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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
779New |
$53.6K - $69.6K
|
779
$42.3K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
759New |
$52.2K - $67.8K
|
759
$41.2K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
749+ 1.78% |
$51.5K - $66.9K
|
42.9K
$2.33M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
748+ 6.34% |
$51.4K - $66.8K
|
12.5K
$681K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
739+ 10.52% |
$50.8K - $66K
|
7.77K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
727+ 2.36% |
$50K - $64.9K
|
31.5K
$1.71M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
712+ 9.91% |
$49K - $63.6K
|
7.9K
$429K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
699+ 4.38% |
$48.1K - $62.4K
|
16.7K
$904K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
696New |
$47.9K - $62.2K
|
696
$37.8K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
686+ 2.0% |
$47.2K - $61.3K
|
35K
$1.9M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
683+ 47.1% |
$47K - $61K
|
2.13K
$116K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
661+ 2.55% |
$45.5K - $59K
|
26.6K
$1.44M
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
650+ 2.72% |
$44.7K - $58K
|
24.6K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
644+ 43.16% |
$44.3K - $57.5K
|
2.14K
$116K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
609+ 16.84% |
$41.9K - $54.4K
|
4.23K
$229K
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 1.78% |
$41.3K - $53.6K
|
34.3K
$1.86M
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
599+ 118.61% |
$41.2K - $53.5K
|
1.1K
$59.9K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
598+ 29.24% |
$41.1K - $53.4K
|
2.64K
$143K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
595+ 4.65% |
$40.9K - $53.1K
|
13.4K
$726K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
594+ 4.06% |
$40.8K - $53K
|
15.2K
$827K
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
568+ 0.98% |
$39.1K - $50.7K
|
58.3K
$3.17M
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
559New |
$38.4K - $49.9K
|
559
$30.3K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
537+ 60.27% |
$36.9K - $48K
|
1.43K
$77.5K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
533+ 2.56% |
$36.7K - $47.6K
|
21.4K
$1.16M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
530+ 0.51% |
$36.4K - $47.3K
|
105K
$5.68M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
529+ 21.61% |
$36.4K - $47.2K
|
2.98K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
519+ 4.26% |
$35.7K - $46.3K
|
12.7K
$689K
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
512+ 14.77% |
$35.2K - $45.7K
|
3.98K
$216K
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
509+ 6.41% |
$35K - $45.5K
|
8.44K
$458K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
508+ 0.72% |
$34.9K - $45.4K
|
70.7K
$3.84M
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
500+ 0.99% |
$34.4K - $44.7K
|
50.9K
$2.76M
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
499+ 4.09% |
$34.3K - $44.6K
|
12.7K
$690K
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
491+ 1.99% |
$33.8K - $43.8K
|
25.2K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
489+ 1.13% |
$33.6K - $43.7K
|
43.8K
$2.38M
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
489New |
$33.6K - $43.7K
|
489
$26.5K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
482+ 11.58% |
$33.1K - $43K
|
4.64K
$252K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
482+ 5.94% |
$33.1K - $43K
|
8.59K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
482+ 9.08% |
$33.1K - $43K
|
5.79K
$314K
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
478+ 1.36% |
$32.9K - $42.7K
|
35.7K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
475+ 17.28% |
$32.7K - $42.4K
|
3.22K
$175K
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
450+ 4.26% |
$30.9K - $40.2K
|
11K
$598K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
431+ 5.47% |
$29.6K - $38.5K
|
8.31K
$451K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
431+ 5.47% |
$29.6K - $38.5K
|
8.31K
$451K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
402+ 100.0% |
$27.6K - $35.9K
|
804
$43.6K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
401+ 9.36% |
$27.6K - $35.8K
|
4.69K
$254K
|
|
Nov 14, 2022
Q3 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
400+ 6.5% |
$27.5K - $35.7K
|
6.56K
$356K
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
400+ 3.85% |
$27.5K - $35.7K
|
10.8K
$586K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
381+ 5.56% |
$26.2K - $34K
|
7.24K
$393K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
375+ 9375.0% |
$25.8K - $33.5K
|
379
$20.6K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
375+ 8.23% |
$25.8K - $33.5K
|
4.93K
$268K
|