Purchases and Sales Made in Q1 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 2022. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8+ 0.07% |
$595 - $668
|
11.9K
$668K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.95% |
$521 - $585
|
747
$41.9K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 120.0% |
$446 - $501
|
11
$617
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 0.01% |
$372 - $418
|
56.6K
$3.17M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5+ 0.07% |
$372 - $418
|
7.42K
$416K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$223 - $251
|
4.23K
$237K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.15% |
$223 - $251
|
263
$14.7K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.08% |
$223 - $251
|
3.85K
$216K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.19% |
$74.4 - $83.5
|
540
$30.3K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1+ 0.25% |
$74.4 - $83.5
|
406
$22.8K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.41% |
$74.4 - $83.5
|
72
$4.04K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$74.4 - $83.5
|
114
$6.39K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$74.4 - $83.5
|
6.63K
$372K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2Closed |
$149 - $167
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-2- 0.03% |
$149 - $167
|
6.19K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-4- 0.07% |
$297 - $334
|
5.75K
$322K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-5- 0.16% |
$372 - $418
|
3.06K
$172K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7- 0.35% |
$521 - $585
|
1.98K
$111K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-7- 1.3% |
$521 - $585
|
532
$29.8K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12Closed |
$892 - $1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-14- 2.2% |
$1.04K - $1.17K
|
621
$34.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18- 0.13% |
$1.34K - $1.5K
|
14.3K
$804K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 1.37% |
$1.41K - $1.59K
|
1.36K
$76.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 0.8% |
$1.49K - $1.67K
|
2.49K
$140K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22Closed |
$1.64K - $1.84K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-23- 0.43% |
$1.71K - $1.92K
|
5.35K
$300K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-29- 0.79% |
$2.16K - $2.42K
|
3.66K
$205K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 0.37% |
$2.23K - $2.51K
|
7.98K
$447K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.88% |
$2.23K - $2.51K
|
3.36K
$189K
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-32- 5.62% |
$2.38K - $2.67K
|
537
$30.1K
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-36- 0.46% |
$2.68K - $3.01K
|
7.72K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-39- 0.92% |
$2.9K - $3.26K
|
4.18K
$234K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-40- 0.29% |
$2.97K - $3.34K
|
14K
$784K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-41- 0.97% |
$3.05K - $3.42K
|
4.21K
$236K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50- 0.81% |
$3.72K - $4.18K
|
6.11K
$342K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-55- 6.94% |
$4.09K - $4.59K
|
738
$41.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-61Closed |
$4.54K - $5.09K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-63Closed |
$4.69K - $5.26K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-70- 1.02% |
$5.21K - $5.85K
|
6.82K
$382K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-75- 1.27% |
$5.58K - $6.26K
|
5.83K
$327K
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.22% |
$5.58K - $6.26K
|
34.5K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-75Closed |
$5.58K - $6.26K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-77- 0.11% |
$5.73K - $6.43K
|
71.7K
$4.02M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-77- 0.82% |
$5.73K - $6.43K
|
9.28K
$520K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-79- 0.06% |
$5.88K - $6.6K
|
135K
$7.58M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-86- 0.24% |
$6.4K - $7.18K
|
35.8K
$2.01M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-90Closed |
$6.69K - $7.52K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-91- 2.49% |
$6.77K - $7.6K
|
3.57K
$200K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92- 0.01% |
$6.84K - $7.68K
|
1.33M
$74.3M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-99- 4.87% |
$7.36K - $8.27K
|
1.94K
$108K
|