Latest Institutional Purchases of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
10.9KNew |
$597K - $733K
|
10.9K
$610K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.76KNew |
$535K - $658K
|
9.76K
$547K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.62K+ 186.58% |
$418K - $513K
|
11.7K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
7.2KNew |
$395K - $485K
|
7.2K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.08KNew |
$334K - $410K
|
6.08K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.07KNew |
$333K - $409K
|
6.07K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.73KNew |
$314K - $386K
|
5.73K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.91KNew |
$269K - $331K
|
4.91K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4KNew |
$219K - $269K
|
4K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.46KNew |
$135K - $166K
|
2.46K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.28KNew |
$125K - $153K
|
2.28K
$128K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.08K+ 33.18% |
$114K - $140K
|
8.35K
$468K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2KNew |
$110K - $135K
|
2K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.74K+ 52.94% |
$95.6K - $117K
|
5.04K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$74.5K - $91.6K
|
1.36K
$76.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
961New |
$52.7K - $64.7K
|
961
$53.9K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
873New |
$47.9K - $58.8K
|
873
$48.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
831New |
$45.6K - $56K
|
831
$46.6K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
677+ 21.08% |
$37.1K - $45.6K
|
3.89K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
625+ 260.42% |
$34.3K - $42.1K
|
865
$48.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
562+ 14.65% |
$30.8K - $37.9K
|
4.4K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
525New |
$28.8K - $35.4K
|
525
$29.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 0.63% |
$27.9K - $34.3K
|
80.9K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
500+ 6.86% |
$27.4K - $33.7K
|
7.79K
$437K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
493New |
$27K - $33.2K
|
493
$27.6K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$21.9K - $26.9K
|
400
$22.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
271New |
$14.9K - $18.3K
|
271
$15.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
70New |
$3.84K - $4.72K
|
70
$3.92K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57+ 0.85% |
$3.13K - $3.84K
|
6.75K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$2.91K - $3.57K
|
53
$2.97K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
46+ 1.29% |
$2.52K - $3.1K
|
3.62K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28New |
$1.54K - $1.89K
|
28
$1.57K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.74% |
$823 - $1.01K
|
2.06K
$115K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.07% |
$329 - $404
|
8.91K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$274 - $337
|
3.96K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.45% |
$54.8 - $67.4
|
30
$1.68K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
189KNew |
$9.87M - $12.4M
|
189K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
85.7KNew |
$4.47M - $5.63M
|
85.7K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33.3KNew |
$1.74M - $2.19M
|
33.3K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.04M - $1.31M
|
20K
$1.12M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.85KNew |
$514K - $647K
|
9.85K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.63K+ 75.76% |
$503K - $632K
|
22.3K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
5.72KNew |
$298K - $375K
|
5.72K
$321K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.25KNew |
$274K - $345K
|
5.25K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.05KNew |
$264K - $332K
|
5.05K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.8KNew |
$251K - $315K
|
4.8K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.5KNew |
$235K - $296K
|
4.5K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$205K - $258K
|
3.93K
$220K
|
|