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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$195K - $233K
|
2.85K
$182K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
2.79KNew |
$191K - $228K
|
2.79K
$178K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$182K - $217K
|
2.66K
$169K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$13.5K - $16.1K
|
197
$12.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.73KNew |
$187K - $223K
|
2.73K
$174K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$177K - $211K
|
2.59K
$165K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
185New |
$12.7K - $15.1K
|
185
$11.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
518+ 6.56% |
$35.5K - $42.3K
|
8.41K
$536K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
31New |
$2.12K - $2.53K
|
31
$1.98K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12New |
$822 - $980
|
12
$765
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3KNew |
$205K - $245K
|
3K
$191K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9+ 1.18% |
$616 - $735
|
769
$49K
|
|
|
Jan 23, 2023
Q4 2022
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.58KNew |
$177K - $211K
|
2.58K
$165K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
123New |
$8.42K - $10K
|
123
$7.84K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
200New |
$13.7K - $16.3K
|
200
$12.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
361New |
$24.7K - $29.5K
|
361
$23K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.32KNew |
$90.1K - $107K
|
1.32K
$83.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$6.85K - $8.17K
|
100
$6.37K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13+ 0.44% |
$890 - $1.06K
|
2.99K
$191K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
601New |
$41.1K - $49.1K
|
601
$38.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.64KNew |
$181K - $216K
|
2.64K
$168K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1KNew |
$68.5K - $81.7K
|
1K
$63.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$104K - $125K
|
1.53K
$97.2K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48New |
$3.29K - $3.92K
|
48
$3.06K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
93New |
$6.4K - $8.3K
|
93
$5.93K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.94KNew |
$202K - $263K
|
2.94K
$188K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
114+ 2.72% |
$7.84K - $10.2K
|
4.3K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
559New |
$38.4K - $49.9K
|
559
$35.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-300- 4.72% |
$20.6K - $26.8K
|
6.05K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 4.19% |
$185K - $240K
|
67K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
759New |
$52.2K - $67.8K
|
759
$48.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$201K - $261K
|
2.92K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-661- 0.61% |
$45.5K - $59K
|
107K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.5K+ 463.24% |
$2.86M - $3.71M
|
50.5K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
44+ 0.77% |
$3.03K - $3.93K
|
5.79K
$369K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3K+ 12.0% |
$206K - $268K
|
28K
$1.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.27K+ 72.66% |
$569K - $738K
|
19.6K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 115.43% |
$285K - $371K
|
7.75K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-96- 0.54% |
$6.6K - $8.57K
|
17.6K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$249K - $323K
|
3.62K
$230K
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
499+ 4.09% |
$34.3K - $44.6K
|
12.7K
$809K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
193New |
$13.3K - $17.2K
|
193
$12.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$688 - $893
|
10
$637
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
800New |
$55K - $71.4K
|
800
$51K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
230New |
$15.8K - $20.5K
|
230
$14.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 16.67% |
$3.44K - $4.47K
|
250
$15.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
595+ 4.65% |
$40.9K - $53.1K
|
13.4K
$853K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-279- 51.76% |
$19.2K - $24.9K
|
260
$16.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
916New |
$63K - $81.8K
|
916
$58.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
205New |
$14.1K - $18.3K
|
205
$13.1K
|
|