Purchases and Sales Made in Q2 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 2023. 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 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 1.24% |
$3.71K - $4.27K
|
4.56K
$281K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
55+ 1.02% |
$3.65K - $4.19K
|
5.46K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
52+ 0.08% |
$3.45K - $3.97K
|
67.4K
$4.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51+ 0.96% |
$3.38K - $3.89K
|
5.34K
$329K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
50+ 0.83% |
$3.31K - $3.81K
|
6.07K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 9.54% |
$3.31K - $3.81K
|
574
$35.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
50+ 1.35% |
$3.31K - $3.81K
|
3.75K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
41+ 1.3% |
$2.72K - $3.13K
|
3.19K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
41+ 0.13% |
$2.72K - $3.13K
|
32.8K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
40+ 0.62% |
$2.65K - $3.05K
|
6.53K
$402K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
32+ 0.81% |
$2.12K - $2.44K
|
3.97K
$245K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
30+ 50.85% |
$1.99K - $2.29K
|
89
$5.48K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 0.81% |
$1.72K - $1.98K
|
3.25K
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
26+ 0.19% |
$1.72K - $1.98K
|
13.9K
$855K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 0.18% |
$1.66K - $1.91K
|
13.9K
$855K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$1.66K - $1.91K
|
25
$1.54K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24+ 0.5% |
$1.59K - $1.83K
|
4.83K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 19.82% |
$1.46K - $1.68K
|
133
$8.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22New |
$1.46K - $1.68K
|
22
$1.36K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20New |
$1.33K - $1.53K
|
20
$1.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
18+ 0.14% |
$1.19K - $1.37K
|
12.6K
$779K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
18+ 0.13% |
$1.19K - $1.37K
|
13.7K
$846K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.58% |
$1.13K - $1.3K
|
2.94K
$181K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
12+ 0.25% |
$795 - $915
|
4.79K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.16% |
$795 - $915
|
7.44K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
12+ 0.02% |
$795 - $915
|
49.6K
$3.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.47% |
$597 - $686
|
623
$38.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 0.11% |
$530 - $610
|
6.99K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 0.28% |
$530 - $610
|
2.83K
$174K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$398 - $458
|
4.25K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
6New |
$398 - $458
|
6
$370
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.66% |
$398 - $458
|
910
$56.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 45.45% |
$331 - $381
|
16
$986
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$331 - $381
|
5
$308
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4+ 0.04% |
$265 - $305
|
10.6K
$656K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.08% |
$265 - $305
|
5.1K
$314K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$265 - $305
|
4
$246
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$199 - $229
|
8.4K
$517K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.18% |
$199 - $229
|
258
$15.9K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$199 - $229
|
4.24K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.1% |
$199 - $229
|
2.91K
$179K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$133 - $153
|
3.66K
$225K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.05% |
$133 - $153
|
3.8K
$234K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$133 - $153
|
1.31K
$80.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.92% |
$66.3 - $76.3
|
53
$3.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$66.3 - $76.3
|
2.12K
$131K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$66.3 - $76.3
|
6.37K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.03% |
$66.3 - $76.3
|
3.26K
$201K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 0.39% |
$133 - $153
|
514
$31.7K
|