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 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.46K+ 11.57% |
$437K - $554K
|
91.3K
$5.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.42K+ 5.14% |
$435K - $552K
|
192K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
9.25KNew |
$428K - $542K
|
9.25K
$523K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.25KNew |
$427K - $542K
|
9.25K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.08K+ 60.06% |
$420K - $532K
|
24.2K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.07K+ 3.27% |
$419K - $532K
|
287K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
8.86K+ 4.65% |
$409K - $519K
|
199K
$11.3M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.78K+ 11.93% |
$406K - $515K
|
82.4K
$4.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.78KNew |
$406K - $515K
|
8.78K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.68KNew |
$401K - $509K
|
8.68K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
8.6K+ 139.77% |
$397K - $504K
|
14.8K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.56K+ 7.71% |
$396K - $502K
|
120K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.41KNew |
$389K - $493K
|
8.41K
$476K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
8.27K+ 18.17% |
$382K - $484K
|
53.8K
$3.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.2K+ 81.62% |
$379K - $480K
|
18.2K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.08K+ 37.55% |
$373K - $473K
|
29.6K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.01K+ 8.22% |
$370K - $469K
|
105K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.95KNew |
$367K - $466K
|
7.95K
$450K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.93K+ 1.8% |
$366K - $464K
|
449K
$25.4M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.89KNew |
$365K - $462K
|
7.89K
$446K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.85K+ 12.66% |
$363K - $460K
|
69.8K
$3.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.82K+ 38.91% |
$361K - $458K
|
27.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.55KNew |
$349K - $442K
|
7.55K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
7.5K+ 7.2% |
$347K - $439K
|
112K
$6.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7.49K+ 56.16% |
$346K - $439K
|
20.8K
$1.18M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$343K - $435K
|
7.42K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
7.33KNew |
$339K - $430K
|
7.33K
$415K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.25K+ 7.54% |
$335K - $425K
|
103K
$5.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.23KNew |
$334K - $424K
|
7.23K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.03K+ 9.79% |
$325K - $412K
|
78.9K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$323K - $409K
|
6.99K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.98K+ 15.28% |
$323K - $409K
|
52.7K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.97K+ 54.47% |
$322K - $408K
|
19.8K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.92K+ 20.65% |
$320K - $405K
|
40.4K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
6.91K+ 7.05% |
$319K - $405K
|
105K
$5.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
6.8K+ 31.67% |
$314K - $398K
|
28.3K
$1.6M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
6.76KNew |
$312K - $396K
|
6.76K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.7K+ 24.25% |
$310K - $392K
|
34.3K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.63K+ 39.0% |
$306K - $388K
|
23.6K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.61K+ 10.35% |
$305K - $387K
|
70.5K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.59KNew |
$305K - $386K
|
6.59K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
6.59KNew |
$305K - $386K
|
6.59K
$373K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.51K+ 7.32% |
$301K - $381K
|
95.4K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.49K+ 8.09% |
$300K - $380K
|
86.7K
$4.91M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.46K+ 68.34% |
$299K - $378K
|
15.9K
$900K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.46KNew |
$298K - $378K
|
6.46K
$365K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.39KNew |
$296K - $375K
|
6.39K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.36K+ 106.5% |
$294K - $373K
|
12.3K
$698K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.2K+ 7.38% |
$287K - $363K
|
90.2K
$5.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.2K+ 1.54% |
$286K - $363K
|
409K
$23.1M
|