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 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.01% |
$827 - $941
|
117K
$6.55M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$752 - $856
|
49.6K
$2.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.46% |
$752 - $856
|
2.19K
$122K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 0.13% |
$752 - $856
|
7.43K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.19% |
$677 - $770
|
4.78K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 1.32% |
$602 - $684
|
614
$34.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.24% |
$526 - $599
|
2.88K
$161K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 100.0% |
$526 - $599
|
14
$783
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.09% |
$451 - $513
|
6.37K
$356K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6+ 0.04% |
$451 - $513
|
15.5K
$866K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5+ 0.15% |
$376 - $428
|
3.29K
$184K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4+ 1.54% |
$301 - $342
|
264
$14.8K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$226 - $257
|
4.24K
$237K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$226 - $257
|
1.31K
$73K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$226 - $257
|
4.24K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.09% |
$226 - $257
|
3.39K
$189K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.04% |
$150 - $171
|
5.05K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.7% |
$75.2 - $85.6
|
28
$1.57K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.03% |
$75.2 - $85.6
|
3.66K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$75.2 - $85.6
|
8.28K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.96% |
$75.2 - $85.6
|
52
$2.91K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$75.2 - $85.6
|
4.87K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.13% |
$75.2 - $85.6
|
799
$44.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.47% |
$150 - $171
|
422
$23.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$226 - $257
|
6.71K
$375K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- -0.0% |
$301 - $342
|
88.6K
$4.96M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 11.94% |
$602 - $684
|
59
$3.3K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 5.06% |
$602 - $684
|
150
$8.39K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11- 0.13% |
$827 - $941
|
8.38K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 10.48% |
$978 - $1.11K
|
111
$6.21K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 6.47% |
$978 - $1.11K
|
188
$10.5K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-15- 0.4% |
$1.13K - $1.28K
|
3.76K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-18- 85.71% |
$1.35K - $1.54K
|
3
$168
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20- 0.94% |
$1.5K - $1.71K
|
2.1K
$117K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-23- 0.43% |
$1.73K - $1.97K
|
5.36K
$300K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25- 4.22% |
$1.88K - $2.14K
|
568
$31.8K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 2.72% |
$1.88K - $2.14K
|
895
$50K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 0.67% |
$1.88K - $2.14K
|
3.7K
$207K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29- 0.38% |
$2.18K - $2.48K
|
7.61K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-30- 0.59% |
$2.26K - $2.57K
|
5.03K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-32- 0.72% |
$2.41K - $2.74K
|
4.4K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-37- 1.28% |
$2.78K - $3.17K
|
2.86K
$160K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-37- 0.34% |
$2.78K - $3.17K
|
11K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 0.76% |
$2.78K - $3.17K
|
4.81K
$269K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 4.47% |
$3.08K - $3.51K
|
877
$49K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-44- 0.5% |
$3.31K - $3.76K
|
8.7K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45- 0.13% |
$3.38K - $3.85K
|
35.4K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-45- 0.18% |
$3.38K - $3.85K
|
25.3K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-46- 1.55% |
$3.46K - $3.94K
|
2.92K
$163K
|