Independent Solutions Wealth Management, LLC Realty Income Corp Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Dec 19, 2024	SELL	$58.44 - $62.95 $225,929 - $243,364	-3,866 Closed	0 $0
Q1 2023 Dec 19, 2024	SELL	$59.27 - $68.3 $110,182 - $126,969	-1,859 Reduced 32.47%	3,866 $245 Million
Q4 2022 Dec 19, 2024	SELL	$55.54 - $65.37 $101,360 - $119,300	-1,825 Reduced 24.17%	5,725 $363 Million
Q3 2022 Dec 19, 2024	BUY	$57.95 - $74.75 $95,385 - $123,038	1,646 Added 27.88%	7,550 $439 Million
Q2 2022 Dec 19, 2024	BUY	$62.79 - $74.93 $175,937 - $209,953	2,802 Added 90.33%	5,904 $403 Million
Q1 2022 Dec 19, 2024	SELL	$64.67 - $72.25 $64 - $72	-1 Reduced 0.03%	3,102 $215 Million
Q4 2021 Dec 19, 2024	BUY	$63.81 - $71.97 $63 - $71	1 Added 0.03%	3,103 $222 Million
Q3 2021 Dec 19, 2024	BUY	$62.85 - $70.43 $194,960 - $218,473	3,102 New	3,102 $201 Million

Others Institutions Holding O

# of Institutions

1,374

Shares Held

664M

Call Options Held

4.15M

Put Options Held

2.48M

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About REALTY INCOME CORP

Ticker O
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 617,577,024
Market Cap $31.9B
Description
Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date...

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