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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
700New |
$51.1K - $56.5K
|
700
$38K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$14.6K - $16.1K
|
200
$10.9K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
116+ 3.25% |
$8.47K - $9.36K
|
3.69K
$200K
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$7.3K - $8.07K
|
100
$5.43K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
97+ 8.46% |
$7.08K - $7.83K
|
1.24K
$67.4K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
522KNew |
$36.8M - $40.9M
|
522K
$28.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
161KNew |
$11.4M - $12.6M
|
161K
$8.73M
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
93.8KNew |
$6.62M - $7.34M
|
93.8K
$5.09M
|
|
|
Aug 12, 2021
Q2 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14KNew |
$988K - $1.1M
|
14K
$760K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 1.43% |
$2.47K - $2.74K
|
2.48K
$135K
|
|
| Q1 2021 | |||||||
|
Apr 05, 2021
Q1 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.2K+ 26.83% |
$146K - $158K
|
10.4K
$564K
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 16.13% |
$66.3K - $71.7K
|
7.2K
$391K
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
30New |
$1.99K - $2.15K
|
30
$1.63K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$252K - $293K
|
4.09K
$222K
|
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.8KNew |
$234K - $272K
|
3.8K
$206K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
550New |
$33.9K - $39.5K
|
550
$29.8K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
39KNew |
$2.47M - $2.87M
|
39K
$2.12M
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
57New |
$3.6K - $4.19K
|
57
$3.09K
|
|
| Q2 2020 | |||||||
|
Jul 07, 2020
Q2 2020
|
Woodstock Corp
|
BUY
|
- |
3.18KNew |
$160K - $236K
|
3.18K
$172K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
95New |
$4.77K - $7.06K
|
95
$5.15K
|
|
| Q1 2020 | |||||||
|
Apr 22, 2020
Q1 2020
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
8.25KNew |
$362K - $728K
|
8.25K
$448K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.78KNew |
$78.1K - $157K
|
1.78K
$96.6K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
26.2KNew |
$2.01M - $2.45M
|
26.2K
$1.42M
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.1KNew |
$928K - $1.13M
|
12.1K
$656K
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
104New |
$7.97K - $9.72K
|
104
$5.64K
|
|
|
Feb 07, 2020
Q4 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
42+ 58.33% |
$3.22K - $3.92K
|
114
$6.18K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
40KNew |
$3.21M - $3.66M
|
40K
$2.17M
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
400New |
$32.1K - $36.6K
|
400
$21.7K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267New |
$21.4K - $24.5K
|
267
$14.5K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.63% |
$80.3 - $91.6
|
161
$8.73K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$839K - $942K
|
13.3K
$724K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.19KNew |
$75K - $84.1K
|
1.19K
$64.7K
|
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
991New |
$62.3K - $69.9K
|
991
$53.8K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
400New |
$25.2K - $28.2K
|
400
$21.7K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
370New |
$23.3K - $26.1K
|
370
$20.1K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
176New |
$11.1K - $12.4K
|
176
$9.55K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
56KNew |
$3.58M - $3.81M
|
56K
$3.04M
|
|
|
Oct 10, 2018
Q3 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
160New |
$10.2K - $10.9K
|
160
$8.68K
|
|
| Q2 2018 | |||||||
|
Aug 20, 2018
Q2 2018
|
City Holding CO
|
BUY
|
- |
43New |
$2.63K - $2.91K
|
43
$2.33K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
926New |
$54.9K - $63.4K
|
926
$50.2K
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
700New |
$47.4K - $50.6K
|
700
$38K
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
700New |
$46.1K - $49K
|
700
$38K
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
690New |
$45.5K - $48.3K
|
690
$37.4K
|
|