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 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
4+ 1.18% |
$234 - $252
|
342
$20K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$234 - $252
|
5.36K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.03% |
$234 - $252
|
13.9K
$815K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$234 - $252
|
5.69K
$333K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.55% |
$175 - $189
|
547
$32K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3+ 0.14% |
$175 - $189
|
2.17K
$127K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.04% |
$175 - $189
|
8.1K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 1.04% |
$175 - $189
|
291
$17K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.26% |
$175 - $189
|
242
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.09% |
$117 - $126
|
185
$10.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$58.4 - $63
|
3.74K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.39% |
$58.4 - $63
|
255
$14.9K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.39% |
$58.4 - $63
|
255
$14.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1- 0.03% |
$58.4 - $63
|
3.85K
$225K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 1.18% |
$117 - $126
|
167
$9.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.76% |
$175 - $189
|
60
$3.51K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-4- 0.09% |
$234 - $252
|
4.25K
$249K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-7- 0.36% |
$409 - $441
|
1.92K
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 2.47% |
$468 - $504
|
316
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-9- 0.23% |
$526 - $567
|
3.92K
$229K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 34.62% |
$526 - $567
|
17
$995
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 0.07% |
$643 - $692
|
15K
$881K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$701 - $755
|
6.83K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-12- 0.12% |
$701 - $755
|
9.81K
$574K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 0.42% |
$701 - $755
|
2.87K
$168K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 2.51% |
$877 - $944
|
583
$34.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 1.21% |
$935 - $1.01K
|
1.3K
$76.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18- 3.5% |
$1.05K - $1.13K
|
497
$29.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-20- 0.32% |
$1.17K - $1.26K
|
6.19K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-20- 0.01% |
$1.17K - $1.26K
|
385K
$22.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 1.55% |
$1.23K - $1.32K
|
1.34K
$78.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-24- 0.38% |
$1.4K - $1.51K
|
6.38K
$373K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-25- 0.32% |
$1.46K - $1.57K
|
7.7K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-27Closed |
$1.58K - $1.7K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-30- 4.69% |
$1.75K - $1.89K
|
610
$35.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 8.02% |
$1.75K - $1.89K
|
344
$20.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32- 0.26% |
$1.87K - $2.01K
|
12.4K
$725K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-35- 0.12% |
$2.05K - $2.2K
|
29.1K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-36- 0.17% |
$2.1K - $2.27K
|
20.5K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-39- 72.22% |
$2.28K - $2.46K
|
15
$878
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-41- 17.6% |
$2.4K - $2.58K
|
192
$11.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-41- 0.1% |
$2.4K - $2.58K
|
42.5K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-42- 0.52% |
$2.45K - $2.64K
|
7.96K
$466K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-43- 0.3% |
$2.51K - $2.71K
|
14.3K
$836K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-45- 7.0% |
$2.63K - $2.83K
|
598
$35K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 0.68% |
$2.75K - $2.96K
|
6.89K
$403K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-49- 10.56% |
$2.86K - $3.08K
|
415
$24.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-50- 2.56% |
$2.92K - $3.15K
|
1.9K
$111K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-51- 0.29% |
$2.98K - $3.21K
|
17.6K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-53- 9.57% |
$3.1K - $3.34K
|
501
$29.3K
|