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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11New |
$565 - $654
|
11
$601
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 1.12% |
$565 - $654
|
996
$54.4K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 20.93% |
$463 - $535
|
52
$2.84K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
9New |
$463 - $535
|
9
$492
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
7+ 2.89% |
$360 - $416
|
249
$13.6K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 1.98% |
$360 - $416
|
360
$19.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 0.1% |
$308 - $357
|
5.87K
$320K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
5+ 1.42% |
$257 - $297
|
357
$19.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5+ 0.04% |
$257 - $297
|
11.8K
$642K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.48% |
$257 - $297
|
1.05K
$57.1K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 26.32% |
$257 - $297
|
24
$1.31K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.72% |
$206 - $238
|
559
$30.5K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$103 - $119
|
2
$109
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$51.4 - $59.5
|
3.88K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$51.4 - $59.5
|
1.68K
$91.5K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$51.4 - $59.5
|
1
$54.6
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.0% |
$51.4 - $59.5
|
36.9K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$51.4 - $59.5
|
4.96K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.01% |
$51.4 - $59.5
|
8.09K
$442K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.26% |
$51.4 - $59.5
|
390
$21.3K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$51.4 - $59.5
|
10.5K
$574K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.44% |
$103 - $119
|
80
$4.37K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 19.23% |
$257 - $297
|
21
$1.15K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$257 - $297
|
11.8K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6- 2.46% |
$308 - $357
|
238
$13K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8- 72.73% |
$411 - $476
|
3
$164
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 0.08% |
$719 - $833
|
17.7K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-17- 13.18% |
$874 - $1.01K
|
112
$6.12K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-25- 0.63% |
$1.28K - $1.49K
|
3.95K
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-45- 6.29% |
$2.31K - $2.68K
|
670
$36.6K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-45- 3.09% |
$2.31K - $2.68K
|
1.41K
$77.1K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-48- 0.43% |
$2.47K - $2.86K
|
11.1K
$608K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-49- 0.36% |
$2.52K - $2.91K
|
13.4K
$733K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-49- 46.23% |
$2.52K - $2.91K
|
57
$3.11K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-61- 47.66% |
$3.13K - $3.63K
|
67
$3.66K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-65- 0.71% |
$3.34K - $3.87K
|
9.06K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-69- 0.5% |
$3.55K - $4.1K
|
13.9K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-79- 2.0% |
$4.06K - $4.7K
|
3.86K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-80- 16.29% |
$4.11K - $4.76K
|
411
$22.4K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-83- 41.71% |
$4.27K - $4.94K
|
116
$6.34K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-89- 0.65% |
$4.57K - $5.29K
|
13.5K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-90- 18.37% |
$4.63K - $5.35K
|
400
$21.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-92- 1.61% |
$4.73K - $5.47K
|
5.61K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-94- 2.44% |
$4.83K - $5.59K
|
3.76K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-97- 2.1% |
$4.98K - $5.77K
|
4.52K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-99- 9.64% |
$5.09K - $5.89K
|
928
$50.7K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 21.19% |
$5.14K - $5.95K
|
372
$20.3K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 5.88% |
$5.14K - $5.95K
|
1.6K
$87.4K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-100- 0.75% |
$5.14K - $5.95K
|
13.2K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-101- 37.83% |
$5.19K - $6.01K
|
166
$9.07K
|