Purchases and Sales Made in Q1 2024 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 21.19% |
$5.14K - $5.95K
|
372
$21.2K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 5.88% |
$5.14K - $5.95K
|
1.6K
$91.2K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-100- 0.75% |
$5.14K - $5.95K
|
13.2K
$752K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-101- 37.83% |
$5.19K - $6.01K
|
166
$9.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-110- 90.16% |
$5.65K - $6.54K
|
12
$684
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-110- 1.09% |
$5.65K - $6.54K
|
9.98K
$569K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-111- 2.19% |
$5.7K - $6.6K
|
4.95K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-113- 1.87% |
$5.81K - $6.72K
|
5.94K
$339K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-120- 2.71% |
$6.17K - $7.14K
|
4.3K
$245K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 12.63% |
$6.17K - $7.14K
|
830
$47.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-122- 2.87% |
$6.27K - $7.26K
|
4.14K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-125- 2.95% |
$6.42K - $7.44K
|
4.11K
$234K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-131- 0.67% |
$6.73K - $7.79K
|
19.4K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-131- 3.4% |
$6.73K - $7.79K
|
3.73K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-135- 2.33% |
$6.94K - $8.03K
|
5.65K
$322K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 63.35% |
$7.19K - $8.33K
|
81
$4.62K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-144- 1.66% |
$7.4K - $8.57K
|
8.54K
$487K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-145- 8.85% |
$7.45K - $8.62K
|
1.49K
$85.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 2.03% |
$7.97K - $9.22K
|
7.48K
$427K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-159- 1.58% |
$8.17K - $9.46K
|
9.89K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-173- 3.62% |
$8.89K - $10.3K
|
4.6K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-196- 4.65% |
$10.1K - $11.7K
|
4.02K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-198- 22.71% |
$10.2K - $11.8K
|
674
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-199- 2.36% |
$10.2K - $11.8K
|
8.25K
$470K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-203- 0.3% |
$10.4K - $12.1K
|
67.2K
$3.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-219- 1.01% |
$11.3K - $13K
|
21.5K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-230- 5.31% |
$11.8K - $13.7K
|
4.1K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-234- 52.47% |
$12K - $13.9K
|
212
$12.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-259- 4.99% |
$13.3K - $15.4K
|
4.93K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-269- 99.63% |
$13.8K - $16K
|
1
$57
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-278- 0.83% |
$14.3K - $16.5K
|
33.4K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-284- 61.21% |
$14.6K - $16.9K
|
180
$10.3K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-286- 15.74% |
$14.7K - $17K
|
1.53K
$87.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-295- 5.33% |
$15.2K - $17.5K
|
5.24K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 0.97% |
$15.4K - $17.8K
|
30.5K
$1.74M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-309- 1.33% |
$15.9K - $18.4K
|
23K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-310- 2.29% |
$15.9K - $18.4K
|
13.2K
$755K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-316- 4.67% |
$16.2K - $18.8K
|
6.45K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-320- 4.29% |
$16.4K - $19K
|
7.15K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-328- 4.99% |
$16.9K - $19.5K
|
6.25K
$356K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-333- 66.73% |
$17.1K - $19.8K
|
166
$9.47K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-337- 1.71% |
$17.3K - $20K
|
19.4K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-337- 1.61% |
$17.3K - $20K
|
20.6K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-339- 8.27% |
$17.4K - $20.2K
|
3.76K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-350- 41.42% |
$18K - $20.8K
|
495
$28.2K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-356- 2.76% |
$18.3K - $21.2K
|
12.5K
$715K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-364- 3.39% |
$18.7K - $21.7K
|
10.4K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-370- 5.29% |
$19K - $22K
|
6.63K
$378K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-375- 31.51% |
$19.3K - $22.3K
|
815
$46.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-376- 2.49% |
$19.3K - $22.4K
|
14.7K
$841K
|