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 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
155+ 4.33% |
$10.7K - $13.8K
|
3.73K
$246K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
153+ 0.36% |
$10.5K - $13.7K
|
42.5K
$2.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
150+ 3.3% |
$10.3K - $13.4K
|
4.7K
$310K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
150New |
$10.3K - $13.4K
|
150
$9.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
150+ 0.56% |
$10.3K - $13.4K
|
26.9K
$1.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150+ 66.67% |
$10.3K - $13.4K
|
375
$24.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125New |
$8.6K - $11.2K
|
125
$8.25K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
124+ 0.42% |
$8.53K - $11.1K
|
29.3K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
121+ 2.9% |
$8.32K - $10.8K
|
4.29K
$283K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
118+ 0.76% |
$8.11K - $10.5K
|
15.6K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
114+ 2.72% |
$7.84K - $10.2K
|
4.3K
$284K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
108+ 3.84% |
$7.43K - $9.64K
|
2.92K
$193K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
105+ 5.78% |
$7.22K - $9.38K
|
1.92K
$127K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
102+ 3.37% |
$7.01K - $9.11K
|
3.13K
$206K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
100+ 0.72% |
$6.88K - $8.93K
|
13.9K
$920K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
98+ 2.94% |
$6.74K - $8.75K
|
3.44K
$227K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
97+ 17.8% |
$6.67K - $8.66K
|
642
$42.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
97+ 1.67% |
$6.67K - $8.66K
|
5.91K
$390K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
93+ 0.93% |
$6.4K - $8.3K
|
10.1K
$665K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
93New |
$6.4K - $8.3K
|
93
$6.14K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
91+ 0.75% |
$6.26K - $8.13K
|
12.3K
$809K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
88+ 1.26% |
$6.05K - $7.86K
|
7.1K
$468K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84New |
$5.78K - $7.5K
|
84
$5.54K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
81+ 2.14% |
$5.57K - $7.23K
|
3.87K
$256K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
73+ 1.1% |
$5.02K - $6.52K
|
6.71K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
62+ 0.12% |
$4.26K - $5.54K
|
52.8K
$3.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$4.26K - $5.54K
|
62
$4.09K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
60+ 0.13% |
$4.13K - $5.36K
|
47.5K
$3.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
56+ 8.06% |
$3.85K - $5K
|
751
$49.6K
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
54+ 1.15% |
$3.71K - $4.82K
|
4.73K
$312K
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
52+ 1.37% |
$3.58K - $4.64K
|
3.86K
$255K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
51+ 0.69% |
$3.51K - $4.55K
|
7.41K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
46+ 1.06% |
$3.16K - $4.11K
|
4.39K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
45New |
$3.09K - $4.02K
|
45
$2.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
44+ 0.77% |
$3.03K - $3.93K
|
5.79K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
42+ 0.53% |
$2.89K - $3.75K
|
7.96K
$525K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
41+ 1.15% |
$2.82K - $3.66K
|
3.62K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
35+ 0.38% |
$2.41K - $3.13K
|
9.22K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
29+ 0.25% |
$1.99K - $2.59K
|
11.8K
$780K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.76% |
$1.99K - $2.59K
|
3.84K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
28+ 1.42% |
$1.93K - $2.5K
|
2.01K
$132K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
26+ 0.67% |
$1.79K - $2.32K
|
3.88K
$256K
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
22+ 0.27% |
$1.51K - $1.96K
|
8.09K
$534K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.54% |
$1.44K - $1.88K
|
3.88K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20+ 0.24% |
$1.38K - $1.79K
|
8.5K
$561K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 0.64% |
$1.31K - $1.7K
|
3.01K
$199K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
17New |
$1.17K - $1.52K
|
17
$1.12K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
16+ 0.11% |
$1.1K - $1.43K
|
14.3K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16+ 6.72% |
$1.1K - $1.43K
|
254
$16.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
14+ 2.63% |
$963 - $1.25K
|
546
$36K
|