A detailed history of Lpl Financial LLC transactions in Whitestone Reit stock. As of the latest transaction made, Lpl Financial LLC holds 29,635 shares of WSR stock, worth $393,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,635
Previous 28,308 4.69%
Holding current value
$393,256
Previous $376,000 6.38%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$12.84 - $14.31 $17,038 - $18,989
1,327 Added 4.69%
29,635 $400,000
Q2 2024

Aug 07, 2024

SELL
$10.81 - $13.49 $86,815 - $108,338
-8,031 Reduced 22.1%
28,308 $376,000
Q1 2024

May 10, 2024

SELL
$11.58 - $13.08 $54,750 - $61,842
-4,728 Reduced 11.51%
36,339 $456,000
Q4 2023

Feb 14, 2024

SELL
$9.18 - $12.47 $27,163 - $36,898
-2,959 Reduced 6.72%
41,067 $504,000
Q3 2023

Nov 13, 2023

BUY
$9.46 - $10.69 $95,877 - $108,343
10,135 Added 29.9%
44,026 $423,000
Q2 2023

Jul 31, 2023

BUY
$8.22 - $9.82 $36,159 - $43,198
4,399 Added 14.92%
33,891 $328,000
Q1 2023

May 10, 2023

BUY
$8.46 - $10.5 $7,639 - $9,481
903 Added 3.16%
29,492 $271,000
Q4 2022

Feb 07, 2023

SELL
$8.22 - $9.87 $43,639 - $52,399
-5,309 Reduced 15.66%
28,589 $275,000
Q3 2022

Nov 14, 2022

SELL
$8.44 - $11.36 $1,654 - $2,226
-196 Reduced 0.57%
33,898 $287,000
Q2 2022

Aug 12, 2022

BUY
$10.51 - $13.5 $136 - $175
13 Added 0.04%
34,094 $367,000
Q1 2022

May 16, 2022

SELL
$9.99 - $13.54 $13,576 - $18,400
-1,359 Reduced 3.83%
34,081 $452,000
Q3 2021

Nov 15, 2021

SELL
$7.69 - $10.23 $5,306 - $7,058
-690 Reduced 1.91%
35,440 $347,000
Q2 2021

Aug 13, 2021

SELL
$8.08 - $9.96 $55,550 - $68,475
-6,875 Reduced 15.99%
36,130 $298,000
Q1 2021

May 14, 2021

SELL
$7.6 - $10.37 $21,280 - $29,035
-2,800 Reduced 6.11%
43,005 $417,000
Q4 2020

Feb 12, 2021

SELL
$5.96 - $8.54 $5,393 - $7,728
-905 Reduced 1.94%
45,805 $365,000
Q3 2020

Nov 09, 2020

SELL
$5.65 - $7.17 $15,497 - $19,667
-2,743 Reduced 5.55%
46,710 $280,000
Q2 2020

Aug 13, 2020

BUY
$5.05 - $9.15 $19,664 - $35,630
3,894 Added 8.55%
49,453 $360,000
Q1 2020

May 14, 2020

SELL
$5.94 - $13.81 $28,921 - $67,240
-4,869 Reduced 9.66%
45,559 $282,000
Q4 2019

Feb 14, 2020

SELL
$13.2 - $14.48 $144,870 - $158,918
-10,975 Reduced 17.87%
50,428 $687,000
Q3 2019

Nov 13, 2019

BUY
$12.1 - $13.84 $194,894 - $222,920
16,107 Added 35.56%
61,403 $845,000
Q2 2019

Aug 09, 2019

SELL
$11.84 - $12.97 $17,416 - $19,078
-1,471 Reduced 3.15%
45,296 $575,000
Q1 2019

May 08, 2019

SELL
$11.6 - $14.54 $44,114 - $55,295
-3,803 Reduced 7.52%
46,767 $562,000
Q4 2018

Feb 07, 2019

BUY
$11.91 - $14.38 $4,501 - $5,435
378 Added 0.75%
50,570 $620,000
Q3 2018

Nov 14, 2018

SELL
$12.45 - $13.88 $15,064 - $16,794
-1,210 Reduced 2.35%
50,192 $697,000
Q2 2018

Aug 14, 2018

BUY
$10.14 - $12.52 $41,878 - $51,707
4,130 Added 8.74%
51,402 $641,000
Q1 2018

May 15, 2018

BUY
$10.12 - $14.37 $11,739 - $16,669
1,160 Added 2.52%
47,272 $491,000
Q3 2017

Nov 14, 2017

BUY
$12.21 - $13.5 $3,418 - $3,780
280 Added 0.61%
46,112 $602,000
Q2 2017

Aug 14, 2017

BUY
N/A
45,832
45,832 $561,000

Others Institutions Holding WSR

About Whitestone REIT


  • Ticker WSR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 49,369,900
  • Market Cap $655M
  • Description
  • Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops and redevelops high-quality open-air neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. Whitestone seeks to create communities that thrive through creating local connections between consumers in the...
More about WSR
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