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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 16.0% |
$15.2K - $17.3K
|
1.45K
$78.7K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 4.06% |
$15.2K - $17.3K
|
5.12K
$278K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
195+ 5.33% |
$14.8K - $16.9K
|
3.85K
$209K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
194+ 2.83% |
$14.7K - $16.8K
|
7.05K
$383K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
190+ 1.98% |
$14.4K - $16.4K
|
9.78K
$531K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
187+ 18.7% |
$14.2K - $16.2K
|
1.19K
$64.4K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
182+ 6.41% |
$13.8K - $15.8K
|
3.02K
$164K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
180New |
$13.7K - $15.6K
|
180
$9.77K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 1.77% |
$13.3K - $15.1K
|
10K
$546K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 1.08% |
$12.6K - $14.4K
|
15.6K
$847K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
159+ 1.14% |
$12.1K - $13.8K
|
14.1K
$765K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
159+ 40.46% |
$12.1K - $13.8K
|
552
$30K
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
154+ 4.04% |
$11.7K - $13.3K
|
3.96K
$215K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
150New |
$11.4K - $13K
|
150
$8.14K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
129New |
$9.8K - $11.2K
|
129
$7K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
125+ 0.74% |
$9.5K - $10.8K
|
16.9K
$918K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
123+ 2.7% |
$9.35K - $10.6K
|
4.68K
$254K
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
121+ 3.31% |
$9.2K - $10.5K
|
3.78K
$205K
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
120+ 4.8% |
$9.12K - $10.4K
|
2.62K
$142K
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
118+ 2.27% |
$8.97K - $10.2K
|
5.31K
$288K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
111+ 0.21% |
$8.44K - $9.61K
|
53K
$2.88M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
109+ 0.63% |
$8.28K - $9.44K
|
17.5K
$949K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
106+ 0.91% |
$8.06K - $9.18K
|
11.8K
$640K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
105+ 1.14% |
$7.98K - $9.09K
|
9.28K
$504K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 14.2% |
$7.6K - $8.66K
|
804
$43.6K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
100New |
$7.6K - $8.66K
|
100
$5.43K
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
99+ 2.67% |
$7.52K - $8.57K
|
3.81K
$207K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
99+ 1.12% |
$7.52K - $8.57K
|
8.91K
$483K
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
91+ 1.18% |
$6.92K - $7.88K
|
7.81K
$424K
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
88+ 1.27% |
$6.69K - $7.62K
|
7.01K
$380K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
84New |
$6.38K - $7.27K
|
84
$4.56K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
79+ 1.36% |
$6K - $6.84K
|
5.88K
$319K
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
79+ 1.01% |
$6K - $6.84K
|
7.94K
$431K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
70+ 2.7% |
$5.32K - $6.06K
|
2.67K
$145K
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
68+ 0.81% |
$5.17K - $5.89K
|
8.47K
$460K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 0.43% |
$5.17K - $5.89K
|
16K
$866K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
67+ 3.83% |
$5.09K - $5.8K
|
1.82K
$98.6K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 3.14% |
$4.86K - $5.54K
|
2.11K
$114K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
64+ 0.25% |
$4.86K - $5.54K
|
25.9K
$1.41M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
62New |
$4.71K - $5.37K
|
62
$3.37K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
59+ 1.27% |
$4.48K - $5.11K
|
4.7K
$255K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
58+ 0.19% |
$4.41K - $5.02K
|
31.4K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
58+ 0.88% |
$4.41K - $5.02K
|
6.62K
$359K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
57+ 0.69% |
$4.33K - $4.93K
|
8.36K
$454K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
55+ 275.0% |
$4.18K - $4.76K
|
75
$4.07K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
55+ 2.07% |
$4.18K - $4.76K
|
2.72K
$147K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 8.61% |
$4.18K - $4.76K
|
694
$37.7K
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
51+ 0.78% |
$3.88K - $4.42K
|
6.55K
$356K
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 0.67% |
$3.72K - $4.24K
|
7.35K
$399K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49+ 0.59% |
$3.72K - $4.24K
|
8.29K
$450K
|