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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 164.5% |
$74.7K - $87.4K
|
2.2K
$121K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
21K+ 95.15% |
$1.15M - $1.34M
|
43.1K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.11K+ 4.88% |
$170K - $199K
|
66.9K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-128- 3.46% |
$6.99K - $8.19K
|
3.57K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.45K+ 4.96% |
$78.9K - $92.4K
|
30.6K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
4.19KNew |
$229K - $268K
|
4.19K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.12KNew |
$61K - $71.4K
|
1.12K
$61.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$601 - $704
|
1.87K
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-931- 40.8% |
$50.9K - $59.5K
|
1.35K
$74.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
207+ 0.32% |
$11.3K - $13.2K
|
64.7K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-397- 21.75% |
$21.7K - $25.4K
|
1.43K
$78.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 1.52% |
$219 - $256
|
267
$14.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 37.93% |
$601 - $704
|
40
$2.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11.6K+ 16.49% |
$632K - $739K
|
81.7K
$4.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.25KNew |
$177K - $208K
|
3.25K
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 1.02% |
$2.73K - $3.2K
|
4.87K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
650+ 7.25% |
$35.5K - $41.6K
|
9.62K
$530K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.75K- 2.08% |
$95.8K - $112K
|
82.5K
$4.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205- 5.08% |
$11.2K - $13.1K
|
3.83K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.12K- 4.33% |
$61.2K - $71.6K
|
24.7K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-164- 24.05% |
$8.96K - $10.5K
|
518
$28.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1KNew |
$54.6K - $64K
|
1K
$55.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
29.5K+ 20.46% |
$1.61M - $1.89M
|
174K
$9.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
4.5K+ 8.36% |
$246K - $288K
|
58.3K
$3.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
BUY
|
- |
1K+ 2.31% |
$54.6K - $64K
|
44.3K
$2.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.32KNew |
$291K - $340K
|
5.32K
$293K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$186K - $218K
|
3.41K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.71K+ 27.46% |
$93.3K - $109K
|
7.92K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
36+ 3.15% |
$1.97K - $2.3K
|
1.18K
$64.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-281- 1.57% |
$15.4K - $18K
|
17.6K
$971K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$164 - $192
|
4.19K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$328 - $384
|
8.78K
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
11.1K+ 91.69% |
$606K - $710K
|
23.2K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$4.37K - $5.12K
|
5.86K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 1.05% |
$2.51K - $2.94K
|
4.45K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.6% |
$765 - $895
|
2.35K
$129K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$84.3K - $98.7K
|
1.54K
$85K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
503+ 53.57% |
$27.5K - $32.2K
|
1.44K
$79.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-407- 0.54% |
$22.2K - $26K
|
75.6K
$4.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-587- 6.44% |
$32.1K - $37.5K
|
8.52K
$469K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.05% |
$164 - $192
|
5.73K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-750- 5.54% |
$41K - $48K
|
12.8K
$705K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 3.14% |
$819 - $959
|
493
$27.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.4K+ 9.23% |
$131K - $154K
|
28.5K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-93- 71.54% |
$5.08K - $5.95K
|
37
$2.04K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
21.4K+ 48.86% |
$1.17M - $1.37M
|
65.2K
$3.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.29K- 23.62% |
$70.5K - $82.5K
|
4.17K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.8K+ 33.0% |
$644K - $754K
|
47.5K
$2.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-194- 20.93% |
$10.6K - $12.4K
|
733
$40.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.02% |
$164 - $192
|
17.2K
$945K
|