A detailed history of Congress Wealth Management LLC transactions in Realty Income Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,468 shares of O stock, worth $755,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,468
Previous 4,639 190.32%
Holding current value
$755,150
Previous $245,000 248.57%
% of portfolio
0.01%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$52.36 - $63.42 $462,286 - $559,935
8,829 Added 190.32%
13,468 $854,000
Q2 2024

Aug 13, 2024

SELL
$50.8 - $55.45 $586,486 - $640,170
-11,545 Reduced 71.34%
4,639 $245,000
Q1 2024

Apr 18, 2024

BUY
$51.39 - $59.48 $572,176 - $662,250
11,134 Added 220.48%
16,184 $875,000
Q4 2023

Feb 09, 2024

BUY
$46.22 - $58.58 $6,609 - $8,376
143 Added 2.91%
5,050 $289,000
Q3 2023

Oct 30, 2023

BUY
$49.62 - $63.75 $16,672 - $21,420
336 Added 7.35%
4,907 $245,000
Q1 2023

Apr 14, 2023

SELL
$59.27 - $68.3 $16,417 - $18,919
-277 Reduced 5.71%
4,571 $289,000
Q4 2022

Feb 02, 2023

BUY
$55.54 - $65.37 $15,329 - $18,042
276 Added 6.04%
4,848 $307,000
Q3 2022

Nov 08, 2022

BUY
$57.95 - $74.75 $264,947 - $341,757
4,572 New
4,572 $267,000

Others Institutions Holding O

About REALTY INCOME CORP


  • Ticker O
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 617,577,024
  • Market Cap $34.6B
  • 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...
More about O
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