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 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-758- 8.92% |
$44.3K - $47.7K
|
7.74K
$421K
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-767- 9.75% |
$44.8K - $48.3K
|
7.1K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-774- 5.84% |
$45.2K - $48.7K
|
12.5K
$678K
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-777- 6.87% |
$45.4K - $48.9K
|
10.5K
$572K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-782- 10.71% |
$45.7K - $49.2K
|
6.52K
$354K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-794- 6.79% |
$46.4K - $50K
|
10.9K
$592K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-810- 4.06% |
$47.3K - $51K
|
19.2K
$1.04M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-812- 2.42% |
$47.5K - $51.1K
|
32.8K
$1.78M
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-823- 18.2% |
$48.1K - $51.8K
|
3.7K
$201K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-825- 92.18% |
$48.2K - $51.9K
|
70
$3.8K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-838- 9.15% |
$49K - $52.8K
|
8.32K
$452K
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-846- 19.35% |
$49.4K - $53.3K
|
3.53K
$192K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-852- 4.97% |
$49.8K - $53.6K
|
16.3K
$886K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-853- 6.38% |
$49.8K - $53.7K
|
12.5K
$680K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-872- 2.12% |
$51K - $54.9K
|
40.3K
$2.19M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-873- 20.93% |
$51K - $55K
|
3.3K
$179K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-896- 10.02% |
$52.4K - $56.4K
|
8.04K
$437K
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-900- 14.89% |
$52.6K - $56.7K
|
5.14K
$279K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-910- 14.47% |
$53.2K - $57.3K
|
5.38K
$292K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-929- 1.33% |
$54.3K - $58.5K
|
68.8K
$3.74M
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-947- 13.01% |
$55.3K - $59.6K
|
6.33K
$344K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-947- 4.94% |
$55.3K - $59.6K
|
18.2K
$990K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-967- 4.62% |
$56.5K - $60.9K
|
20K
$1.09M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-982- 10.94% |
$57.4K - $61.8K
|
8K
$435K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-997- 14.72% |
$58.3K - $62.8K
|
5.78K
$314K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1K- 90.69% |
$58.6K - $63.1K
|
103
$5.6K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.01K- 16.51% |
$58.8K - $63.3K
|
5.09K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01K- 7.09% |
$58.8K - $63.3K
|
13.2K
$717K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.01K- 12.41% |
$59K - $63.6K
|
7.13K
$387K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 84.87% |
$59.3K - $63.9K
|
181
$9.84K
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 16.0% |
$59.8K - $64.5K
|
5.38K
$292K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 8.53% |
$60.1K - $64.7K
|
11K
$599K
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.04K- 3.45% |
$60.8K - $65.5K
|
29.1K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.06K- 4.71% |
$61.7K - $66.4K
|
21.4K
$1.16M
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.07K- 1.49% |
$62.5K - $67.4K
|
70.8K
$3.84M
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.07K- 11.36% |
$62.8K - $67.6K
|
8.38K
$455K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.07K- 0.61% |
$62.8K - $67.6K
|
175K
$9.52M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 1.24% |
$62.9K - $67.7K
|
85.5K
$4.65M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.08K- 51.53% |
$63.1K - $68K
|
1.02K
$55.2K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 16.65% |
$63.4K - $68.3K
|
5.43K
$295K
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.1K- 4.92% |
$64.3K - $69.2K
|
21.3K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 17.81% |
$64.9K - $69.9K
|
5.13K
$279K
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.11K- 15.81% |
$64.9K - $69.9K
|
5.91K
$321K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.12K- 1.56% |
$65.6K - $70.6K
|
70.8K
$3.84M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.14K- 22.15% |
$66.6K - $71.8K
|
4.01K
$218K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.14K- 30.85% |
$66.9K - $72K
|
2.56K
$139K
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.2K- 1.09% |
$70.1K - $75.5K
|
109K
$5.94M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 21.85% |
$70.5K - $75.9K
|
4.31K
$234K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.21K- 15.64% |
$70.9K - $76.4K
|
6.54K
$355K
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.22K- 3.37% |
$71.4K - $76.9K
|
35K
$1.9M
|