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 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.22KClosed |
$213K - $231K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$398 - $430
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
30New |
$1.99K - $2.15K
|
30
$1.65K
|
|
|
Apr 05, 2021
Q1 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.2K+ 26.83% |
$146K - $158K
|
10.4K
$573K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53Closed |
$3.26K - $3.8K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-222Closed |
$13.7K - $15.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$801 - $933
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
550New |
$33.9K - $39.5K
|
550
$30.3K
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-300Closed |
$18.5K - $21.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.8KNew |
$234K - $272K
|
3.8K
$209K
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.72KClosed |
$229K - $267K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-86Closed |
$5.3K - $6.17K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-83Closed |
$5.11K - $5.96K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.52KClosed |
$217K - $253K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.96KClosed |
$182K - $212K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$252K - $293K
|
4.09K
$225K
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40Closed |
$2.46K - $2.87K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5Closed |
$308 - $359
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.75KClosed |
$293K - $341K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-120Closed |
$7.39K - $8.61K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-23.9KClosed |
$1.51M - $1.76M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-24.7KClosed |
$1.56M - $1.81M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$129K - $149K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-168Closed |
$10.6K - $12.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.35KClosed |
$212K - $246K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-588Closed |
$37.1K - $43.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
39KNew |
$2.47M - $2.87M
|
39K
$2.15M
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-100Closed |
$6.32K - $7.34K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-3.72KClosed |
$235K - $273K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
57New |
$3.6K - $4.19K
|
57
$3.14K
|
|
|
Nov 10, 2020
Q3 2020
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.04KClosed |
$255K - $296K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-30.7KClosed |
$1.94M - $2.26M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.74KClosed |
$236K - $275K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
1 St Source Bank
|
SELL
|
- |
-5KClosed |
$316K - $367K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.37KClosed |
$86.5K - $101K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-235- 7.93% |
$11.8K - $17.5K
|
2.73K
$150K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.03K - $7.44K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-24.7KClosed |
$1.24M - $1.84M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Field & Main Bank
|
SELL
|
- |
-75Closed |
$3.77K - $5.58K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-13.3KClosed |
$669K - $990K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-14.4KClosed |
$724K - $1.07M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Gruss & Co., LLC
|
SELL
|
- |
-40.9KClosed |
$2.05M - $3.04M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.37KClosed |
$220K - $325K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-164KClosed |
$8.23M - $12.2M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-563Closed |
$28.3K - $41.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-594Closed |
$29.9K - $44.2K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7KClosed |
$352K - $521K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-300Closed |
$15.1K - $22.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ieq Capital, LLC
|
SELL
|
- |
-3.92KClosed |
$197K - $291K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.3KClosed |
$216K - $320K
|
0
$0
|
|