Purchases and Sales Made in Q1 2023 in Realty Income Corp (O)

This table provides information about the institutional ownership of Realty Income Corp (O) during Q1 2023. The information is specifically focused on institutions that hold shares of REALTY INCOME CORP.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
Jun 07, 2023 Q1 2023	Atomi Financial Group, Inc. Irvine, CA	BUY	-	6.11K New	$362K - $417K	6.11K $330K
Apr 24, 2023 Q1 2023	Sequoia Financial Advisors, LLC	BUY	-	6.1K + 3.74%	$361K - $416K	169K $9.15M
Apr 27, 2023 Q1 2023	Channel Wealth LLC Santa Barbara, CA	BUY	-	6.09K New	$361K - $416K	6.09K $329K
May 11, 2023 Q1 2023	M&T Bank Corp	BUY	-	5.93K + 6.64%	$351K - $405K	95.2K $5.15M
May 12, 2023 Q1 2023	Uss Investment Management LTD	BUY	-	5.89K + 4.42%	$349K - $402K	139K $7.52M
Apr 26, 2023 Q1 2023	Red Cedar Investment Management, LLC	BUY	-	5.87K + 52.06%	$348K - $401K	17.1K $927K
Apr 11, 2023 Q1 2023	Tarbox Family Office, Inc.	BUY	-	5.86K + 3.39%	$347K - $400K	179K $9.68M
May 08, 2023 Q1 2023	Eagle Asset Management Inc St Petersburg, FL	BUY	-	5.73K + 3.33%	$339K - $391K	178K $9.6M
Apr 17, 2023 Q1 2023	All Season Financial Advisors, Inc.	BUY	-	5.68K New	$336K - $388K	5.68K $307K
Aug 16, 2024 Q1 2023	Td Private Client Wealth LLC New York, NY	BUY	-	5.67K + 16.06%	$336K - $388K	41K $2.22M
Apr 26, 2023 Q1 2023	Sabal Trust CO	BUY	-	5.54K + 1.54%	$328K - $378K	366K $19.8M
May 17, 2023 Q1 2023	Rockefeller Capital Management L.P. New York, NY	BUY	-	5.51K + 1.44%	$327K - $377K	389K $21M
May 10, 2023 Q1 2023	Bfsg, LLC	BUY	-	5.4K New	$320K - $369K	5.4K $292K
Apr 17, 2023 Q1 2023	Lvm Capital Management LTD	BUY	-	5.32K + 3.43%	$315K - $363K	160K $8.66M
May 12, 2023 Q1 2023	Ethic Inc. New York, NY	BUY	-	5.29K + 12.93%	$314K - $362K	46.2K $2.5M
May 12, 2023 Q1 2023	Truvestments Capital LLC Sarasota, FL	BUY	-	5.21K + 20.95%	$309K - $356K	30.1K $1.63M
Jun 05, 2023 Q1 2023	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	5.2K New	$308K - $355K	5.2K $281K
May 15, 2023 Q1 2023	Snowden Capital Advisors LLC New York, NY	BUY	-	5.16K + 5.9%	$306K - $352K	92.6K $5.01M
May 05, 2023 Q1 2023	Assetmark, Inc	BUY	-	4.92K + 16.98%	$291K - $336K	33.9K $1.83M
May 12, 2023 Q1 2023	Fora Capital, LLC Miami, FL	BUY	-	4.88K + 25.29%	$289K - $333K	24.2K $1.31M
May 11, 2023 Q1 2023	Centersquare Investment Management LLC Plymouth Meeting, PA	BUY	-	4.87K + 0.08%	$289K - $332K	6.11M $331M
May 12, 2023 Q1 2023	Laidlaw Wealth Management LLC New York City, NY	BUY	-	4.81K New	$285K - $328K	4.81K $260K
May 15, 2023 Q1 2023	Angeles Investment Advisors, LLC	BUY	-	4.78K + 104.73%	$283K - $327K	9.35K $505K
May 12, 2023 Q1 2023	1832 Asset Management L.P. Toronto, A6	BUY	-	4.77K + 18.18%	$283K - $326K	31K $1.68M
Apr 26, 2023 Q1 2023	Caprock Group, Inc.	BUY	-	4.71K New	$279K - $322K	4.71K $255K
Apr 21, 2023 Q1 2023	Harbor Investment Advisory, LLC	BUY	-	4.65K + 47.12%	$275K - $317K	14.5K $784K
