Purchases and Sales Made in Q3 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 2023. 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 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
264+ 24.35% |
$14.3K - $19.3K
|
1.35K
$73.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
261+ 1.48% |
$14.1K - $19.1K
|
17.9K
$973K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
257+ 6.21% |
$13.9K - $18.8K
|
4.4K
$239K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
250+ 4.87% |
$13.5K - $18.3K
|
5.38K
$292K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
246+ 11.54% |
$13.3K - $18K
|
2.38K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
246+ 11.54% |
$13.3K - $18K
|
2.38K
$129K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
237+ 0.62% |
$12.8K - $17.3K
|
38.5K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 12.22% |
$12.8K - $17.3K
|
2.18K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
236+ 502.13% |
$12.8K - $17.2K
|
283
$15.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
224+ 4.63% |
$12.1K - $16.4K
|
5.06K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
221+ 4.74% |
$12K - $16.1K
|
4.88K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
211+ 58.13% |
$11.4K - $15.4K
|
574
$31.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
207+ 5.53% |
$11.2K - $15.1K
|
3.95K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.55% |
$10.8K - $14.6K
|
36.5K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
190New |
$10.3K - $13.9K
|
190
$10.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
180+ 1.44% |
$9.73K - $13.1K
|
12.7K
$690K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
179+ 0.76% |
$9.68K - $13.1K
|
23.8K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
178New |
$9.63K - $13K
|
178
$9.66K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
177+ 2.2% |
$9.57K - $12.9K
|
8.23K
$447K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
175New |
$9.46K - $12.8K
|
175
$9.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
164+ 1.15% |
$8.87K - $12K
|
14.4K
$781K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
155+ 3.16% |
$8.38K - $11.3K
|
5.05K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
154+ 2.2% |
$8.33K - $11.2K
|
7.15K
$388K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 4.2% |
$8.22K - $11.1K
|
3.77K
$205K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
150+ 3.66% |
$8.11K - $11K
|
4.25K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
148+ 0.89% |
$8K - $10.8K
|
16.7K
$908K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
143+ 3.07% |
$7.73K - $10.4K
|
4.8K
$261K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
141New |
$7.63K - $10.3K
|
141
$7.65K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 82.74% |
$7.52K - $10.1K
|
307
$16.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
138+ 2.32% |
$7.46K - $10.1K
|
6.09K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
127+ 3.34% |
$6.87K - $9.27K
|
3.92K
$213K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 2.33% |
$6.49K - $8.76K
|
5.27K
$286K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
118+ 1.13% |
$6.38K - $8.62K
|
10.5K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
115+ 2.92% |
$6.22K - $8.4K
|
4.06K
$220K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
106+ 2.75% |
$5.73K - $7.74K
|
3.96K
$215K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
105+ 2.06% |
$5.68K - $7.67K
|
5.21K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
105+ 18.88% |
$5.68K - $7.67K
|
661
$35.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$5.41K - $7.3K
|
100
$5.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
97+ 1.49% |
$5.25K - $7.08K
|
6.6K
$359K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
95New |
$5.14K - $6.94K
|
95
$5.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
94+ 70.68% |
$5.08K - $6.86K
|
227
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
87New |
$4.7K - $6.35K
|
87
$4.72K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
80+ 1.51% |
$4.33K - $5.84K
|
5.39K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
76+ 6.75% |
$4.11K - $5.55K
|
1.2K
$65.3K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
70+ 1.32% |
$3.79K - $5.11K
|
5.36K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
68+ 1.2% |
$3.68K - $4.97K
|
5.72K
$311K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
63+ 14.93% |
$3.41K - $4.6K
|
485
$26.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
62+ 0.92% |
$3.35K - $4.53K
|
6.83K
$371K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.14K - $4.24K
|
58
$3.15K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 5.86% |
$2.92K - $3.94K
|
975
$52.9K
|