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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-377- 1.6% |
$19.4K - $22.4K
|
23.3K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-392- 2.74% |
$20.1K - $23.3K
|
13.9K
$787K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-392- 25.69% |
$20.1K - $23.3K
|
1.13K
$64.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-400- 50.0% |
$20.6K - $23.8K
|
400
$22.6K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 5.41% |
$20.6K - $23.8K
|
7K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 16.0% |
$20.6K - $23.8K
|
2.1K
$119K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-401- 7.11% |
$20.6K - $23.9K
|
5.24K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-402- 9.79% |
$20.7K - $23.9K
|
3.71K
$210K
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-416- 1.7% |
$21.4K - $24.7K
|
24K
$1.36M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-417- 4.02% |
$21.4K - $24.8K
|
9.97K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-419- 6.65% |
$21.5K - $24.9K
|
5.89K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-429- 2.69% |
$22K - $25.5K
|
15.5K
$876K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-432- 9.44% |
$22.2K - $25.7K
|
4.15K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-435- 1.79% |
$22.4K - $25.9K
|
23.9K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-442- 7.22% |
$22.7K - $26.3K
|
5.68K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-442- 44.2% |
$22.7K - $26.3K
|
558
$31.6K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-455- 7.24% |
$23.4K - $27.1K
|
5.83K
$330K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-456- 5.87% |
$23.4K - $27.1K
|
7.31K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-474- 9.16% |
$24.4K - $28.2K
|
4.7K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-477- 4.97% |
$24.5K - $28.4K
|
9.12K
$516K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-499- 6.9% |
$25.6K - $29.7K
|
6.73K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-508- 0.64% |
$26.1K - $30.2K
|
78.4K
$4.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-509- 8.05% |
$26.2K - $30.3K
|
5.81K
$329K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-525- 22.93% |
$27K - $31.2K
|
1.77K
$99.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-526- 8.16% |
$27K - $31.3K
|
5.92K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-529- 3.3% |
$27.2K - $31.5K
|
15.5K
$877K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-530- 30.11% |
$27.2K - $31.5K
|
1.23K
$69.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-541- 3.35% |
$27.8K - $32.2K
|
15.6K
$883K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-550- 2.97% |
$28.3K - $32.7K
|
17.9K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-559- 5.58% |
$28.7K - $33.2K
|
9.46K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-560- 38.89% |
$28.8K - $33.3K
|
880
$49.8K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-576- 7.36% |
$29.6K - $34.3K
|
7.25K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-587- 2.76% |
$30.2K - $34.9K
|
20.6K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-635- 7.58% |
$32.6K - $37.8K
|
7.75K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-666- 2.69% |
$34.2K - $39.6K
|
24.1K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-686- 4.3% |
$35.3K - $40.8K
|
15.3K
$864K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-690- 7.83% |
$35.5K - $41K
|
8.12K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-694- 71.4% |
$35.7K - $41.3K
|
278
$15.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-708- 11.94% |
$36.4K - $42.1K
|
5.22K
$295K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-754- 2.82% |
$38.7K - $44.8K
|
26K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-793- 12.57% |
$40.8K - $47.2K
|
5.52K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-810- 0.5% |
$41.6K - $48.2K
|
161K
$9.1M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-818- 8.08% |
$42K - $48.7K
|
9.3K
$526K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-820- 4.7% |
$42.1K - $48.8K
|
16.6K
$941K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-820- 1.24% |
$42.1K - $48.8K
|
65.5K
$3.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-830- 4.57% |
$42.7K - $49.4K
|
17.3K
$981K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-835- 11.75% |
$42.9K - $49.7K
|
6.27K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-839- 0.47% |
$43.1K - $49.9K
|
179K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-855- 9.82% |
$43.9K - $50.9K
|
7.85K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-890- 3.25% |
$45.7K - $52.9K
|
26.5K
$1.5M
|