Purchases and Sales Made in Q2 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 2022. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 30.23% |
$79.9K - $91K
|
4.53K
$253K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.05K+ 32.34% |
$79.4K - $90.5K
|
4.28K
$239K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 36.94% |
$79.2K - $90.2K
|
3.86K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 3.11% |
$76.2K - $86.8K
|
33.2K
$1.85M
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$76K - $86.6K
|
1K
$55.8K
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
964+ 2.28% |
$73.3K - $83.5K
|
43.3K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
948+ 21.27% |
$72K - $82.1K
|
5.41K
$302K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
900New |
$68.4K - $77.9K
|
900
$50.2K
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
900+ 9.47% |
$68.4K - $77.9K
|
10.4K
$580K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
899+ 4.1% |
$68.3K - $77.8K
|
22.8K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
862+ 19.28% |
$65.5K - $74.6K
|
5.33K
$298K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
854New |
$64.9K - $73.9K
|
854
$47.6K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
828+ 244.97% |
$62.9K - $71.7K
|
1.17K
$65.1K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
823+ 14.02% |
$62.5K - $71.2K
|
6.7K
$374K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
785+ 10.58% |
$59.7K - $68K
|
8.2K
$458K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
766+ 10.43% |
$58.2K - $66.3K
|
8.11K
$452K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
745+ 2.22% |
$56.6K - $64.5K
|
34.3K
$1.91M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
733+ 10.71% |
$55.7K - $63.5K
|
7.58K
$423K
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
727+ 1.92% |
$55.3K - $62.9K
|
38.5K
$2.15M
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
710+ 3.78% |
$54K - $61.5K
|
19.5K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
710New |
$54K - $61.5K
|
710
$39.6K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
702+ 3.61% |
$53.4K - $60.8K
|
20.1K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
695New |
$52.8K - $60.2K
|
695
$38.8K
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
653New |
$49.6K - $56.5K
|
653
$36.4K
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
634+ 15.71% |
$48.2K - $54.9K
|
4.67K
$261K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
609+ 13.04% |
$46.3K - $52.7K
|
5.28K
$295K
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
600+ 40.0% |
$45.6K - $51.9K
|
2.1K
$117K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
600+ 15.76% |
$45.6K - $51.9K
|
4.41K
$246K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
588+ 0.66% |
$44.7K - $50.9K
|
90.3K
$5.04M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
584+ 1.72% |
$44.4K - $50.6K
|
34.5K
$1.93M
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
566+ 2.11% |
$43K - $49K
|
27.3K
$1.52M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
565+ 201.79% |
$42.9K - $48.9K
|
845
$47.1K
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
562+ 2.66% |
$42.7K - $48.7K
|
21.7K
$1.21M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562+ 0.26% |
$42.7K - $48.7K
|
215K
$12M
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
561+ 1.86% |
$42.6K - $48.6K
|
30.7K
$1.72M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
559+ 0.54% |
$42.5K - $48.4K
|
104K
$5.81M
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
554+ 0.55% |
$42.1K - $48K
|
102K
$5.67M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
544+ 10.41% |
$41.3K - $47.1K
|
5.77K
$322K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
538+ 15.18% |
$40.9K - $46.6K
|
4.08K
$228K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
537+ 1.49% |
$40.8K - $46.5K
|
36.5K
$2.04M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
528+ 6.45% |
$40.1K - $45.7K
|
8.72K
$486K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
505+ 0.65% |
$38.4K - $43.7K
|
78K
$4.35M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
504+ 1.02% |
$38.3K - $43.6K
|
49.8K
$2.78M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
500+ 6.27% |
$38K - $43.3K
|
8.48K
$473K
|
|
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
500+ 0.21% |
$38K - $43.3K
|
237K
$13.2M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
491+ 4.11% |
$37.3K - $42.5K
|
12.4K
$693K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
484New |
$36.8K - $41.9K
|
484
$27K
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
470+ 9.89% |
$35.7K - $40.7K
|
5.22K
$291K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
461+ 4.26% |
$35K - $39.9K
|
11.3K
$630K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
448New |
$34K - $38.8K
|
448
$25K
|