Latest Institutional Transactions on Necessity Retail Reit, Inc. (RTL)
This table provides information on the latest institutional transactions involving Necessity Retail Reit, Inc. (RTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-8.6KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.7KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 64.71% |
N/A
|
6
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.48KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-2.83K- 76.71% |
N/A
|
860
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-95.3KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Titan Capital Management, LLC
|
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Regal Wealth Group, Inc.
|
BUY
|
- |
865New |
N/A
|
865
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-106KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Mv Capital Management, Inc.
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 06, 2019
Q1 2019
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-224KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Private Ocean, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Domani Wealth, LLC
|
SELL
|
- |
-43.3KClosed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-18.3KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
BUY
|
- |
300+ 33.33% |
N/A
|
1.2K
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-999Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-14.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 20, 2019
Q4 2018
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
134New |
N/A
|
134
$0
|
|
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-670Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-85.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
460+ 50.0% |
N/A
|
1.38K
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
First Personal Financial Services
|
SELL
|
- |
-299Closed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.3KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Rb Capital Management, LLC
|
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
N/A
|
32.8K
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
920New |
N/A
|
920
$0
|
|