Latest Institutional Purchases of W. P. Carey Inc. (WPC)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
788New |
$52.2K - $60.1K
|
788
$48.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
BUY
|
- |
700New |
$46.4K - $53.4K
|
700
$43.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
681New |
$45.1K - $51.9K
|
681
$41.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
653New |
$43.3K - $49.8K
|
653
$40.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
570New |
$37.8K - $43.5K
|
570
$35.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
526New |
$34.9K - $40.1K
|
526
$32.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
388+ 13.89% |
$25.7K - $29.6K
|
3.18K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
285New |
$18.9K - $21.7K
|
285
$17.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
267+ 2.61% |
$17.7K - $20.4K
|
10.5K
$646K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
260+ 3.19% |
$17.2K - $19.8K
|
8.41K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
190New |
$12.6K - $14.5K
|
190
$11.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
164+ 4.82% |
$10.9K - $12.5K
|
3.56K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
111+ 1.67% |
$7.36K - $8.47K
|
6.75K
$416K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.59% |
$5.3K - $6.1K
|
3.16K
$195K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 2.87% |
$3.78K - $4.35K
|
2.05K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
41+ 1.3% |
$2.72K - $3.13K
|
3.19K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
41+ 0.13% |
$2.72K - $3.13K
|
32.8K
$2.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 0.81% |
$1.72K - $1.98K
|
3.25K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$1.66K - $1.91K
|
25
$1.54K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20New |
$1.33K - $1.53K
|
20
$1.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$331 - $381
|
5
$308
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$133 - $153
|
3.66K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
CALL |
50KNew |
$3.76M - $4.28M
|
50K
$3.08M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
22.9KNew |
$1.72M - $1.96M
|
22.9K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.67KNew |
$652K - $742K
|
8.67K
$534K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.94KNew |
$522K - $593K
|
6.94K
$427K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.06KNew |
$456K - $519K
|
6.06K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.7KNew |
$429K - $488K
|
5.7K
$351K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.56K+ 12.56% |
$418K - $476K
|
49.8K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.9K+ 78.8% |
$218K - $248K
|
6.58K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.86KNew |
$215K - $245K
|
2.86K
$176K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.8K+ 9.86% |
$211K - $240K
|
31.2K
$1.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$67.7K - $77K
|
900
$55.4K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
857+ 26.72% |
$64.5K - $73.3K
|
4.06K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
809+ 21.74% |
$60.8K - $69.2K
|
4.53K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
702New |
$52.8K - $60.1K
|
702
$43.2K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
693+ 9900.0% |
$52.1K - $59.3K
|
700
$43.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
598New |
$45K - $51.2K
|
598
$36.8K
|
|
|
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
$566K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
489+ 18.48% |
$36.8K - $41.8K
|
3.14K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
440New |
$33.1K - $37.6K
|
440
$27.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
400+ 14.21% |
$30.1K - $34.2K
|
3.21K
$198K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
358+ 33.81% |
$26.9K - $30.6K
|
1.42K
$87.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
305+ 11.16% |
$22.9K - $26.1K
|
3.04K
$187K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
240+ 10.43% |
$18.1K - $20.5K
|
2.54K
$156K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
233New |
$17.5K - $19.9K
|
233
$14.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
224New |
$16.8K - $19.2K
|
224
$13.8K
|
|