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 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-91- 0.58% |
$6.23K - $7.43K
|
15.5K
$840K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-91- 72.8% |
$6.23K - $7.43K
|
34
$1.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-99- 1.45% |
$6.78K - $8.09K
|
6.71K
$364K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-100- 9.67% |
$6.85K - $8.17K
|
934
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 25.37% |
$6.98K - $8.33K
|
300
$16.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-107- 1.95% |
$7.33K - $8.74K
|
5.39K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-107- 3.36% |
$7.33K - $8.74K
|
3.07K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-111- 3.01% |
$7.6K - $9.07K
|
3.58K
$194K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-120- 1.08% |
$8.22K - $9.8K
|
11K
$598K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-138- 0.1% |
$9.45K - $11.3K
|
142K
$7.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-152- 1.19% |
$10.4K - $12.4K
|
12.6K
$683K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-160- 0.9% |
$11K - $13.1K
|
17.6K
$953K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-161- 3.43% |
$11K - $13.2K
|
4.53K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-166- 4.83% |
$11.4K - $13.6K
|
3.27K
$177K
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-167- 1.06% |
$11.4K - $13.6K
|
15.5K
$842K
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-167- 1.06% |
$11.4K - $13.6K
|
15.5K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-171- 1.04% |
$11.7K - $14K
|
16.3K
$883K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-175- 6.1% |
$12K - $14.3K
|
2.69K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-181- 0.04% |
$12.4K - $14.8K
|
462K
$25.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-185- 1.7% |
$12.7K - $15.1K
|
10.7K
$581K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-200- 50.0% |
$13.7K - $16.3K
|
200
$10.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 13.25% |
$13.7K - $16.3K
|
1.31K
$71.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-207- 4.75% |
$14.2K - $16.9K
|
4.15K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-216- 0.32% |
$14.8K - $17.6K
|
67.2K
$3.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-224- 3.91% |
$15.3K - $18.3K
|
5.51K
$299K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-226- 26.37% |
$15.5K - $18.5K
|
631
$34.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-233- 12.25% |
$16K - $19K
|
1.67K
$90.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-235- 4.04% |
$16.1K - $19.2K
|
5.58K
$302K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-236- 5.95% |
$16.2K - $19.3K
|
3.73K
$202K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-239- 2.83% |
$16.4K - $19.5K
|
8.21K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-245- 8.21% |
$16.8K - $20K
|
2.74K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-247- 7.04% |
$16.9K - $20.2K
|
3.26K
$177K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-265- 24.0% |
$18.1K - $21.6K
|
839
$45.5K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-275- 2.72% |
$18.8K - $22.5K
|
9.84K
$534K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-285- 13.36% |
$19.5K - $23.3K
|
1.85K
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-292- 0.55% |
$20K - $23.9K
|
52.8K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-296- 4.02% |
$20.3K - $24.2K
|
7.07K
$383K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-298- 3.73% |
$20.4K - $24.3K
|
7.68K
$417K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-300- 2.97% |
$20.5K - $24.5K
|
9.8K
$532K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-317- 0.95% |
$21.7K - $25.9K
|
33K
$1.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-352- 8.73% |
$24.1K - $28.8K
|
3.68K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-355- 0.11% |
$24.3K - $29K
|
333K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-356- 1.39% |
$24.4K - $29.1K
|
25.3K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-363- 50.42% |
$24.9K - $29.6K
|
357
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-364- 0.84% |
$24.9K - $29.7K
|
42.7K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-373- 24.88% |
$25.5K - $30.5K
|
1.13K
$61.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-375- 1.07% |
$25.7K - $30.6K
|
34.6K
$1.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-391- 7.17% |
$26.8K - $31.9K
|
5.06K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 8.51% |
$27.4K - $32.7K
|
4.3K
$233K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 4.82% |
$27.4K - $32.7K
|
7.91K
$429K
|