Latest Institutional Transactions on Realty Income Corp (O)
This table provides information on the latest institutional transactions involving Realty Income Corp (O) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.46KNew |
$179K - $202K
|
3.46K
$206K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$189K - $214K
|
3.65K
$217K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
73+ 146.0% |
$3.77K - $4.27K
|
123
$7.31K
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-353K- 92.82% |
$18.2M - $20.6M
|
27.3K
$1.62M
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
48KNew |
$2.48M - $2.81M
|
48K
$2.85M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
75KNew |
$3.88M - $4.39M
|
75K
$4.46M
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
550+ 12.43% |
$28.4K - $32.2K
|
4.98K
$296K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
264+ 5.85% |
$13.6K - $15.4K
|
4.77K
$284K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 0.96% |
$258 - $292
|
514
$30.6K
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.46KNew |
$179K - $202K
|
3.46K
$206K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-79- 1.07% |
$4.08K - $4.62K
|
7.28K
$433K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 6.34% |
$930 - $1.05K
|
302
$18K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
252+ 78.26% |
$13K - $14.7K
|
574
$34.1K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
200+ 100.0% |
$10.3K - $11.7K
|
400
$23.8K
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.9KNew |
$253K - $287K
|
4.9K
$291K
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
5.89KNew |
$305K - $345K
|
5.89K
$350K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
27+ 0.19% |
$1.4K - $1.58K
|
14.6K
$868K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.57KNew |
$494K - $560K
|
9.57K
$569K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.45K+ 37.29% |
$74.8K - $84.6K
|
5.33K
$317K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-59- 1.13% |
$3.05K - $3.45K
|
5.14K
$306K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
85New |
$4.39K - $4.97K
|
85
$5.05K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.47KNew |
$179K - $203K
|
3.47K
$206K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
87+ 1.12% |
$4.5K - $5.09K
|
7.87K
$468K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.24K+ 1.76% |
$426K - $482K
|
476K
$28.3M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-299- 61.9% |
$15.4K - $17.5K
|
184
$10.9K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
29+ 0.94% |
$1.5K - $1.7K
|
3.1K
$184K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
1.13K+ 12.37% |
$58.4K - $66.2K
|
10.3K
$611K
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.65KNew |
$189K - $213K
|
3.65K
$217K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$930 - $1.05K
|
18
$1.07K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 32.69% |
$878 - $994
|
69
$4.1K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
33+ 0.71% |
$1.71K - $1.93K
|
4.67K
$278K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
163+ 0.8% |
$8.42K - $9.53K
|
20.6K
$1.23M
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-50- 3.85% |
$2.58K - $2.92K
|
1.25K
$74.3K
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.3K+ 7.08% |
$67.2K - $76K
|
19.7K
$1.17M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$155 - $175
|
3
$178
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
45+ 2.61% |
$2.33K - $2.63K
|
1.77K
$105K
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.71K- 19.74% |
$140K - $159K
|
11K
$655K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
390+ 8.09% |
$20.2K - $22.8K
|
5.21K
$310K
|
|
Q4 2024 | |||||||
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-214- 3.83% |
$11.1K - $13.8K
|
5.37K
$319K
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-68- 5.63% |
$3.52K - $4.4K
|
1.14K
$67.7K
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-28.1K- 26.2% |
$1.45M - $1.82M
|
79.1K
$4.7M
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.1K- 44.77% |
$991K - $1.24M
|
23.6K
$1.4M
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
61.4KNew |
$3.18M - $3.97M
|
61.4K
$3.65M
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2KNew |
$104K - $129K
|
2K
$119K
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-531- 4.42% |
$27.5K - $34.4K
|
11.5K
$682K
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
3.18K+ 88.99% |
$164K - $206K
|
6.75K
$401K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
422New |
$21.8K - $27.3K
|
422
$25.1K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.55KNew |
$339K - $424K
|
6.55K
$389K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
177New |
$9.16K - $11.5K
|
177
$10.5K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|