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 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.35K+ 16.5% |
$155K - $196K
|
23.7K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.3K+ 15.64% |
$152K - $193K
|
24.4K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.24K+ 25.34% |
$150K - $190K
|
16K
$908K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.24K+ 5.75% |
$150K - $190K
|
59.6K
$3.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.16K+ 4.49% |
$146K - $185K
|
73.6K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.13K+ 3.15% |
$144K - $183K
|
102K
$5.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.02K+ 2.06% |
$139K - $177K
|
149K
$8.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.99K+ 30.61% |
$138K - $175K
|
12.8K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.98K+ 49.77% |
$138K - $175K
|
8.97K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2.93K+ 23.23% |
$136K - $172K
|
15.6K
$880K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.91K+ 2.35% |
$134K - $170K
|
127K
$7.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.89K+ 39.85% |
$133K - $169K
|
10.1K
$573K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.88K+ 54.73% |
$133K - $169K
|
8.15K
$461K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.85K+ 226.21% |
$132K - $167K
|
4.11K
$232K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.77KNew |
$128K - $162K
|
2.77K
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.77K+ 34.7% |
$128K - $162K
|
10.8K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.75K+ 3.17% |
$127K - $161K
|
89.4K
$5.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.7KNew |
$125K - $158K
|
2.7K
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.68K+ 53.77% |
$124K - $157K
|
7.66K
$433K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.67K+ 13.77% |
$123K - $156K
|
22K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.66K+ 13.72% |
$123K - $156K
|
22K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
2.65K+ 5.79% |
$122K - $155K
|
48.3K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.61K+ 18.17% |
$120K - $153K
|
16.9K
$958K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.58K+ 1.38% |
$119K - $151K
|
190K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.56K+ 16.36% |
$118K - $150K
|
18.2K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.56K+ 10.51% |
$118K - $150K
|
26.9K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.53K+ 2.01% |
$117K - $148K
|
128K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.49K+ 10.81% |
$115K - $146K
|
25.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.48K+ 23.75% |
$114K - $145K
|
12.9K
$730K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
2.41K+ 16.15% |
$111K - $141K
|
17.3K
$979K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.38K+ 17.59% |
$110K - $140K
|
15.9K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.37K+ 0.29% |
$109K - $139K
|
804K
$45.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
2.31K+ 1.4% |
$107K - $135K
|
168K
$9.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 9.48% |
$104K - $132K
|
26K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.22K+ 17.64% |
$103K - $130K
|
14.8K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.22K+ 0.96% |
$102K - $130K
|
233K
$13.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.15K+ 13.98% |
$99.6K - $126K
|
17.6K
$993K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.13K+ 27.39% |
$98.4K - $125K
|
9.9K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.07K+ 47.27% |
$95.5K - $121K
|
6.44K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.03K+ 37.2% |
$93.9K - $119K
|
7.49K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.02K+ 27.05% |
$93.4K - $118K
|
9.49K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.01K+ 3.01% |
$92.7K - $117K
|
68.5K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.99K+ 24.22% |
$91.9K - $117K
|
10.2K
$577K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.95K+ 1.66% |
$90.3K - $114K
|
120K
$6.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.93KNew |
$89.3K - $113K
|
1.93K
$109K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.91K+ 2.45% |
$88K - $112K
|
79.6K
$4.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.89K+ 28.28% |
$87.4K - $111K
|
8.57K
$485K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.86K+ 3.11% |
$86K - $109K
|
61.7K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$85K - $108K
|
1.84K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.82K+ 42.94% |
$84.1K - $107K
|
6.06K
$343K
|