
110
$1.38K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$674 - $809
|
82
$1.03K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 1.3% |
$271 - $326
|
2.58K
$32.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
75.7K+ 77.96% |
$639K - $860K
|
173K
$2.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.9KNew |
$92K - $124K
|
10.9K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 19.37% |
$61.9K - $83.4K
|
45.2K
$567K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.7K - $17K
|
1.5K
$18.8K
|
|
|
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
$116K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
158New |
$1.33K - $1.79K
|
158
$1.98K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$743 - $1K
|
88
$1.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$253 - $341
|
30
$376
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
150KNew |
$1.58M - $2.03M
|
150K
$1.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
36.4KNew |
$383K - $492K
|
36.4K
$457K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21KNew |
$220K - $283K
|
21K
$263K
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
4.76KNew |
$50K - $64.3K
|
4.76K
$59.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.19K+ 17.46% |
$44K - $56.5K
|
28.2K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.28KNew |
$24K - $30.8K
|
2.28K
$28.6K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
10.2KNew |
$102K - $138K
|
10.2K
$128K
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
442New |
$4.42K - $5.98K
|
442
$5.54K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
302New |
$2.74K - $3.08K
|
302
$3.78K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
23.9KNew |
$184K - $245K
|
23.9K
$300K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.1KNew |
$16.1K - $21.5K
|
2.1K
$26.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$16K - $21.3K
|
2.08K
$26.1K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
13.8KNew |
$105K - $143K
|
13.8K
$173K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
11.1K+ 13.04% |
$62.7K - $79.6K
|
96.2K
$1.21M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.65KNew |
$114K - $125K
|
8.65K
$108K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.2KNew |
$144K - $204K
|
14.2K
$178K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
62.7KNew |
N/A
|
62.7K
$786K
|
|