Purchases and Sales Made in Q3 2021 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
223+ 1.39% |
$14K - $15.7K
|
16.3K
$939K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
223+ 2.4% |
$14K - $15.7K
|
9.51K
$548K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
219New |
$13.8K - $15.4K
|
219
$12.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
215+ 0.22% |
$13.5K - $15.1K
|
99.4K
$5.73M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
213+ 21.67% |
$13.4K - $15K
|
1.2K
$69K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
207+ 2.0% |
$13K - $14.6K
|
10.6K
$609K
|
|
|
Nov 04, 2021
Q3 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
205+ 0.36% |
$12.9K - $14.4K
|
56.4K
$3.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
205+ 0.94% |
$12.9K - $14.4K
|
21.9K
$1.26M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
200+ 5.96% |
$12.6K - $14.1K
|
3.56K
$205K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
200+ 5.54% |
$12.6K - $14.1K
|
3.81K
$220K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
193+ 32.77% |
$12.1K - $13.6K
|
782
$45.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
188+ 4.09% |
$11.8K - $13.2K
|
4.79K
$276K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
180+ 0.16% |
$11.3K - $12.7K
|
113K
$6.53M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
179+ 2.26% |
$11.3K - $12.6K
|
8.09K
$467K
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
174+ 0.88% |
$10.9K - $12.3K
|
20K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
172+ 41.25% |
$10.8K - $12.1K
|
589
$34K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
170+ 2.57% |
$10.7K - $12K
|
6.78K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
163New |
$10.2K - $11.5K
|
163
$9.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
162+ 3.38% |
$10.2K - $11.4K
|
4.96K
$286K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
158+ 14.4% |
$9.93K - $11.1K
|
1.26K
$72.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
158+ 4.53% |
$9.93K - $11.1K
|
3.64K
$210K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
157+ 0.4% |
$9.87K - $11.1K
|
39.4K
$2.27M
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
152+ 0.75% |
$9.55K - $10.7K
|
20.5K
$1.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
BUY
|
- |
150+ 3.68% |
$9.43K - $10.6K
|
4.23K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
144+ 171.43% |
$9.05K - $10.1K
|
228
$13.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
144+ 0.59% |
$9.05K - $10.1K
|
24.7K
$1.43M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
141+ 3.31% |
$8.86K - $9.93K
|
4.4K
$254K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
140+ 70.0% |
$8.8K - $9.86K
|
340
$19.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
135+ 11.07% |
$8.48K - $9.51K
|
1.36K
$78.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
134+ 3.26% |
$8.42K - $9.44K
|
4.24K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
133+ 9.42% |
$8.36K - $9.37K
|
1.55K
$89.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
133+ 3.3% |
$8.36K - $9.37K
|
4.16K
$240K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
125+ 6.48% |
$7.86K - $8.8K
|
2.06K
$118K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
124+ 99.2% |
$7.79K - $8.73K
|
249
$14.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
115+ 2.36% |
$7.23K - $8.1K
|
4.99K
$287K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 18.73% |
$7.23K - $8.1K
|
729
$42K
|
|
|
May 28, 2025
Q3 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
110+ 3.42% |
$6.91K - $7.75K
|
3.33K
$192K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
107+ 0.11% |
$6.72K - $7.54K
|
93.8K
$5.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
101+ 30.42% |
$6.35K - $7.11K
|
433
$25K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
100+ 1.88% |
$6.29K - $7.04K
|
5.42K
$313K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 10.53% |
$6.29K - $7.04K
|
1.05K
$60.5K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
98+ 2.3% |
$6.16K - $6.9K
|
4.36K
$252K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 84.48% |
$6.16K - $6.9K
|
214
$12.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
96+ 1.37% |
$6.03K - $6.76K
|
7.12K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
95+ 0.13% |
$5.97K - $6.69K
|
71K
$4.09M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
94+ 35.34% |
$5.91K - $6.62K
|
360
$20.8K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92+ 1.4% |
$5.78K - $6.48K
|
6.68K
$385K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
85+ 0.49% |
$5.34K - $5.99K
|
17.3K
$996K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
83+ 6.97% |
$5.22K - $5.85K
|
1.27K
$73.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
72+ 800.0% |
$4.53K - $5.07K
|
81
$4.67K
|