Latest Institutional Purchases of Realty Income Corp (O)
This list provides information on the latest institutional transactions involving Realty Income Corp (O) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.78KNew |
$174K - $221K
|
3.78K
$198K
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.77KNew |
$174K - $221K
|
3.77K
$198K
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.69KNew |
$171K - $216K
|
3.69K
$194K
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.67KNew |
$170K - $215K
|
3.67K
$193K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
3.6KNew |
$166K - $211K
|
3.6K
$189K
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
3.59KNew |
$166K - $210K
|
3.59K
$188K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.53KNew |
$163K - $207K
|
3.53K
$185K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.5KNew |
$162K - $205K
|
3.5K
$184K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.5KNew |
$162K - $205K
|
3.5K
$184K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.49K+ 42.73% |
$161K - $204K
|
11.6K
$611K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.49KNew |
$161K - $204K
|
3.49K
$183K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 18.98% |
$157K - $199K
|
21.3K
$1.12M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.77KNew |
$128K - $162K
|
2.77K
$145K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.66K+ 13.72% |
$123K - $156K
|
22K
$1.16M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.07K+ 47.27% |
$95.5K - $121K
|
6.44K
$338K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.02K+ 27.05% |
$93.4K - $118K
|
9.49K
$498K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.01K+ 3.01% |
$92.7K - $117K
|
68.5K
$3.59M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$66.8K - $84.6K
|
1.45K
$75.8K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.38K+ 15.33% |
$63.8K - $80.8K
|
10.4K
$545K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.17K+ 245.17% |
$53.9K - $68.4K
|
1.64K
$86.2K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.07KNew |
$49.5K - $62.7K
|
1.07K
$56.2K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
873+ 3.0% |
$40.4K - $51.1K
|
30K
$1.57M
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
860+ 423.65% |
$39.7K - $50.4K
|
1.06K
$55.8K
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
808+ 2.32% |
$37.3K - $47.3K
|
35.7K
$1.87M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
687New |
$31.8K - $40.2K
|
687
$36K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
600+ 24.0% |
$27.7K - $35.1K
|
3.1K
$163K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
564New |
$26.1K - $33K
|
564
$29.6K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
555New |
$25.7K - $32.5K
|
555
$29.1K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
514+ 9.05% |
$23.8K - $30.1K
|
6.2K
$325K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
491New |
$22.7K - $28.8K
|
491
$25.8K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
468+ 35.67% |
$21.6K - $27.4K
|
1.78K
$93.4K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
436+ 43600.0% |
$20.2K - $25.5K
|
437
$22.9K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
427New |
$19.7K - $25K
|
427
$22.4K
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
421+ 3.94% |
$19.5K - $24.7K
|
11.1K
$582K
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
380New |
$17.6K - $22.3K
|
380
$19.9K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
365+ 54.07% |
$16.9K - $21.4K
|
1.04K
$54.5K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
357New |
$16.5K - $20.9K
|
357
$18.7K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
341New |
$15.8K - $20K
|
341
$17.9K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
288New |
$13.3K - $16.9K
|
288
$15.1K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
283+ 60.21% |
$13.1K - $16.6K
|
753
$39.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
280New |
$12.9K - $16.4K
|
280
$14.7K
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
267+ 1.67% |
$12.3K - $15.6K
|
16.3K
$853K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
239+ 14.47% |
$11K - $14K
|
1.89K
$99.2K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
208+ 23.32% |
$9.61K - $12.2K
|
1.1K
$57.7K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
208+ 24.91% |
$9.61K - $12.2K
|
1.04K
$54.7K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
200New |
$9.24K - $11.7K
|
200
$10.5K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$9.24K - $11.7K
|
200
$10.5K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200New |
$9.24K - $11.7K
|
200
$10.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
190+ 62.71% |
$8.78K - $11.1K
|
493
$25.9K
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
174+ 0.66% |
$8.04K - $10.2K
|
26.7K
$1.4M
|