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 04, 2024
Q4 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
6K+ 7.2% |
$277K - $351K
|
89.3K
$5.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.98K+ 1.5% |
$276K - $350K
|
404K
$22.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
5.86K+ 6.53% |
$271K - $343K
|
95.6K
$5.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.78KNew |
$267K - $339K
|
5.78K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.63KNew |
$260K - $330K
|
5.63K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
5.59K+ 72.79% |
$258K - $327K
|
13.3K
$751K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
5.58KNew |
$258K - $327K
|
5.58K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.57K+ 4.87% |
$257K - $326K
|
120K
$6.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.56K+ 70.11% |
$257K - $326K
|
13.5K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.54K+ 9.83% |
$256K - $324K
|
61.9K
$3.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.53KNew |
$256K - $324K
|
5.53K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.38K+ 61.82% |
$249K - $315K
|
14.1K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$244K - $309K
|
5.28K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.23K+ 82.52% |
$242K - $306K
|
11.6K
$655K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
5.21K+ 0.81% |
$241K - $305K
|
652K
$36.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.18KNew |
$240K - $304K
|
5.18K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.18KNew |
$239K - $303K
|
5.18K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
5.1KNew |
$236K - $299K
|
5.1K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.06K+ 7.08% |
$234K - $296K
|
76.5K
$4.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
5.05KNew |
$233K - $296K
|
5.05K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.03KNew |
$233K - $295K
|
5.03K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5.03K+ 7.73% |
$232K - $294K
|
70.1K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5K+ 18.98% |
$231K - $293K
|
31.3K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4.94KNew |
$228K - $289K
|
4.94K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.93K+ 10.58% |
$228K - $289K
|
51.5K
$2.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.93KNew |
$228K - $289K
|
4.93K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.91K+ 67.26% |
$227K - $288K
|
12.2K
$691K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.89KNew |
$226K - $286K
|
4.89K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.87K+ 16.58% |
$225K - $285K
|
34.2K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
4.8K+ 25.91% |
$222K - $281K
|
23.3K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.78KNew |
$221K - $280K
|
4.78K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
4.77KNew |
$220K - $279K
|
4.77K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.7KNew |
$217K - $275K
|
4.7K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
4.69KNew |
$217K - $275K
|
4.69K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.67KNew |
$216K - $274K
|
4.67K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.64KNew |
$214K - $272K
|
4.64K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.58KNew |
$212K - $268K
|
4.58K
$259K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.56KNew |
$211K - $267K
|
4.56K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.54KNew |
$210K - $266K
|
4.54K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.51K+ 8.69% |
$208K - $264K
|
56.4K
$3.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.48K+ 25.61% |
$207K - $262K
|
22K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.44K+ 13.63% |
$205K - $260K
|
37K
$2.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4.39KNew |
$203K - $257K
|
4.39K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.37K+ 11.24% |
$202K - $256K
|
43.2K
$2.45M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.35KNew |
$201K - $255K
|
4.35K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.34KNew |
$201K - $254K
|
4.34K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.33K+ 3.57% |
$200K - $254K
|
126K
$7.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.32KNew |
$200K - $253K
|
4.32K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.28K+ 7508.77% |
$198K - $251K
|
4.34K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.26KNew |
$197K - $249K
|
4.26K
$241K
|