May 12, 2023 Q1 2023	Winton Group LTD London, X0	BUY	-	4.63K + 27.26%	$275K - $317K	21.6K $1.17M
May 02, 2023 Q1 2023	Abundance Wealth Counselors	BUY	-	4.62K New	$274K - $316K	4.62K $250K
May 02, 2023 Q1 2023	Victory Capital Management Inc	BUY	-	4.58K + 0.63%	$272K - $313K	727K $39.3M
May 10, 2023 Q1 2023	Garda Capital Partners LP Wayzata, MN	BUY	-	4.43K New	$262K - $302K	4.43K $239K
Apr 19, 2023 Q1 2023	Marcum Wealth, LLC	BUY	-	4.37K New	$259K - $298K	4.37K $236K
Apr 24, 2023 Q1 2023	Machina Capital S.A.S. Paris, I0	BUY	-	4.33K New	$257K - $296K	4.33K $234K
Apr 26, 2023 Q1 2023	Ifg Advisory, LLC	BUY	-	4.19K + 26.54%	$248K - $286K	20K $1.08M
Apr 18, 2023 Q1 2023	Allworth Financial LP	BUY	-	4.15K + 3.0%	$246K - $283K	143K $7.71M
Aug 30, 2023 Q1 2023	Orion Portfolio Solutions, LLC	BUY	-	4.1K + 24.02%	$243K - $280K	21.2K $1.15M
May 15, 2023 Q1 2023	Manufacturers Life Insurance Company, The Toronto, A6	BUY	-	4.08K + 0.91%	$242K - $279K	452K $24.4M
May 15, 2023 Q1 2023	Glenmede Trust CO Na Philadelphia, PA	BUY	-	4.06K + 28.46%	$240K - $277K	18.3K $990K
May 01, 2023 Q1 2023	Ieq Capital, LLC	BUY	-	4.05K + 75.33%	$240K - $277K	9.44K $510K
May 11, 2023 Q1 2023	Coastwise Capital Group, LLC La Jolla, CA	BUY	-	3.98K New	$236K - $272K	3.98K $215K
Apr 18, 2023 Q1 2023	Insight Folios Inc	BUY	-	3.95K + 4.17%	$234K - $270K	98.7K $5.34M
Apr 24, 2023 Q1 2023	Fifth Third Bancorp	BUY	-	3.93K + 9.12%	$233K - $268K	47K $2.54M
May 15, 2023 Q1 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	3.92K + 1.03%	$233K - $268K	384K $20.8M
May 12, 2023 Q1 2023	Black Swift Group, LLC Boulder, CO	BUY	-	3.86K + 14.38%	$229K - $264K	30.7K $1.66M
Apr 07, 2023 Q1 2023	Mission Wealth Management, LP	BUY	-	3.83K New	$227K - $261K	3.83K $207K
Apr 12, 2023 Q1 2023	Exchange Traded Concepts, LLC	BUY	-	3.79K + 3.11%	$224K - $259K	126K $6.79M
May 01, 2023 Q1 2023	Truadvice, LLC Sarasota, FL	BUY	-	3.76K New	$223K - $257K	3.76K $203K
Apr 13, 2023 Q1 2023	Accurate Wealth Management, LLC	BUY	-	3.75K + 15.18%	$222K - $256K	28.5K $1.54M
Apr 27, 2023 Q1 2023	Ballentine Partners, LLC Waltham, MA	BUY	-	3.7K + 51.71%	$219K - $253K	10.8K $586K
Apr 13, 2023 Q1 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	3.67K New	$218K - $251K	3.67K $198K
May 12, 2023 Q1 2023	Sound View Wealth Advisors Group, LLC	BUY	-	3.65K New	$216K - $249K	3.65K $197K

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Account

Purchases and Sales Made in Q1 2023 in Realty Income Corp (O)

6.11K

6.1K

6.09K

5.93K

5.89K

5.87K

5.86K

5.73K

5.68K

5.67K

5.54K

5.51K

5.4K

5.32K

5.29K

5.21K

5.2K

5.16K

4.92K

4.88K

4.87K

4.81K

4.78K

4.77K

4.71K

4.65K

4.63K

4.62K

4.58K

4.43K

4.37K

4.33K

4.19K

4.15K

4.1K

4.08K

4.06K

4.05K

3.98K

3.95K

3.93K

3.92K

3.86K

3.83K

3.79K

3.76K

3.75K

3.7K

3.67K

3.65K

Track Institutional and Insider Activities on O

Institutional Portfolio Updates

Insider Trading

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