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 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-436Closed |
$31.8K - $35.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$196K - $217K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$14.6K - $16.1K
|
200
$12.7K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
116+ 3.25% |
$8.47K - $9.36K
|
3.69K
$235K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
700New |
$51.1K - $56.5K
|
700
$44.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-106Closed |
$7.74K - $8.55K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$8.18K - $9.04K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-3.04KClosed |
$222K - $245K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$234K - $259K
|
3.21K
$204K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.06KClosed |
$74.9K - $83.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.23K- 39.66% |
$157K - $174K
|
3.39K
$216K
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.59KClosed |
$677K - $751K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
93.8KNew |
$6.62M - $7.34M
|
93.8K
$5.98M
|
|
|
Aug 16, 2021
Q2 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.07KClosed |
$217K - $241K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-246Closed |
$17.4K - $19.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-4.9KClosed |
$346K - $384K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.29KClosed |
$232K - $257K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14KNew |
$988K - $1.1M
|
14K
$892K
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-400Closed |
$28.2K - $31.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-920Closed |
$64.9K - $72K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$78.9K - $87.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.2KClosed |
$929K - $1.03M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.73KClosed |
$192K - $213K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-198- 4.46% |
$14K - $15.5K
|
4.24K
$270K
|
|
|
Jul 29, 2021
Q2 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
522KNew |
$36.8M - $40.9M
|
522K
$33.3M
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 1.43% |
$2.47K - $2.74K
|
2.48K
$158K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
161KNew |
$11.4M - $12.6M
|
161K
$10.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-390Closed |
$27.5K - $30.5K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.91KClosed |
$276K - $306K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.06K - $7.83K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-49Closed |
$3.25K - $3.52K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-194Closed |
$12.9K - $13.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
- |
-316KClosed |
$21M - $22.7M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-787Closed |
$52.2K - $56.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18Closed |
$1.19K - $1.29K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-300Closed |
$19.9K - $21.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1KClosed |
$66.3K - $71.7K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-750Closed |
$49.7K - $53.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 16.13% |
$66.3K - $71.7K
|
7.2K
$459K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-563Closed |
$37.3K - $40.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-743Closed |
$49.3K - $53.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-200Closed |
$13.3K - $14.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500Closed |
$33.2K - $35.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-443Closed |
$29.4K - $31.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.82KClosed |
$120K - $130K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-3.05KClosed |
$202K - $219K
|
0
$0
|
|
|
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
$1.91K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53Closed |
$3.26K - $3.8K
|
0
$0
|
|