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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.8K+ 45.88% |
$83.2K - $105K
|
5.72K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.79K+ 18.99% |
$82.7K - $105K
|
11.2K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.75K+ 16.14% |
$81K - $103K
|
12.6K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.73K+ 3.16% |
$80.1K - $102K
|
56.6K
$3.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.72K+ 16.79% |
$79.3K - $101K
|
11.9K
$675K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.69K+ 18.39% |
$78K - $98.8K
|
10.9K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.66K+ 92.18% |
$76.8K - $97.4K
|
3.47K
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$75.6K - $95.8K
|
1.64K
$92.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$69.4K - $88K
|
1.5K
$85K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5K+ 17.27% |
$69.4K - $88K
|
10.2K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 11.96% |
$67.9K - $86K
|
13.7K
$777K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$66.8K - $84.6K
|
1.45K
$81.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.39K+ 0.98% |
$64.2K - $81.3K
|
143K
$8.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.38K+ 15.33% |
$63.8K - $80.8K
|
10.4K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.37K+ 1.73% |
$63.5K - $80.5K
|
80.8K
$4.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 14.8% |
$62.6K - $79.3K
|
10.5K
$594K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33K+ 6.54% |
$61.5K - $77.9K
|
21.7K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.32K+ 8.34% |
$61.1K - $77.4K
|
17.2K
$970K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 24.57% |
$60.2K - $76.3K
|
6.61K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.26K+ 5.46% |
$58.4K - $74K
|
24.4K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 21.01% |
$57.9K - $73.3K
|
7.21K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.21K+ 7.29% |
$56.1K - $71.1K
|
17.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.19K+ 1.8% |
$55K - $69.8K
|
67.4K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.18K+ 1.19% |
$54.4K - $69K
|
100K
$5.67M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.17K+ 8.19% |
$54.3K - $68.8K
|
15.5K
$878K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.17K+ 245.17% |
$53.9K - $68.4K
|
1.64K
$92.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 34.56% |
$53.9K - $68.3K
|
4.54K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 17.37% |
$53K - $67.1K
|
7.74K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.13K+ 0.65% |
$52.1K - $66K
|
176K
$9.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 316.24% |
$51.3K - $65K
|
1.46K
$82.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.11K+ 2.62% |
$51.1K - $64.7K
|
43.2K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.1K+ 48.1% |
$50.9K - $64.6K
|
3.39K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.07KNew |
$49.5K - $62.7K
|
1.07K
$60.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.05K+ 5.08% |
$48.6K - $61.6K
|
21.7K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.05K+ 4.77% |
$48.3K - $61.2K
|
23K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.01K+ 47.61% |
$46.6K - $59K
|
3.13K
$177K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1K+ 22.05% |
$46.2K - $58.6K
|
5.54K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1KNew |
$46.2K - $58.6K
|
1K
$56.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
950+ 100.0% |
$43.9K - $55.7K
|
1.9K
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
919+ 1.5% |
$42.5K - $53.8K
|
62.1K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
904New |
$41.8K - $53K
|
904
$51.1K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
900+ 21.23% |
$41.6K - $52.7K
|
5.14K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
899+ 105.76% |
$41.6K - $52.7K
|
1.75K
$98.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
891+ 6.43% |
$41.2K - $52.2K
|
14.7K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
878+ 16.96% |
$40.6K - $51.4K
|
6.06K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
873+ 3.0% |
$40.4K - $51.1K
|
30K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
860+ 423.65% |
$39.7K - $50.4K
|
1.06K
$60.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
850+ 18.93% |
$39.3K - $49.8K
|
5.34K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850+ 15.18% |
$39.3K - $49.8K
|
6.45K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
845New |
$39.1K - $49.5K
|
845
$47.8K
|