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 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
543+ 13.39% |
$29K - $32.6K
|
4.6K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
357+ 175.86% |
$19K - $21.5K
|
560
$30.4K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
330+ 15.42% |
$17.6K - $19.8K
|
2.47K
$134K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
307+ 2.64% |
$16.4K - $18.5K
|
12K
$649K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
307New |
$16.4K - $18.5K
|
307
$16.7K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
277+ 2.77% |
$14.8K - $16.7K
|
10.3K
$558K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$14.9K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$14.9K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
270New |
$14.4K - $16.2K
|
270
$14.6K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
247+ 0.37% |
$13.2K - $14.8K
|
67.3K
$3.65M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
198+ 5.16% |
$10.6K - $11.9K
|
4.03K
$219K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
170+ 894.74% |
$9.06K - $10.2K
|
189
$10.3K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$5.71K - $6.43K
|
1.37K
$74.3K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$5.33K - $6.01K
|
100
$5.43K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 2.08% |
$4.27K - $4.81K
|
3.93K
$213K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
58New |
$3.09K - $3.49K
|
58
$3.15K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.71K - $1.92K
|
32
$1.74K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 74.19% |
$1.23K - $1.38K
|
54
$2.93K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 28.21% |
$1.17K - $1.32K
|
100
$5.43K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.14% |
$480 - $541
|
6.41K
$348K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
7+ 3.26% |
$373 - $421
|
222
$12K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 1.47% |
$267 - $301
|
344
$18.7K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4New |
$213 - $240
|
4
$217
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$213 - $240
|
4
$217
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$107 - $120
|
2
$109
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
1.02M+ 483.44% |
$56.1M - $69M
|
1.24M
$67M
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
166KNew |
$9.11M - $11.2M
|
166K
$9.01M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.5K+ 68.98% |
$4.85M - $5.96M
|
217K
$11.8M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.4KNew |
$2.38M - $2.92M
|
43.4K
$2.35M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.8K+ 688.21% |
$1.52M - $1.87M
|
31.8K
$1.73M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$1.01M - $1.24M
|
18.4K
$998K
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$975K - $1.2M
|
17.8K
$964K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
10.9KNew |
$597K - $733K
|
10.9K
$590K
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.76KNew |
$535K - $658K
|
9.76K
$529K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.62K+ 186.58% |
$418K - $513K
|
11.7K
$635K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
7.2KNew |
$395K - $485K
|
7.2K
$391K
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.08KNew |
$334K - $410K
|
6.08K
$330K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.07KNew |
$333K - $409K
|
6.07K
$329K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.73KNew |
$314K - $386K
|
5.73K
$311K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.91KNew |
$269K - $331K
|
4.91K
$267K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4KNew |
$219K - $269K
|
4K
$217K
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.46KNew |
$135K - $166K
|
2.46K
$134K
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.28KNew |
$125K - $153K
|
2.28K
$123K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.08K+ 33.18% |
$114K - $140K
|
8.35K
$453K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2KNew |
$110K - $135K
|
2K
$109K
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.74K+ 52.94% |
$95.6K - $117K
|
5.04K
$273K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$74.5K - $91.6K
|
1.36K
$73.7K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
961New |
$52.7K - $64.7K
|
961
$52.1K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
873New |
$47.9K - $58.8K
|
873
$47.4K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
831New |
$45.6K - $56K
|
831
$45.1K
|