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 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-932- 4.25% |
$47.9K - $55.4K
|
21K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-937- 14.01% |
$48.2K - $55.7K
|
5.75K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-942- 8.61% |
$48.4K - $56K
|
10K
$546K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-950- 50.0% |
$48.8K - $56.5K
|
950
$51.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-952- 18.34% |
$48.9K - $56.6K
|
4.24K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-967- 2.24% |
$49.7K - $57.5K
|
42.3K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-976- 1.18% |
$50.2K - $58.1K
|
81.6K
$4.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-983- 33.71% |
$50.5K - $58.5K
|
1.93K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.04K- 15.81% |
$53.6K - $62K
|
5.55K
$303K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.05K- 13.69% |
$53.9K - $62.3K
|
6.61K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 20.85% |
$53.9K - $62.4K
|
3.98K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.07K- 9.52% |
$54.9K - $63.5K
|
10.2K
$555K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.08K- 6.72% |
$55.6K - $64.4K
|
15K
$821K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.09K- 13.81% |
$56K - $64.8K
|
6.8K
$372K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 6.9% |
$56.4K - $65.2K
|
14.8K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.13K- 8.19% |
$58.1K - $67.2K
|
12.7K
$692K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.13K- 5.56% |
$58.3K - $67.5K
|
19.2K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.14K- 6.59% |
$58.3K - $67.5K
|
16.1K
$880K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-1.2K- 5.14% |
$61.6K - $71.3K
|
22.1K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 23.02% |
$61.8K - $71.5K
|
4.02K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.2K- 19.66% |
$61.9K - $71.6K
|
4.92K
$269K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.21K- 73.46% |
$62K - $71.8K
|
436
$23.8K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.23K- 95.51% |
$63.4K - $73.3K
|
58
$3.17K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.28K- 6.66% |
$65.5K - $75.8K
|
17.9K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.3K- 12.71% |
$66.6K - $77.1K
|
8.9K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.31K- 33.7% |
$67.3K - $77.9K
|
2.58K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.32K- 5.42% |
$67.6K - $78.3K
|
22.9K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.34K- 25.35% |
$68.8K - $79.6K
|
3.94K
$215K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.36K- 4.81% |
$69.9K - $80.9K
|
26.9K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.37K- 9.02% |
$70.1K - $81.2K
|
13.8K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.4K- 11.47% |
$72K - $83.3K
|
10.8K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.45K- 1.0% |
$74.3K - $86K
|
143K
$7.79M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.51K- 8.25% |
$77.4K - $89.6K
|
16.8K
$916K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.51K- 13.89% |
$77.5K - $89.8K
|
9.35K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 3.32% |
$78.4K - $90.7K
|
44.4K
$2.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.61K- 15.79% |
$82.7K - $95.7K
|
8.58K
$469K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.68K- 27.36% |
$86.2K - $99.8K
|
4.45K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.72K- 12.46% |
$88.2K - $102K
|
12.1K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 4.19% |
$90.3K - $105K
|
40.2K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.76K- 32.96% |
$90.4K - $105K
|
3.58K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.92K- 4.83% |
$98.7K - $114K
|
37.8K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.01K- 23.76% |
$103K - $119K
|
6.44K
$352K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.1K- 6.0% |
$108K - $125K
|
32.9K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.26K- 11.03% |
$116K - $135K
|
18.3K
$998K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.38K- 70.23% |
$122K - $142K
|
1.01K
$55.2K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.76K- 37.61% |
$142K - $164K
|
4.58K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.79K- 68.02% |
$143K - $166K
|
1.31K
$71.7K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.04K- 9.71% |
$156K - $181K
|
28.3K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.06K- 37.78% |
$157K - $182K
|
5.03K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.1K- 18.74% |
$159K - $184K
|
13.4K
$734K
|