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 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.08KNew |
$212K - $275K
|
3.08K
$170K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.63KNew |
$112K - $145K
|
1.63K
$89.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-600- 11.2% |
$41.3K - $53.6K
|
4.76K
$262K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.64K- 64.25% |
$113K - $146K
|
912
$50.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.07KNew |
$280K - $363K
|
4.07K
$224K
|
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
500+ 0.99% |
$34.4K - $44.7K
|
50.9K
$2.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$302K - $392K
|
4.39K
$242K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
150New |
$10.3K - $13.4K
|
150
$8.26K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-705- 3.89% |
$48.5K - $63K
|
17.4K
$959K
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-115- 1.18% |
$7.91K - $10.3K
|
9.66K
$532K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 8.33% |
$206 - $268
|
39
$2.15K
|
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 0.26% |
$3.44K - $4.47K
|
19.2K
$1.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-75- 2.48% |
$5.16K - $6.7K
|
2.95K
$162K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.01K- 24.62% |
$69.5K - $90.2K
|
3.09K
$170K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
190+ 67.86% |
$13.1K - $17K
|
470
$25.9K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 15.54% |
$6.99K - $7.96K
|
500
$27.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
84New |
$6.38K - $7.27K
|
84
$4.63K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-216Closed |
$16.4K - $18.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-361- 10.94% |
$27.4K - $31.3K
|
2.94K
$162K
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300Closed |
$22.8K - $26K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
55+ 275.0% |
$4.18K - $4.76K
|
75
$4.13K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-21Closed |
$1.6K - $1.82K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.4KClosed |
$563K - $641K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.11KClosed |
$236K - $269K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.1KNew |
$83.6K - $95.2K
|
1.1K
$60.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$1.9K - $2.16K
|
25
$1.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$1.47M - $1.68M
|
19.4K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
19KNew |
$1.44M - $1.64M
|
19K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-575Closed |
$43.7K - $49.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-526KClosed |
$39.9M - $45.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-550Closed |
$41.8K - $47.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
5.12KNew |
$389K - $443K
|
5.12K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.36KNew |
$332K - $378K
|
4.36K
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.6KNew |
$197K - $225K
|
2.6K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.02KNew |
$230K - $262K
|
3.02K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
15.5KNew |
$1.18M - $1.34M
|
15.5K
$854K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-191- 5.48% |
$14.5K - $16.5K
|
3.3K
$181K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
600+ 40.0% |
$45.6K - $51.9K
|
2.1K
$116K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
3.88K+ 19.35% |
$295K - $336K
|
23.9K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
710New |
$54K - $61.5K
|
710
$39.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.43KNew |
$184K - $210K
|
2.43K
$134K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
425New |
$32.3K - $36.8K
|
425
$23.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.3KNew |
$1.24M - $1.41M
|
16.3K
$899K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.89KClosed |
$295K - $336K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-374- 18.48% |
$28.4K - $32.4K
|
1.65K
$90.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-240Closed |
$18.2K - $20.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
285+ 2.21% |
$21.7K - $24.7K
|
13.2K
$727K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.62K- 33.23% |
$123K - $140K
|
3.25K
$179K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-206- 5.64% |
$15.7K - $17.8K
|
3.45K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
3.75KNew |
$285K - $325K
|
3.75K
$207K
|
|