Purchases and Sales Made in Q3 2024 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q3 2024. 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 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.14K+ 17.67% |
$14.6K - $16.3K
|
7.58K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.06K+ 10.93% |
$13.6K - $15.2K
|
10.8K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
915+ 3.8% |
$11.7K - $13.1K
|
25K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
666New |
$8.55K - $9.53K
|
666
$8.83K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
652New |
$8.37K - $9.33K
|
652
$8.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
618+ 363.53% |
$7.94K - $8.84K
|
788
$10.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
576+ 1252.17% |
$7.4K - $8.24K
|
622
$8.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
553+ 1.25% |
$7.1K - $7.91K
|
44.8K
$594K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
521+ 4.78% |
$6.69K - $7.46K
|
11.4K
$152K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
386New |
$4.96K - $5.52K
|
386
$5.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
363+ 1.38% |
$4.66K - $5.19K
|
26.7K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
353+ 27.26% |
$4.53K - $5.05K
|
1.65K
$21.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
333+ 172.54% |
$4.28K - $4.77K
|
526
$6.97K
|
|
|
Apr 04, 2025
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
318+ 0.79% |
$4.08K - $4.55K
|
40.6K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305+ 2.24% |
$3.92K - $4.36K
|
13.9K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
300New |
$3.85K - $4.29K
|
300
$3.98K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
224+ 4.78% |
$2.88K - $3.21K
|
4.91K
$65.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
213+ 1.36% |
$2.73K - $3.05K
|
15.9K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
171New |
$2.2K - $2.45K
|
171
$2.27K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 7.77% |
$1.98K - $2.2K
|
2.14K
$28.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150New |
$1.93K - $2.15K
|
150
$1.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
100+ 0.42% |
$1.28K - $1.43K
|
24K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
98+ 466.67% |
$1.26K - $1.4K
|
119
$1.58K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 120.31% |
$989 - $1.1K
|
141
$1.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
65+ 0.57% |
$835 - $930
|
11.5K
$153K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60+ 5.57% |
$770 - $859
|
1.14K
$15.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 100.0% |
$642 - $716
|
100
$1.33K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$449 - $501
|
35
$464
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 6.89% |
$372 - $415
|
450
$5.97K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.98% |
$167 - $186
|
1.34K
$17.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$64.2 - $71.6
|
5
$66.3
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$38.5 - $42.9
|
3
$39.8
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$12.8 - $14.3
|
10.1K
$134K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.58% |
$38.5 - $42.9
|
517
$6.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.12% |
$154 - $172
|
9.64K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-20- 0.04% |
$257 - $286
|
48.9K
$649K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-29- 11.24% |
$372 - $415
|
229
$3.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-112- 0.37% |
$1.44K - $1.6K
|
30.6K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-148- 1.41% |
$1.9K - $2.12K
|
10.3K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-175- 0.9% |
$2.25K - $2.5K
|
19.2K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-300- 1.25% |
$3.85K - $4.29K
|
23.7K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-360- 2.86% |
$4.62K - $5.15K
|
12.2K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-393- 0.82% |
$5.05K - $5.62K
|
47.6K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-528- 3.04% |
$6.78K - $7.56K
|
16.8K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-606- 3.17% |
$7.78K - $8.67K
|
18.5K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-629- 0.93% |
$8.08K - $9K
|
66.8K
$886K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-810- 4.16% |
$10.4K - $11.6K
|
18.6K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-908- 4.47% |
$11.7K - $13K
|
19.4K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.58% |
$13K - $14.5K
|
175K
$2.32M
|