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 12, 2019
Q3 2019
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-27.3KClosed |
$2.19M - $2.5M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Leisure Capital Management
|
SELL
|
- |
-2.61KClosed |
$210K - $239K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$56.2K - $64.1K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-159KClosed |
$12.8M - $14.6M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-3.94KClosed |
$317K - $361K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.57KClosed |
$367K - $418K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.63% |
$80.3 - $91.6
|
161
$10K
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267New |
$21.4K - $24.5K
|
267
$16.6K
|
|
Oct 28, 2019
Q3 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.31KClosed |
$266K - $303K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Capital City Trust CO
|
SELL
|
- |
-3.48KClosed |
$279K - $319K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Peregrine Capital Management LLC
|
SELL
|
- |
-150Closed |
$12K - $13.7K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Denali Advisors LLC
|
SELL
|
- |
-106KClosed |
$8.48M - $9.68M
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-243Closed |
$19.5K - $22.3K
|
0
$0
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-277Closed |
$22.3K - $25.4K
|
0
$0
|
|
Q2 2019 | |||||||
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-23.7KClosed |
$1.8M - $2.04M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-203Closed |
$15.4K - $17.5K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.14KClosed |
$238K - $270K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.03KClosed |
$154K - $175K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.2KClosed |
$243K - $275K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2KClosed |
$152K - $172K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.96KClosed |
$225K - $254K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.72KClosed |
$207K - $234K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-144Closed |
$10.9K - $12.4K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-215Closed |
$16.3K - $18.5K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-128Closed |
$9.72K - $11K
|
0
$0
|
|
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
$23K
|
|
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
$82K
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
176New |
$11.1K - $12.4K
|
176
$10.9K
|
|
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
$24.9K
|
|
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
|