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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$195K - $233K
|
2.85K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.8KNew |
$192K - $229K
|
2.8K
$173K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
2.79KNew |
$191K - $228K
|
2.79K
$172K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.76KNew |
$189K - $225K
|
2.76K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.74KNew |
$188K - $224K
|
2.74K
$169K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.73KNew |
$187K - $223K
|
2.73K
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$182K - $217K
|
2.66K
$164K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$182K - $217K
|
2.66K
$164K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.64KNew |
$181K - $216K
|
2.64K
$163K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.62KNew |
$179K - $214K
|
2.62K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.59KNew |
$178K - $212K
|
2.59K
$160K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$177K - $211K
|
2.59K
$160K
|
|
|
Jan 23, 2023
Q4 2022
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.58KNew |
$177K - $211K
|
2.58K
$160K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$104K - $125K
|
1.53K
$94.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.32KNew |
$90.1K - $107K
|
1.32K
$81.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1KNew |
$68.5K - $81.7K
|
1K
$61.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
789New |
$54K - $64.4K
|
789
$48.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
601New |
$41.1K - $49.1K
|
601
$37.1K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
583New |
$39.9K - $47.6K
|
583
$36K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
559+ 8.31% |
$38.3K - $45.7K
|
7.28K
$450K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
542+ 44.46% |
$37.1K - $44.3K
|
1.76K
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
518+ 6.56% |
$35.5K - $42.3K
|
8.41K
$520K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
361New |
$24.7K - $29.5K
|
361
$22.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
319New |
$21.8K - $26.1K
|
319
$19.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
220+ 46.12% |
$15.1K - $18K
|
697
$43.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
203New |
$13.9K - $16.6K
|
203
$12.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
200New |
$13.7K - $16.3K
|
200
$12.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$13.5K - $16.1K
|
197
$12.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
185New |
$12.7K - $15.1K
|
185
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
137+ 153.93% |
$9.38K - $11.2K
|
226
$14K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
123New |
$8.42K - $10K
|
123
$7.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100+ 100.0% |
$6.85K - $8.17K
|
200
$12.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$6.85K - $8.17K
|
100
$6.18K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
83New |
$5.68K - $6.78K
|
83
$5.13K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48New |
$3.29K - $3.92K
|
48
$2.97K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 29.91% |
$2.4K - $2.86K
|
152
$9.39K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
31New |
$2.12K - $2.53K
|
31
$1.92K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
25+ 0.54% |
$1.71K - $2.04K
|
4.63K
$286K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.57% |
$1.16K - $1.39K
|
2.98K
$184K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13+ 0.44% |
$890 - $1.06K
|
2.99K
$185K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12New |
$822 - $980
|
12
$742
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9+ 1.18% |
$616 - $735
|
769
$47.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.5K+ 463.24% |
$2.86M - $3.71M
|
50.5K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.27K+ 72.66% |
$569K - $738K
|
19.6K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$336K - $436K
|
4.88K
$302K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$302K - $392K
|
4.39K
$271K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 115.43% |
$285K - $371K
|
7.75K
$479K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.07KNew |
$280K - $363K
|
4.07K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$249K - $323K
|
3.62K
$223K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.08KNew |
$212K - $275K
|
3.08K
$190K
|
|