Purchases and Sales Made in Q2 2024 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q2 2024. 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 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
116+ 1.91% |
$5.89K - $6.43K
|
6.2K
$320K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
111+ 57.81% |
$5.64K - $6.15K
|
303
$15.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
109+ 2.04% |
$5.54K - $6.04K
|
5.46K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
101+ 79.53% |
$5.13K - $5.6K
|
228
$11.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
100+ 20.12% |
$5.08K - $5.55K
|
597
$30.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 123.46% |
$5.08K - $5.55K
|
181
$9.35K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
99+ 1.59% |
$5.03K - $5.49K
|
6.34K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 213.04% |
$4.98K - $5.43K
|
144
$7.44K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
98+ 53.55% |
$4.98K - $5.43K
|
281
$14.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
92+ 0.47% |
$4.67K - $5.1K
|
19.5K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
87+ 1.76% |
$4.42K - $4.82K
|
5.04K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
85+ 1.5% |
$4.32K - $4.71K
|
5.76K
$298K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
84New |
$4.27K - $4.66K
|
84
$4.34K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
84+ 5.49% |
$4.27K - $4.66K
|
1.62K
$83.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
84New |
$4.27K - $4.66K
|
84
$4.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
82+ 1.97% |
$4.17K - $4.55K
|
4.25K
$220K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
81+ 0.26% |
$4.11K - $4.49K
|
31.3K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
79+ 0.93% |
$4.01K - $4.38K
|
8.62K
$445K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
77+ 2.05% |
$3.91K - $4.27K
|
3.84K
$198K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
72+ 0.73% |
$3.66K - $3.99K
|
9.9K
$512K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66+ 0.44% |
$3.35K - $3.66K
|
14.9K
$772K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
66+ 1.02% |
$3.35K - $3.66K
|
6.51K
$336K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
65+ 65.0% |
$3.3K - $3.6K
|
165
$8.53K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
65+ 0.3% |
$3.3K - $3.6K
|
22K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
65New |
$3.3K - $3.6K
|
65
$3.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
57+ 1.4% |
$2.9K - $3.16K
|
4.12K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
55+ 57.89% |
$2.79K - $3.05K
|
150
$7.75K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
53+ 18.53% |
$2.69K - $2.94K
|
339
$17.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 1.13% |
$2.59K - $2.83K
|
4.56K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
51+ 14.17% |
$2.59K - $2.83K
|
411
$21.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
51+ 3.08% |
$2.59K - $2.83K
|
1.71K
$88.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
50+ 0.88% |
$2.54K - $2.77K
|
5.71K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.16% |
$2.54K - $2.77K
|
30.5K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
47+ 0.44% |
$2.39K - $2.61K
|
10.7K
$555K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47+ 0.46% |
$2.39K - $2.61K
|
10.4K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 7.97% |
$2.24K - $2.44K
|
596
$30.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
44+ 1.14% |
$2.24K - $2.44K
|
3.92K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
44+ 1.17% |
$2.24K - $2.44K
|
3.81K
$197K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
43+ 1.07% |
$2.18K - $2.38K
|
4.06K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.73% |
$2.08K - $2.27K
|
5.66K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
41+ 0.62% |
$2.08K - $2.27K
|
6.65K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.8% |
$1.83K - $2K
|
4.51K
$233K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29+ 21.97% |
$1.47K - $1.61K
|
161
$8.32K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
29+ 6.65% |
$1.47K - $1.61K
|
465
$24K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
26+ 1.01% |
$1.32K - $1.44K
|
2.6K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$1.32K - $1.44K
|
26
$1.34K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 75.76% |
$1.27K - $1.39K
|
58
$3K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
25+ 0.59% |
$1.27K - $1.39K
|
4.25K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
23New |
$1.17K - $1.28K
|
23
$1.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 28.57% |
$1.12K - $1.22K
|
99
$5.12K
|