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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$8.02K - $9.2K
|
150
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$7.05K - $8.1K
|
132
$8.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
120+ 3.35% |
$6.41K - $7.36K
|
3.7K
$250K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
110New |
$5.88K - $6.75K
|
110
$7.44K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
48New |
$2.57K - $2.94K
|
48
$3.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
36+ 0.94% |
$1.92K - $2.21K
|
3.86K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.87K - $2.15K
|
35
$2.37K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
25New |
$1.34K - $1.53K
|
25
$1.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16+ 400.0% |
$855 - $981
|
20
$1.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$374 - $429
|
7
$473
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 6.82% |
$321 - $368
|
94
$6.36K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$267 - $307
|
5
$338
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$267 - $307
|
5
$338
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.05% |
$107 - $123
|
192
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$53.4 - $61.3
|
2.08K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$53.4 - $61.3
|
1
$67.6
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
240K+ 9.88% |
$13.1M - $15.3M
|
2.67M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
108KNew |
$5.91M - $6.92M
|
108K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$4.03M - $4.72M
|
73.7K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$1.7M - $1.99M
|
31.2K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
27.2KNew |
$1.48M - $1.74M
|
27.2K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
26.5K+ 434.43% |
$1.45M - $1.69M
|
32.6K
$2.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.8K+ 33.0% |
$644K - $754K
|
47.5K
$3.21M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
10.3KNew |
$562K - $657K
|
10.3K
$695K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 2.82% |
$555K - $649K
|
371K
$25.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.01KNew |
$438K - $512K
|
8.01K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.94KNew |
$434K - $508K
|
7.94K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.37K+ 35.95% |
$402K - $471K
|
27.9K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.56K+ 29.87% |
$358K - $420K
|
28.5K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.03KNew |
$330K - $386K
|
6.03K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.38KNew |
$294K - $344K
|
5.38K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.2KNew |
$229K - $269K
|
4.2K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.94K+ 71.19% |
$215K - $252K
|
9.48K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3.66KNew |
$200K - $234K
|
3.66K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.54KNew |
$193K - $226K
|
3.54K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.35KNew |
$183K - $214K
|
3.35K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34KNew |
$182K - $214K
|
3.34K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.29KNew |
$180K - $210K
|
3.29K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.26KNew |
$178K - $208K
|
3.26K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.25KNew |
$177K - $208K
|
3.25K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.24KNew |
$177K - $207K
|
3.24K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.47K+ 73.14% |
$135K - $158K
|
5.84K
$395K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$84.3K - $98.7K
|
1.54K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.2K+ 1280.85% |
$65.8K - $77K
|
1.3K
$87.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.12KNew |
$61K - $71.4K
|
1.12K
$75.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
778+ 19.76% |
$42.5K - $49.8K
|
4.72K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
700New |
$38.2K - $44.8K
|
700
$47.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
641+ 2374.07% |
$35K - $41K
|
668
$45.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
475+ 5.26% |
$25.9K - $30.4K
|
9.5K
$642K
|
|