Purchases and Sales Made in Q4 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
102+ 1.89% |
$5.33K - $6.7K
|
5.49K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100+ 0.16% |
$5.22K - $6.57K
|
62K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 11.44% |
$5.01K - $6.31K
|
935
$53.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
94New |
$4.91K - $6.17K
|
94
$5.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91New |
$4.75K - $5.98K
|
91
$5.25K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
87+ 24.93% |
$4.54K - $5.71K
|
436
$25.2K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
84+ 9.43% |
$4.39K - $5.52K
|
975
$56.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
83+ 488.24% |
$4.33K - $5.45K
|
100
$5.77K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
83+ 2.14% |
$4.33K - $5.45K
|
3.95K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
78+ 34.36% |
$4.07K - $5.12K
|
305
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
66+ 11.5% |
$3.45K - $4.33K
|
640
$36.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$3.39K - $4.27K
|
65
$3.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
63+ 1.25% |
$3.29K - $4.14K
|
5.12K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
62+ 1.24% |
$3.24K - $4.07K
|
5.06K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$2.61K - $3.28K
|
50
$2.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49New |
$2.56K - $3.22K
|
49
$2.83K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
45+ 0.81% |
$2.35K - $2.96K
|
5.57K
$321K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
43+ 1.07% |
$2.25K - $2.82K
|
4.05K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
42New |
$2.19K - $2.76K
|
42
$2.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
37+ 92.5% |
$1.93K - $2.43K
|
77
$4.44K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
36+ 25.53% |
$1.88K - $2.36K
|
177
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
34+ 0.03% |
$1.78K - $2.23K
|
117K
$6.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
33+ 0.34% |
$1.72K - $2.17K
|
9.68K
$559K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$1.62K - $2.04K
|
31
$1.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
26New |
$1.36K - $1.71K
|
26
$1.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
25+ 0.92% |
$1.31K - $1.64K
|
2.75K
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24New |
$1.25K - $1.58K
|
24
$1.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$1.2K - $1.51K
|
23
$1.33K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 0.78% |
$731 - $920
|
1.8K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$627 - $788
|
12
$692
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 0.07% |
$627 - $788
|
17.7K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$522 - $657
|
10
$577
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 17.24% |
$522 - $657
|
68
$3.92K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
10+ 6.67% |
$522 - $657
|
160
$9.23K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.98% |
$470 - $591
|
925
$53.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 0.61% |
$470 - $591
|
1.49K
$86.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$365 - $460
|
3.96K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 1.11% |
$365 - $460
|
640
$36.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6+ 0.04% |
$313 - $394
|
14.4K
$829K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$209 - $263
|
4.25K
$245K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$209 - $263
|
4.25K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$209 - $263
|
1.32K
$75.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.69% |
$157 - $197
|
181
$10.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.36% |
$104 - $131
|
552
$31.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.85% |
$52.2 - $65.7
|
55
$3.17K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$52.2 - $65.7
|
5.32K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 0.02% |
$52.2 - $65.7
|
6.4K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.26% |
$104 - $131
|
771
$44.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 1.04% |
$209 - $263
|
379
$21.9K
|