Purchases and Sales Made in Q3 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 2024. 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 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-472- 7.52% |
$25.8K - $30.2K
|
5.8K
$324K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-483- 7.59% |
$26.4K - $30.9K
|
5.88K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-497- 7.75% |
$27.2K - $31.8K
|
5.92K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-499- 7.18% |
$27.3K - $31.9K
|
6.45K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-500- 9.86% |
$27.3K - $32K
|
4.57K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-519- 9.71% |
$28.4K - $33.2K
|
4.83K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-547- 9.56% |
$29.9K - $35K
|
5.17K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-555- 11.12% |
$30.3K - $35.5K
|
4.44K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-560- 7.05% |
$30.6K - $35.8K
|
7.38K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-564- 0.76% |
$30.8K - $36.1K
|
73.7K
$4.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-564- 8.65% |
$30.8K - $36.1K
|
5.96K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-566- 6.08% |
$30.9K - $36.2K
|
8.75K
$488K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-566- 6.08% |
$30.9K - $36.2K
|
8.75K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-575- 65.71% |
$31.4K - $36.8K
|
300
$16.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-578- 4.23% |
$31.6K - $37K
|
13.1K
$730K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-587- 6.44% |
$32.1K - $37.5K
|
8.52K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-591- 3.38% |
$32.3K - $37.8K
|
16.9K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-600- 4.85% |
$32.8K - $38.4K
|
11.8K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600- 17.05% |
$32.8K - $38.4K
|
2.92K
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-600- 8.61% |
$32.8K - $38.4K
|
6.37K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-601- 3.39% |
$32.8K - $38.4K
|
17.1K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-623- 15.11% |
$34K - $39.8K
|
3.5K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-650- 2.23% |
$35.5K - $41.6K
|
28.5K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-654- 1.93% |
$35.7K - $41.8K
|
33.2K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-673- 2.21% |
$36.8K - $43K
|
29.8K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 5.91% |
$37.4K - $43.7K
|
10.9K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-697- 9.22% |
$38.1K - $44.6K
|
6.86K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.33% |
$38.2K - $44.8K
|
52K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-706- 0.81% |
$38.6K - $45.2K
|
86.1K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-712- 63.18% |
$38.9K - $45.5K
|
415
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-732- 3.89% |
$40K - $46.8K
|
18.1K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-739- 10.91% |
$40.4K - $47.3K
|
6.04K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-750- 5.54% |
$41K - $48K
|
12.8K
$714K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-755- 2.81% |
$41.2K - $48.3K
|
26.1K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-760- 13.19% |
$41.5K - $48.6K
|
5K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-761- 8.37% |
$41.6K - $48.7K
|
8.33K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-776- 6.23% |
$42.4K - $49.6K
|
11.7K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-821- 6.48% |
$44.9K - $52.5K
|
11.8K
$661K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-831- 21.97% |
$45.4K - $53.2K
|
2.95K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-850- 3.33% |
$46.4K - $54.4K
|
24.7K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-861- 3.58% |
$47K - $55.1K
|
23.2K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-874- 10.58% |
$47.7K - $55.9K
|
7.39K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-878- 17.91% |
$48K - $56.2K
|
4.02K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-884- 2.98% |
$48.3K - $56.5K
|
28.8K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-885- 13.92% |
$48.3K - $56.6K
|
5.47K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-897- 9.52% |
$49K - $57.4K
|
8.53K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-898- 4.39% |
$49.1K - $57.4K
|
19.5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-899- 19.51% |
$49.1K - $57.5K
|
3.71K
$207K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-931- 40.8% |
$50.9K - $59.5K
|
1.35K
$75.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-950- 22.73% |
$51.9K - $60.8K
|
3.23K
$180K
|