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 |
---|---|---|---|---|---|---|---|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-243Closed |
$19.5K - $22.3K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Peregrine Capital Management LLC
|
SELL
|
- |
-150Closed |
$12K - $13.7K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-82Closed |
$6.59K - $7.51K
|
0
$0
|
|
Q2 2019 | |||||||
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-23.7KClosed |
$1.8M - $2.04M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.2KClosed |
$243K - $275K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.14KClosed |
$238K - $270K
|
0
$0
|
|
Jul 01, 2019
Q2 2019
|
Park National Corp
|
SELL
|
- |
-3.13KClosed |
$237K - $269K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.96KClosed |
$225K - $254K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.72KClosed |
$207K - $234K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.21KClosed |
$168K - $190K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.03KClosed |
$154K - $175K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2KClosed |
$152K - $172K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-215Closed |
$16.3K - $18.5K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-203Closed |
$15.4K - $17.5K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-144Closed |
$10.9K - $12.4K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-128Closed |
$9.72K - $11K
|
0
$0
|
|
Q1 2019 | |||||||
May 09, 2019
Q1 2019
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-90.1KClosed |
$5.78M - $7.11M
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-62.9KClosed |
$4.04M - $4.97M
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Ballast, Inc.
|
SELL
|
- |
-13.7KClosed |
$878K - $1.08M
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.3KClosed |
$787K - $968K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9.68KClosed |
$621K - $763K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.33KClosed |
$534K - $657K
|
0
$0
|
|
May 02, 2019
Q1 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4KClosed |
$257K - $316K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-400Closed |
$25.7K - $31.6K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-384Closed |
$24.6K - $30.3K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-300Closed |
$19.2K - $23.7K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-100Closed |
$6.41K - $7.89K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-78Closed |
$5K - $6.15K
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-50Closed |
$3.21K - $3.94K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-44.4KClosed |
$2.79M - $3.13M
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.97KClosed |
$375K - $421K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.35KClosed |
$273K - $307K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.05KClosed |
$254K - $286K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.55KClosed |
$160K - $180K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.77KClosed |
$111K - $125K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.28KClosed |
$80.5K - $90.4K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-550Closed |
$34.6K - $38.8K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-500Closed |
$31.4K - $35.3K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Loomis Sayles & CO L P
|
SELL
|
- |
-486Closed |
$30.6K - $34.3K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-450- 25.44% |
$28.3K - $31.8K
|
1.32K
$81.5K
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-400Closed |
$25.2K - $28.2K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-250Closed |
$15.7K - $17.6K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-234Closed |
$14.7K - $16.5K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 02, 2018
Q3 2018
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-700KClosed |
$44.7M - $47.6M
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-33.4KClosed |
$2.13M - $2.27M
|
0
$0
|
|
Oct 04, 2018
Q3 2018
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-33.1KClosed |
$2.11M - $2.25M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-5.38KClosed |
$344K - $365K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.89KClosed |
$313K - $332K
|
0
$0
|
|
May 24, 2019
Q3 2018
|
Zhang Financial LLC
|
SELL
|
- |
-4.1KClosed |
$262K - $279K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Chicago Capital, LLC
|
SELL
|
- |
-3.13KClosed |
$200K - $212K
|
0
$0
|