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 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-315- 3.41% |
$18.7K - $21.5K
|
8.91K
$504K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-318Closed |
$18.8K - $21.7K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-340- 7.15% |
$20.2K - $23.2K
|
4.41K
$250K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-368- 4.92% |
$21.8K - $25.1K
|
7.11K
$402K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-373- 46.45% |
$22.1K - $25.5K
|
430
$24.3K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-388- 1.73% |
$23K - $26.5K
|
22K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-390- 4.48% |
$23.1K - $26.6K
|
8.32K
$471K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-400- 3.11% |
$23.7K - $27.3K
|
12.5K
$704K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-406- 2.15% |
$24.1K - $27.7K
|
18.5K
$1.04M
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-414- 8.87% |
$24.5K - $28.3K
|
4.25K
$240K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-429- 1.69% |
$25.4K - $29.3K
|
24.9K
$1.41M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-432- 4.53% |
$25.6K - $29.5K
|
9.11K
$515K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-439- 7.46% |
$26K - $30K
|
5.45K
$308K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-450- 6.04% |
$26.7K - $30.7K
|
7.01K
$396K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-462- 9.81% |
$27.4K - $31.6K
|
4.25K
$240K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-464- 29.94% |
$27.5K - $31.7K
|
1.09K
$61.4K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-470- 28.31% |
$27.9K - $32.1K
|
1.19K
$67.3K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-477- 8.96% |
$28.3K - $32.6K
|
4.85K
$274K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-482- 9.5% |
$28.6K - $32.9K
|
4.59K
$260K
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-492- 1.09% |
$29.2K - $33.6K
|
44.6K
$2.52M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-494- 6.3% |
$29.3K - $33.7K
|
7.34K
$415K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-494- 4.45% |
$29.3K - $33.7K
|
10.6K
$599K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-499- 8.13% |
$29.6K - $34.1K
|
5.64K
$319K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 58.14% |
$29.6K - $34.2K
|
360
$20.4K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-504- 5.74% |
$29.9K - $34.4K
|
8.27K
$468K
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-519- 12.88% |
$30.8K - $35.4K
|
3.51K
$199K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-521- 0.45% |
$30.9K - $35.6K
|
115K
$6.52M
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-523- 5.26% |
$31K - $35.7K
|
9.42K
$533K
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-527- 6.75% |
$31.2K - $36K
|
7.28K
$412K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-536- 3.17% |
$31.8K - $36.6K
|
16.4K
$927K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-561- 10.44% |
$33.3K - $38.3K
|
4.81K
$272K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-562- 3.09% |
$33.3K - $38.4K
|
17.6K
$997K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-589- 9.25% |
$34.9K - $40.2K
|
5.78K
$327K
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-600- 0.64% |
$35.6K - $41K
|
92.6K
$5.24M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-600- 3.62% |
$35.6K - $41K
|
16K
$904K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-617- 15.03% |
$36.6K - $42.1K
|
3.49K
$197K
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-656- 6.95% |
$38.9K - $44.8K
|
8.78K
$497K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-661- 15.11% |
$39.2K - $45.1K
|
3.72K
$210K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-669- 11.93% |
$39.7K - $45.7K
|
4.94K
$279K
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-670- 6.07% |
$39.7K - $45.8K
|
10.4K
$587K
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-674- 1.01% |
$39.9K - $46K
|
66.3K
$3.75M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-682- 14.98% |
$40.4K - $46.6K
|
3.87K
$219K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-690- 12.54% |
$40.9K - $47.1K
|
4.81K
$272K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-700- 6.55% |
$41.5K - $47.8K
|
10K
$565K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-728- 0.56% |
$43.1K - $49.7K
|
130K
$7.34M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-734- 2.89% |
$43.5K - $50.1K
|
24.7K
$1.4M
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-757- 8.75% |
$44.9K - $51.7K
|
7.89K
$446K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-766- 7.27% |
$45.4K - $52.3K
|
9.77K
$553K
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-770- 16.53% |
$45.6K - $52.6K
|
3.89K
$220K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-785- 0.27% |
$46.5K - $53.6K
|
288K
$16.3M
|