Purchases and Sales Made in Q4 2022 in Wheeler Real Estate Investment Trust, Inc. (WHLR)
This table provides information about the institutional ownership of Wheeler Real Estate Investment Trust, Inc. (WHLR) during Q4 2022. The information is specifically focused on institutions that hold shares of Wheeler Real Estate Investment Trust, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
497KNew |
$681K - $1.01B
|
497K
$4.63M
|
|
Feb 14, 2023
Q4 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
50KNew |
$68.5K - $102M
|
50K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15K+ 60.0% |
$20.6K - $30.6M
|
40K
$372K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.86KNew |
$6.66K - $9.92M
|
4.86K
$45.3K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71KNew |
$2.34K - $3.48M
|
1.71K
$15.9K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18+ 0.72% |
$24.7 - $36.7K
|
2.51K
$23.4K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6New |
$8.22 - $12.2K
|
6
$55.9
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 2.5% |
$1.37 - $2.04K
|
41
$382
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 7.69% |
$1.37 - $2.04K
|
12
$112
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4Closed |
$5.48 - $8.16K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-171- 0.23% |
$234 - $349K
|
73K
$679K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.82K- 7.71% |
$2.49K - $3.7M
|
21.7K
$202K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 7.51% |
$11.4K - $16.9M
|
102K
$952K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-17.9K- 6.38% |
$24.5K - $36.5M
|
262K
$2.44M
|