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 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53+ 0.98% |
$2.87K - $3.87K
|
5.44K
$296K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.81% |
$2.7K - $3.65K
|
2.82K
$153K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 43.43% |
$2.33K - $3.14K
|
142
$7.71K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36+ 0.74% |
$1.95K - $2.63K
|
4.9K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
36+ 0.55% |
$1.95K - $2.63K
|
6.57K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
35+ 4.17% |
$1.89K - $2.56K
|
874
$47.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
34+ 0.86% |
$1.84K - $2.48K
|
4.01K
$217K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
33+ 4.46% |
$1.78K - $2.41K
|
773
$42K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 6.17% |
$1.73K - $2.34K
|
551
$29.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 0.39% |
$1.35K - $1.83K
|
6.4K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
21+ 0.11% |
$1.14K - $1.53K
|
19.3K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
21+ 0.1% |
$1.14K - $1.53K
|
20.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
20+ 0.68% |
$1.08K - $1.46K
|
2.98K
$162K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18+ 0.4% |
$973 - $1.31K
|
4.54K
$247K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.61% |
$973 - $1.31K
|
2.96K
$161K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
18+ 0.59% |
$973 - $1.31K
|
3.08K
$167K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 0.63% |
$919 - $1.24K
|
2.72K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14New |
$757 - $1.02K
|
14
$760
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13+ 0.24% |
$703 - $949
|
5.44K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.53% |
$703 - $949
|
2.48K
$135K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.16% |
$649 - $876
|
7.45K
$404K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 0.62% |
$595 - $803
|
1.79K
$97K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$541 - $730
|
10
$543
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 1.61% |
$541 - $730
|
633
$34.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10+ 0.06% |
$541 - $730
|
17.7K
$960K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.82% |
$487 - $657
|
1.11K
$60.2K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.14% |
$324 - $438
|
4.21K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.66% |
$324 - $438
|
916
$49.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.14% |
$324 - $438
|
4.21K
$228K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.15% |
$324 - $438
|
3.95K
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.03% |
$270 - $365
|
15.3K
$830K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 1.55% |
$216 - $292
|
262
$14.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.06% |
$216 - $292
|
383
$20.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3+ 0.03% |
$162 - $219
|
10.7K
$578K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$162 - $219
|
4.25K
$231K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$162 - $219
|
1.31K
$71.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 18.75% |
$162 - $219
|
19
$1.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.03% |
$108 - $146
|
5.83K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.57% |
$54.1 - $73
|
29
$1.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.89% |
$54.1 - $73
|
54
$2.93K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2- 0.02% |
$108 - $146
|
12.9K
$702K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4Closed |
$216 - $292
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5- 0.05% |
$270 - $365
|
10.6K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 36.36% |
$433 - $584
|
14
$760
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-17- 0.03% |
$919 - $1.24K
|
58.4K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 2.38% |
$973 - $1.31K
|
738
$40.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20- 0.02% |
$1.08K - $1.46K
|
117K
$6.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.2% |
$1.35K - $1.83K
|
12.7K
$688K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-31- 4.84% |
$1.68K - $2.26K
|
610
$33.1K
|