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 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
421+ 13.47% |
$21.6K - $25K
|
3.55K
$194K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
420New |
$21.6K - $25K
|
420
$22.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
419New |
$21.5K - $24.9K
|
419
$22.9K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
414+ 4.77% |
$21.3K - $24.6K
|
9.09K
$497K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
403+ 20.02% |
$20.7K - $24K
|
2.42K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
400+ 3.01% |
$20.6K - $23.8K
|
13.7K
$747K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
397+ 1.2% |
$20.4K - $23.6K
|
33.6K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
397+ 4.03% |
$20.4K - $23.6K
|
10.2K
$560K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
395+ 10.58% |
$20.3K - $23.5K
|
4.13K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
392+ 6.98% |
$20.1K - $23.3K
|
6.01K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
386+ 1.25% |
$19.8K - $23K
|
31.2K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
385+ 10.17% |
$19.8K - $22.9K
|
4.17K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
385+ 5.58% |
$19.8K - $22.9K
|
7.28K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
384+ 8.88% |
$19.7K - $22.8K
|
4.71K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
357+ 2.42% |
$18.3K - $21.2K
|
15.1K
$825K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
354+ 2.2% |
$18.2K - $21.1K
|
16.5K
$900K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
350+ 24.14% |
$18K - $20.8K
|
1.8K
$98.3K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
346+ 5.28% |
$17.8K - $20.6K
|
6.9K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
346New |
$17.8K - $20.6K
|
346
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
345New |
$17.7K - $20.5K
|
345
$18.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
340+ 3.8% |
$17.5K - $20.2K
|
9.28K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
337+ 2.97% |
$17.3K - $20K
|
11.7K
$639K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
333+ 8.64% |
$17.1K - $19.8K
|
4.19K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
328+ 7.77% |
$16.9K - $19.5K
|
4.55K
$248K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
325+ 3.86% |
$16.7K - $19.3K
|
8.74K
$477K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
311New |
$16K - $18.5K
|
311
$17K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
306+ 6.38% |
$15.7K - $18.2K
|
5.1K
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
303+ 0.65% |
$15.6K - $18K
|
47.2K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
300+ 291.26% |
$15.4K - $17.8K
|
403
$22K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
285+ 2.31% |
$14.6K - $17K
|
12.6K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
285+ 6.55% |
$14.6K - $17K
|
4.64K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
282+ 1.19% |
$14.5K - $16.8K
|
24K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
279+ 7.3% |
$14.3K - $16.6K
|
4.1K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
279+ 5.88% |
$14.3K - $16.6K
|
5.02K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
277+ 0.16% |
$14.2K - $16.5K
|
175K
$9.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
275+ 443.55% |
$14.1K - $16.4K
|
337
$18.4K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
271+ 1.0% |
$13.9K - $16.1K
|
27.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
271+ 19.74% |
$13.9K - $16.1K
|
1.64K
$89.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
260+ 1.37% |
$13.4K - $15.5K
|
19.2K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
258+ 0.27% |
$13.3K - $15.3K
|
95.7K
$5.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
255+ 0.64% |
$13.1K - $15.2K
|
40.1K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
254+ 2.75% |
$13.1K - $15.1K
|
9.5K
$519K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
250+ 6.67% |
$12.8K - $14.9K
|
4K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
250+ 4.85% |
$12.8K - $14.9K
|
5.41K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$12.8K - $14.9K
|
250
$13.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
248+ 0.47% |
$12.7K - $14.8K
|
52.9K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
244+ 1.94% |
$12.5K - $14.5K
|
12.9K
$702K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
243+ 8.14% |
$12.5K - $14.5K
|
3.23K
$176K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
239+ 2.06% |
$12.3K - $14.2K
|
11.8K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
237+ 677.14% |
$12.2K - $14.1K
|
272
$14.9K
|