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 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
81New |
$4.16K - $4.82K
|
81
$4.43K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
77+ 1.19% |
$3.96K - $4.58K
|
6.54K
$357K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
76+ 0.49% |
$3.91K - $4.52K
|
15.5K
$846K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
75New |
$3.85K - $4.46K
|
75
$4.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
75+ 0.34% |
$3.85K - $4.46K
|
21.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
75New |
$3.85K - $4.46K
|
75
$4.1K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
73+ 0.2% |
$3.75K - $4.34K
|
36.4K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
72+ 0.52% |
$3.7K - $4.28K
|
13.8K
$755K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
70+ 7.61% |
$3.6K - $4.16K
|
990
$54.1K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
70New |
$3.6K - $4.16K
|
70
$3.82K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 3.77% |
$3.39K - $3.93K
|
1.82K
$99.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 5.22% |
$3.08K - $3.57K
|
1.21K
$66.1K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
60New |
$3.08K - $3.57K
|
60
$3.28K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 5.81% |
$3.08K - $3.57K
|
1.09K
$59.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
58+ 0.4% |
$2.98K - $3.45K
|
14.5K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
57+ 45.24% |
$2.93K - $3.39K
|
183
$10K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
55+ 40.15% |
$2.83K - $3.27K
|
192
$10.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
55+ 1.04% |
$2.83K - $3.27K
|
5.36K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52+ 0.51% |
$2.67K - $3.09K
|
10.3K
$561K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 2500.0% |
$2.57K - $2.97K
|
52
$2.84K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
49+ 196.0% |
$2.52K - $2.91K
|
74
$4.04K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
48+ 0.63% |
$2.47K - $2.86K
|
7.61K
$416K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
46+ 1.07% |
$2.36K - $2.74K
|
4.33K
$237K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46+ 0.6% |
$2.36K - $2.74K
|
7.7K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
40+ 0.41% |
$2.06K - $2.38K
|
9.69K
$529K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
39+ 1.06% |
$2K - $2.32K
|
3.72K
$203K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 475.0% |
$1.95K - $2.26K
|
46
$2.51K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
34+ 13.49% |
$1.75K - $2.02K
|
286
$15.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
33+ 0.15% |
$1.7K - $1.96K
|
22K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
32+ 6.15% |
$1.64K - $1.9K
|
552
$30.2K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
28+ 0.07% |
$1.44K - $1.67K
|
40K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
26+ 4.54% |
$1.34K - $1.55K
|
599
$32.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 1.6% |
$1.28K - $1.49K
|
1.58K
$86.5K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
24New |
$1.23K - $1.43K
|
24
$1.31K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 240.0% |
$1.23K - $1.43K
|
34
$1.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
23+ 0.46% |
$1.18K - $1.37K
|
5.07K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 1.41% |
$1.18K - $1.37K
|
1.66K
$90.6K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 18.92% |
$1.08K - $1.25K
|
132
$7.21K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 18.1% |
$1.08K - $1.25K
|
137
$7.49K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.03K - $1.19K
|
20
$1.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
20+ 76.92% |
$1.03K - $1.19K
|
46
$2.51K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 35.09% |
$1.03K - $1.19K
|
77
$4.21K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19New |
$976 - $1.13K
|
19
$1.04K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
19New |
$976 - $1.13K
|
19
$1.04K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18New |
$925 - $1.07K
|
18
$984
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.46% |
$925 - $1.07K
|
3.96K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 3.07% |
$925 - $1.07K
|
604
$33K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 106.25% |
$874 - $1.01K
|
33
$1.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 0.25% |
$771 - $892
|
6.09K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 1.33% |
$617 - $714
|
916
$50.1K
|