Purchases and Sales Made in Q3 2021 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 0.61% |
$4.09K - $4.52K
|
9.2K
$579K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 14.95% |
$4.02K - $4.44K
|
423
$26.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
55+ 0.42% |
$4.02K - $4.44K
|
13.1K
$824K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
53+ 1.09% |
$3.87K - $4.28K
|
4.92K
$310K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
51+ 7.93% |
$3.73K - $4.12K
|
694
$43.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
50+ 7.65% |
$3.65K - $4.03K
|
704
$44.3K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
47+ 0.56% |
$3.43K - $3.79K
|
8.44K
$531K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
42+ 1.01% |
$3.07K - $3.39K
|
4.22K
$266K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
40New |
$2.92K - $3.23K
|
40
$2.52K
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.04% |
$2.92K - $3.23K
|
105K
$6.61M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$2.92K - $3.23K
|
40
$2.52K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39+ 0.76% |
$2.85K - $3.15K
|
5.19K
$327K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28+ 0.63% |
$2.05K - $2.26K
|
4.46K
$281K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 3.15% |
$1.9K - $2.1K
|
851
$53.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.61% |
$1.9K - $2.1K
|
4.28K
$270K
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
25+ 0.29% |
$1.83K - $2.02K
|
8.72K
$549K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
24+ 0.74% |
$1.75K - $1.94K
|
3.26K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24New |
$1.75K - $1.94K
|
24
$1.51K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
22New |
$1.61K - $1.78K
|
22
$1.39K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
21+ 0.5% |
$1.53K - $1.69K
|
4.25K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20New |
$1.46K - $1.61K
|
20
$1.26K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.52% |
$1.31K - $1.45K
|
3.49K
$220K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$1.1K - $1.21K
|
15
$944
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 1.35% |
$1.02K - $1.13K
|
1.05K
$66.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.7% |
$1.02K - $1.13K
|
2K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10New |
$730 - $807
|
10
$630
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9+ 0.05% |
$657 - $726
|
18.6K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 1.26% |
$584 - $646
|
643
$40.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 1.38% |
$511 - $565
|
514
$32.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
6+ 0.95% |
$438 - $484
|
636
$40K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6+ 0.04% |
$438 - $484
|
16.5K
$1.04M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5+ 0.05% |
$365 - $403
|
10.4K
$653K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
5+ 0.14% |
$365 - $403
|
3.66K
$230K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
4New |
$292 - $323
|
4
$252
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
4+ 0.07% |
$292 - $323
|
5.75K
$362K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.02% |
$292 - $323
|
18.3K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.18% |
$219 - $242
|
257
$16.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.21% |
$219 - $242
|
1.43K
$90.3K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2+ 0.78% |
$146 - $161
|
258
$16.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$146 - $161
|
4.23K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$73 - $80.7
|
3.44K
$216K
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.45% |
$73 - $80.7
|
70
$4.41K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.91% |
$73 - $80.7
|
111
$6.99K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 4.0% |
$73 - $80.7
|
26
$1.64K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 1.64% |
$73 - $80.7
|
62
$3.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-14Closed |
$1.02K - $1.13K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 20.24% |
$1.24K - $1.37K
|
67
$4.22K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-21- 4.27% |
$1.53K - $1.69K
|
471
$29.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-24- 0.16% |
$1.75K - $1.94K
|
14.7K
$928K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 4.03% |
$1.83K - $2.02K
|
596
$37.5K
|