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 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-171- 3.41% |
$9.34K - $10.9K
|
4.85K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-179- 4.45% |
$9.78K - $11.4K
|
3.85K
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-182- 4.18% |
$9.94K - $11.6K
|
4.17K
$227K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-194- 20.93% |
$10.6K - $12.4K
|
733
$39.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-198- 4.47% |
$10.8K - $12.7K
|
4.23K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 2.45% |
$10.9K - $12.8K
|
7.96K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 5.02% |
$10.9K - $12.8K
|
3.78K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-202- 3.66% |
$11K - $12.9K
|
5.32K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-204- 4.16% |
$11.1K - $13K
|
4.7K
$255K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205- 5.08% |
$11.2K - $13.1K
|
3.83K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-212- 74.91% |
$11.6K - $13.6K
|
71
$3.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-218- 1.64% |
$11.9K - $13.9K
|
13.1K
$712K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-230- 2.19% |
$12.6K - $14.7K
|
10.3K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-239- 8.89% |
$13.1K - $15.3K
|
2.45K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-241- 6.1% |
$13.2K - $15.4K
|
3.71K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-243- 0.5% |
$13.3K - $15.5K
|
48K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-250- 46.04% |
$13.7K - $16K
|
293
$15.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-254- 4.77% |
$13.9K - $16.2K
|
5.07K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-258- 2.9% |
$14.1K - $16.5K
|
8.65K
$470K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-266- 10.94% |
$14.5K - $17K
|
2.17K
$118K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-268- 2.79% |
$14.6K - $17.1K
|
9.35K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-273- 3.5% |
$14.9K - $17.5K
|
7.52K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-275- 4.95% |
$15K - $17.6K
|
5.28K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-279- 10.82% |
$15.2K - $17.8K
|
2.3K
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-281- 1.57% |
$15.4K - $18K
|
17.6K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-285- 0.58% |
$15.6K - $18.2K
|
48.6K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-294- 19.6% |
$16.1K - $18.8K
|
1.21K
$65.5K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-299- 7.44% |
$16.3K - $19.1K
|
3.72K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-301- 4.71% |
$16.4K - $19.3K
|
6.09K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-305- 2.64% |
$16.7K - $19.5K
|
11.2K
$610K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-309- 1.95% |
$16.9K - $19.8K
|
15.5K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-314- 0.07% |
$17.2K - $20.1K
|
466K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-323- 1.2% |
$17.6K - $20.7K
|
26.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-324- 23.34% |
$17.7K - $20.7K
|
1.06K
$57.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-327- 8.27% |
$17.9K - $20.9K
|
3.63K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-338- 5.88% |
$18.5K - $21.6K
|
5.41K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-346- 6.42% |
$18.9K - $22.1K
|
5.05K
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-356- 12.51% |
$19.4K - $22.8K
|
2.49K
$135K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-361- 4.28% |
$19.7K - $23.1K
|
8.07K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-393- 4.54% |
$21.5K - $25.1K
|
8.27K
$449K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-397- 21.75% |
$21.7K - $25.4K
|
1.43K
$77.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-407- 0.54% |
$22.2K - $26K
|
75.6K
$4.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-410- 1.81% |
$22.4K - $26.2K
|
22.2K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-423- 2.33% |
$23.1K - $27.1K
|
17.7K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-424- 7.91% |
$23.2K - $27.1K
|
4.94K
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-435- 11.28% |
$23.8K - $27.8K
|
3.42K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-436- 2.5% |
$23.8K - $27.9K
|
17K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-448- 0.7% |
$24.5K - $28.7K
|
63.4K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-450- 10.08% |
$24.6K - $28.8K
|
4.01K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-464- 12.25% |
$25.3K - $29.7K
|
3.32K
$180K
|