Purchases and Sales Made in Q1 2024 in Kimco Realty Corp (KIM)
This table provides information about the institutional ownership of Kimco Realty Corp (KIM) during Q1 2024. The information is specifically focused on institutions that hold shares of KIMCO REALTY CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 16.76% |
$1.13K - $1.28K
|
418
$9.58K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 555.56% |
$940 - $1.06K
|
59
$1.35K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35+ 0.32% |
$658 - $745
|
11K
$252K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 2.04% |
$583 - $660
|
1.55K
$35.6K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
30+ 37.5% |
$564 - $638
|
110
$2.52K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
26+ 0.09% |
$489 - $553
|
30.6K
$700K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 4.2% |
$451 - $511
|
595
$13.6K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 143.75% |
$432 - $489
|
39
$894
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 2.36% |
$395 - $447
|
912
$20.9K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13+ 1.18% |
$244 - $277
|
1.12K
$25.6K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$188 - $213
|
10
$229
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
10+ 1.1% |
$188 - $213
|
921
$21.1K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 18.18% |
$150 - $170
|
52
$1.19K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$150 - $170
|
8
$183
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.22% |
$113 - $128
|
2.75K
$62.9K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$94 - $106
|
5
$115
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 1.0% |
$94 - $106
|
504
$11.6K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 20.0% |
$94 - $106
|
30
$688
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 9.76% |
$75.2 - $85.1
|
45
$1.03K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2New |
$37.6 - $42.6
|
2
$45.8
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$18.8 - $21.3
|
1.1K
$25.2K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 7.14% |
$18.8 - $21.3
|
15
$344
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 18.28% |
$1.28K - $1.45K
|
304
$6.97K
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-101- 0.46% |
$1.9K - $2.15K
|
22K
$504K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-104- 29.8% |
$1.96K - $2.21K
|
245
$5.62K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-104- 4.52% |
$1.96K - $2.21K
|
2.2K
$50.3K
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-119- 0.36% |
$2.24K - $2.53K
|
33.1K
$759K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-148- 6.28% |
$2.78K - $3.15K
|
2.21K
$50.6K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-162- 0.69% |
$3.05K - $3.45K
|
23.3K
$535K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-166- 0.92% |
$3.12K - $3.53K
|
17.8K
$408K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-181- 0.1% |
$3.4K - $3.85K
|
174K
$3.99M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-207- 13.86% |
$3.89K - $4.4K
|
1.29K
$29.5K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-216- 93.1% |
$4.06K - $4.6K
|
16
$367
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-221- 11.06% |
$4.15K - $4.7K
|
1.78K
$40.7K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-225- 16.42% |
$4.23K - $4.79K
|
1.15K
$26.2K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-240- 5.12% |
$4.51K - $5.11K
|
4.44K
$102K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-242- 43.53% |
$4.55K - $5.15K
|
314
$7.2K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-250- 22.34% |
$4.7K - $5.32K
|
869
$19.9K
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-285- 0.82% |
$5.36K - $6.06K
|
34.4K
$787K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-332- 1.03% |
$6.24K - $7.06K
|
31.8K
$728K
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-427- 3.45% |
$8.03K - $9.09K
|
11.9K
$274K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-474- 60.0% |
$8.91K - $10.1K
|
316
$7.24K
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 1.05% |
$9.4K - $10.6K
|
47.2K
$1.08M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-569- 65.78% |
$10.7K - $12.1K
|
296
$6.78K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-579- 4.45% |
$10.9K - $12.3K
|
12.4K
$285K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-722- 6.05% |
$13.6K - $15.4K
|
11.2K
$257K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-734- 0.44% |
$13.8K - $15.6K
|
167K
$3.82M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-778- 3.42% |
$14.6K - $16.6K
|
22K
$504K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-782- 2.47% |
$14.7K - $16.6K
|
30.9K
$709K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-854- 7.19% |
$16.1K - $18.2K
|
11K
$253K
|