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 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-555- 11.12% |
$30.3K - $35.5K
|
4.44K
$244K
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.61K- 1.44% |
$525K - $615K
|
658K
$36.3M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$97.1K - $114K
|
1.78K
$97.9K
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.38KNew |
$294K - $344K
|
5.38K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 1.49% |
$3.28K - $3.84K
|
4.1K
$226K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.88K+ 20.97% |
$212K - $248K
|
22.4K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.2K+ 49.57% |
$1.05M - $1.23M
|
58K
$3.2M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-301- 4.71% |
$16.4K - $19.3K
|
6.09K
$335K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.28M- 93.26% |
$69.8M - $81.7M
|
92.3K
$5.09M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 9.74% |
$102K - $119K
|
21K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.08K- 10.73% |
$58.8K - $68.9K
|
8.96K
$493K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
192KNew |
$10.5M - $12.3M
|
192K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
62.8K+ 66.58% |
$3.43M - $4.02M
|
157K
$8.65M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.8KNew |
$645K - $755K
|
11.8K
$650K
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.33K- 20.19% |
$72.8K - $85.3K
|
5.27K
$290K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-884- 2.98% |
$48.3K - $56.5K
|
28.8K
$1.59M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
10.3KNew |
$562K - $657K
|
10.3K
$566K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
264K+ 21.14% |
$14.4M - $16.9M
|
1.51M
$83.4M
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-54.1K- 41.45% |
$2.96M - $3.46M
|
76.4K
$4.21M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-575- 65.71% |
$31.4K - $36.8K
|
300
$16.5K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
938+ 12.63% |
$51.2K - $60K
|
8.36K
$461K
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
475+ 0.22% |
$25.9K - $30.4K
|
219K
$12M
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-410- 1.81% |
$22.4K - $26.2K
|
22.2K
$1.22M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61+ 4.47% |
$3.33K - $3.9K
|
1.43K
$78.5K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 7.49% |
$4.92K - $5.76K
|
1.29K
$71.1K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.85K- 2.74% |
$101K - $119K
|
65.7K
$3.62M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
475+ 5.26% |
$25.9K - $30.4K
|
9.5K
$523K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
12.3K+ 49.43% |
$671K - $786K
|
37.2K
$2.05M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.25KNew |
$123K - $144K
|
2.25K
$124K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.7K- 5.3% |
$2.22M - $2.6M
|
727K
$40.1M
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.2K- 0.49% |
$65.3K - $76.5K
|
242K
$13.3M
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.05K- 41.88% |
$221K - $259K
|
5.62K
$310K
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-19.9K- 50.37% |
$1.09M - $1.27M
|
19.6K
$1.08M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
858+ 3.76% |
$46.9K - $54.9K
|
23.7K
$1.3M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 0.09% |
$1.37K - $1.6K
|
27.6K
$1.52M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
168+ 33.47% |
$9.18K - $10.7K
|
670
$36.9K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-268- 2.79% |
$14.6K - $17.1K
|
9.35K
$515K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27- 0.23% |
$1.48K - $1.73K
|
11.9K
$655K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.7K- 27.51% |
$93K - $109K
|
4.49K
$247K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.48% |
$492 - $576
|
617
$34K
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.9K+ 4.47% |
$104K - $122K
|
44.4K
$2.45M
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.3K+ 0.36% |
$126K - $147K
|
649K
$35.8M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 37.5% |
$4.1K - $4.8K
|
125
$6.89K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-250- 46.04% |
$13.7K - $16K
|
293
$16.1K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.5K- 32.2% |
$1.67M - $1.95M
|
64.3K
$3.54M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
929+ 12.17% |
$50.8K - $59.4K
|
8.56K
$472K
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6.1KNew |
$333K - $390K
|
6.1K
$336K
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-706- 0.81% |
$38.6K - $45.2K
|
86.1K
$4.74M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 3.86% |
$492 - $576
|
242
$13.3K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-89- 1.01% |
$4.86K - $5.69K
|
8.74K
$481K
|