Latest Institutional Transactions on W. P. Carey Inc. (WPC)
This table provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-601- 3.39% |
$32.8K - $38.4K
|
17.1K
$944K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.26KNew |
$124K - $145K
|
2.26K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
65+ 0.78% |
$3.55K - $4.16K
|
8.44K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.2K- 11.13% |
$613K - $718K
|
89.6K
$4.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-254- 4.77% |
$13.9K - $16.2K
|
5.07K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.87K+ 188.72% |
$539K - $631K
|
15.1K
$832K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
27.2KNew |
$1.48M - $1.74M
|
27.2K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-17.4K- 14.32% |
$951K - $1.11M
|
104K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.03KNew |
$330K - $386K
|
6.03K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
85+ 0.76% |
$4.64K - $5.44K
|
11.2K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
650New |
$35.5K - $41.6K
|
650
$35.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.9K- 41.99% |
$213K - $249K
|
5.38K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-239- 8.89% |
$13.1K - $15.3K
|
2.45K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.12K- 13.76% |
$61.4K - $71.9K
|
7.04K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.27KNew |
$179K - $209K
|
3.27K
$180K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
79+ 1.19% |
$4.32K - $5.05K
|
6.7K
$369K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.58KNew |
$196K - $229K
|
3.58K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
266New |
$14.5K - $17K
|
266
$14.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.73% |
$382 - $448
|
969
$53.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.79K- 66.88% |
$152K - $178K
|
1.38K
$76K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
297K+ 274.44% |
$16.2M - $19M
|
406K
$22.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-356- 12.51% |
$19.4K - $22.8K
|
2.49K
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.4K+ 11.79% |
$569K - $666K
|
98.7K
$5.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-4KClosed |
$219K - $256K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
146KNew |
$7.97M - $9.33M
|
146K
$8.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
851+ 1.54% |
$46.5K - $54.4K
|
56.1K
$3.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$219 - $256
|
4.26K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.05K+ 8.37% |
$495K - $579K
|
117K
$6.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.35KNew |
$183K - $214K
|
3.35K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 8.65% |
$815K - $955K
|
158K
$8.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.72K- 5.36% |
$93.7K - $110K
|
30.3K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13- 0.27% |
$710 - $831
|
4.73K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-566- 6.08% |
$30.9K - $36.2K
|
8.75K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-1.78K- 22.7% |
$97.4K - $114K
|
6.07K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-566- 6.08% |
$30.9K - $36.2K
|
8.75K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-157- 6.23% |
$8.58K - $10K
|
2.37K
$130K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
953+ 7.91% |
$52.1K - $61K
|
13K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.6K- 5.85% |
$415K - $486K
|
122K
$6.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$601 - $704
|
11
$606
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
444+ 3.03% |
$24.3K - $28.4K
|
15.1K
$833K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.23K+ 18.06% |
$67.2K - $78.7K
|
8.05K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.17K- 2.58% |
$63.9K - $74.8K
|
44.3K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
838+ 122.87% |
$45.8K - $53.6K
|
1.52K
$83.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
641+ 2374.07% |
$35K - $41K
|
668
$36.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.74K- 6.19% |
$95.3K - $112K
|
26.4K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9New |
$492 - $576
|
9
$496
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-160- 1.14% |
$8.74K - $10.2K
|
13.9K
$764K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.16KNew |
$227K - $266K
|
4.16K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10New |
$546 - $640
|
10
$551
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.26KNew |
$178K - $208K
|
3.26K
$179K
|