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 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
21+ 0.38% |
$1.15K - $1.34K
|
5.61K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
965New |
$52.7K - $61.7K
|
965
$53.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-739- 10.91% |
$40.4K - $47.3K
|
6.04K
$332K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66.6K+ 82.89% |
$3.64M - $4.26M
|
147K
$8.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-327- 8.27% |
$17.9K - $20.9K
|
3.63K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.22KNew |
$176K - $206K
|
3.22K
$177K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69.7K- 5.71% |
$3.81M - $4.46M
|
1.15M
$63.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 2.82% |
$555K - $649K
|
371K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37+ 0.32% |
$2.02K - $2.37K
|
11.6K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.01% |
$54.6 - $64
|
7.09K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.02K- 5.41% |
$384K - $449K
|
123K
$6.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
14.3KNew |
$781K - $915K
|
14.3K
$788K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.14K+ 2.49% |
$62.5K - $73.2K
|
47.1K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
341+ 70.6% |
$18.6K - $21.8K
|
824
$45.4K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$164 - $192
|
3
$165
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.75K+ 3.11% |
$95.7K - $112K
|
58.1K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.15% |
$54.6 - $64
|
88
$4.85K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 0.42% |
$1.69K - $1.98K
|
7.39K
$407K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.63KNew |
$198K - $232K
|
3.63K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.27KNew |
$179K - $209K
|
3.27K
$180K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
613+ 64.8% |
$33.5K - $39.2K
|
1.56K
$85.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
277+ 7.11% |
$15.1K - $17.7K
|
4.18K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 8.93% |
$57.3K - $67.1K
|
10.7K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-874- 10.58% |
$47.7K - $55.9K
|
7.39K
$407K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.54KNew |
$193K - $226K
|
3.54K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
BUY
|
- |
2.1K+ 6.73% |
$115K - $134K
|
33.3K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
363+ 65.41% |
$19.8K - $23.2K
|
918
$50.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.3KNew |
$180K - $211K
|
3.3K
$182K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 3.72% |
$66.3K - $77.6K
|
31.4K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.53K- 51.25% |
$193K - $226K
|
3.36K
$185K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
31.3K+ 15.03% |
$1.71M - $2M
|
240K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.3K- 37.05% |
$126K - $147K
|
3.91K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-560- 7.05% |
$30.6K - $35.8K
|
7.38K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 5.91% |
$37.4K - $43.7K
|
10.9K
$600K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.08K+ 16.0% |
$168K - $197K
|
22.3K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-393- 4.54% |
$21.5K - $25.1K
|
8.27K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
986+ 4.49% |
$53.9K - $63.1K
|
22.9K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9KNew |
$761K - $891K
|
13.9K
$767K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
33+ 0.54% |
$1.8K - $2.11K
|
6.1K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-3.33K- 5.92% |
$182K - $213K
|
52.8K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-450- 10.08% |
$24.6K - $28.8K
|
4.01K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-464- 12.25% |
$25.3K - $29.7K
|
3.32K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 5.02% |
$10.9K - $12.8K
|
3.78K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-499- 7.18% |
$27.3K - $31.9K
|
6.45K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
43+ 0.43% |
$2.35K - $2.75K
|
10.1K
$554K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-988- 20.13% |
$54K - $63.2K
|
3.92K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
14.6K+ 10.21% |
$800K - $936K
|
158K
$8.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.71K- 18.35% |
$93.1K - $109K
|
7.59K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
115+ 0.93% |
$6.28K - $7.36K
|
12.5K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 24.8% |
$79.4K - $92.9K
|
4.41K
$243K
|