Purchases and Sales Made in Q2 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$152 - $173
|
6.64K
$407K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$76 - $86.6
|
6.11K
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.85% |
$76 - $86.6
|
27
$1.66K
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.39% |
$76 - $86.6
|
73
$4.48K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1+ 0.05% |
$76 - $86.6
|
1.98K
$121K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.19% |
$76 - $86.6
|
541
$33.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-7- 0.18% |
$532 - $606
|
3.81K
$234K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11- 0.08% |
$836 - $952
|
14K
$857K
|
|
|
Jul 11, 2022
Q2 2022
|
Touchstone Capital, Inc.
|
SELL
|
- |
-12- 0.46% |
$912 - $1.04K
|
2.61K
$160K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-12- 0.39% |
$912 - $1.04K
|
3.1K
$190K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-17Closed |
$1.29K - $1.47K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-18Closed |
$1.37K - $1.56K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-21Closed |
$1.6K - $1.82K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-23- 0.68% |
$1.75K - $1.99K
|
3.34K
$205K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-24- 0.28% |
$1.82K - $2.08K
|
8.55K
$524K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-25- 1.07% |
$1.9K - $2.16K
|
2.32K
$142K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-25- 2.12% |
$1.9K - $2.16K
|
1.16K
$70.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 0.66% |
$1.9K - $2.16K
|
3.79K
$232K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-25- 0.41% |
$1.9K - $2.16K
|
6.05K
$371K
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-27- 0.25% |
$2.05K - $2.34K
|
10.8K
$663K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 0.86% |
$2.2K - $2.51K
|
3.33K
$204K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 0.24% |
$2.28K - $2.6K
|
12.6K
$770K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-32- 0.6% |
$2.43K - $2.77K
|
5.28K
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 1.29% |
$2.74K - $3.12K
|
2.75K
$168K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-38Closed |
$2.89K - $3.29K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 1.32% |
$3.04K - $3.46K
|
2.99K
$183K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-45- 5.51% |
$3.42K - $3.9K
|
772
$47.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-47- 0.09% |
$3.57K - $4.07K
|
52.2K
$3.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-48Closed |
$3.65K - $4.16K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-59- 0.41% |
$4.48K - $5.11K
|
14.3K
$875K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-66- 0.74% |
$5.02K - $5.71K
|
8.81K
$540K
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-67- 0.28% |
$5.09K - $5.8K
|
23.9K
$1.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-77- 0.23% |
$5.85K - $6.67K
|
33K
$2.02M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 15.54% |
$6.99K - $7.96K
|
500
$30.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-92- 0.91% |
$6.99K - $7.96K
|
9.98K
$612K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 15.54% |
$6.99K - $7.96K
|
500
$30.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-97- 1.23% |
$7.37K - $8.4K
|
7.81K
$479K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 6.19% |
$7.6K - $8.66K
|
1.52K
$92.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 2.04% |
$7.6K - $8.66K
|
4.8K
$294K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-100- 3.65% |
$7.6K - $8.66K
|
2.64K
$162K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-112- 0.78% |
$8.51K - $9.7K
|
14.2K
$869K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-118- 0.46% |
$8.97K - $10.2K
|
25.7K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-121- 1.39% |
$9.2K - $10.5K
|
8.57K
$525K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-129- 17.48% |
$9.8K - $11.2K
|
609
$37.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-129- 1.08% |
$9.8K - $11.2K
|
11.8K
$723K
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-132- 1.61% |
$10K - $11.4K
|
8.07K
$495K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-132- 2.22% |
$10K - $11.4K
|
5.81K
$356K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-137- 2.47% |
$10.4K - $11.9K
|
5.41K
$332K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-137- 0.81% |
$10.4K - $11.9K
|
16.8K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-149- 3.51% |
$11.3K - $12.9K
|
4.1K
$251K
|