Latest Institutional Purchases of Whitestone Reit (WSR)
This list provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$197 - $222
|
17
$227
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
66.1KNew |
$607K - $824K
|
66.1K
$882K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15.9KNew |
$146K - $198K
|
15.9K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.7K+ 19.11% |
$98.6K - $134K
|
66.9K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
411New |
$3.77K - $5.13K
|
411
$5.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
79+ 3.95% |
$725 - $985
|
2.08K
$27.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$45.9 - $62.4
|
5
$66.8
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
36.4KNew |
$344K - $389K
|
36.4K
$486K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
18.8KNew |
$178K - $201K
|
18.8K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.7KNew |
$158K - $178K
|
16.7K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$99.2K - $112K
|
10.5K
$140K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 386.1% |
$18.9K - $21.4K
|
2.52K
$33.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
20New |
$189 - $214
|
20
$267
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Third Avenue Management LLC
New York, NY |
BUY
|
- |
80KNew |
$658K - $786K
|
80K
$1.07M
|
|
|
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
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
625+ 4.8% |
$5.14K - $6.14K
|
13.7K
$182K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
41.7K+ 165.48% |
$353K - $438K
|
66.9K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
27.5KNew |
$233K - $289K
|
27.5K
$367K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.7KNew |
$183K - $228K
|
21.7K
$290K
|
|
|
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
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.79K+ 8.73% |
$40.5K - $50.3K
|
59.6K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.38K+ 310.72% |
$37K - $45.9K
|
5.78K
$77.2K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.8K+ 2.11% |
$15.2K - $18.9K
|
87.3K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
385New |
$3.26K - $4.04K
|
385
$5.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$423 - $525
|
50
$668
|
|
| Q4 2022 | |||||||
|
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 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
12.7KNew |
$104K - $125K
|
12.7K
$170K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.5K+ 92.1% |
$94.6K - $114K
|
24K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 11.03% |
$29.6K - $35.6K
|
36.3K
$484K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$904 - $1.09K
|
110
$1.47K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$674 - $809
|
82
$1.09K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
75.7K+ 77.96% |
$639K - $860K
|
173K
$2.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.9KNew |
$92K - $124K
|
10.9K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 19.37% |
$61.9K - $83.4K
|
45.2K
$604K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.7K - $17K
|
1.5K
$20K
|
|
|
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
$123K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
158New |
$1.33K - $1.79K
|
158
$2.11K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$743 - $1K
|
88
$1.17K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$253 - $341
|
30
$401
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
150KNew |
$1.58M - $2.03M
|
150K
$2M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
36.4KNew |
$383K - $492K
|
36.4K
$487K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21KNew |
$220K - $283K
|
21K
$280K
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
4.76KNew |
$50K - $64.3K
|
4.76K
$63.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.19K+ 17.46% |
$44K - $56.5K
|
28.2K
$376K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.28KNew |
$24K - $30.8K
|
2.28K
$30.5K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
10.2KNew |
$102K - $138K
|
10.2K
$136K
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
442New |
$4.42K - $5.98K
|
442
$5.9K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
23.9KNew |
$184K - $245K
|
23.9K
$319K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.1KNew |
$16.1K - $21.5K
|
2.1K
$28K
|
|