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 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-106- 2.09% |
$4.9K - $6.21K
|
4.96K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-116- 1.08% |
$5.36K - $6.8K
|
10.6K
$602K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-116- 2.75% |
$5.36K - $6.8K
|
4.1K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-124- 5.73% |
$5.73K - $7.26K
|
2.04K
$115K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 61.32% |
$6.01K - $7.62K
|
82
$4.64K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-132- 1.97% |
$6.1K - $7.73K
|
6.57K
$372K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-135- 2.57% |
$6.24K - $7.91K
|
5.13K
$290K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-135- 2.39% |
$6.24K - $7.91K
|
5.51K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-142- 39.78% |
$6.56K - $8.32K
|
215
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-144- 12.3% |
$6.66K - $8.44K
|
1.03K
$58.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-154- 3.84% |
$7.12K - $9.02K
|
3.86K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-157- 3.47% |
$7.26K - $9.2K
|
4.37K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-161- 3.76% |
$7.44K - $9.43K
|
4.12K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-165- 3.16% |
$7.63K - $9.67K
|
5.06K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-173- 9.24% |
$8K - $10.1K
|
1.7K
$96.2K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-179- 1.91% |
$8.27K - $10.5K
|
9.2K
$521K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-191- 0.86% |
$8.83K - $11.2K
|
21.9K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-198- 4.76% |
$9.15K - $11.6K
|
3.96K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-198- 38.82% |
$9.15K - $11.6K
|
312
$17.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 4.61% |
$9.24K - $11.7K
|
4.14K
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-201- 4.85% |
$9.29K - $11.8K
|
3.94K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-202- 68.01% |
$9.34K - $11.8K
|
95
$5.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205- 2.36% |
$9.48K - $12K
|
8.5K
$481K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-210- 2.33% |
$9.71K - $12.3K
|
8.81K
$498K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-212- 23.58% |
$9.8K - $12.4K
|
687
$38.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-214- 1.45% |
$9.89K - $12.5K
|
14.5K
$823K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-215- 2.41% |
$9.94K - $12.6K
|
8.69K
$491K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-218- 1.33% |
$10.1K - $12.8K
|
16.2K
$914K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-224- 1.37% |
$10.4K - $13.1K
|
16.1K
$909K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-232- 5.14% |
$10.7K - $13.6K
|
4.28K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-241- 21.65% |
$11.1K - $14.1K
|
872
$49.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-242- 18.98% |
$11.2K - $14.2K
|
1.03K
$58.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-243- 99.18% |
$11.2K - $14.2K
|
2
$113
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-247- 3.2% |
$11.4K - $14.5K
|
7.47K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-247- 2.34% |
$11.4K - $14.5K
|
10.3K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-251- 5.94% |
$11.6K - $14.7K
|
3.98K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-254- 32.48% |
$11.7K - $14.9K
|
528
$29.9K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-254- 32.48% |
$11.7K - $14.9K
|
528
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-258- 3.76% |
$11.9K - $15.1K
|
6.6K
$373K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-273- 2.75% |
$12.6K - $16K
|
9.65K
$546K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-274- 7.13% |
$12.7K - $16.1K
|
3.57K
$202K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-280- 20.59% |
$12.9K - $16.4K
|
1.08K
$61.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-281- 0.94% |
$13K - $16.5K
|
29.5K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-286- 2.06% |
$13.2K - $16.8K
|
13.6K
$769K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-290- 0.98% |
$13.4K - $17K
|
29.3K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-295- 5.03% |
$13.6K - $17.3K
|
5.57K
$315K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-297- 2.55% |
$13.7K - $17.4K
|
11.4K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-297- 4.11% |
$13.7K - $17.4K
|
6.92K
$392K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 17.05% |
$13.9K - $17.6K
|
1.46K
$82.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-311- 2.99% |
$14.4K - $18.2K
|
10.1K
$572K
|