Purchases and Sales Made in Q3 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-50- 1.37% |
$3.44K - $4.47K
|
3.61K
$202K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 0.63% |
$3.58K - $4.64K
|
8.24K
$461K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-57- 1.03% |
$3.92K - $5.09K
|
5.49K
$307K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-57- 0.68% |
$3.92K - $5.09K
|
8.31K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-59- 0.85% |
$4.06K - $5.27K
|
6.85K
$383K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-62- 0.55% |
$4.26K - $5.54K
|
11.2K
$629K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-67- 0.69% |
$4.61K - $5.98K
|
9.63K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-73- 0.28% |
$5.02K - $6.52K
|
25.7K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-75- 2.48% |
$5.16K - $6.7K
|
2.95K
$165K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-82- 4.34% |
$5.64K - $7.32K
|
1.81K
$101K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-89- 1.9% |
$6.12K - $7.95K
|
4.6K
$257K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-91- 16.82% |
$6.26K - $8.13K
|
450
$25.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-96- 0.54% |
$6.6K - $8.57K
|
17.6K
$984K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-100- 2.13% |
$6.88K - $8.93K
|
4.6K
$257K
|
|
|
Nov 04, 2022
Q3 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-100- 0.07% |
$6.88K - $8.93K
|
144K
$8.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-105- 0.63% |
$7.22K - $9.38K
|
16.4K
$919K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-107- 4.24% |
$7.36K - $9.56K
|
2.42K
$135K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-108- 1.1% |
$7.43K - $9.64K
|
9.67K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-108- 2.07% |
$7.43K - $9.64K
|
5.1K
$285K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-111- 0.21% |
$7.63K - $9.91K
|
52.9K
$2.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-115- 1.18% |
$7.91K - $10.3K
|
9.66K
$540K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-115- 16.22% |
$7.91K - $10.3K
|
594
$33.2K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-116- 3.05% |
$7.98K - $10.4K
|
3.69K
$206K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-118- 1.98% |
$8.11K - $10.5K
|
5.84K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-119- 1.52% |
$8.18K - $10.6K
|
7.7K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-121- 3.2% |
$8.32K - $10.8K
|
3.66K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-143- 0.11% |
$9.83K - $12.8K
|
128K
$7.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-150- 4.4% |
$10.3K - $13.4K
|
3.26K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-166- 1.17% |
$11.4K - $14.8K
|
14.1K
$787K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-176- 2.2% |
$12.1K - $15.7K
|
7.82K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-180- 16.36% |
$12.4K - $16.1K
|
920
$51.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-183- 19.83% |
$12.6K - $16.3K
|
740
$41.4K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-197- 5.11% |
$13.5K - $17.6K
|
3.66K
$204K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-200- 4.17% |
$13.8K - $17.9K
|
4.6K
$257K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-200- 20.0% |
$13.8K - $17.9K
|
800
$44.7K
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 1.05% |
$13.8K - $17.9K
|
18.9K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-208- 3.89% |
$14.3K - $18.6K
|
5.14K
$287K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-215- 2.27% |
$14.8K - $19.2K
|
9.26K
$517K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-216- 0.24% |
$14.9K - $19.3K
|
90.1K
$5.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-218- 2.06% |
$15K - $19.5K
|
10.4K
$580K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-226- 0.51% |
$15.5K - $20.2K
|
43.7K
$2.45M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-228- 0.68% |
$15.7K - $20.4K
|
33.4K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-237- 0.45% |
$16.3K - $21.2K
|
53K
$2.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-245- 5.73% |
$16.8K - $21.9K
|
4.03K
$225K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 4.72% |
$17.1K - $22.2K
|
5.03K
$281K
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-269- 8.55% |
$18.5K - $24K
|
2.88K
$161K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-274- 4.18% |
$18.8K - $24.5K
|
6.28K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-275- 0.67% |
$18.9K - $24.6K
|
41K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-279- 0.46% |
$19.2K - $24.9K
|
59.9K
$3.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-279- 51.76% |
$19.2K - $24.9K
|
260
$14.5K
|