Purchases and Sales Made in Q2 2023 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
175+ 2.03% |
$10.2K - $11K
|
8.78K
$453K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
172+ 0.8% |
$10.1K - $10.8K
|
21.6K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
171New |
$9.99K - $10.8K
|
171
$8.84K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
165+ 3.82% |
$9.64K - $10.4K
|
4.48K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
163New |
$9.53K - $10.3K
|
163
$8.42K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
160+ 3.98% |
$9.35K - $10.1K
|
4.18K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
159+ 0.28% |
$9.29K - $10K
|
57K
$2.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
156+ 13.11% |
$9.12K - $9.82K
|
1.35K
$69.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
156+ 2.7% |
$9.12K - $9.82K
|
5.93K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
152+ 2.94% |
$8.88K - $9.57K
|
5.32K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 1.0% |
$8.82K - $9.51K
|
15.3K
$790K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
150New |
$8.77K - $9.44K
|
150
$7.75K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150+ 2.73% |
$8.77K - $9.44K
|
5.65K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
150+ 12.0% |
$8.77K - $9.44K
|
1.4K
$72.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
150+ 11.28% |
$8.77K - $9.44K
|
1.48K
$76.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
150+ 4.67% |
$8.77K - $9.44K
|
3.37K
$174K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
147+ 288.24% |
$8.59K - $9.25K
|
198
$10.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
146+ 3.81% |
$8.53K - $9.19K
|
3.97K
$205K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
138+ 1.89% |
$8.06K - $8.69K
|
7.45K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
133+ 22.85% |
$7.77K - $8.37K
|
715
$36.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
129+ 3.84% |
$7.54K - $8.12K
|
3.49K
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
128+ 0.32% |
$7.48K - $8.06K
|
40.2K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
127+ 1.95% |
$7.42K - $7.99K
|
6.63K
$343K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
126+ 12.41% |
$7.36K - $7.93K
|
1.14K
$59K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
125+ 8.69% |
$7.31K - $7.87K
|
1.56K
$80.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
117+ 2.94% |
$6.84K - $7.37K
|
4.09K
$211K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
112New |
$6.55K - $7.05K
|
112
$5.79K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
112+ 14.23% |
$6.55K - $7.05K
|
899
$46.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
111+ 3.05% |
$6.49K - $6.99K
|
3.76K
$194K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
106New |
$6.19K - $6.67K
|
106
$5.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
103+ 1.2% |
$6.02K - $6.48K
|
8.72K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
102New |
$5.96K - $6.42K
|
102
$5.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
BUY
|
- |
100+ 0.25% |
$5.84K - $6.3K
|
39.6K
$2.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.81% |
$5.84K - $6.3K
|
3.66K
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
94+ 0.2% |
$5.49K - $5.92K
|
46.9K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
92+ 0.07% |
$5.38K - $5.79K
|
123K
$6.38M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
92+ 1.45% |
$5.38K - $5.79K
|
6.45K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
91+ 1.96% |
$5.32K - $5.73K
|
4.73K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
88+ 1.81% |
$5.14K - $5.54K
|
4.94K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
88+ 0.62% |
$5.14K - $5.54K
|
14.2K
$736K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
78+ 48.75% |
$4.56K - $4.91K
|
238
$12.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
77+ 53.1% |
$4.5K - $4.85K
|
222
$11.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
77+ 20.7% |
$4.5K - $4.85K
|
449
$23.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
75+ 0.26% |
$4.38K - $4.72K
|
28.6K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
70+ 1.45% |
$4.09K - $4.41K
|
4.88K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
62+ 1.44% |
$3.62K - $3.9K
|
4.36K
$225K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60+ 1.26% |
$3.51K - $3.78K
|
4.84K
$250K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
59+ 0.25% |
$3.45K - $3.71K
|
23.4K
$1.21M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58+ 1.69% |
$3.39K - $3.65K
|
3.5K
$181K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
56+ 1.26% |
$3.27K - $3.53K
|
4.52K
$233K
|