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 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
28+ 0.21% |
$1.66K - $1.91K
|
13.4K
$758K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27New |
$1.6K - $1.84K
|
27
$1.53K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
27New |
$1.6K - $1.84K
|
27
$1.53K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 0.28% |
$1.48K - $1.71K
|
8.8K
$498K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
25+ 0.32% |
$1.48K - $1.71K
|
7.73K
$437K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23+ 0.72% |
$1.36K - $1.57K
|
3.24K
$183K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
23+ 0.21% |
$1.36K - $1.57K
|
11.2K
$631K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
23+ 0.33% |
$1.36K - $1.57K
|
6.95K
$393K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
22+ 0.38% |
$1.3K - $1.5K
|
5.74K
$325K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
22+ 0.67% |
$1.3K - $1.5K
|
3.29K
$186K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.39% |
$1.07K - $1.23K
|
4.68K
$265K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 2.34% |
$1.01K - $1.16K
|
744
$42.1K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.71% |
$889 - $1.02K
|
2.14K
$121K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 3.34% |
$889 - $1.02K
|
464
$26.2K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 2.4% |
$771 - $888
|
554
$31.3K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 66.67% |
$711 - $820
|
30
$1.7K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 54.55% |
$711 - $820
|
34
$1.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
11+ 0.27% |
$652 - $751
|
4.02K
$227K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10New |
$593 - $683
|
10
$566
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
10+ 0.17% |
$593 - $683
|
5.81K
$328K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.5% |
$533 - $615
|
1.8K
$102K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.27% |
$533 - $615
|
3.32K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.02% |
$533 - $615
|
36.5K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8+ 0.1% |
$474 - $546
|
8K
$453K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.24% |
$415 - $478
|
2.89K
$164K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 4.32% |
$415 - $478
|
169
$9.56K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7+ 2.78% |
$415 - $478
|
259
$14.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6+ 0.03% |
$356 - $410
|
20.9K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6+ 0.13% |
$356 - $410
|
4.67K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.8% |
$356 - $410
|
340
$19.2K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.02% |
$356 - $410
|
27.4K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$356 - $410
|
6.4K
$362K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 5.26% |
$296 - $342
|
100
$5.66K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 1.23% |
$296 - $342
|
411
$23.3K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5+ 33.33% |
$296 - $342
|
20
$1.13K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 1.41% |
$237 - $273
|
288
$16.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
4+ 1.2% |
$237 - $273
|
338
$19.1K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.27% |
$178 - $205
|
239
$13.5K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.82% |
$178 - $205
|
369
$20.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.06% |
$119 - $137
|
3.36K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.1% |
$119 - $137
|
183
$10.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 5.26% |
$59.3 - $68.3
|
20
$1.13K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.94% |
$59.3 - $68.3
|
35
$1.98K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.41% |
$59.3 - $68.3
|
243
$13.7K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1- 0.01% |
$59.3 - $68.3
|
12K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1- 9.09% |
$59.3 - $68.3
|
10
$566
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-3- 0.04% |
$178 - $205
|
7.15K
$404K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3- 0.05% |
$178 - $205
|
5.82K
$329K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 2.43% |
$296 - $342
|
201
$11.4K
|