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 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 21.8% |
$211K - $274K
|
17.2K
$1.06M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
3.06K+ 6.16% |
$211K - $274K
|
52.8K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.03KNew |
$208K - $270K
|
3.03K
$186K
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.03KNew |
$208K - $270K
|
3.03K
$186K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.02K+ 8.75% |
$208K - $270K
|
37.6K
$2.31M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.02K+ 3.01% |
$208K - $270K
|
103K
$6.35M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3K+ 12.0% |
$206K - $268K
|
28K
$1.72M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 27.19% |
$206K - $268K
|
14K
$863K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.99K+ 7.08% |
$205K - $267K
|
45.2K
$2.78M
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.98KNew |
$205K - $266K
|
2.98K
$183K
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.97K+ 14.4% |
$204K - $265K
|
23.6K
$1.45M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.94KNew |
$202K - $263K
|
2.94K
$181K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$201K - $261K
|
2.92K
$180K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 11.86% |
$199K - $258K
|
27.2K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 0.58% |
$195K - $253K
|
493K
$30.3M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.78K+ 93.81% |
$191K - $248K
|
5.73K
$353K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.72K+ 49.45% |
$187K - $243K
|
8.22K
$505K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.7K+ 35.63% |
$186K - $241K
|
10.3K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 4.19% |
$185K - $240K
|
67K
$4.12M
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.61K+ 69.11% |
$179K - $233K
|
6.38K
$392K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.59K+ 62.71% |
$178K - $231K
|
6.73K
$414K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.59K+ 64.39% |
$178K - $231K
|
6.61K
$406K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.55K+ 45.17% |
$175K - $227K
|
8.18K
$503K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 317.23% |
$168K - $219K
|
3.22K
$198K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.43K+ 12.02% |
$167K - $217K
|
22.6K
$1.39M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.39K+ 7.56% |
$164K - $213K
|
34K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.29K+ 2.77% |
$157K - $204K
|
84.9K
$5.22M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2.23K+ 7.26% |
$154K - $199K
|
33K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.21K+ 77.32% |
$152K - $198K
|
5.08K
$312K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.11K+ 20.85% |
$145K - $189K
|
12.2K
$753K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.06K+ 44.86% |
$142K - $184K
|
6.65K
$409K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.05K+ 3.84% |
$141K - $183K
|
55.5K
$3.41M
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.03K+ 15.12% |
$140K - $181K
|
15.5K
$950K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.03K+ 3.23% |
$139K - $181K
|
64.8K
$3.98M
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2K+ 2.42% |
$138K - $179K
|
84.6K
$5.2M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.94K+ 10.31% |
$133K - $173K
|
20.7K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.83K+ 19.95% |
$126K - $164K
|
11K
$678K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
1.83K+ 172.97% |
$126K - $163K
|
2.89K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.8K+ 7.06% |
$124K - $160K
|
27.2K
$1.67M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.8K+ 7.83% |
$124K - $160K
|
24.7K
$1.52M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 5.2% |
$122K - $159K
|
36K
$2.22M
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.74K+ 11.78% |
$120K - $155K
|
16.5K
$1.02M
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
1.73K+ 0.82% |
$119K - $154K
|
212K
$13M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.7K+ 12.15% |
$117K - $152K
|
15.7K
$964K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.7K+ 4.74% |
$117K - $151K
|
37.5K
$2.31M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.69K+ 49.69% |
$116K - $151K
|
5.08K
$312K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 8.45% |
$115K - $150K
|
21.5K
$1.32M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.66K+ 30.4% |
$114K - $149K
|
7.13K
$439K
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
1.66KNew |
$114K - $148K
|
1.66K
$102K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 7.25% |
$114K - $148K
|
24.5K
$1.5M
|