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 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 0.67% |
$3.72K - $4.24K
|
7.35K
$412K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49+ 0.59% |
$3.72K - $4.24K
|
8.29K
$465K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
49+ 1.65% |
$3.72K - $4.24K
|
3.02K
$170K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 0.98% |
$3.5K - $3.98K
|
4.72K
$265K
|
|
|
Jul 12, 2022
Q2 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
45+ 0.23% |
$3.42K - $3.9K
|
19.2K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
44+ 1.34% |
$3.34K - $3.81K
|
3.32K
$186K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
42+ 0.73% |
$3.19K - $3.64K
|
5.82K
$327K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.89% |
$2.96K - $3.38K
|
4.43K
$248K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 0.67% |
$2.81K - $3.2K
|
5.55K
$311K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
35+ 0.85% |
$2.66K - $3.03K
|
4.13K
$232K
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
30+ 0.65% |
$2.28K - $2.6K
|
4.68K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
29+ 1.04% |
$2.2K - $2.51K
|
2.82K
$158K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
28+ 3.19% |
$2.13K - $2.42K
|
907
$50.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
27+ 0.71% |
$2.05K - $2.34K
|
3.85K
$216K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 0.68% |
$2.05K - $2.34K
|
4.02K
$225K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26+ 0.49% |
$1.98K - $2.25K
|
5.34K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$1.9K - $2.16K
|
25
$1.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
25+ 0.55% |
$1.9K - $2.16K
|
4.6K
$258K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24+ 0.4% |
$1.82K - $2.08K
|
5.95K
$334K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 0.04% |
$1.52K - $1.73K
|
56.6K
$3.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 0.51% |
$1.44K - $1.64K
|
3.72K
$209K
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.51% |
$1.37K - $1.56K
|
3.55K
$199K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 3.48% |
$1.29K - $1.47K
|
505
$28.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16+ 0.49% |
$1.22K - $1.39K
|
3.26K
$183K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14+ 0.14% |
$1.06K - $1.21K
|
10.3K
$580K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.64% |
$988 - $1.13K
|
2.04K
$114K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12+ 0.1% |
$912 - $1.04K
|
12.2K
$682K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
12+ 0.04% |
$912 - $1.04K
|
28.5K
$1.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 1.27% |
$760 - $866
|
796
$44.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.09% |
$760 - $866
|
10.6K
$592K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
10+ 5.26% |
$760 - $866
|
200
$11.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.19% |
$684 - $779
|
4.8K
$269K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.21% |
$684 - $779
|
4.31K
$242K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.94% |
$532 - $606
|
754
$42.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$532 - $606
|
9.29K
$521K
|
|
|
Aug 17, 2022
Q2 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
6+ 0.0% |
$456 - $519
|
273K
$15.3M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.85% |
$456 - $519
|
709
$39.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6+ 0.11% |
$456 - $519
|
5.55K
$311K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6+ 0.04% |
$456 - $519
|
15.4K
$866K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$380 - $433
|
5
$280
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
5+ 0.6% |
$380 - $433
|
835
$46.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$304 - $346
|
14.8K
$828K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.14% |
$228 - $260
|
266
$14.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$228 - $260
|
11.3K
$634K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 1.83% |
$228 - $260
|
167
$9.36K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$152 - $173
|
2
$112
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
2+ 0.08% |
$152 - $173
|
2.52K
$141K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.05% |
$152 - $173
|
4.18K
$235K
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$152 - $173
|
4.23K
$237K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.75% |
$152 - $173
|
116
$6.5K
|