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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2020
Q4 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.12K- 77.99% |
$85.9K - $105K
|
316
$17.4K
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
104New |
$7.97K - $9.72K
|
104
$5.73K
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-334Closed |
$25.6K - $31.2K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-227Closed |
$17.4K - $21.2K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.1KNew |
$928K - $1.13M
|
12.1K
$666K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-300Closed |
$23K - $28K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.78KClosed |
$290K - $353K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Stone X Group Inc.
|
SELL
|
- |
-3.11KClosed |
$239K - $291K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.2KClosed |
$168K - $205K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Spc Financial, Inc.
|
SELL
|
- |
-3.6KClosed |
$276K - $336K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.18KClosed |
$243K - $297K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-700Closed |
$53.7K - $65.4K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.24KClosed |
$248K - $303K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.53KClosed |
$194K - $237K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.65KClosed |
$203K - $248K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.42KClosed |
$109K - $133K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 10, 2020
Q3 2019
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.3KClosed |
$265K - $302K
|
0
$0
|
|
|
Nov 21, 2019
Q3 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.44KClosed |
$196K - $224K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.6KClosed |
$129K - $147K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-303Closed |
$24.3K - $27.8K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.8KClosed |
$225K - $257K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
40KNew |
$3.21M - $3.66M
|
40K
$2.2M
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
400New |
$32.1K - $36.6K
|
400
$22K
|
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-82Closed |
$6.59K - $7.51K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-27.3KClosed |
$2.19M - $2.5M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Leisure Capital Management
|
SELL
|
- |
-2.61KClosed |
$210K - $239K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$56.2K - $64.1K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-159KClosed |
$12.8M - $14.6M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-3.94KClosed |
$317K - $361K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.57KClosed |
$367K - $418K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.63% |
$80.3 - $91.6
|
161
$8.87K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267New |
$21.4K - $24.5K
|
267
$14.7K
|
|
|
Oct 28, 2019
Q3 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.31KClosed |
$266K - $303K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Capital City Trust CO
|
SELL
|
- |
-3.48KClosed |
$279K - $319K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Peregrine Capital Management LLC
|
SELL
|
- |
-150Closed |
$12K - $13.7K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Denali Advisors LLC
|
SELL
|
- |
-106KClosed |
$8.48M - $9.68M
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-243Closed |
$19.5K - $22.3K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-277Closed |
$22.3K - $25.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-23.7KClosed |
$1.8M - $2.04M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-203Closed |
$15.4K - $17.5K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.14KClosed |
$238K - $270K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.03KClosed |
$154K - $175K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.2KClosed |
$243K - $275K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-33.6KClosed |
$2.55M - $2.89M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2KClosed |
$152K - $172K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.96KClosed |
$225K - $254K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.72KClosed |
$207K - $234K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-144Closed |
$10.9K - $12.4K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-215Closed |
$16.3K - $18.5K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-128Closed |
$9.72K - $11K
|
0
$0
|
|