Purchases and Sales Made in Q1 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
109+ 5.29% |
$8.2K - $9.32K
|
2.17K
$121K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 0.6% |
$8.05K - $9.15K
|
17.8K
$996K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
104+ 0.62% |
$7.82K - $8.9K
|
16.8K
$941K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 0.87% |
$7.52K - $8.56K
|
11.6K
$649K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
98+ 5.19% |
$7.37K - $8.38K
|
1.99K
$111K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
95+ 26.61% |
$7.14K - $8.13K
|
452
$25.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
89+ 4.98% |
$6.69K - $7.61K
|
1.88K
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
86+ 93.48% |
$6.47K - $7.36K
|
178
$9.95K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
80+ 1.28% |
$6.02K - $6.84K
|
6.35K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
80+ 1.27% |
$6.02K - $6.84K
|
6.38K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
80+ 0.55% |
$6.02K - $6.84K
|
14.5K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
78New |
$5.87K - $6.67K
|
78
$4.36K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
75+ 9.05% |
$5.64K - $6.42K
|
904
$50.5K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75New |
$5.64K - $6.42K
|
75
$4.19K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
70+ 0.67% |
$5.26K - $5.99K
|
10.5K
$585K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
67+ 2.45% |
$5.04K - $5.73K
|
2.81K
$157K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
65+ 0.8% |
$4.89K - $5.56K
|
8.23K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
62+ 8.93% |
$4.66K - $5.3K
|
756
$42.3K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
62+ 1.45% |
$4.66K - $5.3K
|
4.32K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
58+ 1.2% |
$4.36K - $4.96K
|
4.88K
$273K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
56+ 1.04% |
$4.21K - $4.79K
|
5.46K
$305K
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
56+ 1.08% |
$4.21K - $4.79K
|
5.22K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
53+ 0.82% |
$3.99K - $4.53K
|
6.49K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 2.24% |
$3.84K - $4.36K
|
2.33K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47New |
$3.53K - $4.02K
|
47
$2.63K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43+ 1.54% |
$3.23K - $3.68K
|
2.84K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.05% |
$3.01K - $3.42K
|
87.5K
$4.89M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.05% |
$3.01K - $3.42K
|
87.5K
$4.89M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 5.92% |
$2.86K - $3.25K
|
680
$38K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.91% |
$2.78K - $3.17K
|
4.12K
$230K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 0.45% |
$2.78K - $3.17K
|
8.27K
$462K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35+ 0.13% |
$2.63K - $2.99K
|
27.3K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34+ 0.72% |
$2.56K - $2.91K
|
4.78K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
31New |
$2.33K - $2.65K
|
31
$1.73K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
30New |
$2.26K - $2.57K
|
30
$1.68K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
27+ 0.12% |
$2.03K - $2.31K
|
21.7K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
27+ 0.69% |
$2.03K - $2.31K
|
3.94K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
25+ 0.66% |
$1.88K - $2.14K
|
3.8K
$212K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24+ 0.46% |
$1.81K - $2.05K
|
5.29K
$296K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 0.66% |
$1.81K - $2.05K
|
3.65K
$204K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23+ 0.49% |
$1.73K - $1.97K
|
4.67K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22+ 0.69% |
$1.65K - $1.88K
|
3.23K
$180K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
22+ 8.8% |
$1.65K - $1.88K
|
272
$15.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 2.71% |
$1.58K - $1.8K
|
796
$44.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 0.54% |
$1.5K - $1.71K
|
3.72K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 0.66% |
$1.43K - $1.63K
|
2.91K
$163K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
17+ 0.24% |
$1.28K - $1.45K
|
7.04K
$393K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
16+ 0.12% |
$1.2K - $1.37K
|
13.7K
$767K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.12% |
$1.05K - $1.2K
|
12.1K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
12+ 0.27% |
$903 - $1.03K
|
4.51K
$252K
|