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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.21KClosed |
$168K - $190K
|
0
$0
|
|
|
Jul 01, 2019
Q2 2019
|
Park National Corp
|
SELL
|
- |
-3.13KClosed |
$237K - $269K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-50Closed |
$3.21K - $3.94K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-384Closed |
$24.6K - $30.3K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9.68KClosed |
$621K - $763K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.33KClosed |
$534K - $657K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-300Closed |
$19.2K - $23.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-78Closed |
$5K - $6.15K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-90.1KClosed |
$5.78M - $7.11M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-400Closed |
$25.7K - $31.6K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-100Closed |
$6.41K - $7.89K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4KClosed |
$257K - $316K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Ballast, Inc.
|
SELL
|
- |
-13.7KClosed |
$878K - $1.08M
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-62.9KClosed |
$4.04M - $4.97M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.3KClosed |
$787K - $968K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-400Closed |
$25.2K - $28.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
370New |
$23.3K - $26.1K
|
370
$20.4K
|
|
|
Feb 14, 2019
Q4 2018
|
Loomis Sayles & CO L P
|
SELL
|
- |
-486Closed |
$30.6K - $34.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-450- 25.44% |
$28.3K - $31.8K
|
1.32K
$72.7K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
176New |
$11.1K - $12.4K
|
176
$9.69K
|
|
|
Feb 14, 2019
Q4 2018
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-44.4KClosed |
$2.79M - $3.13M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.05KClosed |
$254K - $286K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
400New |
$25.2K - $28.2K
|
400
$22K
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.77KClosed |
$111K - $125K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.97KClosed |
$375K - $421K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$839K - $942K
|
13.3K
$735K
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.55KClosed |
$160K - $180K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.19KNew |
$75K - $84.1K
|
1.19K
$65.7K
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.28KClosed |
$80.5K - $90.4K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
991New |
$62.3K - $69.9K
|
991
$54.6K
|
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.35KClosed |
$273K - $307K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-550Closed |
$34.6K - $38.8K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-250Closed |
$15.7K - $17.6K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-234Closed |
$14.7K - $16.5K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-500Closed |
$31.4K - $35.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 24, 2019
Q3 2018
|
Zhang Financial LLC
|
SELL
|
- |
-4.1KClosed |
$262K - $279K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-309Closed |
$19.7K - $21K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
56KNew |
$3.58M - $3.81M
|
56K
$3.09M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.21KClosed |
$77.3K - $82.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-120Closed |
$7.66K - $8.15K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-5.38KClosed |
$344K - $365K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.89KClosed |
$313K - $332K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.16KClosed |
$74.3K - $79K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Chicago Capital, LLC
|
SELL
|
- |
-3.13KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-700KClosed |
$44.7M - $47.6M
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-33.4KClosed |
$2.13M - $2.27M
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Webster Bank, N. A.
|
SELL
|
- |
-1.4KClosed |
$89.4K - $95.1K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
160New |
$10.2K - $10.9K
|
160
$8.81K
|
|
|
Oct 04, 2018
Q3 2018
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-33.1KClosed |
$2.11M - $2.25M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.13KClosed |
$69.3K - $76.7K
|
0
$0
|
|