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 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
851+ 27.41% |
$46K - $62.1K
|
3.96K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
95New |
$5.14K - $6.94K
|
95
$5.96K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-892- 70.68% |
$48.2K - $65.1K
|
370
$23.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-679- 56.26% |
$36.7K - $49.6K
|
528
$33.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.16K- 10.18% |
$495K - $669K
|
80.8K
$5.07M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.5KNew |
$243K - $329K
|
4.5K
$282K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.3K+ 14.11% |
$152K - $175K
|
18.6K
$1.17M
|
|
|
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
$243K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.59% |
$5.3K - $6.1K
|
3.16K
$199K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
570New |
$37.8K - $43.5K
|
570
$35.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-17.8K- 99.89% |
$1.18M - $1.36M
|
20
$1.26K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.93K+ 15.71% |
$194K - $223K
|
21.5K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25KNew |
$1.66M - $1.91M
|
25K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$331 - $381
|
5
$314
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
21KNew |
$1.39M - $1.6M
|
21K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-793- 47.71% |
$52.6K - $60.5K
|
869
$54.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
BUY
|
- |
198KNew |
$13.1M - $15.1M
|
198K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
10KNew |
$663K - $763K
|
10K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
111+ 1.67% |
$7.36K - $8.47K
|
6.75K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
285New |
$18.9K - $21.7K
|
285
$17.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 8.29% |
$272K - $313K
|
45.4K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-368- 10.08% |
$24.4K - $28.1K
|
3.28K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.6KNew |
$2.89M - $3.33M
|
43.6K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-161- 21.16% |
$10.7K - $12.3K
|
600
$37.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
41+ 1.3% |
$2.72K - $3.13K
|
3.19K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-784- 3.66% |
$52K - $59.8K
|
20.6K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$825K - $949K
|
12.4K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
38.5KNew |
$2.55M - $2.94M
|
38.5K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
41+ 0.13% |
$2.72K - $3.13K
|
32.8K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-37.1K- 3.96% |
$2.46M - $2.83M
|
901K
$56.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-525- 0.48% |
$34.8K - $40K
|
108K
$6.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-86- 0.82% |
$5.7K - $6.56K
|
10.4K
$655K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.03% |
$66.3 - $76.3
|
3.26K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
190New |
$12.6K - $14.5K
|
190
$11.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.65K+ 74.07% |
$175K - $202K
|
6.22K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24.6K- 87.41% |
$1.63M - $1.88M
|
3.54K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
653New |
$43.3K - $49.8K
|
653
$41K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.43KNew |
$426K - $490K
|
6.43K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.63K- 19.79% |
$108K - $124K
|
6.6K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
267+ 2.61% |
$17.7K - $20.4K
|
10.5K
$659K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.15KNew |
$209K - $241K
|
3.15K
$198K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
71.4KNew |
$4.73M - $5.45M
|
71.4K
$4.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.28K- 29.3% |
$84.9K - $97.6K
|
3.09K
$194K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.66K- 16.47% |
$110K - $127K
|
8.44K
$530K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$1.66K - $1.91K
|
25
$1.57K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
681New |
$45.1K - $51.9K
|
681
$42.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-34- 3.49% |
$2.25K - $2.59K
|
940
$59K
|
|