Latest Institutional Sells of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1KClosed |
$66.3K - $71.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-787Closed |
$52.2K - $56.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-750Closed |
$49.7K - $53.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-743Closed |
$49.3K - $53.3K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-563Closed |
$37.3K - $40.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500Closed |
$33.2K - $35.9K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-443Closed |
$29.4K - $31.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-300Closed |
$19.9K - $21.5K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-200Closed |
$13.3K - $14.3K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-194Closed |
$12.9K - $13.9K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-49Closed |
$3.25K - $3.52K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18Closed |
$1.19K - $1.29K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$398 - $430
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.75KClosed |
$293K - $341K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.72KClosed |
$229K - $267K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.52KClosed |
$217K - $253K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.96KClosed |
$182K - $212K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-300Closed |
$18.5K - $21.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-222Closed |
$13.7K - $15.9K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-120Closed |
$7.39K - $8.61K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-86Closed |
$5.3K - $6.17K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-83Closed |
$5.11K - $5.96K
|
0
$0
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53Closed |
$3.26K - $3.8K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40Closed |
$2.46K - $2.87K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$801 - $933
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5Closed |
$308 - $359
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-30.7KClosed |
$1.94M - $2.26M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-24.7KClosed |
$1.56M - $1.81M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-23.9KClosed |
$1.51M - $1.76M
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
1 St Source Bank
|
SELL
|
- |
-5KClosed |
$316K - $367K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.04KClosed |
$255K - $296K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.74KClosed |
$236K - $275K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-3.72KClosed |
$235K - $273K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.35KClosed |
$212K - $246K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$129K - $149K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.37KClosed |
$86.5K - $101K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-588Closed |
$37.1K - $43.2K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-168Closed |
$10.6K - $12.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-100Closed |
$6.32K - $7.34K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-164KClosed |
$8.23M - $12.2M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Gruss & Co., LLC
|
SELL
|
- |
-40.9KClosed |
$2.05M - $3.04M
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-32.5KClosed |
$1.63M - $2.42M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-24.7KClosed |
$1.24M - $1.84M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-19.5KClosed |
$979K - $1.45M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-14.4KClosed |
$724K - $1.07M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-13.3KClosed |
$669K - $990K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7KClosed |
$352K - $521K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.37KClosed |
$220K - $325K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.3KClosed |
$216K - $320K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ieq Capital, LLC
|
SELL
|
- |
-3.92KClosed |
$197K - $291K
|
0
$0
|