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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$129K - $149K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-168Closed |
$10.6K - $12.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.35KClosed |
$212K - $246K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-588Closed |
$37.1K - $43.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
39KNew |
$2.47M - $2.87M
|
39K
$2.43M
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-100Closed |
$6.32K - $7.34K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-3.72KClosed |
$235K - $273K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
57New |
$3.6K - $4.19K
|
57
$3.54K
|
|
|
Nov 10, 2020
Q3 2020
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.04KClosed |
$255K - $296K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-30.7KClosed |
$1.94M - $2.26M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.74KClosed |
$236K - $275K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
1 St Source Bank
|
SELL
|
- |
-5KClosed |
$316K - $367K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.37KClosed |
$86.5K - $101K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-235- 7.93% |
$11.8K - $17.5K
|
2.73K
$170K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.03K - $7.44K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-24.7KClosed |
$1.24M - $1.84M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Field & Main Bank
|
SELL
|
- |
-75Closed |
$3.77K - $5.58K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-13.3KClosed |
$669K - $990K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-14.4KClosed |
$724K - $1.07M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Gruss & Co., LLC
|
SELL
|
- |
-40.9KClosed |
$2.05M - $3.04M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.37KClosed |
$220K - $325K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-164KClosed |
$8.23M - $12.2M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-563Closed |
$28.3K - $41.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-594Closed |
$29.9K - $44.2K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7KClosed |
$352K - $521K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-300Closed |
$15.1K - $22.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.3KClosed |
$216K - $320K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-19.5KClosed |
$979K - $1.45M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Welch Group, LLC
|
SELL
|
- |
-2.6KClosed |
$131K - $193K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-32.5KClosed |
$1.63M - $2.42M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
95New |
$4.77K - $7.06K
|
95
$5.91K
|
|
|
Jul 07, 2020
Q2 2020
|
Woodstock Corp
|
BUY
|
- |
3.18KNew |
$160K - $236K
|
3.18K
$197K
|
|
| Q1 2020 | |||||||
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.2KClosed |
$140K - $282K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-105KClosed |
$4.59M - $9.24M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-7.35KClosed |
$322K - $648K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.53KClosed |
$67K - $135K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-150Closed |
$6.58K - $13.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.96KClosed |
$218K - $438K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.45KClosed |
$239K - $481K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.48KClosed |
$196K - $395K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.1KClosed |
$136K - $274K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4KClosed |
$175K - $353K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-230Closed |
$10.1K - $20.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.66KClosed |
$117K - $235K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Zevin Asset Management LLC
|
SELL
|
- |
-3.37KClosed |
$148K - $297K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.65KClosed |
$204K - $411K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Heritage Investors Management Corp
|
SELL
|
- |
-3KClosed |
$132K - $265K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.64KClosed |
$116K - $233K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-720Closed |
$31.6K - $63.6K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Appleton Partners Inc
|
SELL
|
- |
-3.6KClosed |
$158K - $317K
|
0
$0
|
|