Latest Institutional Transactions on W. P. Carey Inc. (WPC)
This table provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.64KNew |
$181K - $216K
|
2.64K
$164K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1KNew |
$68.5K - $81.7K
|
1K
$62.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$104K - $125K
|
1.53K
$94.9K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48New |
$3.29K - $3.92K
|
48
$2.98K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
93New |
$6.4K - $8.3K
|
93
$5.78K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.94KNew |
$202K - $263K
|
2.94K
$183K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
114+ 2.72% |
$7.84K - $10.2K
|
4.3K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
559New |
$38.4K - $49.9K
|
559
$34.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-300- 4.72% |
$20.6K - $26.8K
|
6.05K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 4.19% |
$185K - $240K
|
67K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
759New |
$52.2K - $67.8K
|
759
$47.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$201K - $261K
|
2.92K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-661- 0.61% |
$45.5K - $59K
|
107K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.5K+ 463.24% |
$2.86M - $3.71M
|
50.5K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
44+ 0.77% |
$3.03K - $3.93K
|
5.79K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3K+ 12.0% |
$206K - $268K
|
28K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.27K+ 72.66% |
$569K - $738K
|
19.6K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 115.43% |
$285K - $371K
|
7.75K
$482K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-96- 0.54% |
$6.6K - $8.57K
|
17.6K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$249K - $323K
|
3.62K
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
499+ 4.09% |
$34.3K - $44.6K
|
12.7K
$790K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
193New |
$13.3K - $17.2K
|
193
$12K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$688 - $893
|
10
$622
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
800New |
$55K - $71.4K
|
800
$49.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
230New |
$15.8K - $20.5K
|
230
$14.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 16.67% |
$3.44K - $4.47K
|
250
$15.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
595+ 4.65% |
$40.9K - $53.1K
|
13.4K
$832K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-279- 51.76% |
$19.2K - $24.9K
|
260
$16.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
916New |
$63K - $81.8K
|
916
$56.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
205New |
$14.1K - $18.3K
|
205
$12.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$336K - $436K
|
4.88K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
300New |
$20.6K - $26.8K
|
300
$18.7K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-67- 0.69% |
$4.61K - $5.98K
|
9.63K
$599K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
210+ 7.17% |
$14.4K - $18.8K
|
3.14K
$195K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-432- 2.35% |
$29.7K - $38.6K
|
18K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.6K+ 32.65% |
$110K - $143K
|
6.5K
$404K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$4.26K - $5.54K
|
62
$3.85K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
779New |
$53.6K - $69.6K
|
779
$48.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-269- 8.55% |
$18.5K - $24K
|
2.88K
$179K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.08KNew |
$212K - $275K
|
3.08K
$191K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.63KNew |
$112K - $145K
|
1.63K
$101K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-600- 11.2% |
$41.3K - $53.6K
|
4.76K
$296K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.64K- 64.25% |
$113K - $146K
|
912
$56.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.07KNew |
$280K - $363K
|
4.07K
$253K
|
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
500+ 0.99% |
$34.4K - $44.7K
|
50.9K
$3.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$302K - $392K
|
4.39K
$273K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
150New |
$10.3K - $13.4K
|
150
$9.33K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-705- 3.89% |
$48.5K - $63K
|
17.4K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-115- 1.18% |
$7.91K - $10.3K
|
9.66K
$601K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 8.33% |
$206 - $268
|
39
$2.42K
|
|