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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-193K- 18.03% |
$1.77M - $2.4M
|
875K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
66.1KNew |
$607K - $824K
|
66.1K
$882K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.7K+ 19.11% |
$98.6K - $134K
|
66.9K
$893K
|
|
|
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
$501K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.13% |
$9.72K - $13.2K
|
32.8K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.97K- 15.1% |
$18.1K - $24.5K
|
11.1K
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
79+ 3.95% |
$725 - $985
|
2.08K
$27.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-8.81K- 4.18% |
$80.9K - $110K
|
202K
$2.7M
|
|
| Q3 2023 | |||||||
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.05K- 26.92% |
$9.9K - $11.2K
|
2.84K
$37.9K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 71.43% |
$946 - $1.07K
|
40
$534
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
36.4KNew |
$344K - $389K
|
36.4K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-321- 0.84% |
$3.04K - $3.43K
|
37.7K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$99.2K - $112K
|
10.5K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.7KNew |
$158K - $178K
|
16.7K
$223K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 386.1% |
$18.9K - $21.4K
|
2.52K
$33.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1K- 57.97% |
$9.46K - $10.7K
|
725
$9.68K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-68- 3.32% |
$643 - $727
|
1.98K
$26.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
18.8KNew |
$178K - $201K
|
18.8K
$251K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
20New |
$189 - $214
|
20
$267
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-30K- 69.37% |
$247K - $295K
|
13.2K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
625+ 4.8% |
$5.14K - $6.14K
|
13.7K
$182K
|
|
|
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
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Third Avenue Management LLC
New York, NY |
BUY
|
- |
80KNew |
$658K - $786K
|
80K
$1.07M
|
|
| Q1 2023 | |||||||
|
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
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.8K+ 2.11% |
$15.2K - $18.9K
|
87.3K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.5KNew |
$46.6K - $57.8K
|
5.5K
$73.5K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.38K+ 310.72% |
$37K - $45.9K
|
5.78K
$77.2K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
27.5KNew |
$233K - $289K
|
27.5K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
41.7K+ 165.48% |
$353K - $438K
|
66.9K
$894K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
385New |
$3.26K - $4.04K
|
385
$5.14K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.7KNew |
$183K - $228K
|
21.7K
$290K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$423 - $525
|
50
$668
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.79K+ 8.73% |
$40.5K - $50.3K
|
59.6K
$796K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 11.03% |
$29.6K - $35.6K
|
36.3K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
12.7KNew |
$104K - $125K
|
12.7K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
567KNew |
$4.66M - $5.6M
|
567K
$7.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
30.1K+ 1.35% |
$248K - $297K
|
2.25M
$30.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-124K- 17.24% |
$1.02M - $1.22M
|
594K
$7.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-30- 34.09% |
$247 - $296
|
58
$774
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-36.2K- 61.47% |
$297K - $357K
|
22.7K
$303K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.5K+ 92.1% |
$94.6K - $114K
|
24K
$321K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-4.88K- 13.13% |
$40.1K - $48.2K
|
32.3K
$431K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-8.09K- 22.83% |
$66.5K - $79.8K
|
27.3K
$365K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$674 - $809
|
82
$1.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$904 - $1.09K
|
110
$1.47K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.7K - $17K
|
1.5K
$20K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 19.37% |
$61.9K - $83.4K
|
45.2K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-26.1KClosed |
$220K - $296K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
75.7K+ 77.96% |
$639K - $860K
|
173K
$2.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-28.9K- 73.16% |
$244K - $328K
|
10.6K
$142K
|
|