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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
71+ 7.1% |
$4.46K - $5K
|
1.07K
$61.8K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
69New |
$4.34K - $4.86K
|
69
$3.98K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 0.04% |
$3.9K - $4.37K
|
177K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
60+ 0.95% |
$3.77K - $4.23K
|
6.38K
$368K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
59+ 0.46% |
$3.71K - $4.16K
|
13K
$750K
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
59+ 8.78% |
$3.71K - $4.16K
|
731
$42.1K
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
58New |
$3.65K - $4.08K
|
58
$3.34K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
57+ 1.5% |
$3.58K - $4.01K
|
3.86K
$223K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
57+ 1.98% |
$3.58K - $4.01K
|
2.93K
$169K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
56+ 1.55% |
$3.52K - $3.94K
|
3.66K
$211K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
54+ 0.11% |
$3.39K - $3.8K
|
47.8K
$2.76M
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
52+ 0.36% |
$3.27K - $3.66K
|
14.3K
$825K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51New |
$3.21K - $3.59K
|
51
$2.94K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 1.51% |
$3.14K - $3.52K
|
3.37K
$194K
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
50+ 0.02% |
$3.14K - $3.52K
|
312K
$18M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.38% |
$3.14K - $3.52K
|
3.66K
$211K
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
49+ 0.87% |
$3.08K - $3.45K
|
5.69K
$328K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
49New |
$3.08K - $3.45K
|
49
$2.83K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
49+ 0.92% |
$3.08K - $3.45K
|
5.38K
$310K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
48+ 1.56% |
$3.02K - $3.38K
|
3.13K
$180K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
48+ 1600.0% |
$3.02K - $3.38K
|
51
$2.94K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
48New |
$3.02K - $3.38K
|
48
$2.77K
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
47New |
$2.95K - $3.31K
|
47
$2.71K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44+ 83.02% |
$2.77K - $3.1K
|
97
$5.59K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
43+ 0.87% |
$2.7K - $3.03K
|
4.98K
$287K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
43+ 5.9% |
$2.7K - $3.03K
|
772
$44.5K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 51.19% |
$2.7K - $3.03K
|
127
$7.32K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
41+ 110.81% |
$2.58K - $2.89K
|
78
$4.5K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
40+ 0.34% |
$2.51K - $2.82K
|
11.8K
$681K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
38New |
$2.39K - $2.68K
|
38
$2.19K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.79% |
$2.39K - $2.68K
|
4.86K
$280K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35+ 0.9% |
$2.2K - $2.47K
|
3.9K
$225K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32New |
$2.01K - $2.25K
|
32
$1.85K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
31New |
$1.95K - $2.18K
|
31
$1.79K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28+ 0.42% |
$1.76K - $1.97K
|
6.69K
$385K
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
28+ 0.65% |
$1.76K - $1.97K
|
4.35K
$251K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
28New |
$1.76K - $1.97K
|
28
$1.61K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
28New |
$1.76K - $1.97K
|
28
$1.61K
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
25+ 0.17% |
$1.57K - $1.76K
|
14.7K
$849K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 1.02% |
$1.57K - $1.76K
|
2.48K
$143K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.39% |
$1.51K - $1.69K
|
6.23K
$359K
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21+ 0.47% |
$1.32K - $1.48K
|
4.53K
$261K
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
21+ 0.27% |
$1.32K - $1.48K
|
7.7K
$444K
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
20+ 0.36% |
$1.26K - $1.41K
|
5.53K
$319K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 10.47% |
$1.26K - $1.41K
|
211
$12.2K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
17+ 0.3% |
$1.07K - $1.2K
|
5.67K
$327K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
17New |
$1.07K - $1.2K
|
17
$980
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16+ 0.15% |
$1.01K - $1.13K
|
10.7K
$614K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
16+ 0.73% |
$1.01K - $1.13K
|
2.2K
$127K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 0.23% |
$880 - $986
|
6.15K
$354K
|