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 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.56K+ 20.66% |
$85.2K - $99.8K
|
9.11K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.92K+ 20.81% |
$323K - $378K
|
34.4K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.25K- 62.16% |
$68.4K - $80.1K
|
762
$42K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.33% |
$38.2K - $44.8K
|
52K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-243- 0.5% |
$13.3K - $15.5K
|
48K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
65.5K+ 25599.61% |
$3.58M - $4.19M
|
65.8K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20K+ 11.69% |
$1.09M - $1.28M
|
191K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.42K- 3.86% |
$187K - $219K
|
85.1K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
928+ 6.56% |
$50.7K - $59.4K
|
15.1K
$831K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1KNew |
$1.15M - $1.35M
|
21.1K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
16KNew |
$876K - $1.03M
|
16K
$883K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
220New |
$12K - $14.1K
|
220
$12.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
165New |
$9.01K - $10.6K
|
165
$9.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
203+ 5.93% |
$11.1K - $13K
|
3.63K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.82K- 30.29% |
$99.2K - $116K
|
4.18K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 14.98% |
$1.69K - $1.98K
|
238
$13.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
480+ 2.22% |
$26.2K - $30.7K
|
22.1K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-591- 3.38% |
$32.3K - $37.8K
|
16.9K
$930K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.88KNew |
$321K - $376K
|
5.88K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
24New |
$1.31K - $1.54K
|
24
$1.32K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
434+ 1.3% |
$23.7K - $27.8K
|
33.8K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 0.79% |
$6.83K - $8K
|
15.6K
$859K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.63KNew |
$198K - $232K
|
3.63K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9+ 1.56% |
$492 - $576
|
587
$32.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.5K- 47.52% |
$246K - $288K
|
4.97K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.68K+ 5.08% |
$92K - $108K
|
34.8K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-712- 63.18% |
$38.9K - $45.5K
|
415
$22.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-55- 1.43% |
$3K - $3.52K
|
3.8K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.91K- 8.12% |
$378K - $442K
|
78.2K
$4.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 9.29% |
$77.7K - $91K
|
13.9K
$765K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
216+ 2.23% |
$11.8K - $13.8K
|
9.88K
$544K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-148- 13.73% |
$8.09K - $9.47K
|
930
$51.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
304+ 3.13% |
$16.6K - $19.4K
|
10K
$552K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
459+ 0.39% |
$25.1K - $29.4K
|
117K
$6.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 20.89% |
$118K - $138K
|
8.16K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
455New |
$24.9K - $29.1K
|
455
$25.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-305- 2.64% |
$16.7K - $19.5K
|
11.2K
$618K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-165- 3.44% |
$9.01K - $10.6K
|
4.63K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
633+ 15.2% |
$34.6K - $40.5K
|
4.8K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.57K- 46.73% |
$195K - $228K
|
4.07K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.46K- 55.33% |
$189K - $222K
|
2.8K
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20+ 0.15% |
$1.09K - $1.28K
|
13.5K
$743K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 0.57% |
$1.91K - $2.24K
|
6.21K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
500+ 7.25% |
$27.3K - $32K
|
7.4K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-222K- 30.45% |
$12.1M - $14.2M
|
507K
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.57K- 4.24% |
$140K - $164K
|
57.9K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
174+ 1.61% |
$9.51K - $11.1K
|
11K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-204- 4.16% |
$11.1K - $13K
|
4.7K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.01KNew |
$438K - $512K
|
8.01K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.58K+ 0.37% |
$86.2K - $101K
|
429K
$23.6M
|