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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-374Closed |
$27.7K - $31.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.51KClosed |
$631K - $707K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 33.56% |
$14.8K - $16.6K
|
396
$24.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-34.1KClosed |
$2.53M - $2.83M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$22.2K - $24.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-962Closed |
$71.3K - $79.9K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.49KNew |
$185K - $207K
|
2.49K
$155K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.8KClosed |
$207K - $232K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-3.26KClosed |
$241K - $270K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
345New |
$25.6K - $28.7K
|
345
$21.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
PUT |
-125Closed |
$9.27K - $10.4K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-15KClosed |
$1.11M - $1.25M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
598New |
$44.3K - $49.7K
|
598
$37.2K
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-131K- 98.66% |
$9.59M - $10.6M
|
1.78K
$111K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.97KNew |
$436K - $482K
|
5.97K
$371K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-5.14K- 57.45% |
$376K - $415K
|
3.81K
$237K
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.69KClosed |
$342K - $378K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-8.8KClosed |
$643K - $710K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-27.4KClosed |
$2M - $2.21M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-71.4KClosed |
$5.22M - $5.76M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-89Closed |
$6.5K - $7.18K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-67.9KClosed |
$4.96M - $5.48M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-258KClosed |
$18.8M - $20.8M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.16KClosed |
$231K - $255K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-61.9KClosed |
$4.52M - $4.99M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-728Closed |
$53.2K - $58.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
719New |
$52.5K - $58K
|
719
$44.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-7.19KClosed |
$525K - $580K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
97+ 8.46% |
$7.08K - $7.83K
|
1.24K
$77.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
806+ 1279.37% |
$58.9K - $65K
|
869
$54K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.13KClosed |
$82.5K - $91.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$7.3K - $8.07K
|
100
$6.22K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4.5KNew |
$329K - $363K
|
4.5K
$280K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-436Closed |
$31.8K - $35.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$196K - $217K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$14.6K - $16.1K
|
200
$12.4K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
116+ 3.25% |
$8.47K - $9.36K
|
3.69K
$229K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
700New |
$51.1K - $56.5K
|
700
$43.5K
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-106Closed |
$7.74K - $8.55K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$8.18K - $9.04K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-3.04KClosed |
$222K - $245K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$234K - $259K
|
3.21K
$200K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.06KClosed |
$74.9K - $83.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.23K- 39.66% |
$157K - $174K
|
3.39K
$211K
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.59KClosed |
$677K - $751K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
93.8KNew |
$6.62M - $7.34M
|
93.8K
$5.83M
|
|
|
Aug 16, 2021
Q2 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.07KClosed |
$217K - $241K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-246Closed |
$17.4K - $19.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-4.9KClosed |
$346K - $384K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.29KClosed |
$232K - $257K
|
0
$0
|
|