Purchases and Sales Made in Q4 2023 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186+ 53.14% |
$8.6K - $10.9K
|
536
$30.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
174+ 0.66% |
$8.04K - $10.2K
|
26.7K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
174+ 1.83% |
$8.04K - $10.2K
|
9.68K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
173New |
$8K - $10.1K
|
173
$9.79K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 2.82% |
$7.76K - $9.84K
|
6.13K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
161+ 2.03% |
$7.44K - $9.43K
|
8.09K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
158+ 30.21% |
$7.3K - $9.26K
|
681
$38.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
156+ 3.4% |
$7.21K - $9.14K
|
4.74K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
155+ 0.76% |
$7.16K - $9.08K
|
20.4K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
153+ 2.68% |
$7.07K - $8.96K
|
5.85K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
150+ 30.0% |
$6.93K - $8.79K
|
650
$36.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
147+ 2.79% |
$6.79K - $8.61K
|
5.42K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
145+ 2.54% |
$6.7K - $8.49K
|
5.86K
$332K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
144+ 0.15% |
$6.66K - $8.44K
|
95.4K
$5.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
143New |
$6.61K - $8.38K
|
143
$8.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
143+ 2.91% |
$6.61K - $8.38K
|
5.05K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
143+ 2.23% |
$6.61K - $8.38K
|
6.55K
$370K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
136+ 0.29% |
$6.29K - $7.97K
|
47.3K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
135New |
$6.24K - $7.91K
|
135
$7.64K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
130+ 38.92% |
$6.01K - $7.62K
|
464
$26.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
129+ 1.12% |
$5.96K - $7.56K
|
11.6K
$657K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
127New |
$5.87K - $7.44K
|
127
$7.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
119+ 1.07% |
$5.5K - $6.97K
|
11.3K
$638K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
115+ 1.88% |
$5.32K - $6.74K
|
6.25K
$353K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
114+ 0.61% |
$5.27K - $6.68K
|
18.9K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
108+ 6.0% |
$4.99K - $6.33K
|
1.91K
$108K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 59.88% |
$4.62K - $5.86K
|
267
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$4.62K - $5.86K
|
100
$5.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
100New |
$4.62K - $5.86K
|
100
$5.66K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 1.37% |
$4.62K - $5.86K
|
7.4K
$418K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
95+ 351.85% |
$4.39K - $5.57K
|
122
$6.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
95+ 1.38% |
$4.39K - $5.57K
|
6.97K
$394K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
91+ 0.57% |
$4.21K - $5.33K
|
16K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
90+ 1.41% |
$4.16K - $5.27K
|
6.46K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
90+ 0.9% |
$4.16K - $5.27K
|
10.1K
$571K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
89+ 0.37% |
$4.11K - $5.21K
|
24.2K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
83New |
$3.84K - $4.86K
|
83
$4.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
82+ 0.36% |
$3.79K - $4.8K
|
22.9K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
80+ 200.0% |
$3.7K - $4.69K
|
120
$6.79K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80+ 18.18% |
$3.7K - $4.69K
|
520
$29.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
76+ 1.43% |
$3.51K - $4.45K
|
5.39K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
73+ 3.09% |
$3.37K - $4.28K
|
2.44K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
72+ 34.45% |
$3.33K - $4.22K
|
281
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
69+ 0.81% |
$3.19K - $4.04K
|
8.62K
$488K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
69+ 0.81% |
$3.19K - $4.04K
|
8.62K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
67+ 0.39% |
$3.1K - $3.92K
|
17.4K
$987K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
67+ 446.67% |
$3.1K - $3.92K
|
82
$4.64K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
63+ 0.29% |
$2.91K - $3.69K
|
21.8K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
61+ 4.96% |
$2.82K - $3.57K
|
1.29K
$73K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
60+ 1000.0% |
$2.77K - $3.51K
|
66
$3.73K
|