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, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$152 - $173
|
2
$110
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-35KClosed |
$2.66M - $3.03M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-331Closed |
$25.2K - $28.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
854New |
$64.9K - $73.9K
|
854
$47K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.06KNew |
$384K - $438K
|
5.06K
$279K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
303New |
$23K - $26.2K
|
303
$16.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
55+ 2.07% |
$4.18K - $4.76K
|
2.72K
$150K
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.88KClosed |
$523K - $595K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-175Closed |
$13.3K - $15.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-48Closed |
$3.65K - $4.16K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Axel Capital Management, LLC
|
SELL
|
- |
-80KClosed |
$6.08M - $6.93M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-12.5KClosed |
$950K - $1.08M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Forward Management, LLC
|
SELL
|
- |
-72.7KClosed |
$5.52M - $6.29M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
280+ 11.25% |
$21.3K - $24.2K
|
2.77K
$153K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3KClosed |
$228K - $260K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.56K- 25.56% |
$118K - $135K
|
4.54K
$250K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
150New |
$11.4K - $13K
|
150
$8.26K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5KNew |
$380K - $433K
|
5K
$275K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
448New |
$34K - $38.8K
|
448
$24.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
CALL |
2KNew |
$152K - $173K
|
2K
$110K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16+ 0.49% |
$1.22K - $1.39K
|
3.26K
$179K
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-6.3KClosed |
$479K - $545K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
1.17K+ 7.42% |
$88.9K - $101K
|
16.9K
$933K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-233- 37.52% |
$17.7K - $20.2K
|
388
$21.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.4KClosed |
$258K - $294K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-320- 10.26% |
$24.3K - $27.7K
|
2.8K
$154K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-38Closed |
$2.89K - $3.29K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-34KClosed |
$2.59M - $2.95M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.42KNew |
$184K - $209K
|
2.42K
$133K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.94KClosed |
$223K - $254K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
62New |
$4.71K - $5.37K
|
62
$3.41K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.41KNew |
$183K - $209K
|
2.41K
$133K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
100New |
$7.6K - $8.66K
|
100
$5.51K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-232Closed |
$17.6K - $20.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-2.85KClosed |
$216K - $246K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.29KNew |
$326K - $371K
|
4.29K
$236K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
180New |
$13.7K - $15.6K
|
180
$9.91K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$76K - $86.6K
|
1K
$55.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
129New |
$9.8K - $11.2K
|
129
$7.11K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-18Closed |
$1.37K - $1.56K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.51% |
$1.37K - $1.56K
|
3.55K
$195K
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
2.61KNew |
$198K - $226K
|
2.61K
$144K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-17Closed |
$1.29K - $1.47K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-200Closed |
$15.2K - $17.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-26.6KClosed |
$1.98M - $2.22M
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
437New |
$32.5K - $36.5K
|
437
$24.1K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.67KClosed |
$198K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-20.6KClosed |
$1.53M - $1.72M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-406KClosed |
$30.2M - $33.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-45.9K- 54.12% |
$3.41M - $3.83M
|
38.9K
$2.14M
|
|