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 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100KNew |
$5.41M - $7.3M
|
100K
$5.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$738K - $996K
|
13.6K
$748K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.8K- 40.4% |
$151K - $204K
|
4.13K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82KNew |
$207K - $279K
|
3.82K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.1K+ 60.97% |
$222K - $299K
|
10.8K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
13.9KNew |
$751K - $1.01M
|
13.9K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-384- 28.38% |
$20.8K - $28K
|
969
$53.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.04M - $1.41M
|
19.3K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.26K- 45.5% |
$176K - $238K
|
3.9K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
21.4K+ 16.18% |
$1.16M - $1.56M
|
154K
$8.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-680- 54.93% |
$36.8K - $49.7K
|
558
$30.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
265K+ 1127.97% |
$14.3M - $19.3M
|
288K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 6.17% |
$1.73K - $2.34K
|
551
$30.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-316- 8.78% |
$17.1K - $23.1K
|
3.28K
$180K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 10.44% |
$58.3K - $78.7K
|
9.25K
$507K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.15KNew |
$387K - $522K
|
7.15K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3K+ 15.31% |
$162K - $219K
|
22.6K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-580- 11.7% |
$31.4K - $42.4K
|
4.38K
$240K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
175New |
$9.46K - $12.8K
|
175
$9.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$5.41K - $7.3K
|
100
$5.48K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.45K- 11.95% |
$295K - $398K
|
40.2K
$2.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-677Closed |
$36.6K - $49.4K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
572+ 12.73% |
$30.9K - $41.8K
|
5.07K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-350- 3.38% |
$18.9K - $25.6K
|
10K
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.71K- 9.83% |
$201K - $271K
|
34K
$1.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-130K- 90.72% |
$7.01M - $9.46M
|
13.3K
$727K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
797+ 9.66% |
$43.1K - $58.2K
|
9.04K
$496K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-245- 90.74% |
$13.2K - $17.9K
|
25
$1.37K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
835New |
$45.2K - $61K
|
835
$45.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 80.0% |
$64.9K - $87.6K
|
300
$16.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 2.33% |
$6.49K - $8.76K
|
5.27K
$289K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
627+ 1.74% |
$33.9K - $45.8K
|
36.6K
$2.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
345New |
$18.7K - $25.2K
|
345
$18.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.39K+ 2.3% |
$129K - $174K
|
106K
$5.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-244- 21.5% |
$13.2K - $17.8K
|
891
$48.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.5KNew |
$619K - $836K
|
11.5K
$628K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
143+ 3.07% |
$7.73K - $10.4K
|
4.8K
$263K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
900+ 22.78% |
$48.7K - $65.7K
|
4.85K
$266K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
851+ 27.41% |
$46K - $62.1K
|
3.96K
$217K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
95New |
$5.14K - $6.94K
|
95
$5.21K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-892- 70.68% |
$48.2K - $65.1K
|
370
$20.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-679- 56.26% |
$36.7K - $49.6K
|
528
$29K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.16K- 10.18% |
$495K - $669K
|
80.8K
$4.43M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.5KNew |
$243K - $329K
|
4.5K
$247K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.3K+ 14.11% |
$152K - $175K
|
18.6K
$1.02M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-66.7K- 90.48% |
$4.42M - $5.09M
|
7.02K
$385K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.99KClosed |
$198K - $228K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 33.09% |
$127K - $146K
|
3.88K
$213K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.59% |
$5.3K - $6.1K
|
3.16K
$173K
|
|