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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-469- 1.5% |
$31.1K - $35.8K
|
30.7K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 2.87% |
$3.78K - $4.35K
|
2.05K
$112K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.89KNew |
$656K - $754K
|
9.89K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-379K- 98.68% |
$25.1M - $28.9M
|
5.05K
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$406K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.75K+ 48.08% |
$116K - $133K
|
5.39K
$296K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.62K- 45.31% |
$174K - $200K
|
3.16K
$173K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-79- 2.1% |
$5.24K - $6.03K
|
3.68K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
BUY
|
- |
700New |
$46.4K - $53.4K
|
700
$38.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$133 - $153
|
3.66K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-117- 3.07% |
$7.76K - $8.92K
|
3.7K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.48K- 24.3% |
$97.8K - $112K
|
4.6K
$252K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-5.65K- 23.26% |
$375K - $431K
|
18.7K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 0.39% |
$133 - $153
|
514
$28.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
788New |
$52.2K - $60.1K
|
788
$43.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17.6K- 76.03% |
$1.17M - $1.34M
|
5.56K
$305K
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-6.25K- 25.35% |
$414K - $477K
|
18.4K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 5.3% |
$928 - $1.07K
|
250
$13.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$11K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$11K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-158- 1.04% |
$10.5K - $12.1K
|
15K
$822K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
164+ 4.82% |
$10.9K - $12.5K
|
3.56K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 3.64% |
$71.1K - $81.8K
|
28.4K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-286- 7.17% |
$19K - $21.8K
|
3.7K
$203K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
3.56KNew |
$236K - $271K
|
3.56K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-125- 2.63% |
$8.29K - $9.53K
|
4.63K
$254K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
546New |
$36.2K - $41.6K
|
546
$29.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-22.3K- 27.62% |
$1.48M - $1.7M
|
58.5K
$3.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
388+ 13.89% |
$25.7K - $29.6K
|
3.18K
$174K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 0.81% |
$1.72K - $1.98K
|
3.25K
$178K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.99% |
$3.31K - $3.81K
|
5.02K
$275K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
260+ 3.19% |
$17.2K - $19.8K
|
8.41K
$461K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20New |
$1.33K - $1.53K
|
20
$1.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.87K- 29.42% |
$124K - $143K
|
4.49K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
526New |
$34.9K - $40.1K
|
526
$28.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.94K+ 19.82% |
$593K - $682K
|
54.1K
$2.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-271- 35.66% |
$18K - $20.7K
|
489
$26.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-718- 15.57% |
$47.6K - $54.8K
|
3.89K
$213K
|
|
| Q1 2023 | |||||||
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
22.9KNew |
$1.72M - $1.96M
|
22.9K
$1.26M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-216Closed |
$16.2K - $18.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-32- 0.72% |
$2.41K - $2.74K
|
4.4K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-37- 1.28% |
$2.78K - $3.17K
|
2.86K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-965K- 70.18% |
$72.6M - $82.6M
|
410K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-106- 17.24% |
$7.97K - $9.07K
|
509
$27.9K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-570K- 17.97% |
$42.9M - $48.8M
|
2.6M
$143M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.7KNew |
$429K - $488K
|
5.7K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-289- 0.45% |
$21.7K - $24.7K
|
64.1K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34+ 0.72% |
$2.56K - $2.91K
|
4.78K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-179- 6.23% |
$13.5K - $15.3K
|
2.69K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.13K- 26.01% |
$84.6K - $96.2K
|
3.2K
$175K
|
|