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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
8.83K+ 10.81% |
$604K - $721K
|
90.5K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.8KNew |
$603K - $719K
|
8.8K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
8.6KNew |
$589K - $702K
|
8.6K
$467K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.54KNew |
$585K - $697K
|
8.54K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.36KNew |
$572K - $683K
|
8.36K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.3K+ 30.23% |
$568K - $678K
|
35.8K
$1.94M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.22KNew |
$562K - $671K
|
8.22K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.11K+ 21.28% |
$555K - $662K
|
46.2K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
7.88KNew |
$540K - $644K
|
7.88K
$428K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.78KNew |
$532K - $635K
|
7.78K
$422K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
7.65K+ 95.93% |
$524K - $625K
|
15.6K
$848K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
7.25KNew |
$496K - $592K
|
7.25K
$393K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.2K+ 10.17% |
$493K - $588K
|
77.9K
$4.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.12KNew |
$487K - $581K
|
7.12K
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
7.01K+ 10.19% |
$480K - $572K
|
75.8K
$4.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.95K+ 149.72% |
$476K - $568K
|
11.6K
$629K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 948.56% |
$452K - $539K
|
7.3K
$396K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.59KNew |
$451K - $538K
|
6.59K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
6.51K+ 133.18% |
$445K - $531K
|
11.4K
$618K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.41K+ 111.12% |
$439K - $524K
|
12.2K
$661K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.18K+ 1.23% |
$423K - $505K
|
507K
$27.5M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.03KNew |
$413K - $493K
|
6.03K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.01K+ 71.9% |
$412K - $491K
|
14.4K
$780K
|
|
|
Feb 08, 2023
Q4 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
6KNew |
$411K - $490K
|
6K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.85K+ 67.55% |
$401K - $478K
|
14.5K
$787K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.79K+ 38.89% |
$397K - $473K
|
20.7K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.63KNew |
$386K - $460K
|
5.63K
$306K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
5.54K+ 55.01% |
$379K - $452K
|
15.6K
$847K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.51K+ 4.86% |
$377K - $450K
|
119K
$6.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.51KNew |
$377K - $450K
|
5.51K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
5.47KNew |
$375K - $447K
|
5.47K
$297K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.46K+ 6.95% |
$374K - $446K
|
84K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.4KNew |
$370K - $441K
|
5.4K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 35.26% |
$367K - $438K
|
20.6K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.28KNew |
$361K - $431K
|
5.28K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.2K+ 8.95% |
$356K - $425K
|
63.3K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.17K+ 13.2% |
$354K - $422K
|
44.3K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
5.15K+ 10.13% |
$353K - $421K
|
56K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$346K - $413K
|
5.06K
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
4.92K+ 36.79% |
$337K - $402K
|
18.3K
$992K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.9KNew |
$335K - $400K
|
4.9K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.88K+ 143.86% |
$334K - $399K
|
8.28K
$449K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.87KNew |
$334K - $398K
|
4.87K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.8KNew |
$329K - $392K
|
4.8K
$260K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
4.46K+ 21.64% |
$305K - $364K
|
25K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
4.37K+ 5.84% |
$299K - $357K
|
79.2K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.33KNew |
$296K - $353K
|
4.33K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.31K+ 1.42% |
$295K - $352K
|
307K
$16.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4.17KNew |
$286K - $341K
|
4.17K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.17KNew |
$285K - $340K
|
4.17K
$226K
|