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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-525- 0.48% |
$34.8K - $40K
|
108K
$6.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-86- 0.82% |
$5.7K - $6.56K
|
10.4K
$672K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.03% |
$66.3 - $76.3
|
3.26K
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
190New |
$12.6K - $14.5K
|
190
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.65K+ 74.07% |
$175K - $202K
|
6.22K
$401K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24.6K- 87.41% |
$1.63M - $1.88M
|
3.54K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
653New |
$43.3K - $49.8K
|
653
$42.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.43KNew |
$426K - $490K
|
6.43K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.63K- 19.79% |
$108K - $124K
|
6.6K
$425K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
267+ 2.61% |
$17.7K - $20.4K
|
10.5K
$676K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.15KNew |
$209K - $241K
|
3.15K
$203K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
71.4KNew |
$4.73M - $5.45M
|
71.4K
$4.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.28K- 29.3% |
$84.9K - $97.6K
|
3.09K
$199K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.66K- 16.47% |
$110K - $127K
|
8.44K
$544K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$1.66K - $1.91K
|
25
$1.61K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
681New |
$45.1K - $51.9K
|
681
$43.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-34- 3.49% |
$2.25K - $2.59K
|
940
$60.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
33.4KNew |
$2.22M - $2.55M
|
33.4K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-469- 1.5% |
$31.1K - $35.8K
|
30.7K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 2.87% |
$3.78K - $4.35K
|
2.05K
$132K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.89KNew |
$656K - $754K
|
9.89K
$637K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.75K+ 48.08% |
$116K - $133K
|
5.39K
$347K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.62K- 45.31% |
$174K - $200K
|
3.16K
$204K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-79- 2.1% |
$5.24K - $6.03K
|
3.68K
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
BUY
|
- |
700New |
$46.4K - $53.4K
|
700
$45.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$133 - $153
|
3.66K
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-117- 3.07% |
$7.76K - $8.92K
|
3.7K
$238K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.48K- 24.3% |
$97.8K - $112K
|
4.6K
$296K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-5.65K- 23.26% |
$375K - $431K
|
18.7K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 0.39% |
$133 - $153
|
514
$33.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
788New |
$52.2K - $60.1K
|
788
$50.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17.6K- 76.03% |
$1.17M - $1.34M
|
5.56K
$358K
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-6.25K- 25.35% |
$414K - $477K
|
18.4K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 5.3% |
$928 - $1.07K
|
250
$16.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.9K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-158- 1.04% |
$10.5K - $12.1K
|
15K
$966K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
164+ 4.82% |
$10.9K - $12.5K
|
3.56K
$230K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 3.64% |
$71.1K - $81.8K
|
28.4K
$1.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-286- 7.17% |
$19K - $21.8K
|
3.7K
$238K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
3.56KNew |
$236K - $271K
|
3.56K
$229K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-125- 2.63% |
$8.29K - $9.53K
|
4.63K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-22.3K- 27.62% |
$1.48M - $1.7M
|
58.5K
$3.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
388+ 13.89% |
$25.7K - $29.6K
|
3.18K
$205K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 0.81% |
$1.72K - $1.98K
|
3.25K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.99% |
$3.31K - $3.81K
|
5.02K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
260+ 3.19% |
$17.2K - $19.8K
|
8.41K
$542K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20New |
$1.33K - $1.53K
|
20
$1.29K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.87K- 29.42% |
$124K - $143K
|
4.49K
$289K
|