Purchases and Sales Made in Q4 2021 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.94% |
$593 - $664
|
859
$46.6K
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6+ 0.04% |
$445 - $498
|
16.5K
$896K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.25% |
$445 - $498
|
2.45K
$133K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 1.18% |
$371 - $415
|
428
$23.2K
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.03% |
$371 - $415
|
18.3K
$990K
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5+ 0.05% |
$371 - $415
|
10.4K
$563K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.17% |
$222 - $249
|
260
$14.1K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.8% |
$148 - $166
|
113
$6.13K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$148 - $166
|
2
$109
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$148 - $166
|
4.23K
$229K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$74.1 - $83.1
|
4.22K
$229K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 1.61% |
$74.1 - $83.1
|
63
$3.42K
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.43% |
$74.1 - $83.1
|
71
$3.85K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.03% |
$74.1 - $83.1
|
3.88K
$211K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1- 0.16% |
$74.1 - $83.1
|
635
$34.4K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2- 0.09% |
$148 - $166
|
2.13K
$115K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11- 0.29% |
$816 - $914
|
3.74K
$203K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 50.0% |
$890 - $997
|
12
$651
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-15Closed |
$1.11K - $1.25K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-19- 0.16% |
$1.41K - $1.58K
|
12.1K
$656K
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-20Closed |
$1.48K - $1.66K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-22Closed |
$1.63K - $1.83K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-26- 0.71% |
$1.93K - $2.16K
|
3.63K
$197K
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-35- 0.05% |
$2.59K - $2.91K
|
71.7K
$3.89M
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-40- 0.19% |
$2.97K - $3.32K
|
21.1K
$1.15M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-40Closed |
$2.97K - $3.32K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 0.08% |
$3.11K - $3.49K
|
52.5K
$2.85M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-51- 7.35% |
$3.78K - $4.24K
|
643
$34.9K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 3.56% |
$3.78K - $4.24K
|
1.38K
$75K
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 2.55% |
$3.86K - $4.32K
|
1.98K
$108K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 2.63% |
$4.15K - $4.65K
|
2.08K
$113K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-57- 25.79% |
$4.23K - $4.73K
|
164
$8.9K
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-58- 0.48% |
$4.3K - $4.82K
|
11.9K
$646K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-65- 0.23% |
$4.82K - $5.4K
|
28.7K
$1.56M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-74Closed |
$5.49K - $6.15K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-74- 7.51% |
$5.49K - $6.15K
|
912
$49.5K
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-75- 0.69% |
$5.56K - $6.23K
|
10.8K
$588K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-86- 0.61% |
$6.38K - $7.14K
|
14.1K
$764K
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-88- 2.04% |
$6.52K - $7.31K
|
4.23K
$229K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-92- 0.05% |
$6.82K - $7.64K
|
175K
$9.47M
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-95- 0.02% |
$7.04K - $7.89K
|
445K
$24.1M
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100- 20.0% |
$7.41K - $8.31K
|
400
$21.7K
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100Closed |
$7.41K - $8.31K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$7.41K - $8.31K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-102- 1.21% |
$7.56K - $8.47K
|
8.34K
$452K
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-107- 0.11% |
$7.93K - $8.89K
|
94.5K
$5.13M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110- 3.23% |
$8.16K - $9.14K
|
3.29K
$179K
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-125- 0.3% |
$9.27K - $10.4K
|
42K
$2.28M
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-128- 0.79% |
$9.49K - $10.6K
|
16K
$869K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-132- 1.01% |
$9.79K - $11K
|
13K
$703K
|