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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2018
Q2 2018
|
City Holding CO
|
BUY
|
- |
43New |
$2.63K - $2.91K
|
43
$2.37K
|
|
|
Aug 13, 2018
Q2 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-329Closed |
$20.1K - $22.3K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-5.53KClosed |
$338K - $374K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-930Closed |
$56.9K - $62.9K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
926New |
$54.9K - $63.4K
|
926
$51K
|
|
|
May 15, 2018
Q1 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-390Closed |
$23.1K - $26.7K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-12.4KClosed |
$735K - $849K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-800Closed |
$47.4K - $54.8K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-300- 5.5% |
$17.8K - $20.5K
|
5.15K
$284K
|
|
|
May 10, 2018
Q1 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-30.6KClosed |
$1.82M - $2.1M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Cannell & Co.
New York, NY |
SELL
|
- |
-32KClosed |
$1.9M - $2.19M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-55.1KClosed |
$3.26M - $3.77M
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Middleton & CO Inc
|
SELL
|
- |
-7KClosed |
$415K - $479K
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-175Closed |
$10.4K - $12K
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-214Closed |
$12.7K - $14.7K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60Closed |
$3.55K - $4.11K
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3KClosed |
$178K - $205K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.5K- 60.0% |
$102K - $108K
|
1K
$55.1K
|
|
|
Feb 12, 2018
Q4 2017
|
Hancock Whitney Corp
|
SELL
|
- |
-6.54KClosed |
$443K - $473K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-305Closed |
$20.7K - $22.1K
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
700New |
$47.4K - $50.6K
|
700
$38.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Gam Holding Ag
|
SELL
|
- |
-8.98KClosed |
$592K - $628K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.78KClosed |
$447K - $474K
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Davidson Investment Advisors
|
SELL
|
- |
-100Closed |
$6.59K - $6.99K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
690New |
$45.5K - $48.3K
|
690
$38K
|
|
|
Nov 03, 2017
Q3 2017
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.59KClosed |
$236K - $251K
|
0
$0
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
700New |
$46.1K - $49K
|
700
$38.6K
|
|