Purchases and Sales Made in Q4 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
105+ 1.14% |
$7.19K - $8.58K
|
9.32K
$521K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$6.85K - $8.17K
|
100
$5.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100+ 100.0% |
$6.85K - $8.17K
|
200
$11.2K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
94+ 3.11% |
$6.44K - $7.68K
|
3.12K
$174K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
88+ 0.41% |
$6.02K - $7.19K
|
21.4K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
83New |
$5.68K - $6.78K
|
83
$4.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
82+ 1.73% |
$5.61K - $6.7K
|
4.83K
$270K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
75+ 0.4% |
$5.13K - $6.13K
|
19K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
73+ 1.47% |
$5K - $5.96K
|
5.05K
$282K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
72+ 1.08% |
$4.93K - $5.88K
|
6.72K
$376K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
69+ 1.24% |
$4.72K - $5.64K
|
5.63K
$315K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
63+ 0.29% |
$4.31K - $5.15K
|
21.7K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
62+ 1.69% |
$4.24K - $5.06K
|
3.72K
$208K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
60+ 10.99% |
$4.11K - $4.9K
|
606
$33.9K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
55+ 9.26% |
$3.77K - $4.49K
|
649
$36.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 0.73% |
$3.42K - $4.08K
|
6.9K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
50+ 1.55% |
$3.42K - $4.08K
|
3.27K
$183K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
50+ 1.07% |
$3.42K - $4.08K
|
4.74K
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
50+ 0.32% |
$3.42K - $4.08K
|
15.5K
$867K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
48+ 0.24% |
$3.29K - $3.92K
|
20.2K
$1.13M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48New |
$3.29K - $3.92K
|
48
$2.68K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
47+ 1.58% |
$3.22K - $3.84K
|
3.02K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
44+ 0.46% |
$3.01K - $3.59K
|
9.71K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
44+ 1.0% |
$3.01K - $3.59K
|
4.44K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 1.09% |
$3.01K - $3.59K
|
4.08K
$228K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35+ 0.57% |
$2.4K - $2.86K
|
6.14K
$343K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 29.91% |
$2.4K - $2.86K
|
152
$8.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.67% |
$2.33K - $2.78K
|
5.13K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
32+ 0.82% |
$2.19K - $2.61K
|
3.91K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
32+ 0.51% |
$2.19K - $2.61K
|
6.27K
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
31New |
$2.12K - $2.53K
|
31
$1.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
29+ 7.73% |
$1.99K - $2.37K
|
404
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29New |
$1.99K - $2.37K
|
29
$1.62K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
26+ 0.11% |
$1.78K - $2.12K
|
24.6K
$1.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.71K - $2.04K
|
4.63K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 0.63% |
$1.57K - $1.88K
|
3.7K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21New |
$1.44K - $1.72K
|
21
$1.17K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
19+ 0.27% |
$1.3K - $1.55K
|
7.02K
$393K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$1.3K - $1.55K
|
5.37K
$300K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.83% |
$1.16K - $1.39K
|
2.07K
$116K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.57% |
$1.16K - $1.39K
|
2.98K
$167K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16+ 0.13% |
$1.1K - $1.31K
|
12.1K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.51% |
$1.03K - $1.23K
|
2.94K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
15+ 0.05% |
$1.03K - $1.23K
|
28.5K
$1.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13+ 0.44% |
$890 - $1.06K
|
2.99K
$167K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12New |
$822 - $980
|
12
$671
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.37% |
$753 - $898
|
3.02K
$169K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
11+ 0.3% |
$753 - $898
|
3.63K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11New |
$753 - $898
|
11
$615
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 0.15% |
$753 - $898
|
7.42K
$415K
|