Purchases and Sales Made in Q3 2022 in W. P. Carey Inc. (WPC)

WPC Quotes by TradingView

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
Symphony Financial, Ltd. Co.

BUY
 -
1.59K
+ 29.45%
$110K - $142K
7K $380K
Nov 14, 2022 Q3 2022
Norinchukin Bank, The

Tokyo, M0
BUY
 -
1.59K
+ 30.47%
$109K - $142K
6.82K $370K
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
1.59K
+ 4.34%
$109K - $142K
38.1K $2.07M
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.53K
+ 9.13%
$105K - $137K
18.3K $996K
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.53K
+ 28.9%
$105K - $136K
6.81K $369K
Oct 20, 2022 Q3 2022
Mcia Inc

BUY
 -
1.52K
+ 7.99%
$105K - $136K
20.6K $1.12M
Oct 26, 2022 Q3 2022
Benedetti & Gucer, Inc.

BUY
 -
1.47K
+ 25.14%
$101K - $131K
7.3K $396K
Aug 06, 2024 Q3 2022
Hantz Financial Services, Inc.

BUY
 -
1.46K
+ 2.76%
$101K - $131K
54.6K $2.96M
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
1.41K
+ 11.2%
$96.7K - $126K
14K $758K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
1.36K
+ 35.49%
$93.6K - $122K
5.2K $282K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.35K
+ 277.89%
$92.5K - $120K
1.83K $99.3K
Nov 10, 2022 Q3 2022
Bramshill Investments, LLC

Naples, FL
BUY
 -
1.34K
+ 3.21%
$92.2K - $120K
43.1K $2.34M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.34K
+ 22.24%
$92.2K - $120K
7.37K $400K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.34K
+ 50.83%
$92.2K - $120K
3.98K $216K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
1.34K
+ 10.9%
$92.1K - $120K
13.6K $740K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
1.33K
+ 44.14%
$91.7K - $119K
4.36K $236K
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
1.33K
+ 38.92%
$91.7K - $119K
4.76K $258K
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
1.31K
+ 4.8%
$90.2K - $117K
28.6K $1.55M
Nov 14, 2022 Q3 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.31K
+ 33.56%
$90K - $117K
5.21K $283K
Oct 19, 2022 Q3 2022
Cornerstone Wealth Group, LLC

BUY
 -
1.3K
+ 31.36%
$89.5K - $116K
5.45K $296K
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.28K
+ 16.62%
$88.2K - $114K
8.99K $488K
Nov 14, 2022 Q3 2022
Ethic Inc.

New York, NY
BUY
 -
1.27K
+ 27.15%
$87.2K - $113K
5.94K $322K
Nov 03, 2022 Q3 2022
Financial Gravity Asset Management, Inc.

BUY
 -
1.26K
New
$86.7K - $113K
1.26K $68.4K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.25K
New
$85.6K - $111K
1.25K $67.6K
Nov 14, 2022 Q3 2022
Little House Capital LLC

Braintree, MA
BUY
 -
1.25K
+ 8.94%
$85.6K - $111K
15.2K $823K
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

BUY
 -
1.2K
+ 40.01%
$82.7K - $107K
4.21K $228K
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.19K
+ 47.44%
$81.6K - $106K
3.69K $200K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
1.17K
+ 8.26%
$80.5K - $104K
15.3K $833K
Nov 09, 2022 Q3 2022
Prudent Man Advisors, LLC

BUY
 -
1.17K
+ 12.84%
$80.3K - $104K
10.3K $557K
Nov 15, 2022 Q3 2022
Neo Ivy Capital Management

New York, NY
BUY
 -
1.14K
New
$78.7K - $102K
1.14K $62.1K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.13K
+ 19.05%
$77.4K - $100K
7.03K $382K
Nov 07, 2022 Q3 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.13K
+ 31.79%
$77.4K - $100K
4.66K $253K
Oct 19, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.12K
+ 27.36%
$76.8K - $99.7K
5.2K $282K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.1K
+ 19.11%
$75.9K - $98.5K
6.87K $373K
Nov 14, 2022 Q3 2022
Jackson Wealth Management, LLC

BUY
 -
1.05K
+ 22.91%
$72.2K - $93.8K
5.63K $306K
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
1.05K
+ 89.55%
$71.9K - $93.3K
2.21K $120K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.02K
+ 31.08%
$70.3K - $91.3K
4.31K $234K
Oct 11, 2022 Q3 2022
Ayrshire Capital Management LLC

BUY
 -
1.01K
+ 14.43%
$69.3K - $90K
7.99K $434K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
990
+ 35.71%
$68.1K - $88.4K
3.76K $204K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
962
+ 4.4%
$66.2K - $85.9K
22.8K $1.24M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
916
New
$63K - $81.8K
916 $49.7K
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
869
+ 9.17%
$59.8K - $77.6K
10.3K $562K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
865
+ 74.83%
$59.5K - $77.2K
2.02K $110K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
849
New
$58.4K - $75.8K
849 $46.1K
Nov 14, 2022 Q3 2022
Capital World Investors

Los Angeles, CA
BUY
 -
839
+ 0.03%
$57.7K - $74.9K
3.17M $172M
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
834
+ 417.0%
$57.4K - $74.5K
1.03K $56.1K
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
812
+ 12.13%
$55.8K - $72.5K
7.51K $408K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
800
New
$55K - $71.4K
800 $43.4K
Nov 14, 2022 Q3 2022
Peddock Capital Advisors, LLC

BUY
 -
790
+ 10.75%
$54.3K - $70.5K
8.14K $442K

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