Latest Institutional Purchases of Necessity Retail Reit, Inc. (RTL)
This list provides information on the latest institutional transactions involving Necessity Retail Reit, Inc. (RTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2K+ 100.0% |
$11.6K - $13.7K
|
4K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.93K+ 750.19% |
$11.2K - $13.2K
|
2.19K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.75KNew |
$10.2K - $12K
|
1.75K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$6.29K - $7.38K
|
1.08K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
290New |
$1.69K - $1.98K
|
290
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
187New |
$1.09K - $1.28K
|
187
$0
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 0.97% |
$780 - $915
|
14K
$0
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
200KNew |
$1.31M - $4.94M
|
200K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
51.7KNew |
$339K - $1.28M
|
51.7K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
24KNew |
$157K - $593K
|
24K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
20.8KNew |
$137K - $515K
|
20.8K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
17.5KNew |
$115K - $432K
|
17.5K
$0
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.5KNew |
$81.7K - $308K
|
12.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.3KNew |
$80.6K - $304K
|
12.3K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12.2KNew |
$80.2K - $302K
|
12.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.36KNew |
$54.8K - $206K
|
8.36K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.15KNew |
$33.8K - $127K
|
5.15K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4KNew |
$26.2K - $98.8K
|
4K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.74K+ 10.55% |
$24.5K - $92.3K
|
39.1K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1KNew |
$6.56K - $24.7K
|
1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
623New |
$4.09K - $15.4K
|
623
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
345New |
$2.26K - $8.52K
|
345
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
197+ 0.48% |
$1.29K - $4.87K
|
41.5K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
192New |
$1.26K - $4.74K
|
192
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
166New |
$1.09K - $4.1K
|
166
$0
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
52.6KNew |
$1.13M - $1.35M
|
52.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
47.2KNew |
$1.02M - $1.21M
|
47.2K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
18.7KNew |
$403K - $480K
|
18.7K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
16KNew |
$345K - $411K
|
16K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
15.9K+ 73.8% |
$343K - $408K
|
37.5K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
11KNew |
$237K - $282K
|
11K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.75K+ 31.27% |
$80.7K - $96.1K
|
15.7K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.1KNew |
$45.3K - $54K
|
2.1K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.5K+ 14.47% |
$32.2K - $38.4K
|
11.8K
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
21.7KNew |
$541K - $585K
|
21.7K
$0
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12.3KNew |
$307K - $332K
|
12.3K
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.87K+ 67.63% |
$171K - $185K
|
17K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
400New |
$9.97K - $10.8K
|
400
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.5KNew |
$38.7K - $40.6K
|
1.5K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
587New |
$15.2K - $15.9K
|
587
$0
|
|
| Q3 2021 | |||||||
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$53.6K - $55.6K
|
2.06K
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$31.2K - $32.4K
|
1.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
29New |
$754 - $783
|
29
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$542K - $572K
|
21.8K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
2.88KNew |
$71.5K - $75.6K
|
2.88K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
39New |
$969 - $1.02K
|
39
$0
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
15KNew |
$371K - $378K
|
15K
$0
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5.3KNew |
$131K - $133K
|
5.3K
$0
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.02KNew |
$124K - $126K
|
5.02K
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|