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 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60+ 1.26% |
$3.51K - $3.78K
|
4.84K
$283K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
59+ 0.25% |
$3.45K - $3.71K
|
23.4K
$1.37M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58+ 1.69% |
$3.39K - $3.65K
|
3.5K
$205K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
56+ 1.26% |
$3.27K - $3.53K
|
4.52K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
51+ 0.92% |
$2.98K - $3.21K
|
5.59K
$327K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46New |
$2.69K - $2.9K
|
46
$2.69K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46+ 20.63% |
$2.69K - $2.9K
|
269
$15.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
44+ 1.11% |
$2.57K - $2.77K
|
4.02K
$235K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
43+ 134.38% |
$2.51K - $2.71K
|
75
$4.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
43+ 1.25% |
$2.51K - $2.71K
|
3.49K
$204K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42+ 2.58% |
$2.45K - $2.64K
|
1.67K
$97.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
40+ 0.22% |
$2.34K - $2.52K
|
18.5K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
40+ 66.67% |
$2.34K - $2.52K
|
100
$5.85K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
39+ 0.69% |
$2.28K - $2.46K
|
5.73K
$335K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
38+ 0.82% |
$2.22K - $2.39K
|
4.68K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
33+ 22.6% |
$1.93K - $2.08K
|
179
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
32New |
$1.87K - $2.01K
|
32
$1.87K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32+ 0.73% |
$1.87K - $2.01K
|
4.43K
$259K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 26.05% |
$1.81K - $1.95K
|
150
$8.78K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 44.26% |
$1.58K - $1.7K
|
88
$5.15K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 0.63% |
$1.58K - $1.7K
|
4.34K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 60.47% |
$1.52K - $1.64K
|
69
$4.04K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
25+ 0.12% |
$1.46K - $1.57K
|
20K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
24+ 150.0% |
$1.4K - $1.51K
|
40
$2.34K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
23+ 0.41% |
$1.34K - $1.45K
|
5.58K
$327K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.43% |
$1.29K - $1.38K
|
5.19K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
21+ 0.48% |
$1.23K - $1.32K
|
4.39K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 0.31% |
$1.11K - $1.2K
|
6.07K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$1.11K - $1.2K
|
6.37K
$373K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 0.1% |
$935 - $1.01K
|
16.6K
$971K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16+ 0.38% |
$935 - $1.01K
|
4.21K
$246K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
16+ 0.1% |
$935 - $1.01K
|
15.3K
$896K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 0.66% |
$877 - $944
|
2.29K
$134K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 0.66% |
$877 - $944
|
2.29K
$134K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15+ 0.14% |
$877 - $944
|
10.6K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
11+ 36.67% |
$643 - $692
|
41
$2.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
11+ 0.08% |
$643 - $692
|
13.7K
$803K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
11+ 0.31% |
$643 - $692
|
3.57K
$209K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10+ 0.22% |
$584 - $630
|
4.59K
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 2.63% |
$584 - $630
|
390
$22.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$584 - $630
|
10
$585
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$584 - $630
|
10
$585
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9+ 0.1% |
$526 - $567
|
8.81K
$515K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$468 - $504
|
8
$468
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.24% |
$468 - $504
|
3.31K
$193K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7+ 0.03% |
$409 - $441
|
21.6K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.02% |
$351 - $378
|
27.4K
$1.6M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.48% |
$292 - $315
|
1.04K
$60.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 6.02% |
$292 - $315
|
88
$5.15K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.31% |
$292 - $315
|
1.63K
$95.3K
|