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 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.62K+ 74.8% |
$214K - $247K
|
8.46K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.61K+ 8.24% |
$214K - $247K
|
47.4K
$2.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
3.59KNew |
$213K - $245K
|
3.59K
$203K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.58KNew |
$212K - $244K
|
3.58K
$202K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.56KNew |
$211K - $243K
|
3.56K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.53K+ 74.95% |
$209K - $241K
|
8.24K
$466K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.48K+ 25.26% |
$206K - $237K
|
17.2K
$975K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.45KNew |
$205K - $236K
|
3.45K
$195K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.43K+ 2.64% |
$203K - $234K
|
133K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.41K+ 9.83% |
$202K - $233K
|
38.1K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.41KNew |
$202K - $233K
|
3.41K
$193K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.41KNew |
$202K - $233K
|
3.41K
$193K
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.4K+ 14.82% |
$202K - $232K
|
26.3K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.36KNew |
$199K - $230K
|
3.36K
$190K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.33K+ 52.9% |
$197K - $227K
|
9.62K
$544K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.32KNew |
$197K - $226K
|
3.32K
$188K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.3K+ 7.14% |
$195K - $225K
|
49.5K
$2.8M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.3KNew |
$195K - $225K
|
3.3K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$194K - $223K
|
3.27K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.23KNew |
$191K - $220K
|
3.23K
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
3.22KNew |
$191K - $220K
|
3.22K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.18KNew |
$188K - $217K
|
3.18K
$180K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.13K+ 7.45% |
$186K - $214K
|
45.2K
$2.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.12K+ 18.95% |
$185K - $213K
|
19.6K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.12K+ 65.27% |
$185K - $213K
|
7.91K
$447K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.11K+ 4.52% |
$184K - $212K
|
71.9K
$4.07M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.06K+ 53.84% |
$182K - $209K
|
8.75K
$495K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.06K+ 25.02% |
$181K - $209K
|
15.3K
$865K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.01K+ 0.81% |
$179K - $206K
|
377K
$21.3M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
3.01K+ 77.12% |
$178K - $206K
|
6.91K
$391K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3K+ 4.34% |
$178K - $205K
|
72.3K
$4.09M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.98K+ 8.05% |
$177K - $204K
|
40.1K
$2.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.97K+ 1.76% |
$176K - $203K
|
171K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.97K+ 6.58% |
$176K - $203K
|
48.1K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.95K+ 3.27% |
$175K - $202K
|
93.3K
$5.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
2.91K+ 2.7% |
$172K - $198K
|
111K
$6.25M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.78K+ 2.64% |
$164K - $190K
|
108K
$6.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 13.41% |
$151K - $174K
|
21.5K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.5K+ 1.31% |
$148K - $171K
|
193K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.48K+ 3.35% |
$147K - $169K
|
76.4K
$4.32M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.45K+ 25.49% |
$145K - $167K
|
12K
$681K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.44K+ 2.59% |
$145K - $167K
|
96.8K
$5.47M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
2.42K+ 37.46% |
$144K - $166K
|
8.9K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.42K+ 12.16% |
$143K - $165K
|
22.3K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.37K+ 4.26% |
$141K - $162K
|
58.1K
$3.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.33K+ 24.86% |
$138K - $159K
|
11.7K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.27K+ 4.75% |
$135K - $155K
|
50.1K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.24K+ 4.01% |
$133K - $153K
|
58.1K
$3.28M
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
2.24K+ 2.73% |
$132K - $153K
|
84.3K
$4.77M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
2.17K+ 12.97% |
$128K - $148K
|
18.9K
$1.07M
|