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 12, 2021
Q3 2021
|
Hill Winds Capital LP
|
SELL
|
- |
-190KClosed |
$1.46M - $1.94M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-288Closed |
$2.21K - $2.95K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$16K - $21.3K
|
2.08K
$28.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.1KNew |
$16.1K - $21.5K
|
2.1K
$28.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
23.9KNew |
$184K - $245K
|
23.9K
$323K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-400Closed |
$3.08K - $4.09K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-800Closed |
$6.46K - $7.97K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.6KClosed |
$12.9K - $15.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-81.7KClosed |
$660K - $814K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-26Closed |
$210 - $259
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-292Closed |
$2.36K - $2.91K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-300Closed |
$2.28K - $3.11K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
13.8KNew |
$105K - $143K
|
13.8K
$186K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-14.8KClosed |
$113K - $154K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.17KClosed |
$8.91K - $12.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-438Closed |
$3.33K - $4.54K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.62KClosed |
$57.9K - $79K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-54.4KClosed |
$413K - $564K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-961Closed |
$7.3K - $9.97K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-849Closed |
$6.45K - $8.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-330Closed |
$1.97K - $2.82K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-19.1KClosed |
$114K - $163K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-313Closed |
$1.87K - $2.67K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.1KClosed |
$72.2K - $103K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.72KClosed |
$10.3K - $14.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
11.1K+ 13.04% |
$62.7K - $79.6K
|
96.2K
$1.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-575Closed |
$3.25K - $4.12K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.96KClosed |
$11.1K - $14K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$6.22K - $7.89K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-41.4KClosed |
$234K - $297K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-53Closed |
$299 - $380
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-530Closed |
$2.99K - $3.8K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Winton Group LTD
London, X0 |
SELL
|
- |
-362KClosed |
$2.05M - $2.6M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-425Closed |
$2.15K - $3.89K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-107Closed |
$540 - $979
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.82KClosed |
$9.19K - $16.7K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-58.4KClosed |
$295K - $534K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-11.7KClosed |
$69.6K - $162K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-62.4KClosed |
$371K - $862K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-72.4KClosed |
$430K - $1M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.19KClosed |
$7.07K - $16.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-435Closed |
$5.74K - $6.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-56.5KClosed |
$746K - $818K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.5KClosed |
$46.2K - $50.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.65KNew |
$114K - $125K
|
8.65K
$117K
|
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.44KClosed |
$19K - $20.8K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$139K - $152K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-154KClosed |
$1.86M - $2.13M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.19KClosed |
$38.6K - $44.1K
|
0
$0
|
|