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
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.15K+ 3.76% |
$68.2K - $78.6K
|
31.7K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.15K+ 0.87% |
$68.2K - $78.6K
|
133K
$7.53M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.15K+ 1.68% |
$68.2K - $78.5K
|
69.7K
$3.95M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.15K+ 2.87% |
$68.1K - $78.5K
|
41.2K
$2.33M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.15K+ 26.76% |
$68K - $78.3K
|
5.43K
$307K
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.15K+ 2.02% |
$68K - $78.3K
|
57.8K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 14.11% |
$67.9K - $78.3K
|
9.27K
$524K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 1.78% |
$67.8K - $78.1K
|
65.6K
$3.71M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.13K+ 1.8% |
$66.7K - $76.8K
|
63.7K
$3.61M
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.12K+ 5.53% |
$66.4K - $76.5K
|
21.4K
$1.21M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.08K+ 28.3% |
$64.2K - $74K
|
4.91K
$278K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.08K+ 1.96% |
$63.8K - $73.5K
|
55.8K
$3.16M
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.07K+ 1.8% |
$63.4K - $73.1K
|
60.5K
$3.42M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.06K+ 9.66% |
$62.7K - $72.3K
|
12K
$680K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.05KNew |
$62.2K - $71.7K
|
1.05K
$59.4K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.03K+ 2.13% |
$61.2K - $70.5K
|
49.6K
$2.81M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.02K+ 29.47% |
$60.3K - $69.5K
|
4.47K
$253K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.01K+ 0.1% |
$60K - $69.2K
|
1.04M
$58.6M
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1.01K+ 4032.0% |
$59.7K - $68.8K
|
1.03K
$58.4K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1K+ 20.21% |
$59.5K - $68.6K
|
5.97K
$338K
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
986+ 4.63% |
$58.4K - $67.3K
|
22.3K
$1.26M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
985+ 7.79% |
$58.4K - $67.3K
|
13.6K
$771K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
984+ 9.53% |
$58.3K - $67.2K
|
11.3K
$640K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
984+ 6.53% |
$58.3K - $67.2K
|
16.1K
$908K
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
968New |
$57.4K - $66.1K
|
968
$54.8K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
962+ 7.33% |
$57K - $65.7K
|
14.1K
$797K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
953+ 83.38% |
$56.5K - $65.1K
|
2.1K
$119K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
952+ 20.84% |
$56.4K - $65K
|
5.52K
$312K
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
943+ 23.0% |
$55.9K - $64.4K
|
5.04K
$285K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
943+ 4.27% |
$55.9K - $64.4K
|
23K
$1.3M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
938+ 12.58% |
$55.6K - $64.1K
|
8.4K
$475K
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
933+ 9.71% |
$55.3K - $63.7K
|
10.5K
$596K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
892+ 162.18% |
$52.9K - $60.9K
|
1.44K
$81.6K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
892+ 0.97% |
$52.9K - $60.9K
|
92.8K
$5.25M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
887+ 12.56% |
$52.6K - $60.6K
|
7.95K
$450K
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
880+ 23.1% |
$52.2K - $60.1K
|
4.69K
$265K
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
865+ 6.7% |
$51.3K - $59.1K
|
13.8K
$779K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
848+ 5.78% |
$50.3K - $57.9K
|
15.5K
$877K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
843+ 108.08% |
$50K - $57.6K
|
1.62K
$91.8K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
830+ 3.45% |
$49.2K - $56.7K
|
24.9K
$1.41M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
827+ 2.98% |
$49K - $56.5K
|
28.6K
$1.62M
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
825+ 1178.57% |
$48.9K - $56.3K
|
895
$50.6K
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
811+ 3.11% |
$48.1K - $55.4K
|
26.9K
$1.52M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
803+ 16.43% |
$47.6K - $54.8K
|
5.69K
$322K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
788+ 10.17% |
$46.7K - $53.8K
|
8.54K
$483K
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
787+ 0.55% |
$46.6K - $53.8K
|
144K
$8.14M
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
782New |
$46.3K - $53.4K
|
782
$44.2K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
761+ 16.04% |
$45.1K - $52K
|
5.5K
$311K
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
749+ 0.52% |
$44.4K - $51.2K
|
144K
$8.14M
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
732+ 1.93% |
$43.4K - $50K
|
38.6K
$2.19M
|