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 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
8.3K+ 41.09% |
$68.2K - $81.5K
|
28.5K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
625+ 4.8% |
$5.14K - $6.14K
|
13.7K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.7K- 14.96% |
$129K - $155K
|
89.5K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-30K- 69.37% |
$247K - $295K
|
13.2K
$181K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.05% |
$41.1 - $49.1
|
10K
$136K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
12.3KNew |
$101K - $121K
|
12.3K
$168K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
115New |
$973 - $1.21K
|
115
$1.57K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.03KClosed |
$8.7K - $10.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-20.5K- 40.59% |
$173K - $215K
|
30K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.38K+ 310.72% |
$37K - $45.9K
|
5.78K
$78.9K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.8K+ 2.11% |
$15.2K - $18.9K
|
87.3K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.2KNew |
$197K - $244K
|
23.2K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
92.4K+ 1044.64% |
$782K - $970K
|
101K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.5KNew |
$46.6K - $57.8K
|
5.5K
$75.1K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
144KNew |
$1.22M - $1.51M
|
144K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
27.5KNew |
$233K - $289K
|
27.5K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
41.7K+ 165.48% |
$353K - $438K
|
66.9K
$913K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8.49K+ 41.95% |
$71.8K - $89.1K
|
28.7K
$392K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
385New |
$3.26K - $4.04K
|
385
$5.25K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.7KNew |
$183K - $228K
|
21.7K
$296K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$423 - $525
|
50
$682
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.79K+ 8.73% |
$40.5K - $50.3K
|
59.6K
$813K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 1.3% |
$271 - $326
|
2.58K
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
567KNew |
$4.66M - $5.6M
|
567K
$7.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 11.03% |
$29.6K - $35.6K
|
36.3K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
12.7KNew |
$104K - $125K
|
12.7K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
30.1K+ 1.35% |
$248K - $297K
|
2.25M
$30.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-124K- 17.24% |
$1.02M - $1.22M
|
594K
$8.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-54.6K- 84.33% |
$449K - $539K
|
10.1K
$138K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-30- 34.09% |
$247 - $296
|
58
$791
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-36.2K- 61.47% |
$297K - $357K
|
22.7K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-4.88K- 13.13% |
$40.1K - $48.2K
|
32.3K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.5K+ 92.1% |
$94.6K - $114K
|
24K
$328K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-8.09K- 22.83% |
$66.5K - $79.8K
|
27.3K
$373K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$674 - $809
|
82
$1.12K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$904 - $1.09K
|
110
$1.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.7K - $17K
|
1.5K
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
75.7K+ 77.96% |
$639K - $860K
|
173K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.4KNew |
$105K - $141K
|
12.4K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-26.1KClosed |
$220K - $296K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 19.37% |
$61.9K - $83.4K
|
45.2K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-430- 24.0% |
$3.63K - $4.88K
|
1.36K
$18.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-28.9K- 73.16% |
$244K - $328K
|
10.6K
$145K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$743 - $1K
|
88
$1.2K
|
|
|
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
$126K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.9KNew |
$92K - $124K
|
10.9K
$149K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$253 - $341
|
30
$409
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
158New |
$1.33K - $1.79K
|
158
$2.16K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.91KClosed |
$30.5K - $39.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-319KClosed |
$3.35M - $4.31M
|
0
$0
|
|