Purchases and Sales Made in Q1 2024 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q1 2024. 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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
801+ 6.92% |
$41.2K - $47.6K
|
12.4K
$676K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
800+ 13.01% |
$41.1K - $47.6K
|
6.95K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
795+ 13.69% |
$40.9K - $47.3K
|
6.6K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
778+ 14.7% |
$40K - $46.3K
|
6.07K
$332K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
777+ 113.1% |
$39.9K - $46.2K
|
1.46K
$80K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
776+ 5.43% |
$39.9K - $46.2K
|
15.1K
$823K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
757+ 6.34% |
$38.9K - $45K
|
12.7K
$693K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
744+ 1.25% |
$38.2K - $44.3K
|
60.3K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
730+ 38.24% |
$37.5K - $43.4K
|
2.64K
$144K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
728+ 19.13% |
$37.4K - $43.3K
|
4.53K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
716+ 2.13% |
$36.8K - $42.6K
|
34.3K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
712+ 10.04% |
$36.6K - $42.3K
|
7.8K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
701+ 13.76% |
$36K - $41.7K
|
5.8K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
700+ 466.67% |
$36K - $41.6K
|
850
$46.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
700+ 132.58% |
$36K - $41.6K
|
1.23K
$67.1K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
700+ 6.86% |
$36K - $41.6K
|
10.9K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
700+ 3.24% |
$36K - $41.6K
|
22.3K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
671+ 0.31% |
$34.5K - $39.9K
|
219K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
669+ 9.61% |
$34.4K - $39.8K
|
7.63K
$417K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
653+ 13.16% |
$33.6K - $38.8K
|
5.61K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
647New |
$33.2K - $38.5K
|
647
$35.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
630New |
$32.4K - $37.5K
|
630
$34.4K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
613+ 2.78% |
$31.5K - $36.5K
|
22.6K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
611New |
$31.4K - $36.3K
|
611
$33.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
603New |
$31K - $35.9K
|
603
$32.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
598+ 2.93% |
$30.7K - $35.6K
|
21K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
591+ 101.9% |
$30.4K - $35.2K
|
1.17K
$64K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
589+ 14.92% |
$30.3K - $35K
|
4.54K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
566+ 8.59% |
$29.1K - $33.7K
|
7.16K
$391K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
565+ 2.26% |
$29K - $33.6K
|
25.6K
$1.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
560+ 15.3% |
$28.8K - $33.3K
|
4.22K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
559+ 10.58% |
$28.7K - $33.2K
|
5.84K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
545+ 191.23% |
$28K - $32.4K
|
830
$45.3K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
533+ 43.33% |
$27.4K - $31.7K
|
1.76K
$96.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
531+ 15.83% |
$27.3K - $31.6K
|
3.89K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
531+ 2.69% |
$27.3K - $31.6K
|
20.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
517+ 2.06% |
$26.6K - $30.8K
|
25.6K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
515+ 12.79% |
$26.5K - $30.6K
|
4.54K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
507+ 2.73% |
$26.1K - $30.2K
|
19.1K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
505+ 3.16% |
$26K - $30K
|
16.5K
$901K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
505+ 1.1% |
$26K - $30K
|
46.4K
$2.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
504+ 6.31% |
$25.9K - $30K
|
8.49K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$25.7K - $29.7K
|
500
$27.3K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
500+ 8.0% |
$25.7K - $29.7K
|
6.75K
$369K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
497+ 1.48% |
$25.5K - $29.6K
|
34.2K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
493+ 5.13% |
$25.3K - $29.3K
|
10.1K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
470+ 12.75% |
$24.2K - $28K
|
4.16K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
460+ 0.51% |
$23.6K - $27.4K
|
90.3K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
427+ 29.23% |
$21.9K - $25.4K
|
1.89K
$103K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
422+ 8.54% |
$21.7K - $25.1K
|
5.36K
$293K
|