Latest Institutional Transactions on Whitestone Reit (WSR)
This table provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-99- 41.25% |
$1.07K - $1.34K
|
141
$2.04K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
18.1K+ 43.93% |
$196K - $244K
|
59.3K
$860K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2.41K+ 2.85% |
$26.1K - $32.6K
|
87.1K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
535New |
$5.78K - $7.22K
|
535
$7.76K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.6K- 35.46% |
$60.5K - $75.5K
|
10.2K
$148K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.29KNew |
$46.4K - $57.9K
|
4.29K
$62.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12.1KNew |
$130K - $163K
|
12.1K
$175K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
402New |
$4.35K - $5.42K
|
402
$5.83K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 8.05% |
$227 - $283
|
282
$4.09K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.2K- 4.7% |
$34.6K - $43.2K
|
64.8K
$940K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.82K+ 16.81% |
$55.9K - $63.1K
|
33.5K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.8KNew |
$137K - $155K
|
11.8K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5KNew |
$134K - $151K
|
11.5K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 7.56% |
$15.1K - $17K
|
18.5K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
10.8KNew |
$125K - $141K
|
10.8K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30KNew |
$347K - $392K
|
30K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-629- 13.47% |
$7.28K - $8.23K
|
4.04K
$58.6K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.37K- 72.92% |
$15.9K - $18K
|
510
$7.4K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
15K+ 103.45% |
$174K - $196K
|
29.5K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-500- 20.0% |
$5.79K - $6.54K
|
2K
$29K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-233- 0.88% |
$2.7K - $3.05K
|
26.2K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-600- 6.12% |
$6.95K - $7.85K
|
9.2K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$80.2K - $90.6K
|
6.93K
$100K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 39.08% |
$226K - $255K
|
30.4K
$441K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
78New |
$903 - $1.02K
|
78
$1.13K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
809New |
$9.37K - $10.6K
|
809
$11.7K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.91KNew |
$33.7K - $38K
|
2.91K
$42.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$197 - $222
|
17
$247
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.29K+ 26.7% |
$26.5K - $29.9K
|
10.9K
$157K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$45.9 - $62.4
|
5
$72.5
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15.9KNew |
$146K - $198K
|
15.9K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Fortress Investment Group LLC
New York, NY |
SELL
|
- |
-688K- 48.21% |
$6.32M - $8.58M
|
739K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.15K- 17.81% |
$47.3K - $64.3K
|
23.8K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-193K- 18.03% |
$1.77M - $2.4M
|
875K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.4KNew |
$187K - $255K
|
20.4K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
411New |
$3.77K - $5.13K
|
411
$5.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
66.1KNew |
$607K - $824K
|
66.1K
$958K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.7K+ 19.11% |
$98.6K - $134K
|
66.9K
$970K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.16K- 3.0% |
$10.7K - $14.5K
|
37.5K
$544K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.13% |
$9.72K - $13.2K
|
32.8K
$475K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-295- 93.65% |
$2.71K - $3.68K
|
20
$290
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.97K- 15.1% |
$18.1K - $24.5K
|
11.1K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.79K+ 17.4% |
$25.6K - $34.8K
|
18.8K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
79+ 3.95% |
$725 - $985
|
2.08K
$30.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-8.81K- 4.18% |
$80.9K - $110K
|
202K
$2.93M
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 43.21% |
$128K - $145K
|
17.8K
$258K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.05K- 26.92% |
$9.9K - $11.2K
|
2.84K
$41.2K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
66.3K+ 109.05% |
$627K - $709K
|
127K
$1.84M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 71.43% |
$946 - $1.07K
|
40
$580
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-321- 0.84% |
$3.04K - $3.43K
|
37.7K
$547K
|
|