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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.03% |
$92.4 - $117
|
7.88K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$46.2 - $58.6
|
1.67K
$94.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.2 - $58.6
|
4.12K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.74% |
$46.2 - $58.6
|
137
$7.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.86% |
$46.2 - $58.6
|
36
$2.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$46.2 - $58.6
|
1
$56.6
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 5.0% |
$46.2 - $58.6
|
21
$1.19K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$46.2 - $58.6
|
1
$56.6
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1- 0.05% |
$46.2 - $58.6
|
1.98K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$46.2 - $58.6
|
443
$25.1K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1- 1.43% |
$46.2 - $58.6
|
69
$3.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.05% |
$92.4 - $117
|
4.22K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 8.33% |
$185 - $234
|
44
$2.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 6.56% |
$185 - $234
|
57
$3.22K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-8- 1.47% |
$370 - $469
|
538
$30.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 2.49% |
$462 - $586
|
391
$22.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-11- 0.12% |
$508 - $644
|
9.25K
$523K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-13- 33.33% |
$601 - $762
|
26
$1.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-17- 0.12% |
$786 - $996
|
14.6K
$824K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-18- 0.41% |
$832 - $1.05K
|
4.35K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-19- 2.59% |
$878 - $1.11K
|
715
$40.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-20- 0.91% |
$924 - $1.17K
|
2.19K
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 1.15% |
$1.48K - $1.87K
|
2.75K
$155K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-34- 21.25% |
$1.57K - $1.99K
|
126
$7.13K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-36- 0.14% |
$1.66K - $2.11K
|
25.2K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 0.25% |
$1.66K - $2.11K
|
14.5K
$818K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-39- 0.55% |
$1.8K - $2.28K
|
7.11K
$402K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 2.93% |
$2.31K - $2.93K
|
1.66K
$93.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.56% |
$2.31K - $2.93K
|
8.81K
$498K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-59- 1.04% |
$2.73K - $3.46K
|
5.62K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-62- 0.23% |
$2.87K - $3.63K
|
26.7K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-64- 1.01% |
$2.96K - $3.75K
|
6.3K
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-67- 6.37% |
$3.1K - $3.92K
|
985
$55.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-75- 25.34% |
$3.47K - $4.39K
|
221
$12.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-76- 4.62% |
$3.51K - $4.45K
|
1.57K
$88.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-81- 2.21% |
$3.74K - $4.74K
|
3.58K
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-81- 12.14% |
$3.74K - $4.74K
|
586
$33.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-83- 1.04% |
$3.84K - $4.86K
|
7.91K
$447K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-84- 42.21% |
$3.88K - $4.92K
|
115
$6.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-89- 0.36% |
$4.11K - $5.21K
|
24.7K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-90- 0.56% |
$4.16K - $5.27K
|
16K
$903K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-91- 0.46% |
$4.21K - $5.33K
|
19.5K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-99- 1.02% |
$4.58K - $5.8K
|
9.63K
$545K
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-100- 0.52% |
$4.62K - $5.86K
|
19.2K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.23% |
$4.62K - $5.86K
|
43.8K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.59% |
$4.62K - $5.86K
|
16.8K
$951K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-101- 80.8% |
$4.67K - $5.92K
|
24
$1.36K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-101- 80.8% |
$4.67K - $5.92K
|
24
$1.36K
|