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 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 12.9% |
$474 - $546
|
54
$3.05K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9- 0.24% |
$533 - $615
|
3.8K
$215K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.61% |
$593 - $683
|
1.63K
$92.2K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.05% |
$593 - $683
|
19.4K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 1.54% |
$593 - $683
|
640
$36.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12- 0.23% |
$711 - $820
|
5.2K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14- 0.18% |
$830 - $956
|
7.65K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-14- 0.2% |
$830 - $956
|
6.84K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17- 0.36% |
$1.01K - $1.16K
|
4.74K
$268K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 0.24% |
$1.19K - $1.37K
|
8.25K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-26- 0.13% |
$1.54K - $1.78K
|
20.6K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-28- 6.54% |
$1.66K - $1.91K
|
400
$22.6K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 0.26% |
$2.13K - $2.46K
|
13.9K
$784K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-40- 40.0% |
$2.37K - $2.73K
|
60
$3.39K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-45- 1.35% |
$2.67K - $3.07K
|
3.3K
$187K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-46- 1.06% |
$2.73K - $3.14K
|
4.31K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-49- 7.57% |
$2.9K - $3.35K
|
598
$33.8K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 75.76% |
$2.96K - $3.42K
|
16
$905
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-51- 0.24% |
$3.02K - $3.48K
|
21.4K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-55- 43.65% |
$3.26K - $3.76K
|
71
$4.02K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-63- 4.15% |
$3.73K - $4.3K
|
1.46K
$82.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-70- 12.5% |
$4.15K - $4.78K
|
490
$27.7K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-70- 0.99% |
$4.15K - $4.78K
|
7.03K
$397K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-72- 0.98% |
$4.27K - $4.92K
|
7.31K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-72- 1.35% |
$4.27K - $4.92K
|
5.26K
$297K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-74- 1.8% |
$4.39K - $5.05K
|
4.05K
$229K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-74- 1.29% |
$4.39K - $5.05K
|
5.67K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-77- 4.44% |
$4.56K - $5.26K
|
1.66K
$93.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-79- 1.13% |
$4.68K - $5.4K
|
6.93K
$392K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-80- 57.14% |
$4.74K - $5.46K
|
60
$3.39K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-83- 0.88% |
$4.92K - $5.67K
|
9.34K
$528K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-86- 3.76% |
$5.1K - $5.87K
|
2.2K
$125K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-86- 3.76% |
$5.1K - $5.87K
|
2.2K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-87- 20.86% |
$5.16K - $5.94K
|
330
$18.7K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-88- 2.69% |
$5.22K - $6.01K
|
3.19K
$180K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-91- 0.77% |
$5.39K - $6.22K
|
11.7K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-91- 12.4% |
$5.39K - $6.22K
|
643
$36.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-100- 0.45% |
$5.93K - $6.83K
|
22.4K
$1.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-100- 2.19% |
$5.93K - $6.83K
|
4.46K
$252K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 1.35% |
$5.93K - $6.83K
|
7.3K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-107- 1.18% |
$6.34K - $7.31K
|
8.99K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.53% |
$6.4K - $7.38K
|
6.94K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-111- 0.75% |
$6.58K - $7.58K
|
14.6K
$828K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-115- 2.42% |
$6.82K - $7.85K
|
4.63K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-116- 2.39% |
$6.88K - $7.92K
|
4.74K
$268K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-119- 0.77% |
$7.05K - $8.13K
|
15.3K
$863K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-119- 0.89% |
$7.05K - $8.13K
|
13.3K
$750K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-125- 62.5% |
$7.41K - $8.54K
|
75
$4.24K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-125- 0.92% |
$7.41K - $8.54K
|
13.5K
$766K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-129- 2.73% |
$7.65K - $8.81K
|
4.6K
$260K
|