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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
448New |
$34K - $38.8K
|
448
$27.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
425New |
$32.3K - $36.8K
|
425
$26.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
303New |
$23K - $26.2K
|
303
$18.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
285+ 2.21% |
$21.7K - $24.7K
|
13.2K
$815K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
280+ 11.25% |
$21.3K - $24.2K
|
2.77K
$171K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
180New |
$13.7K - $15.6K
|
180
$11.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
150New |
$11.4K - $13K
|
150
$9.27K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
100New |
$7.6K - $8.66K
|
100
$6.18K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
62New |
$4.71K - $5.37K
|
62
$3.83K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
55+ 275.0% |
$4.18K - $4.76K
|
75
$4.64K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
55+ 2.07% |
$4.18K - $4.76K
|
2.72K
$168K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$1.9K - $2.16K
|
25
$1.55K
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.51% |
$1.37K - $1.56K
|
3.55K
$219K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16+ 0.49% |
$1.22K - $1.39K
|
3.26K
$201K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$152 - $173
|
2
$124
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
138KNew |
$10.2M - $11.5M
|
138K
$8.51M
|
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
24.2KNew |
$1.8M - $2.02M
|
24.2K
$1.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.68KNew |
$200K - $224K
|
2.68K
$166K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
437New |
$32.5K - $36.5K
|
437
$27K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
175New |
$13K - $14.6K
|
175
$10.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
4.47KNew |
$331K - $371K
|
4.47K
$276K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
2.5KNew |
$185K - $207K
|
2.5K
$154K
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.49KNew |
$185K - $207K
|
2.49K
$154K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.2KNew |
$89K - $99.7K
|
1.2K
$74.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
843New |
$62.5K - $70K
|
843
$52.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
800New |
$59.3K - $66.4K
|
800
$49.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
598New |
$44.3K - $49.7K
|
598
$37K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
345New |
$25.6K - $28.7K
|
345
$21.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200New |
$14.8K - $16.6K
|
200
$12.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
195New |
$14.5K - $16.2K
|
195
$12.1K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
120New |
$8.9K - $9.97K
|
120
$7.42K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
48New |
$3.56K - $3.99K
|
48
$2.97K
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.97KNew |
$436K - $482K
|
5.97K
$369K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4.5KNew |
$329K - $363K
|
4.5K
$278K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$234K - $259K
|
3.21K
$198K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
806+ 1279.37% |
$58.9K - $65K
|
869
$53.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
719New |
$52.5K - $58K
|
719
$44.4K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
700New |
$51.1K - $56.5K
|
700
$43.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$14.6K - $16.1K
|
200
$12.4K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
116+ 3.25% |
$8.47K - $9.36K
|
3.69K
$228K
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$7.3K - $8.07K
|
100
$6.18K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
97+ 8.46% |
$7.08K - $7.83K
|
1.24K
$76.8K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
522KNew |
$36.8M - $40.9M
|
522K
$32.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
161KNew |
$11.4M - $12.6M
|
161K
$9.94M
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
93.8KNew |
$6.62M - $7.34M
|
93.8K
$5.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14KNew |
$988K - $1.1M
|
14K
$865K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 1.43% |
$2.47K - $2.74K
|
2.48K
$153K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 16.13% |
$66.3K - $71.7K
|
7.2K
$445K
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
30New |
$1.99K - $2.15K
|
30
$1.85K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$252K - $293K
|
4.09K
$253K
|
|