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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.2KNew |
$770K - $1M
|
11.2K
$608K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.2KNew |
$769K - $998K
|
11.2K
$607K
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
11.1KNew |
$761K - $988K
|
11.1K
$600K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11K+ 264.02% |
$758K - $985K
|
15.2K
$825K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 5.91% |
$743K - $964K
|
194K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.8KNew |
$743K - $964K
|
10.8K
$586K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 18.2% |
$720K - $935K
|
68K
$3.69M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.4K+ 83.35% |
$712K - $925K
|
22.8K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 107.22% |
$699K - $908K
|
19.6K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10K+ 9.31% |
$690K - $896K
|
118K
$6.4M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.9K+ 106.6% |
$681K - $884K
|
19.2K
$1.04M
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
9.8K+ 9.43% |
$674K - $875K
|
114K
$6.17M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.56KNew |
$657K - $854K
|
9.56K
$519K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.19K+ 47.4% |
$632K - $821K
|
28.6K
$1.55M
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.1K+ 1.1% |
$626K - $813K
|
836K
$45.4M
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.68K+ 2.08% |
$597K - $775K
|
426K
$23.1M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.66KNew |
$596K - $774K
|
8.66K
$470K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.55K+ 54.82% |
$588K - $763K
|
24.1K
$1.31M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.33K+ 35.76% |
$573K - $744K
|
31.6K
$1.72M
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.29K+ 8.61% |
$570K - $740K
|
105K
$5.68M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.27K+ 72.66% |
$569K - $738K
|
19.6K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.06K+ 13.49% |
$554K - $720K
|
67.8K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.66KNew |
$527K - $684K
|
7.66K
$416K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.45K+ 4.67% |
$513K - $666K
|
167K
$9.06M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.04K+ 85.86% |
$484K - $629K
|
15.2K
$828K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.91K+ 7.84% |
$475K - $617K
|
95.2K
$5.17M
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
6.79K+ 3.79% |
$467K - $607K
|
186K
$10.1M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.72KNew |
$462K - $600K
|
6.72K
$365K
|
|
Oct 18, 2024
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.68K+ 74.23% |
$460K - $597K
|
15.7K
$852K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.68K+ 5.0% |
$460K - $597K
|
140K
$7.62M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.6K+ 86.46% |
$454K - $590K
|
14.2K
$773K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.39K+ 186.88% |
$440K - $571K
|
9.81K
$533K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.36KNew |
$438K - $568K
|
6.36K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
6.35KNew |
$437K - $567K
|
6.35K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.33K+ 53.32% |
$436K - $566K
|
18.2K
$989K
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.22K+ 15.71% |
$427K - $555K
|
45.8K
$2.49M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.18K+ 120.61% |
$425K - $552K
|
11.3K
$614K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
6.04KNew |
$415K - $539K
|
6.04K
$328K
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
6K+ 22.88% |
$413K - $536K
|
32.2K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.89K+ 55.71% |
$405K - $526K
|
16.5K
$893K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.81K+ 8.2% |
$399K - $518K
|
76.6K
$4.16M
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
5.71KNew |
$393K - $510K
|
5.71K
$310K
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.62K+ 25.7% |
$386K - $502K
|
27.5K
$1.49M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 3.77% |
$381K - $495K
|
153K
$8.29M
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.54K+ 16.49% |
$381K - $494K
|
39.1K
$2.12M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.5K+ 99.17% |
$378K - $491K
|
11.1K
$600K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.34KNew |
$367K - $477K
|
5.34K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.32K+ 131.4% |
$366K - $475K
|
9.37K
$509K
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
5.15KNew |
$354K - $460K
|
5.15K
$280K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.13K+ 1.23% |
$353K - $458K
|
423K
$22.9M
|