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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
285+ 2.12% |
$16.9K - $19.5K
|
13.7K
$776K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
284New |
$16.8K - $19.4K
|
284
$16.1K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
282+ 1.33% |
$16.7K - $19.3K
|
21.5K
$1.22M
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
277+ 103.75% |
$16.4K - $18.9K
|
544
$30.8K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
267+ 0.52% |
$15.8K - $18.2K
|
51.8K
$2.93M
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
265+ 5.53% |
$15.7K - $18.1K
|
5.06K
$286K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 5.32% |
$15.4K - $17.8K
|
5.15K
$291K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
258+ 23.5% |
$15.3K - $17.6K
|
1.36K
$76.7K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
254+ 23.45% |
$15.1K - $17.3K
|
1.34K
$75.6K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
252+ 3.16% |
$14.9K - $17.2K
|
8.23K
$466K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
248+ 6.76% |
$14.7K - $16.9K
|
3.92K
$222K
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
239+ 6.03% |
$14.2K - $16.3K
|
4.2K
$238K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
217+ 3.06% |
$12.9K - $14.8K
|
7.3K
$413K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
215+ 1.98% |
$12.7K - $14.7K
|
11.1K
$627K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
208+ 4.41% |
$12.3K - $14.2K
|
4.93K
$279K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
199+ 1.34% |
$11.8K - $13.6K
|
15.1K
$852K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
192+ 145.45% |
$11.4K - $13.1K
|
324
$18.3K
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
BUY
|
- |
190+ 1.73% |
$11.3K - $13K
|
11.2K
$632K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
185+ 1.31% |
$11K - $12.6K
|
14.3K
$808K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
184+ 0.83% |
$10.9K - $12.6K
|
22.3K
$1.26M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
180+ 15.65% |
$10.7K - $12.3K
|
1.33K
$75.2K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
180+ 2.28% |
$10.7K - $12.3K
|
8.09K
$458K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 10.64% |
$10.6K - $12.2K
|
1.86K
$105K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
177+ 4.32% |
$10.5K - $12.1K
|
4.28K
$242K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
174+ 8.2% |
$10.3K - $11.9K
|
2.3K
$130K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
170+ 2.47% |
$10.1K - $11.6K
|
7.06K
$399K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
169+ 48.84% |
$10K - $11.5K
|
515
$29.1K
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
165+ 4.97% |
$9.78K - $11.3K
|
3.49K
$197K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
160+ 3.86% |
$9.48K - $10.9K
|
4.3K
$243K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
158+ 4.19% |
$9.36K - $10.8K
|
3.93K
$222K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
151+ 0.16% |
$8.95K - $10.3K
|
95.7K
$5.41M
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150+ 3.46% |
$8.89K - $10.2K
|
4.48K
$253K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150+ 3.78% |
$8.89K - $10.2K
|
4.11K
$233K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
147+ 4.09% |
$8.71K - $10K
|
3.74K
$211K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
146+ 0.55% |
$8.65K - $9.97K
|
26.6K
$1.5M
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
145New |
$8.59K - $9.9K
|
145
$8.2K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
130+ 3.2% |
$7.71K - $8.88K
|
4.19K
$237K
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
117+ 2.62% |
$6.93K - $7.99K
|
4.58K
$259K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
117+ 140.96% |
$6.93K - $7.99K
|
200
$11.3K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
117+ 6.45% |
$6.93K - $7.99K
|
1.93K
$109K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
108+ 8.35% |
$6.4K - $7.38K
|
1.4K
$79.3K
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
108+ 3.09% |
$6.4K - $7.38K
|
3.6K
$204K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
106+ 1.72% |
$6.28K - $7.24K
|
6.25K
$354K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 0.85% |
$6.28K - $7.24K
|
12.5K
$709K
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
106+ 1.76% |
$6.28K - $7.24K
|
6.12K
$346K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
103+ 33.44% |
$6.1K - $7.03K
|
411
$23.3K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
103+ 33.44% |
$6.1K - $7.03K
|
411
$23.3K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102+ 0.28% |
$6.05K - $6.97K
|
36.7K
$2.07M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101+ 3.64% |
$5.99K - $6.9K
|
2.88K
$163K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
101+ 2.38% |
$5.99K - $6.9K
|
4.34K
$245K
|