Purchases and Sales Made in Q1 2023 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q1 2023. The information is specifically focused on institutions that hold shares of REALTY INCOME CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
454+ 6.12% |
$26.9K - $31K
|
7.87K
$445K
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
448+ 0.83% |
$26.6K - $30.6K
|
54.1K
$3.06M
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
442+ 1.33% |
$26.2K - $30.2K
|
33.6K
$1.9M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
442+ 1.33% |
$26.2K - $30.2K
|
33.6K
$1.9M
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
432+ 11.36% |
$25.6K - $29.5K
|
4.24K
$240K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
428+ 1222.86% |
$25.4K - $29.2K
|
463
$26.2K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
423+ 2.37% |
$25.1K - $28.9K
|
18.3K
$1.04M
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
422+ 9.71% |
$25K - $28.8K
|
4.77K
$270K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
421+ 1.75% |
$25K - $28.8K
|
24.5K
$1.39M
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
420+ 0.73% |
$24.9K - $28.7K
|
57.8K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
410+ 0.71% |
$24.3K - $28K
|
57.9K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
404+ 8.49% |
$23.9K - $27.6K
|
5.16K
$292K
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
403+ 0.95% |
$23.9K - $27.5K
|
43K
$2.43M
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
400New |
$23.7K - $27.3K
|
400
$22.6K
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
390+ 3.73% |
$23.1K - $26.6K
|
10.9K
$614K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
386+ 2.8% |
$22.9K - $26.4K
|
14.1K
$800K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
385+ 10.04% |
$22.8K - $26.3K
|
4.22K
$239K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
378+ 5.68% |
$22.4K - $25.8K
|
7.03K
$398K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
377+ 19.89% |
$22.3K - $25.7K
|
2.27K
$129K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
373+ 86.74% |
$22.1K - $25.5K
|
803
$45.4K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
366+ 45.41% |
$21.7K - $25K
|
1.17K
$66.3K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
362+ 9.9% |
$21.5K - $24.7K
|
4.02K
$227K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
361+ 5.91% |
$21.4K - $24.7K
|
6.47K
$366K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
360+ 2.98% |
$21.3K - $24.6K
|
12.4K
$703K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
360+ 0.12% |
$21.3K - $24.6K
|
289K
$16.4M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
356+ 7.12% |
$21.1K - $24.3K
|
5.36K
$303K
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350+ 6.94% |
$20.7K - $23.9K
|
5.39K
$305K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
348+ 26.01% |
$20.6K - $23.8K
|
1.69K
$95.4K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
347+ 116.84% |
$20.6K - $23.7K
|
644
$36.4K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
345+ 431.25% |
$20.4K - $23.6K
|
425
$24K
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
341+ 1.21% |
$20.2K - $23.3K
|
28.5K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
341+ 18.68% |
$20.2K - $23.3K
|
2.17K
$123K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
334+ 80.48% |
$19.8K - $22.8K
|
749
$42.4K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
321+ 5.98% |
$19K - $21.9K
|
5.69K
$322K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
320+ 0.96% |
$19K - $21.9K
|
33.8K
$1.91M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
318New |
$18.8K - $21.7K
|
318
$18K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
318New |
$18.8K - $21.7K
|
318
$18K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
317+ 4.17% |
$18.8K - $21.7K
|
7.91K
$448K
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
315+ 5.05% |
$18.7K - $21.5K
|
6.56K
$371K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
310+ 3.0% |
$18.4K - $21.2K
|
10.7K
$603K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
308+ 0.29% |
$18.3K - $21K
|
106K
$6.01M
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
307+ 7.4% |
$18.2K - $21K
|
4.45K
$252K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
306+ 1.06% |
$18.1K - $20.9K
|
29.1K
$1.65M
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
304+ 7.62% |
$18K - $20.8K
|
4.29K
$243K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
302+ 0.14% |
$17.9K - $20.6K
|
222K
$12.6M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.74% |
$17.8K - $20.5K
|
40.8K
$2.31M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.27% |
$17.8K - $20.5K
|
112K
$6.33M
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
291+ 4.68% |
$17.2K - $19.9K
|
6.51K
$368K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
289+ 4.27% |
$17.1K - $19.7K
|
7.06K
$399K
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
286+ 4.51% |
$17K - $19.5K
|
6.62K
$375K
|