Purchases and Sales Made in Q4 2023 in Kimco Realty Corp (KIM)
This table provides information about the institutional ownership of Kimco Realty Corp (KIM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
223+ 2.41% |
$3.65K - $5.04K
|
9.48K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
222+ 1.02% |
$3.64K - $5.01K
|
22.1K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
209+ 1.63% |
$3.42K - $4.72K
|
13K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
202+ 320.63% |
$3.31K - $4.56K
|
265
$5.73K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
196New |
$3.21K - $4.43K
|
196
$4.24K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
187+ 14.31% |
$3.06K - $4.22K
|
1.49K
$32.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168+ 17.06% |
$2.75K - $3.8K
|
1.15K
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
155+ 0.02% |
$2.54K - $3.5K
|
650K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
155New |
$2.54K - $3.5K
|
155
$3.35K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
152+ 1.09% |
$2.49K - $3.43K
|
14.1K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
127+ 1.1% |
$2.08K - $2.87K
|
11.7K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
123+ 27.46% |
$2.01K - $2.78K
|
571
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
120+ 0.85% |
$1.97K - $2.71K
|
14.3K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
119+ 0.37% |
$1.95K - $2.69K
|
32.1K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
117+ 0.59% |
$1.92K - $2.64K
|
20.1K
$435K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
110+ 24.66% |
$1.8K - $2.48K
|
556
$12K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
104New |
$1.7K - $2.35K
|
104
$2.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
103+ 605.88% |
$1.69K - $2.33K
|
120
$2.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100New |
$1.64K - $2.26K
|
100
$2.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$1.64K - $2.26K
|
100
$2.16K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
98+ 0.12% |
$1.61K - $2.21K
|
84.3K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
98+ 0.49% |
$1.61K - $2.21K
|
20K
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
97+ 3.73% |
$1.59K - $2.19K
|
2.7K
$58.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90New |
$1.47K - $2.03K
|
90
$1.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
56New |
$917 - $1.27K
|
56
$1.21K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 6.71% |
$917 - $1.27K
|
891
$19.3K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
47New |
$770 - $1.06K
|
47
$1.02K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
47New |
$770 - $1.06K
|
47
$1.02K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 1.95% |
$737 - $1.02K
|
2.36K
$51K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
44New |
$721 - $994
|
44
$951
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
38+ 1.14% |
$622 - $858
|
3.36K
$72.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
36+ 81.82% |
$590 - $813
|
80
$1.73K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
26+ 3.05% |
$426 - $587
|
879
$19K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 13.71% |
$393 - $542
|
199
$4.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 7.4% |
$377 - $520
|
334
$7.22K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 1.57% |
$278 - $384
|
1.1K
$23.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$229 - $316
|
14
$303
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$147 - $203
|
9
$195
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 3.6% |
$131 - $181
|
230
$4.97K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.22% |
$98.3 - $136
|
2.74K
$59.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6New |
$98.3 - $136
|
6
$130
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.03% |
$81.9 - $113
|
14.5K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.25% |
$49.1 - $67.8
|
243
$5.25K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6- 1.76% |
$98.3 - $136
|
334
$7.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 2.93% |
$115 - $158
|
232
$5.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8- 0.07% |
$131 - $181
|
11.9K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 0.45% |
$131 - $181
|
1.76K
$38K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-27- 9.44% |
$442 - $610
|
259
$5.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 15.17% |
$524 - $723
|
179
$3.87K
|