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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
17.2KNew |
$221K - $246K
|
17.2K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-3.6K- 12.52% |
$46.2K - $51.5K
|
25.2K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-528- 3.04% |
$6.78K - $7.56K
|
16.8K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
100+ 0.42% |
$1.28K - $1.43K
|
24K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
5.9K+ 24.48% |
$75.8K - $84.4K
|
30K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26.6KNew |
$342K - $381K
|
26.6K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5.5K- 6.22% |
$70.6K - $78.7K
|
82.9K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
26.6KNew |
$342K - $381K
|
26.6K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
652New |
$8.37K - $9.33K
|
652
$8.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$64.2 - $71.6
|
5
$66.8
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-4K- 25.97% |
$51.4K - $57.2K
|
11.4K
$152K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
576+ 1252.17% |
$7.4K - $8.24K
|
622
$8.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.06K- 12.94% |
$39.3K - $43.8K
|
20.6K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$12.8 - $14.3
|
10.1K
$135K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$449 - $501
|
35
$467
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.58% |
$38.5 - $42.9
|
517
$6.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
300New |
$3.85K - $4.29K
|
300
$4.01K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.4K- 91.89% |
$36.8K - $45.9K
|
300
$4.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-233- 1.16% |
$2.52K - $3.14K
|
19.8K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
30K+ 265.35% |
$324K - $404K
|
41.3K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50New |
$541 - $675
|
50
$668
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
13.3KNew |
$144K - $179K
|
13.3K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Roumell Asset Management, LLC
Chevy Chase, MD |
BUY
|
- |
98.4K+ 104.95% |
$1.06M - $1.33M
|
192K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-29.8K- 0.39% |
$322K - $402K
|
7.71M
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15.8KNew |
$171K - $213K
|
15.8K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-99- 41.25% |
$1.07K - $1.34K
|
141
$1.88K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2.41K+ 2.85% |
$26.1K - $32.6K
|
87.1K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.6K- 35.46% |
$60.5K - $75.5K
|
10.2K
$136K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.29KNew |
$46.4K - $57.9K
|
4.29K
$57.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12.1KNew |
$130K - $163K
|
12.1K
$161K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.2K- 4.7% |
$34.6K - $43.2K
|
64.8K
$865K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.8KNew |
$137K - $155K
|
11.8K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5KNew |
$134K - $151K
|
11.5K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
10.8KNew |
$125K - $141K
|
10.8K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-629- 13.47% |
$7.28K - $8.23K
|
4.04K
$53.9K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.37K- 72.92% |
$15.9K - $18K
|
510
$6.81K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
15K+ 103.45% |
$174K - $196K
|
29.5K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30KNew |
$347K - $392K
|
30K
$401K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-233- 0.88% |
$2.7K - $3.05K
|
26.2K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$80.2K - $90.6K
|
6.93K
$92.4K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
78New |
$903 - $1.02K
|
78
$1.04K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
809New |
$9.37K - $10.6K
|
809
$10.8K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.91KNew |
$33.7K - $38K
|
2.91K
$38.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$197 - $222
|
17
$227
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.29K+ 26.7% |
$26.5K - $29.9K
|
10.9K
$145K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$45.9 - $62.4
|
5
$66.8
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15.9KNew |
$146K - $198K
|
15.9K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
411New |
$3.77K - $5.13K
|
411
$5.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Fortress Investment Group LLC
New York, NY |
SELL
|
- |
-688K- 48.21% |
$6.32M - $8.58M
|
739K
$9.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.15K- 17.81% |
$47.3K - $64.3K
|
23.8K
$317K
|
|