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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
123New |
$8.42K - $10K
|
123
$7.74K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100+ 100.0% |
$6.85K - $8.17K
|
200
$12.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$6.85K - $8.17K
|
100
$6.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
83New |
$5.68K - $6.78K
|
83
$5.23K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48New |
$3.29K - $3.92K
|
48
$3.02K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 29.91% |
$2.4K - $2.86K
|
152
$9.57K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
31New |
$2.12K - $2.53K
|
31
$1.95K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.71K - $2.04K
|
4.63K
$291K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.57% |
$1.16K - $1.39K
|
2.98K
$188K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13+ 0.44% |
$890 - $1.06K
|
2.99K
$188K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12New |
$822 - $980
|
12
$756
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9+ 1.18% |
$616 - $735
|
769
$48.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.5K+ 463.24% |
$2.86M - $3.71M
|
50.5K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.27K+ 72.66% |
$569K - $738K
|
19.6K
$1.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$336K - $436K
|
4.88K
$307K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$302K - $392K
|
4.39K
$276K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 115.43% |
$285K - $371K
|
7.75K
$488K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.07KNew |
$280K - $363K
|
4.07K
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$249K - $323K
|
3.62K
$228K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.08KNew |
$212K - $275K
|
3.08K
$194K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3K+ 12.0% |
$206K - $268K
|
28K
$1.76M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.94KNew |
$202K - $263K
|
2.94K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$201K - $261K
|
2.92K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 4.19% |
$185K - $240K
|
67K
$4.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.63KNew |
$112K - $145K
|
1.63K
$103K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.6K+ 32.65% |
$110K - $143K
|
6.5K
$409K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
916New |
$63K - $81.8K
|
916
$57.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
800New |
$55K - $71.4K
|
800
$50.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
779New |
$53.6K - $69.6K
|
779
$49K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
759New |
$52.2K - $67.8K
|
759
$47.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
595+ 4.65% |
$40.9K - $53.1K
|
13.4K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
559New |
$38.4K - $49.9K
|
559
$35.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
500+ 0.99% |
$34.4K - $44.7K
|
50.9K
$3.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
499+ 4.09% |
$34.3K - $44.6K
|
12.7K
$800K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
300New |
$20.6K - $26.8K
|
300
$18.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
230New |
$15.8K - $20.5K
|
230
$14.5K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
210+ 7.17% |
$14.4K - $18.8K
|
3.14K
$198K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
205New |
$14.1K - $18.3K
|
205
$12.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
193New |
$13.3K - $17.2K
|
193
$12.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
190+ 67.86% |
$13.1K - $17K
|
470
$29.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
150New |
$10.3K - $13.4K
|
150
$9.44K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
114+ 2.72% |
$7.84K - $10.2K
|
4.3K
$271K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
93New |
$6.4K - $8.3K
|
93
$5.86K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$4.26K - $5.54K
|
62
$3.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
44+ 0.77% |
$3.03K - $3.93K
|
5.79K
$365K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$688 - $893
|
10
$630
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 8.33% |
$206 - $268
|
39
$2.46K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$1.47M - $1.68M
|
19.4K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
19KNew |
$1.44M - $1.64M
|
19K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.3KNew |
$1.24M - $1.41M
|
16.3K
$1.03M
|
|