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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
305+ 11.16% |
$22.9K - $26.1K
|
3.04K
$194K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$67.7K - $77K
|
900
$57.3K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.31K- 36.91% |
$249K - $283K
|
5.65K
$360K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
113+ 4.38% |
$8.5K - $9.67K
|
2.69K
$172K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.94KNew |
$522K - $593K
|
6.94K
$442K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$75.2 - $85.6
|
4.87K
$311K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
400+ 14.21% |
$30.1K - $34.2K
|
3.21K
$205K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 6.74% |
$30.1K - $34.2K
|
5.54K
$353K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.03KNew |
$413K - $493K
|
6.03K
$384K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
542+ 44.46% |
$37.1K - $44.3K
|
1.76K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-650- 17.81% |
$44.5K - $53.1K
|
3K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.12K- 30.44% |
$76.8K - $91.6K
|
2.56K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10- 0.12% |
$685 - $817
|
8.49K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-500- 27.78% |
$34.2K - $40.8K
|
1.3K
$82.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
50KNew |
$3.42M - $4.08M
|
50K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.14MNew |
$78.1M - $93.2M
|
1.14M
$72.7M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
319New |
$21.8K - $26.1K
|
319
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.8KNew |
$603K - $719K
|
8.8K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
13KNew |
$887K - $1.06M
|
13K
$826K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.28KNew |
$361K - $431K
|
5.28K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
559+ 8.31% |
$38.3K - $45.7K
|
7.28K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-8.65K- 21.09% |
$592K - $707K
|
32.4K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-6K- 50.0% |
$411K - $490K
|
6K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
137+ 153.93% |
$9.38K - $11.2K
|
226
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.83% |
$3.42K - $4.08K
|
6K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-30.2K- 65.96% |
$2.07M - $2.47M
|
15.6K
$993K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 13.96% |
$34.2K - $40.8K
|
3.08K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.59KNew |
$178K - $212K
|
2.59K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$182K - $217K
|
2.66K
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
83New |
$5.68K - $6.78K
|
83
$5.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
203New |
$13.9K - $16.6K
|
203
$12.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100+ 100.0% |
$6.85K - $8.17K
|
200
$12.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.85KNew |
$195K - $233K
|
2.85K
$182K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.8KNew |
$192K - $229K
|
2.8K
$178K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.62KNew |
$179K - $214K
|
2.62K
$167K
|
|
|
Feb 08, 2023
Q4 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
6KNew |
$411K - $490K
|
6K
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.74KNew |
$188K - $224K
|
2.74K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.98KNew |
$204K - $243K
|
2.98K
$190K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
789New |
$54K - $64.4K
|
789
$50.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
27.5K+ 6200.0% |
$1.88M - $2.24M
|
27.9K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-107- 3.36% |
$7.33K - $8.74K
|
3.07K
$196K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 29.91% |
$2.4K - $2.86K
|
152
$9.69K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
220+ 46.12% |
$15.1K - $18K
|
697
$44.4K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
583New |
$39.9K - $47.6K
|
583
$37.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.76KNew |
$189K - $225K
|
2.76K
$176K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.71K - $2.04K
|
4.63K
$295K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.93KNew |
$200K - $239K
|
2.93K
$186K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.57% |
$1.16K - $1.39K
|
2.98K
$190K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
17.9KNew |
$1.23M - $1.46M
|
17.9K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-200- 50.0% |
$13.7K - $16.3K
|
200
$12.7K
|
|