A detailed history of Mount Yale Investment Advisors, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,349 shares of O stock, worth $334,338. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,349
Previous 7,572 16.15%
Holding current value
$334,338
Previous $399,000 0.75%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 23, 2024

SELL
$52.36 - $63.42 $64,036 - $77,562
-1,223 Reduced 16.15%
6,349 $402,000
Q2 2024

Aug 13, 2024

SELL
$50.8 - $55.45 $59,131 - $64,543
-1,164 Reduced 13.32%
7,572 $399,000
Q1 2024

May 15, 2024

BUY
$51.39 - $59.48 $50,978 - $59,004
992 Added 12.81%
8,736 $472,000
Q4 2023

Feb 12, 2024

BUY
$46.22 - $58.58 $52,968 - $67,132
1,146 Added 17.37%
7,744 $444,000
Q3 2023

Oct 11, 2023

SELL
$49.62 - $63.75 $11,313 - $14,535
-228 Reduced 3.34%
6,598 $329,000
Q2 2023

Aug 14, 2023

SELL
$58.44 - $62.95 $701 - $755
-12 Reduced 0.18%
6,826 $408,000
Q1 2023

May 11, 2023

SELL
$59.27 - $68.3 $829 - $956
-14 Reduced 0.2%
6,838 $432,000
Q4 2022

Feb 13, 2023

BUY
$55.54 - $65.37 $380,560 - $447,915
6,852 New
6,852 $434,000
Q2 2018

Aug 22, 2018

SELL
$47.61 - $52.84 $47,705 - $52,945
-1,002 Closed
0 $0
Q1 2018

Jun 25, 2018

BUY
$46.09 - $54.86 $46,182 - $54,969
1,002 New
1,002 $52,000

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 $32.5B
  • 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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.