Purchases and Sales Made in Q3 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.69% |
$963 - $1.25K
|
2.06K
$126K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
12+ 0.04% |
$825 - $1.07K
|
28.5K
$1.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$688 - $893
|
10
$613
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9+ 11.25% |
$619 - $804
|
89
$5.46K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 1.32% |
$619 - $804
|
690
$42.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
8+ 0.15% |
$550 - $714
|
5.38K
$330K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$550 - $714
|
4.7K
$288K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7+ 0.16% |
$481 - $625
|
4.32K
$265K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.8% |
$413 - $536
|
760
$46.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6+ 0.04% |
$413 - $536
|
15.7K
$962K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6New |
$413 - $536
|
6
$368
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.72% |
$344 - $447
|
699
$42.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 0.1% |
$275 - $357
|
3.97K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.08% |
$206 - $268
|
3.91K
$240K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.13% |
$206 - $268
|
269
$16.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 8.33% |
$206 - $268
|
39
$2.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2New |
$138 - $179
|
2
$123
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.01% |
$138 - $179
|
17.6K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$138 - $179
|
4.04K
$248K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$138 - $179
|
4.23K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$68.8 - $89.3
|
2.11K
$129K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.86% |
$68.8 - $89.3
|
117
$7.17K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$68.8 - $89.3
|
6.11K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 0.33% |
$138 - $179
|
607
$37.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4- 0.08% |
$275 - $357
|
5.16K
$316K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7- 0.16% |
$481 - $625
|
4.39K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 5.19% |
$756 - $982
|
201
$12.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13- 0.8% |
$894 - $1.16K
|
1.62K
$99.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-13- 0.11% |
$894 - $1.16K
|
12.1K
$742K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14- 1.74% |
$963 - $1.25K
|
791
$48.5K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-15- 1.8% |
$1.03K - $1.34K
|
820
$50.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21- 0.59% |
$1.44K - $1.88K
|
3.51K
$215K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-22- 30.14% |
$1.51K - $1.96K
|
51
$3.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-25- 0.2% |
$1.72K - $2.23K
|
12.5K
$766K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-32- 0.22% |
$2.2K - $2.86K
|
14.8K
$910K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-34- 0.3% |
$2.34K - $3.04K
|
11.1K
$683K
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-38- 0.59% |
$2.61K - $3.39K
|
6.46K
$396K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 24.55% |
$2.82K - $3.66K
|
126
$7.73K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-41- 0.85% |
$2.82K - $3.66K
|
4.76K
$292K
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-41- 0.38% |
$2.82K - $3.66K
|
10.8K
$661K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-42- 0.75% |
$2.89K - $3.75K
|
5.57K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-44- 1.33% |
$3.03K - $3.93K
|
3.28K
$201K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-45- 1.21% |
$3.09K - $4.02K
|
3.68K
$225K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-45- 1.45% |
$3.09K - $4.02K
|
3.05K
$187K
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-49- 1.23% |
$3.37K - $4.38K
|
3.93K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-49- 1.23% |
$3.37K - $4.38K
|
3.93K
$241K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-49- 1.23% |
$3.37K - $4.38K
|
3.93K
$241K
|
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 0.26% |
$3.44K - $4.47K
|
19.2K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 16.67% |
$3.44K - $4.47K
|
250
$15.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.45% |
$3.44K - $4.47K
|
11K
$675K
|