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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-68- 0.86% |
$3.97K - $4.28K
|
7.88K
$407K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70- 0.63% |
$4.09K - $4.41K
|
11K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-74- 5.28% |
$4.32K - $4.66K
|
1.33K
$68.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-74- 74.0% |
$4.32K - $4.66K
|
26
$1.34K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-75- 1.55% |
$4.38K - $4.72K
|
4.75K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-76- 1.32% |
$4.44K - $4.78K
|
5.66K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-77- 1.2% |
$4.5K - $4.85K
|
6.32K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 15.47% |
$4.68K - $5.04K
|
437
$22.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-80- 5.56% |
$4.68K - $5.04K
|
1.36K
$70.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-85- 2.26% |
$4.97K - $5.35K
|
3.67K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-95- 2.02% |
$5.55K - $5.98K
|
4.62K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-98- 1.02% |
$5.73K - $6.17K
|
9.55K
$494K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 0.8% |
$5.84K - $6.3K
|
12.4K
$638K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-102- 2.83% |
$5.96K - $6.42K
|
3.5K
$181K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-110- 0.58% |
$6.43K - $6.92K
|
18.8K
$972K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-110- 16.06% |
$6.43K - $6.92K
|
575
$29.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-111- 5.76% |
$6.49K - $6.99K
|
1.82K
$93.8K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-115- 51.57% |
$6.72K - $7.24K
|
108
$5.58K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-118- 2.65% |
$6.9K - $7.43K
|
4.34K
$224K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-120- 0.72% |
$7.01K - $7.55K
|
16.5K
$850K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-124- 23.35% |
$7.25K - $7.81K
|
407
$21K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-124- 3.06% |
$7.25K - $7.81K
|
3.92K
$203K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-125- 31.25% |
$7.31K - $7.87K
|
275
$14.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-132- 15.66% |
$7.71K - $8.31K
|
711
$36.7K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-133- 3.5% |
$7.77K - $8.37K
|
3.66K
$189K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 1.7% |
$8.18K - $8.81K
|
8.09K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-146- 2.97% |
$8.53K - $9.19K
|
4.76K
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-148- 1.4% |
$8.65K - $9.32K
|
10.4K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-156- 0.19% |
$9.12K - $9.82K
|
80.2K
$4.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-156- 1.57% |
$9.12K - $9.82K
|
9.77K
$505K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-162- 2.33% |
$9.47K - $10.2K
|
6.78K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-170- 0.83% |
$9.93K - $10.7K
|
20.2K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-173- 17.87% |
$10.1K - $10.9K
|
795
$41.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-173- 23.1% |
$10.1K - $10.9K
|
576
$29.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-182- 4.28% |
$10.6K - $11.5K
|
4.07K
$210K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-186- 3.98% |
$10.9K - $11.7K
|
4.49K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-191- 1.0% |
$11.2K - $12K
|
18.8K
$972K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-198- 1.58% |
$11.6K - $12.5K
|
12.3K
$637K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-198- 2.22% |
$11.6K - $12.5K
|
8.72K
$450K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-200- 0.98% |
$11.7K - $12.6K
|
20.2K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 1.03% |
$11.7K - $12.6K
|
19.2K
$993K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-200- 4.35% |
$11.7K - $12.6K
|
4.39K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-201- 4.21% |
$11.7K - $12.7K
|
4.57K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-211- 4.28% |
$12.3K - $13.3K
|
4.72K
$244K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-218- 10.2% |
$12.7K - $13.7K
|
1.92K
$99.2K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-220- 13.58% |
$12.9K - $13.8K
|
1.4K
$72.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-225- 2.39% |
$13.1K - $14.2K
|
9.2K
$475K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-225- 3.99% |
$13.1K - $14.2K
|
5.41K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-239- 13.31% |
$14K - $15K
|
1.56K
$80.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-241- 2.32% |
$14.1K - $15.2K
|
10.2K
$525K
|