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 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
375+ 8.23% |
$25.8K - $33.5K
|
4.93K
$303K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
375+ 9375.0% |
$25.8K - $33.5K
|
379
$23.3K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
374+ 4.79% |
$25.7K - $33.4K
|
8.19K
$503K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
354+ 0.33% |
$24.3K - $31.6K
|
108K
$6.62M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
326+ 1.31% |
$22.4K - $29.1K
|
25.3K
$1.55M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
320+ 3.1% |
$22K - $28.6K
|
10.7K
$655K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
320+ 3.78% |
$22K - $28.6K
|
8.79K
$540K
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
318+ 0.47% |
$21.9K - $28.4K
|
67.4K
$4.14M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
312+ 34.4% |
$21.5K - $27.9K
|
1.22K
$75K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312+ 26.28% |
$21.5K - $27.9K
|
1.5K
$92.2K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
306+ 5.73% |
$21K - $27.3K
|
5.64K
$347K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
300+ 11.18% |
$20.6K - $26.8K
|
2.98K
$183K
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
300+ 35.5% |
$20.6K - $26.8K
|
1.15K
$70.4K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
300New |
$20.6K - $26.8K
|
300
$18.4K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
298+ 3.88% |
$20.5K - $26.6K
|
7.98K
$491K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
285+ 33.18% |
$19.6K - $25.5K
|
1.14K
$70.3K
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
285+ 3.72% |
$19.6K - $25.5K
|
7.94K
$488K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
280+ 1.66% |
$19.3K - $25K
|
17.2K
$1.06M
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
268New |
$18.4K - $23.9K
|
268
$16.5K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
265+ 4.81% |
$18.2K - $23.7K
|
5.77K
$355K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 5.51% |
$17.9K - $23.2K
|
4.98K
$306K
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
255+ 4.81% |
$17.5K - $22.8K
|
5.56K
$342K
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
251+ 5.65% |
$17.3K - $22.4K
|
4.7K
$289K
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
237+ 1.36% |
$16.3K - $21.2K
|
17.7K
$1.09M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
230+ 30.26% |
$15.8K - $20.5K
|
990
$60.9K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
230New |
$15.8K - $20.5K
|
230
$14.1K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
228+ 0.29% |
$15.7K - $20.4K
|
78.2K
$4.81M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
226+ 35.82% |
$15.5K - $20.2K
|
857
$52.7K
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
217+ 0.19% |
$14.9K - $19.4K
|
113K
$6.97M
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
212+ 4.47% |
$14.6K - $18.9K
|
4.95K
$305K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
210+ 7.17% |
$14.4K - $18.8K
|
3.14K
$193K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
205New |
$14.1K - $18.3K
|
205
$12.6K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
201+ 1.78% |
$13.8K - $17.9K
|
11.5K
$707K
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
201+ 0.62% |
$13.8K - $17.9K
|
32.8K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200+ 12.5% |
$13.8K - $17.9K
|
1.8K
$111K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
200+ 3.39% |
$13.8K - $17.9K
|
6.1K
$375K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
195+ 4.54% |
$13.4K - $17.4K
|
4.49K
$276K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
193New |
$13.3K - $17.2K
|
193
$11.9K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
190+ 67.86% |
$13.1K - $17K
|
470
$28.9K
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
189+ 4.75% |
$13K - $16.9K
|
4.16K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
188+ 1.08% |
$12.9K - $16.8K
|
17.6K
$1.08M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
183+ 22.99% |
$12.6K - $16.3K
|
979
$60.2K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
180+ 3.91% |
$12.4K - $16.1K
|
4.78K
$294K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
175+ 9.15% |
$12K - $15.6K
|
2.09K
$128K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
172+ 19.72% |
$11.8K - $15.4K
|
1.04K
$64.2K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
168+ 9.6% |
$11.6K - $15K
|
1.92K
$118K
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
164+ 3.2% |
$11.3K - $14.6K
|
5.3K
$326K
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
160+ 0.74% |
$11K - $14.3K
|
21.9K
$1.35M
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
155+ 4.33% |
$10.7K - $13.8K
|
3.73K
$229K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
153+ 0.36% |
$10.5K - $13.7K
|
42.5K
$2.62M
|