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 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-126- 2.22% |
$6.88K - $8.06K
|
5.55K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-128- 1.18% |
$6.99K - $8.19K
|
10.7K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-128- 3.46% |
$6.99K - $8.19K
|
3.57K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-132- 3.19% |
$7.21K - $8.44K
|
4K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-148- 13.73% |
$8.09K - $9.47K
|
930
$60.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-150- 1.52% |
$8.19K - $9.59K
|
9.73K
$637K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-157- 6.23% |
$8.58K - $10K
|
2.37K
$155K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-160- 1.14% |
$8.74K - $10.2K
|
13.9K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-161- 0.92% |
$8.8K - $10.3K
|
17.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-162- 2.7% |
$8.85K - $10.4K
|
5.83K
$382K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-164- 24.05% |
$8.96K - $10.5K
|
518
$33.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-165- 3.44% |
$9.01K - $10.6K
|
4.63K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-171- 3.41% |
$9.34K - $10.9K
|
4.85K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-179- 4.45% |
$9.78K - $11.4K
|
3.85K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-182- 4.18% |
$9.94K - $11.6K
|
4.17K
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-194- 20.93% |
$10.6K - $12.4K
|
733
$48K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-198- 4.47% |
$10.8K - $12.7K
|
4.23K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 2.45% |
$10.9K - $12.8K
|
7.96K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 5.02% |
$10.9K - $12.8K
|
3.78K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-202- 3.66% |
$11K - $12.9K
|
5.32K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-204- 4.16% |
$11.1K - $13K
|
4.7K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205- 5.08% |
$11.2K - $13.1K
|
3.83K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-212- 74.91% |
$11.6K - $13.6K
|
71
$4.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-218- 1.64% |
$11.9K - $13.9K
|
13.1K
$858K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-230- 2.19% |
$12.6K - $14.7K
|
10.3K
$671K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-239- 8.89% |
$13.1K - $15.3K
|
2.45K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-241- 6.1% |
$13.2K - $15.4K
|
3.71K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-243- 0.5% |
$13.3K - $15.5K
|
48K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-250- 46.04% |
$13.7K - $16K
|
293
$19.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-254- 4.77% |
$13.9K - $16.2K
|
5.07K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-258- 2.9% |
$14.1K - $16.5K
|
8.65K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-266- 10.94% |
$14.5K - $17K
|
2.17K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-268- 2.79% |
$14.6K - $17.1K
|
9.35K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-273- 3.5% |
$14.9K - $17.5K
|
7.52K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-275- 4.95% |
$15K - $17.6K
|
5.28K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-279- 10.82% |
$15.2K - $17.8K
|
2.3K
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-281- 1.57% |
$15.4K - $18K
|
17.6K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-285- 0.58% |
$15.6K - $18.2K
|
48.6K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-294- 19.6% |
$16.1K - $18.8K
|
1.21K
$78.9K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-299- 7.44% |
$16.3K - $19.1K
|
3.72K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-301- 4.71% |
$16.4K - $19.3K
|
6.09K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-305- 2.64% |
$16.7K - $19.5K
|
11.2K
$735K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-309- 1.95% |
$16.9K - $19.8K
|
15.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-314- 0.07% |
$17.2K - $20.1K
|
466K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-323- 1.2% |
$17.6K - $20.7K
|
26.7K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-324- 23.34% |
$17.7K - $20.7K
|
1.06K
$69.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-327- 8.27% |
$17.9K - $20.9K
|
3.63K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-338- 5.88% |
$18.5K - $21.6K
|
5.41K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-346- 6.42% |
$18.9K - $22.1K
|
5.05K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-356- 12.51% |
$19.4K - $22.8K
|
2.49K
$163K
|