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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-40.6K- 14.22% |
$2.22M - $2.6M
|
245K
$13.5M
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.72K- 93.63% |
$93.9K - $110K
|
117
$6.44K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24K- 5.95% |
$1.31M - $1.54M
|
380K
$20.9M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.08% |
$273 - $320
|
6.42K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-17.8K- 3.89% |
$974K - $1.14M
|
440K
$24.2M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-150- 1.52% |
$8.19K - $9.59K
|
9.73K
$536K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.15K+ 1.08% |
$172K - $202K
|
294K
$16.2M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-623- 15.11% |
$34K - $39.8K
|
3.5K
$193K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 7.3% |
$1.16M - $1.35M
|
268K
$14.8M
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-21.5K- 2.05% |
$1.17M - $1.38M
|
1.03M
$56.5M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.45K+ 22.72% |
$134K - $156K
|
13.2K
$727K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-91.9K- 4.65% |
$5.02M - $5.88M
|
1.88M
$104M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9+ 39.13% |
$492 - $576
|
32
$1.76K
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.55KNew |
$139K - $163K
|
2.55K
$140K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.65K- 5.65% |
$254K - $297K
|
77.6K
$4.27M
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-5.02K- 1.88% |
$274K - $321K
|
261K
$14.4M
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-850- 3.33% |
$46.4K - $54.4K
|
24.7K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
56.3K+ 75.95% |
$3.07M - $3.6M
|
130K
$7.18M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
526+ 160.37% |
$28.7K - $33.6K
|
854
$47K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.64K- 51.33% |
$144K - $169K
|
2.51K
$138K
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 25.41% |
$71.1K - $83.2K
|
3.82K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 3.76% |
$125K - $146K
|
63.1K
$3.48M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-17.1K- 4.07% |
$936K - $1.1M
|
404K
$22.3M
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.68K+ 22.64% |
$91.7K - $107K
|
9.09K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
550+ 5.21% |
$30K - $35.2K
|
11.1K
$611K
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.76K+ 33.36% |
$205K - $240K
|
15K
$827K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-132- 3.19% |
$7.21K - $8.44K
|
4K
$220K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.44K- 0.95% |
$188K - $220K
|
359K
$19.8M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.64% |
$328 - $384
|
943
$51.9K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
523+ 14.09% |
$28.6K - $33.5K
|
4.24K
$233K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-162- 2.7% |
$8.85K - $10.4K
|
5.83K
$321K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.05K- 19.43% |
$221K - $259K
|
16.8K
$925K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
419+ 1.23% |
$22.9K - $26.8K
|
34.5K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 1.46% |
$164 - $192
|
209
$11.5K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
176+ 2.81% |
$9.61K - $11.3K
|
6.44K
$355K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.29K- 2.59% |
$70.5K - $82.6K
|
48.5K
$2.67M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-126- 2.22% |
$6.88K - $8.06K
|
5.55K
$306K
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.76K+ 84.88% |
$479K - $560K
|
19.1K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.51K+ 19.69% |
$137K - $160K
|
15.2K
$840K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.12K+ 6.09% |
$334K - $391K
|
107K
$5.87M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.47K+ 73.14% |
$135K - $158K
|
5.84K
$322K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
26.5K+ 434.43% |
$1.45M - $1.69M
|
32.6K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
482+ 3.35% |
$26.3K - $30.8K
|
14.9K
$820K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-52.6K- 67.16% |
$2.88M - $3.37M
|
25.7K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$4.03M - $4.72M
|
73.7K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.29K+ 1.91% |
$70.5K - $82.6K
|
68.8K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
489+ 8.46% |
$26.7K - $31.3K
|
6.27K
$345K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.41K- 15.93% |
$186K - $218K
|
18K
$990K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-218- 1.64% |
$11.9K - $13.9K
|
13.1K
$722K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-29- 0.5% |
$1.58K - $1.85K
|
5.81K
$320K
|