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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2020
Q1 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.96KClosed |
$218K - $438K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.45KClosed |
$239K - $481K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.48KClosed |
$196K - $395K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.1KClosed |
$136K - $274K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4KClosed |
$175K - $353K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-230Closed |
$10.1K - $20.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.66KClosed |
$117K - $235K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Zevin Asset Management LLC
|
SELL
|
- |
-3.37KClosed |
$148K - $297K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.65KClosed |
$204K - $411K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Heritage Investors Management Corp
|
SELL
|
- |
-3KClosed |
$132K - $265K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.64KClosed |
$116K - $233K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-720Closed |
$31.6K - $63.6K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Appleton Partners Inc
|
SELL
|
- |
-3.6KClosed |
$158K - $317K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.07KClosed |
$46.9K - $94.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-27Closed |
$1.18K - $2.38K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-444Closed |
$19.5K - $39.2K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.6KClosed |
$114K - $230K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-12.5KClosed |
$546K - $1.1M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-4.58KClosed |
$201K - $404K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Human Investing LLC
|
SELL
|
- |
-480Closed |
$21.1K - $42.4K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
8.25KNew |
$362K - $728K
|
8.25K
$515K
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.68KClosed |
$205K - $413K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-175Closed |
$7.68K - $15.4K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Lvz, Inc.
|
SELL
|
- |
-3.09KClosed |
$135K - $272K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.82KClosed |
$124K - $249K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.84KClosed |
$256K - $515K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.78KNew |
$78.1K - $157K
|
1.78K
$111K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
26.2KNew |
$2.01M - $2.45M
|
26.2K
$1.64M
|
|
|
Feb 14, 2020
Q4 2019
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.89KClosed |
$298K - $363K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-30.5KClosed |
$2.34M - $2.85M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-10Closed |
$767 - $935
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-160Closed |
$12.3K - $15K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Adirondack Trust CO
|
SELL
|
- |
-1Closed |
$76.7 - $93.5
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-4KClosed |
$307K - $374K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.27KClosed |
$174K - $212K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.05KClosed |
$234K - $285K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
42+ 58.33% |
$3.22K - $3.92K
|
114
$7.12K
|
|
|
Feb 07, 2020
Q4 2019
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.64KClosed |
$279K - $340K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.33KClosed |
$178K - $217K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.12K- 77.99% |
$85.9K - $105K
|
316
$19.7K
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
104New |
$7.97K - $9.72K
|
104
$6.49K
|
|
|
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
$755K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-300Closed |
$23K - $28K
|
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
|
|