Purchases and Sales Made in Q4 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2023. 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 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-244- 11.21% |
$12.7K - $16K
|
1.93K
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-248- 5.6% |
$12.9K - $16.3K
|
4.18K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-256- 2.24% |
$13.4K - $16.8K
|
11.2K
$704K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-259- 8.86% |
$13.5K - $17K
|
2.67K
$168K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-261- 2.98% |
$13.6K - $17.1K
|
8.49K
$536K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-262Closed |
$13.7K - $17.2K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-263- 6.55% |
$13.7K - $17.3K
|
3.75K
$237K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-267- 1.27% |
$13.9K - $17.5K
|
20.8K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-269- 7.14% |
$14K - $17.7K
|
3.5K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-271- 1.61% |
$14.1K - $17.8K
|
16.6K
$1.04M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-271- 5.36% |
$14.1K - $17.8K
|
4.78K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-283- 25.13% |
$14.8K - $18.6K
|
843
$53.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-286- 5.69% |
$14.9K - $18.8K
|
4.74K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-287- 4.46% |
$15K - $18.9K
|
6.15K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-291- 7.28% |
$15.2K - $19.1K
|
3.71K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-299- 3.86% |
$15.6K - $19.6K
|
7.45K
$470K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 7.06% |
$15.7K - $19.7K
|
3.95K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-307- 1.16% |
$16K - $20.2K
|
26.2K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-308- 23.07% |
$16.1K - $20.2K
|
1.03K
$64.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-310- 0.92% |
$16.2K - $20.4K
|
33.4K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-319- 10.95% |
$16.7K - $21K
|
2.59K
$164K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-323- 4.21% |
$16.9K - $21.2K
|
7.36K
$464K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-363- 5.96% |
$19K - $23.8K
|
5.73K
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-365- 10.31% |
$19.1K - $24K
|
3.17K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-366- 14.76% |
$19.1K - $24K
|
2.11K
$133K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-379- 5.3% |
$19.8K - $24.9K
|
6.77K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 6.96% |
$19.9K - $25K
|
5.1K
$322K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-393- 5.46% |
$20.5K - $25.8K
|
6.81K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-394- 2.58% |
$20.6K - $25.9K
|
14.9K
$940K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-411- 7.68% |
$21.5K - $27K
|
4.94K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-415- 14.37% |
$21.7K - $27.3K
|
2.47K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-415- 10.23% |
$21.7K - $27.3K
|
3.64K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-416- 7.32% |
$21.7K - $27.3K
|
5.27K
$333K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-434- 4.13% |
$22.7K - $28.5K
|
10.1K
$637K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 5.78% |
$22.9K - $28.8K
|
7.16K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-447- 8.61% |
$23.3K - $29.4K
|
4.74K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-452- 9.65% |
$23.6K - $29.7K
|
4.23K
$267K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-467- 4.04% |
$24.4K - $30.7K
|
11.1K
$701K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-490- 5.77% |
$25.6K - $32.2K
|
8K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-500- 6.02% |
$26.1K - $32.8K
|
7.8K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-526- 4.44% |
$27.5K - $34.5K
|
11.3K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-545- 8.78% |
$28.5K - $35.8K
|
5.66K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-556- 7.01% |
$29K - $36.5K
|
7.38K
$465K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-580- 7.76% |
$30.3K - $38.1K
|
6.9K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-593- 3.4% |
$31K - $38.9K
|
16.8K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-596- 5.07% |
$31.1K - $39.1K
|
11.2K
$704K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-622- 10.46% |
$32.5K - $40.9K
|
5.32K
$336K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-636- 11.19% |
$33.2K - $41.8K
|
5.05K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-651- 1.03% |
$34K - $42.8K
|
62.5K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-669- 2.41% |
$34.9K - $43.9K
|
27.1K
$1.71M
|