Latest Institutional Purchases of W. P. Carey Inc. (WPC)

WPC Quotes by TradingView

This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
Mirador Capital Partners LP

BUY
 -
111
+ 1.67%
$7.36K - $8.47K
6.75K $366K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
80
+ 2.59%
$5.3K - $6.1K
3.16K $172K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
57
+ 2.87%
$3.78K - $4.35K
2.05K $111K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
41
+ 0.13%
$2.72K - $3.13K
32.8K $1.78M
Aug 11, 2023 Q2 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
41
+ 1.3%
$2.72K - $3.13K
3.19K $173K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
26
+ 0.81%
$1.72K - $1.98K
3.25K $176K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
25
New
$1.66K - $1.91K
25 $1.36K
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
20
New
$1.33K - $1.53K
20 $1.09K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
5
New
$331 - $381
5 $271
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2
+ 0.05%
$133 - $153
3.66K $199K
Q1 2023
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 CALL
50K
New
$3.76M - $4.28M
50K $2.71M
Sep 15, 2023 Q1 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
22.9K
New
$1.72M - $1.96M
22.9K $1.24M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
10.1K
New
$763K - $868K
10.1K $550K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
8.67K
New
$652K - $742K
8.67K $470K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
6.94K
New
$522K - $593K
6.94K $376K
Apr 27, 2023 Q1 2023
Matisse Capital

BUY
 -
6.06K
New
$456K - $519K
6.06K $329K
May 15, 2023 Q1 2023
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
5.7K
New
$429K - $488K
5.7K $309K
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
5.56K
+ 12.56%
$418K - $476K
49.8K $2.7M
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

BUY
 -
2.9K
+ 78.8%
$218K - $248K
6.58K $357K
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
2.86K
New
$215K - $245K
2.86K $155K
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
2.8K
+ 9.86%
$211K - $240K
31.2K $1.69M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
900
New
$67.7K - $77K
900 $48.8K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
857
+ 26.72%
$64.5K - $73.3K
4.06K $220K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
809
+ 21.74%
$60.8K - $69.2K
4.53K $246K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
702
New
$52.8K - $60.1K
702 $38.1K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
693
+ 9900.0%
$52.1K - $59.3K
700 $38K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
598
New
$45K - $51.2K
598 $32.4K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
552
+ 6.4%
$41.5K - $47.2K
9.18K $498K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
489
+ 18.48%
$36.8K - $41.8K
3.14K $170K
May 12, 2023 Q1 2023
Hbc Financial Services, Pllc

BUY
 -
440
New
$33.1K - $37.6K
440 $23.9K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
400
+ 14.21%
$30.1K - $34.2K
3.21K $174K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
358
+ 33.81%
$26.9K - $30.6K
1.42K $76.9K
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
305
+ 11.16%
$22.9K - $26.1K
3.04K $165K
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
240
+ 10.43%
$18.1K - $20.5K
2.54K $138K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
233
New
$17.5K - $19.9K
233 $12.6K
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

BUY
 -
224
New
$16.8K - $19.2K
224 $12.2K
May 12, 2023 Q1 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
125
New
$9.4K - $10.7K
125 $6.78K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
113
+ 4.38%
$8.5K - $9.67K
2.69K $146K
May 03, 2023 Q1 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
35
+ 0.13%
$2.63K - $2.99K
27.3K $1.48M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
34
+ 0.72%
$2.56K - $2.91K
4.78K $259K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
31
New
$2.33K - $2.65K
31 $1.68K
May 02, 2023 Q1 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
30
New
$2.26K - $2.57K
30 $1.63K
Apr 24, 2023 Q1 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
7
+ 0.24%
$526 - $599
2.88K $156K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
1
+ 0.02%
$75.2 - $85.6
4.87K $264K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.14M
New
$78.1M - $93.2M
1.14M $61.9M
Feb 13, 2023 Q4 2022
Natixis

Paris, I0
BUY
 -
139K
+ 53.57%
$9.5M - $11.3M
398K $21.6M
Feb 14, 2023 Q4 2022
Hbk Investments L P

Dallas, TX
BUY
 CALL
50K
New
$3.42M - $4.08M
50K $2.71M
Feb 07, 2023 Q4 2022
Gibson Wealth Advisors LLC

Tyler, TX
BUY
 -
27.5K
+ 6200.0%
$1.88M - $2.24M
27.9K $1.51M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 CALL
17.9K
New
$1.23M - $1.46M
17.9K $971K

Track Institutional and Insider Activities on WPC

Follow W. P. Carey Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells WPC shares.

Notify only if

Insider Trading

Get notified when an W. P. Carey Inc. insider buys or sells WPC shares.

Notify only if

News

Receive news related to W. P. Carey Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on WPC