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 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 1.85% |
$5.93K - $6.83K
|
5.5K
$311K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.5% |
$5.57K - $6.42K
|
6.36K
$360K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
93+ 66.43% |
$5.51K - $6.35K
|
233
$13.2K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
93+ 7.58% |
$5.51K - $6.35K
|
1.32K
$74.7K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
91+ 13.07% |
$5.39K - $6.22K
|
787
$44.5K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90+ 0.94% |
$5.33K - $6.15K
|
9.66K
$547K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 5.89% |
$5.28K - $6.08K
|
1.6K
$90.5K
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
89+ 0.16% |
$5.28K - $6.08K
|
54.8K
$3.1M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
88+ 9.49% |
$5.22K - $6.01K
|
1.02K
$57.4K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
83New |
$4.92K - $5.67K
|
83
$4.7K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
81+ 0.38% |
$4.8K - $5.53K
|
21.4K
$1.21M
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
76+ 0.48% |
$4.5K - $5.19K
|
15.8K
$893K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
72New |
$4.27K - $4.92K
|
72
$4.07K
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
71+ 1.12% |
$4.21K - $4.85K
|
6.4K
$362K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70+ 0.48% |
$4.15K - $4.78K
|
14.6K
$824K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68+ 1.43% |
$4.03K - $4.64K
|
4.83K
$273K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
68+ 5.27% |
$4.03K - $4.64K
|
1.36K
$76.8K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65+ 0.39% |
$3.85K - $4.44K
|
16.6K
$938K
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
65+ 0.62% |
$3.85K - $4.44K
|
10.5K
$596K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
63+ 0.67% |
$3.73K - $4.3K
|
9.42K
$533K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
61+ 103.39% |
$3.62K - $4.17K
|
120
$6.79K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61New |
$3.62K - $4.17K
|
61
$3.45K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
59+ 39.33% |
$3.5K - $4.03K
|
209
$11.8K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.3% |
$3.44K - $3.96K
|
19.7K
$1.12M
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
56+ 0.66% |
$3.32K - $3.82K
|
8.51K
$482K
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
56+ 0.06% |
$3.32K - $3.82K
|
97.4K
$5.51M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
54+ 1.39% |
$3.2K - $3.69K
|
3.94K
$223K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 1.26% |
$3.08K - $3.55K
|
4.17K
$236K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
51+ 0.6% |
$3.02K - $3.48K
|
8.6K
$487K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51+ 75.0% |
$3.02K - $3.48K
|
119
$6.73K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
51+ 2.41% |
$3.02K - $3.48K
|
2.16K
$122K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
51New |
$3.02K - $3.48K
|
51
$2.89K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
48+ 0.45% |
$2.84K - $3.28K
|
10.7K
$606K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
46New |
$2.73K - $3.14K
|
46
$2.6K
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
46+ 0.84% |
$2.73K - $3.14K
|
5.54K
$313K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
45+ 0.73% |
$2.67K - $3.07K
|
6.21K
$351K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
42+ 2.73% |
$2.49K - $2.87K
|
1.58K
$89.6K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 8.59% |
$2.49K - $2.87K
|
531
$30K
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
41+ 2.18% |
$2.43K - $2.8K
|
1.93K
$109K
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
39+ 1.14% |
$2.31K - $2.66K
|
3.45K
$195K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
38+ 0.95% |
$2.25K - $2.6K
|
4.04K
$229K
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
38+ 0.72% |
$2.25K - $2.6K
|
5.32K
$301K
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
35+ 0.76% |
$2.07K - $2.39K
|
4.65K
$263K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
35+ 0.5% |
$2.07K - $2.39K
|
7.01K
$397K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35+ 28.0% |
$2.07K - $2.39K
|
160
$9.05K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 0.73% |
$2.02K - $2.32K
|
4.71K
$267K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
33+ 2.7% |
$1.96K - $2.25K
|
1.25K
$70.9K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
32New |
$1.9K - $2.19K
|
32
$1.81K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 0.69% |
$1.78K - $2.05K
|
4.4K
$249K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
30+ 0.58% |
$1.78K - $2.05K
|
5.17K
$292K
|