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 14, 2019
Q4 2018
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-44.4KClosed |
$2.79M - $3.13M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.05KClosed |
$254K - $286K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
400New |
$25.2K - $28.2K
|
400
$24.7K
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.77KClosed |
$111K - $125K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.97KClosed |
$375K - $421K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$839K - $942K
|
13.3K
$824K
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.55KClosed |
$160K - $180K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.19KNew |
$75K - $84.1K
|
1.19K
$73.7K
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.28KClosed |
$80.5K - $90.4K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
991New |
$62.3K - $69.9K
|
991
$61.2K
|
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.35KClosed |
$273K - $307K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-550Closed |
$34.6K - $38.8K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-250Closed |
$15.7K - $17.6K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-234Closed |
$14.7K - $16.5K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-500Closed |
$31.4K - $35.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 24, 2019
Q3 2018
|
Zhang Financial LLC
|
SELL
|
- |
-4.1KClosed |
$262K - $279K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-309Closed |
$19.7K - $21K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
56KNew |
$3.58M - $3.81M
|
56K
$3.46M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.21KClosed |
$77.3K - $82.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-120Closed |
$7.66K - $8.15K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-5.38KClosed |
$344K - $365K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.89KClosed |
$313K - $332K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.16KClosed |
$74.3K - $79K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Chicago Capital, LLC
|
SELL
|
- |
-3.13KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-700KClosed |
$44.7M - $47.6M
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-33.4KClosed |
$2.13M - $2.27M
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Webster Bank, N. A.
|
SELL
|
- |
-1.4KClosed |
$89.4K - $95.1K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
160New |
$10.2K - $10.9K
|
160
$9.89K
|
|
|
Oct 04, 2018
Q3 2018
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-33.1KClosed |
$2.11M - $2.25M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.13KClosed |
$69.3K - $76.7K
|
0
$0
|
|
|
Aug 20, 2018
Q2 2018
|
City Holding CO
|
BUY
|
- |
43New |
$2.63K - $2.91K
|
43
$2.66K
|
|
|
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 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
$318K
|
|
|
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
$61.8K
|
|
|
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
$43.3K
|
|