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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
10.3KNew |
$562K - $657K
|
10.3K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-575- 65.71% |
$31.4K - $36.8K
|
300
$18.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
475+ 5.26% |
$25.9K - $30.4K
|
9.5K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 37.5% |
$4.1K - $4.8K
|
125
$7.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-250- 46.04% |
$13.7K - $16K
|
293
$18.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
778+ 19.76% |
$42.5K - $49.8K
|
4.72K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-831- 21.97% |
$45.4K - $53.2K
|
2.95K
$186K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
700New |
$38.2K - $44.8K
|
700
$44K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.37K+ 35.95% |
$402K - $471K
|
27.9K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-755- 2.81% |
$41.2K - $48.3K
|
26.1K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34KNew |
$182K - $214K
|
3.34K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.04% |
$164 - $192
|
7.11K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
220New |
$12K - $14.1K
|
220
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
165New |
$9.01K - $10.6K
|
165
$10.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.82K- 30.29% |
$99.2K - $116K
|
4.18K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
24New |
$1.31K - $1.54K
|
24
$1.51K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.5K- 47.52% |
$246K - $288K
|
4.97K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
455New |
$24.9K - $29.1K
|
455
$28.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-165- 3.44% |
$9.01K - $10.6K
|
4.63K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 0.57% |
$1.91K - $2.24K
|
6.21K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-204- 4.16% |
$11.1K - $13K
|
4.7K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.01KNew |
$438K - $512K
|
8.01K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
27.2KNew |
$1.48M - $1.74M
|
27.2K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.03KNew |
$330K - $386K
|
6.03K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
266New |
$14.5K - $17K
|
266
$16.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-4KClosed |
$219K - $256K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$219 - $256
|
4.26K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.35KNew |
$183K - $214K
|
3.35K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13- 0.27% |
$710 - $831
|
4.73K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$601 - $704
|
11
$691
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
641+ 2374.07% |
$35K - $41K
|
668
$42K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9New |
$492 - $576
|
9
$566
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10New |
$546 - $640
|
10
$628
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.26KNew |
$178K - $208K
|
3.26K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.38K- 28.26% |
$75.5K - $88.4K
|
3.51K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-103- 2.17% |
$5.63K - $6.59K
|
4.64K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 23.46% |
$63K - $73.7K
|
3.76K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-500- 9.86% |
$27.3K - $32K
|
4.57K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.29KNew |
$180K - $210K
|
3.29K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-435- 11.28% |
$23.8K - $27.8K
|
3.42K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
965New |
$52.7K - $61.7K
|
965
$60.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 2.82% |
$555K - $649K
|
371K
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.02K- 5.41% |
$384K - $449K
|
123K
$7.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
341+ 70.6% |
$18.6K - $21.8K
|
824
$51.8K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$164 - $192
|
3
$189
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.54KNew |
$193K - $226K
|
3.54K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.53K- 51.25% |
$193K - $226K
|
3.36K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.3K- 37.05% |
$126K - $147K
|
3.91K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
33+ 0.54% |
$1.8K - $2.11K
|
6.1K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.12KNew |
$61K - $71.4K
|
1.12K
$70.2K
|