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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
6.7K+ 670.0% |
$357K - $403K
|
7.7K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
6.5KNew |
$347K - $391K
|
6.5K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.32K+ 95.21% |
$337K - $380K
|
13K
$727K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.9KNew |
$315K - $355K
|
5.9K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
4.8KNew |
$256K - $289K
|
4.8K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.91KNew |
$208K - $235K
|
3.91K
$219K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.87KNew |
$206K - $233K
|
3.87K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.81KNew |
$203K - $229K
|
3.81K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.3K+ 3.97% |
$176K - $199K
|
86.5K
$4.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.5K+ 859.11% |
$133K - $150K
|
2.79K
$156K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.17K+ 14.97% |
$116K - $131K
|
16.7K
$935K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.9K+ 2.32% |
$101K - $114K
|
83.7K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.6KNew |
$85.3K - $96.2K
|
1.6K
$89.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.44KNew |
$76.9K - $86.7K
|
1.44K
$80.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
804+ 20.26% |
$42.9K - $48.3K
|
4.77K
$268K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
750New |
$40K - $45.1K
|
750
$42.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
716New |
$38.2K - $43K
|
716
$40.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
715New |
$38.1K - $43K
|
715
$40.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
678+ 15.44% |
$36.2K - $40.8K
|
5.07K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
622New |
$33.2K - $37.4K
|
622
$34.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
621+ 8.19% |
$33.1K - $37.3K
|
8.21K
$460K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
543+ 13.39% |
$29K - $32.6K
|
4.6K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
357+ 175.86% |
$19K - $21.5K
|
560
$31.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
330+ 15.42% |
$17.6K - $19.8K
|
2.47K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
307+ 2.64% |
$16.4K - $18.5K
|
12K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
307New |
$16.4K - $18.5K
|
307
$17.2K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
277+ 2.77% |
$14.8K - $16.7K
|
10.3K
$576K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$15.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
270New |
$14.4K - $16.2K
|
270
$15.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
247+ 0.37% |
$13.2K - $14.8K
|
67.3K
$3.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
198+ 5.16% |
$10.6K - $11.9K
|
4.03K
$226K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$5.71K - $6.43K
|
1.37K
$76.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$5.33K - $6.01K
|
100
$5.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 2.08% |
$4.27K - $4.81K
|
3.93K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.71K - $1.92K
|
32
$1.79K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 28.21% |
$1.17K - $1.32K
|
100
$5.61K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.14% |
$480 - $541
|
6.41K
$360K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
7+ 3.26% |
$373 - $421
|
222
$12.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 1.47% |
$267 - $301
|
344
$19.3K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4New |
$213 - $240
|
4
$224
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$213 - $240
|
4
$224
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$107 - $120
|
2
$112
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
1.02M+ 483.44% |
$56.1M - $69M
|
1.24M
$69.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
166KNew |
$9.11M - $11.2M
|
166K
$9.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.5K+ 68.98% |
$4.85M - $5.96M
|
217K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.4KNew |
$2.38M - $2.92M
|
43.4K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.8K+ 688.21% |
$1.52M - $1.87M
|
31.8K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$1.01M - $1.24M
|
18.4K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$975K - $1.2M
|
17.8K
$997K
|
|