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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.67KNew |
$652K - $742K
|
8.67K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
125New |
$9.4K - $10.7K
|
125
$7.85K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
440New |
$33.1K - $37.6K
|
440
$27.6K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-632- 18.02% |
$47.5K - $54.1K
|
2.88K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.86KNew |
$215K - $245K
|
2.86K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-508- 12.28% |
$38.2K - $43.5K
|
3.63K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
702New |
$52.8K - $60.1K
|
702
$44.1K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
693+ 9900.0% |
$52.1K - $59.3K
|
700
$43.9K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.8K+ 9.86% |
$211K - $240K
|
31.2K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
552+ 6.4% |
$41.5K - $47.2K
|
9.18K
$576K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-125- 4.01% |
$9.4K - $10.7K
|
3K
$188K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
233New |
$17.5K - $19.9K
|
233
$14.6K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-1K- 25.0% |
$75.2K - $85.6K
|
3K
$188K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
857+ 26.72% |
$64.5K - $73.3K
|
4.06K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
809+ 21.74% |
$60.8K - $69.2K
|
4.53K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.34K- 34.64% |
$402K - $457K
|
10.1K
$632K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
31New |
$2.33K - $2.65K
|
31
$1.95K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35+ 0.13% |
$2.63K - $2.99K
|
27.3K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.9K+ 78.8% |
$218K - $248K
|
6.58K
$413K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
358+ 33.81% |
$26.9K - $30.6K
|
1.42K
$88.9K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
30New |
$2.26K - $2.57K
|
30
$1.88K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-276- 7.57% |
$20.8K - $23.6K
|
3.37K
$212K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
489+ 18.48% |
$36.8K - $41.8K
|
3.14K
$197K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 5.06% |
$602 - $684
|
150
$9.41K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-17.5K- 86.91% |
$1.32M - $1.5M
|
2.64K
$165K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-179- 44.31% |
$13.5K - $15.3K
|
225
$14.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.06KNew |
$456K - $519K
|
6.06K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-150- 3.37% |
$11.3K - $12.8K
|
4.3K
$270K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.06K- 4.88% |
$155K - $177K
|
40.2K
$2.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
224New |
$16.8K - $19.2K
|
224
$14.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.24% |
$526 - $599
|
2.88K
$181K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.56K+ 12.56% |
$418K - $476K
|
49.8K
$3.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
598New |
$45K - $51.2K
|
598
$37.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
305+ 11.16% |
$22.9K - $26.1K
|
3.04K
$191K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$67.7K - $77K
|
900
$56.5K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.31K- 36.91% |
$249K - $283K
|
5.65K
$355K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
113+ 4.38% |
$8.5K - $9.67K
|
2.69K
$169K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.94KNew |
$522K - $593K
|
6.94K
$435K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$75.2 - $85.6
|
4.87K
$306K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
400+ 14.21% |
$30.1K - $34.2K
|
3.21K
$202K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 6.74% |
$30.1K - $34.2K
|
5.54K
$348K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.03KNew |
$413K - $493K
|
6.03K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
542+ 44.46% |
$37.1K - $44.3K
|
1.76K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-650- 17.81% |
$44.5K - $53.1K
|
3K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.12K- 30.44% |
$76.8K - $91.6K
|
2.56K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10- 0.12% |
$685 - $817
|
8.49K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-500- 27.78% |
$34.2K - $40.8K
|
1.3K
$81.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
50KNew |
$3.42M - $4.08M
|
50K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.14MNew |
$78.1M - $93.2M
|
1.14M
$71.6M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
319New |
$21.8K - $26.1K
|
319
$20K
|
|