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 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
325+ 9.02% |
$22.2K - $26.5K
|
3.93K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
325+ 1.21% |
$22.2K - $26.5K
|
27.2K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
319New |
$21.8K - $26.1K
|
319
$19.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
313+ 9.89% |
$21.4K - $25.6K
|
3.48K
$215K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
310+ 369.05% |
$21.2K - $25.3K
|
394
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
305+ 1.34% |
$20.9K - $24.9K
|
23.1K
$1.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
299+ 1.83% |
$20.5K - $24.4K
|
16.6K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
290+ 0.85% |
$19.9K - $23.7K
|
34.3K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
259New |
$17.7K - $21.2K
|
259
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
258+ 6.66% |
$17.7K - $21.1K
|
4.13K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
257+ 5.66% |
$17.6K - $21K
|
4.8K
$296K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
255+ 0.71% |
$17.5K - $20.8K
|
36.3K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
254+ 12.57% |
$17.4K - $20.7K
|
2.28K
$141K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
250+ 0.78% |
$17.1K - $20.4K
|
32.5K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
249+ 1.64% |
$17K - $20.3K
|
15.4K
$953K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
237+ 14.67% |
$16.2K - $19.4K
|
1.85K
$115K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
227New |
$15.5K - $18.5K
|
227
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
225+ 2.71% |
$15.4K - $18.4K
|
8.53K
$527K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
225+ 2.71% |
$15.4K - $18.4K
|
8.53K
$527K
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
225+ 3.94% |
$15.4K - $18.4K
|
5.94K
$367K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
223+ 40.4% |
$15.3K - $18.2K
|
775
$47.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
220+ 46.12% |
$15.1K - $18K
|
697
$43.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
204+ 9.77% |
$14K - $16.7K
|
2.29K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
204+ 6.07% |
$14K - $16.7K
|
3.56K
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
203New |
$13.9K - $16.6K
|
203
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 4.35% |
$13.7K - $16.3K
|
4.8K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200New |
$13.7K - $16.3K
|
200
$12.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
200+ 13.51% |
$13.7K - $16.3K
|
1.68K
$104K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
200New |
$13.7K - $16.3K
|
200
$12.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$13.5K - $16.1K
|
197
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
197+ 1.39% |
$13.5K - $16.1K
|
14.4K
$888K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
185+ 16.55% |
$12.7K - $15.1K
|
1.3K
$80.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
185New |
$12.7K - $15.1K
|
185
$11.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
172+ 1.77% |
$11.8K - $14K
|
9.87K
$610K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
172New |
$11.8K - $14K
|
172
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
169+ 1.43% |
$11.6K - $13.8K
|
12K
$742K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
169+ 1.92% |
$11.6K - $13.8K
|
8.96K
$554K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
167+ 22.24% |
$11.4K - $13.6K
|
918
$56.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
160+ 0.57% |
$11K - $13.1K
|
28.2K
$1.74M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
148+ 2.62% |
$10.1K - $12.1K
|
5.79K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
137+ 13.99% |
$9.38K - $11.2K
|
1.12K
$69K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
137+ 153.93% |
$9.38K - $11.2K
|
226
$14K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
130+ 18.6% |
$8.9K - $10.6K
|
829
$51.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
123New |
$8.42K - $10K
|
123
$7.6K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
121+ 6.7% |
$8.28K - $9.88K
|
1.93K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
115+ 5.73% |
$7.87K - $9.39K
|
2.12K
$131K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
114+ 0.11% |
$7.8K - $9.31K
|
107K
$6.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
113+ 2.92% |
$7.74K - $9.23K
|
3.98K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
109+ 1.02% |
$7.46K - $8.9K
|
10.8K
$665K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
108+ 2.35% |
$7.39K - $8.82K
|
4.7K
$291K
|