Purchases and Sales Made in Q4 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 0.15% |
$753 - $898
|
7.42K
$402K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9+ 1.14% |
$616 - $735
|
800
$43.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9+ 1.18% |
$616 - $735
|
769
$41.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.2% |
$616 - $735
|
4.5K
$244K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8+ 20.0% |
$548 - $653
|
48
$2.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
8+ 0.1% |
$548 - $653
|
7.95K
$431K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8+ 5.33% |
$548 - $653
|
158
$8.57K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.28% |
$274 - $327
|
1.43K
$77.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$205 - $245
|
4.24K
$230K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.01% |
$137 - $163
|
17.6K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.03% |
$137 - $163
|
6.11K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1+ 0.02% |
$68.5 - $81.7
|
5.14K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$68.5 - $81.7
|
5.38K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$68.5 - $81.7
|
6.71K
$364K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.14% |
$68.5 - $81.7
|
702
$38.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.59% |
$137 - $163
|
124
$6.73K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4- 1.57% |
$274 - $327
|
250
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 53.33% |
$548 - $653
|
7
$380
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.23% |
$616 - $735
|
3.9K
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 3.35% |
$616 - $735
|
260
$14.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9- 0.47% |
$616 - $735
|
1.93K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10- 0.12% |
$685 - $817
|
8.49K
$460K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.17% |
$958 - $1.14K
|
8.23K
$446K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-15- 0.35% |
$1.03K - $1.23K
|
4.24K
$230K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-15- 0.23% |
$1.03K - $1.23K
|
6.44K
$349K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-15- 0.23% |
$1.03K - $1.23K
|
6.44K
$349K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-17- 2.8% |
$1.16K - $1.39K
|
590
$32K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-17- 0.36% |
$1.16K - $1.39K
|
4.65K
$252K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-18- 0.56% |
$1.23K - $1.47K
|
3.2K
$174K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-23- 0.38% |
$1.57K - $1.88K
|
6.08K
$330K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-25- 41.67% |
$1.71K - $2.04K
|
35
$1.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-28- 0.27% |
$1.92K - $2.29K
|
10.3K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-30- 0.03% |
$2.05K - $2.45K
|
105K
$5.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-32- 1.66% |
$2.19K - $2.61K
|
1.89K
$103K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-38- 3.05% |
$2.6K - $3.1K
|
1.21K
$65.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-47- 2.23% |
$3.22K - $3.84K
|
2.06K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-48- 1.24% |
$3.29K - $3.92K
|
3.84K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.83% |
$3.42K - $4.08K
|
6K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50- 1.54% |
$3.42K - $4.08K
|
3.21K
$174K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-53- 0.82% |
$3.63K - $4.33K
|
6.44K
$349K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-62- 1.43% |
$4.24K - $5.06K
|
4.26K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63- 2.13% |
$4.31K - $5.15K
|
2.9K
$157K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-65- 0.58% |
$4.45K - $5.31K
|
11.2K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-72- 1.87% |
$4.93K - $5.88K
|
3.77K
$205K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-75- 3.24% |
$5.13K - $6.13K
|
2.24K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-82- 0.63% |
$5.61K - $6.7K
|
13K
$703K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-85- 2.79% |
$5.82K - $6.94K
|
2.97K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-85- 7.43% |
$5.82K - $6.94K
|
1.06K
$57.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-85- 2.2% |
$5.82K - $6.94K
|
3.77K
$205K
|