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 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-242- 5.03% |
$14.1K - $15.2K
|
4.57K
$236K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-243- 3.46% |
$14.2K - $15.3K
|
6.77K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-244- 5.21% |
$14.3K - $15.4K
|
4.44K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-245- 4.06% |
$14.3K - $15.4K
|
5.78K
$299K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-247- 6.0% |
$14.4K - $15.5K
|
3.87K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-248- 65.96% |
$14.5K - $15.6K
|
128
$6.61K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 0.9% |
$14.6K - $15.7K
|
27.4K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-253- 4.6% |
$14.8K - $15.9K
|
5.25K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-258- 1.5% |
$15.1K - $16.2K
|
16.9K
$874K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-262- 3.5% |
$15.3K - $16.5K
|
7.21K
$373K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-272- 66.18% |
$15.9K - $17.1K
|
139
$7.18K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-284- 1.29% |
$16.6K - $17.9K
|
21.8K
$1.12M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-296- 1.87% |
$17.3K - $18.6K
|
15.5K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-296- 0.27% |
$17.3K - $18.6K
|
110K
$5.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-297- 4.15% |
$17.4K - $18.7K
|
6.86K
$355K
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-302- 0.7% |
$17.6K - $19K
|
42.7K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-307- 0.46% |
$17.9K - $19.3K
|
65.9K
$3.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-319- 2.67% |
$18.6K - $20.1K
|
11.6K
$601K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-324- 14.11% |
$18.9K - $20.4K
|
1.97K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-328- 0.11% |
$19.2K - $20.6K
|
312K
$16.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-331- 44.49% |
$19.3K - $20.8K
|
413
$21.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-335- 4.06% |
$19.6K - $21.1K
|
7.92K
$409K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-335- 4.24% |
$19.6K - $21.1K
|
7.57K
$391K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-340- 2.77% |
$19.9K - $21.4K
|
11.9K
$616K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-343- 3.3% |
$20K - $21.6K
|
10K
$519K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-343- 2.14% |
$20K - $21.6K
|
15.7K
$811K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-345- 81.18% |
$20.2K - $21.7K
|
80
$4.13K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-347- 53.88% |
$20.3K - $21.8K
|
297
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-350- 28.43% |
$20.5K - $22K
|
881
$45.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-350- 5.22% |
$20.5K - $22K
|
6.36K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-350- 4.57% |
$20.5K - $22K
|
7.3K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-351- 1.36% |
$20.5K - $22.1K
|
25.4K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-354- 0.4% |
$20.7K - $22.3K
|
87.8K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-359- 7.46% |
$21K - $22.6K
|
4.45K
$230K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-361- 8.06% |
$21.1K - $22.7K
|
4.12K
$213K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-364- 13.17% |
$21.3K - $22.9K
|
2.4K
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-369- 4.35% |
$21.6K - $23.2K
|
8.12K
$419K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-370- 3.01% |
$21.6K - $23.3K
|
11.9K
$615K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-381- 0.58% |
$22.3K - $24K
|
65.2K
$3.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-382- 4.57% |
$22.3K - $24K
|
7.98K
$412K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-382- 8.14% |
$22.3K - $24K
|
4.31K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-382- 3.91% |
$22.3K - $24K
|
9.39K
$485K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-391- 2.5% |
$22.9K - $24.6K
|
15.3K
$789K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-405- 0.88% |
$23.7K - $25.5K
|
45.5K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-418- 6.31% |
$24.4K - $26.3K
|
6.2K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-423- 7.27% |
$24.7K - $26.6K
|
5.39K
$279K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-429- 6.08% |
$25.1K - $27K
|
6.63K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-435- 4.62% |
$25.4K - $27.4K
|
8.99K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-437- 0.69% |
$25.5K - $27.5K
|
63K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-437- 14.47% |
$25.5K - $27.5K
|
2.58K
$134K
|