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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-381- 9.27% |
$17.6K - $22.3K
|
3.73K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$182K - $230K
|
3.93K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
283+ 60.21% |
$13.1K - $16.6K
|
753
$44.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
60+ 1000.0% |
$2.77K - $3.51K
|
66
$3.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 18.98% |
$157K - $199K
|
21.3K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
34.9KNew |
$1.61M - $2.04M
|
34.9K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.44K- 50.41% |
$251K - $318K
|
5.35K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
67+ 446.67% |
$3.1K - $3.92K
|
82
$4.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
143New |
$6.61K - $8.38K
|
143
$8.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.78K- 63.7% |
$406K - $514K
|
5K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.02K+ 27.05% |
$93.4K - $118K
|
9.49K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.63KNew |
$260K - $330K
|
5.63K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
9.97KNew |
$461K - $584K
|
9.97K
$592K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-135- 2.39% |
$6.24K - $7.91K
|
5.51K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
208+ 23.32% |
$9.61K - $12.2K
|
1.1K
$65.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-5.5K- 53.27% |
$254K - $322K
|
4.83K
$287K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-550- 13.56% |
$25.4K - $32.2K
|
3.51K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-3.42K- 43.33% |
$158K - $200K
|
4.47K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-8- 1.47% |
$370 - $469
|
538
$32K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
421+ 3.94% |
$19.5K - $24.7K
|
11.1K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.07K+ 47.27% |
$95.5K - $121K
|
6.44K
$383K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.5K- 60.85% |
$116K - $147K
|
1.61K
$95.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.67KNew |
$170K - $215K
|
3.67K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.69KNew |
$171K - $216K
|
3.69K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
280New |
$12.9K - $16.4K
|
280
$16.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.66K+ 13.72% |
$123K - $156K
|
22K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
190+ 62.71% |
$8.78K - $11.1K
|
493
$29.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$66.8K - $84.6K
|
1.45K
$85.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-17- 0.12% |
$786 - $996
|
14.6K
$866K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
808+ 2.32% |
$37.3K - $47.3K
|
35.7K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
600+ 24.0% |
$27.7K - $35.1K
|
3.1K
$184K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
41New |
$1.9K - $2.4K
|
41
$2.44K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
36+ 9.18% |
$1.66K - $2.11K
|
428
$25.4K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.77KNew |
$174K - $221K
|
3.77K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
83New |
$3.84K - $4.86K
|
83
$4.93K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-920- 16.67% |
$42.5K - $53.9K
|
4.6K
$273K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
380New |
$17.6K - $22.3K
|
380
$22.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 4.61% |
$9.24K - $11.7K
|
4.14K
$246K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.53KNew |
$163K - $207K
|
3.53K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-232- 5.14% |
$10.7K - $13.6K
|
4.28K
$254K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
239+ 14.47% |
$11K - $14K
|
1.89K
$112K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.24KNew |
$111K - $143K
|
2.24K
$133K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-3.38KClosed |
$168K - $215K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500New |
$24.8K - $31.9K
|
500
$29.7K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6- 11.76% |
$298 - $383
|
45
$2.68K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
132KNew |
$6.57M - $8.44M
|
132K
$7.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-233- 48.74% |
$11.6K - $14.9K
|
245
$14.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-160- 3.39% |
$7.94K - $10.2K
|
4.56K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
25New |
$1.24K - $1.59K
|
25
$1.49K
|
|