Purchases and Sales Made in Q3 2022 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q3 2022. The information is specifically focused on institutions that hold shares of Whitestone REIT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.14K+ 20.07% |
$18K - $24.3K
|
12.8K
$182K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.1K+ 3.87% |
$17.7K - $23.9K
|
56.5K
$805K
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2K+ 4.77% |
$16.9K - $22.7K
|
43.9K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.73K+ 3.6% |
$14.6K - $19.6K
|
49.7K
$709K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1.53K+ 7.37% |
$12.9K - $17.4K
|
22.4K
$319K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.7K - $17K
|
1.5K
$21.4K
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.5K+ 5.15% |
$12.6K - $17K
|
30.6K
$436K
|
|
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
$132K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.3K+ 0.67% |
$11K - $14.8K
|
196K
$2.8M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.3K+ 0.67% |
$11K - $14.8K
|
196K
$2.8M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.29K+ 739.43% |
$10.9K - $14.7K
|
1.47K
$20.9K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.27K+ 0.45% |
$10.8K - $14.5K
|
287K
$4.09M
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
889+ 0.83% |
$7.5K - $10.1K
|
108K
$1.54M
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
838+ 6.78% |
$7.07K - $9.52K
|
13.2K
$188K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
595+ 1.15% |
$5.02K - $6.76K
|
52.4K
$748K
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
500+ 21.16% |
$4.22K - $5.68K
|
2.86K
$40.8K
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
394+ 9.9% |
$3.33K - $4.48K
|
4.37K
$62.3K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
366+ 0.67% |
$3.09K - $4.16K
|
55.2K
$788K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 66.67% |
$2.53K - $3.41K
|
750
$10.7K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
295+ 1.17% |
$2.49K - $3.35K
|
25.6K
$365K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
237+ 51.63% |
$2K - $2.69K
|
696
$9.92K
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
199+ 0.35% |
$1.68K - $2.26K
|
56.5K
$806K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
169+ 0.4% |
$1.43K - $1.92K
|
42.3K
$603K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
158New |
$1.33K - $1.79K
|
158
$2.25K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
153+ 0.74% |
$1.29K - $1.74K
|
20.9K
$299K
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
139+ 0.92% |
$1.17K - $1.58K
|
15.2K
$217K
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
124+ 1.27% |
$1.05K - $1.41K
|
9.92K
$141K
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
105+ 0.36% |
$886 - $1.19K
|
29.6K
$422K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$743 - $1K
|
88
$1.25K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
76New |
$641 - $863
|
76
$1.08K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
47New |
$397 - $534
|
47
$670
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
35+ 0.28% |
$295 - $398
|
12.7K
$181K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$253 - $341
|
30
$428
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21+ 0.04% |
$177 - $239
|
53.1K
$757K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.15% |
$127 - $170
|
10K
$143K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-13- 0.04% |
$110 - $148
|
33.4K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-34- 1.08% |
$287 - $386
|
3.13K
$44.6K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36- 0.34% |
$304 - $409
|
10.6K
$151K
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-44- 0.06% |
$371 - $500
|
74.7K
$1.07M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.45% |
$844 - $1.14K
|
22.2K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-196- 0.57% |
$1.65K - $2.23K
|
33.9K
$483K
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-207- 1.56% |
$1.75K - $2.35K
|
13.1K
$187K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-214- 0.28% |
$1.81K - $2.43K
|
77K
$1.1M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-244- 8.74% |
$2.06K - $2.77K
|
2.55K
$36.3K
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-350- 12.59% |
$2.95K - $3.98K
|
2.43K
$34.7K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-366- 8.9% |
$3.09K - $4.16K
|
3.75K
$53.4K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-385- 1.97% |
$3.25K - $4.37K
|
19.2K
$274K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-385- 1.97% |
$3.25K - $4.37K
|
19.2K
$274K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-425- 1.24% |
$3.59K - $4.83K
|
33.9K
$483K
|