Purchases and Sales Made in Q3 2023 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
341+ 24.96% |
$16.9K - $21.7K
|
1.71K
$97.2K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
341+ 32.85% |
$16.9K - $21.7K
|
1.38K
$78.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
336+ 7.35% |
$16.7K - $21.4K
|
4.91K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
334New |
$16.6K - $21.3K
|
334
$19K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
328+ 3.74% |
$16.3K - $20.9K
|
9.09K
$517K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
324+ 4.5% |
$16.1K - $20.7K
|
7.52K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
320+ 4.36% |
$15.9K - $20.4K
|
7.67K
$436K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
315+ 7.93% |
$15.6K - $20.1K
|
4.29K
$244K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
290+ 1.59% |
$14.4K - $18.5K
|
18.5K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
280+ 2.3% |
$13.9K - $17.9K
|
12.4K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
269+ 1.4% |
$13.3K - $17.1K
|
19.4K
$1.11M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
254+ 48.11% |
$12.6K - $16.2K
|
782
$44.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
254New |
$12.6K - $16.2K
|
254
$14.5K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
252+ 3.91% |
$12.5K - $16.1K
|
6.71K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 35.71% |
$12.4K - $15.9K
|
950
$54.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
250+ 2.46% |
$12.4K - $15.9K
|
10.4K
$593K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
246+ 3.45% |
$12.2K - $15.7K
|
7.37K
$420K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
243+ 1.64% |
$12.1K - $15.5K
|
15.1K
$859K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
237+ 4.16% |
$11.8K - $15.1K
|
5.93K
$338K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
217+ 1.31% |
$10.8K - $13.8K
|
16.8K
$957K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
213+ 3.07% |
$10.6K - $13.6K
|
7.14K
$407K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
202+ 5.16% |
$10K - $12.9K
|
4.12K
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200+ 104.17% |
$9.92K - $12.8K
|
392
$22.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
197+ 3.19% |
$9.78K - $12.6K
|
6.37K
$363K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
194+ 2.32% |
$9.63K - $12.4K
|
8.55K
$487K
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
194+ 2.32% |
$9.63K - $12.4K
|
8.55K
$487K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
187+ 1.2% |
$9.28K - $11.9K
|
15.8K
$901K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
185+ 1.9% |
$9.18K - $11.8K
|
9.92K
$565K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
183+ 0.13% |
$9.08K - $11.7K
|
144K
$8.22M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
179+ 1.87% |
$8.88K - $11.4K
|
9.73K
$554K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
167New |
$8.29K - $10.6K
|
167
$9.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
160+ 3.93% |
$7.94K - $10.2K
|
4.23K
$241K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
160+ 1.17% |
$7.94K - $10.2K
|
13.9K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
156New |
$7.74K - $9.95K
|
156
$8.88K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
151+ 25.9% |
$7.49K - $9.63K
|
734
$41.8K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
147+ 1.44% |
$7.29K - $9.37K
|
10.3K
$588K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
143+ 7.88% |
$7.1K - $9.12K
|
1.96K
$111K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
137+ 1.19% |
$6.8K - $8.73K
|
11.7K
$664K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
136+ 0.4% |
$6.75K - $8.67K
|
33.8K
$1.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 0.95% |
$6.75K - $8.67K
|
14.4K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
122+ 1.51% |
$6.05K - $7.78K
|
8.21K
$467K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
118+ 0.55% |
$5.86K - $7.52K
|
21.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
117+ 6.35% |
$5.81K - $7.46K
|
1.96K
$112K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
115+ 0.97% |
$5.71K - $7.33K
|
12K
$685K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
109+ 1.54% |
$5.41K - $6.95K
|
7.21K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
107+ 1.65% |
$5.31K - $6.82K
|
6.6K
$376K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 0.73% |
$5.16K - $6.63K
|
14.3K
$816K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
104New |
$5.16K - $6.63K
|
104
$5.92K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103+ 25.31% |
$5.11K - $6.57K
|
510
$29K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
102New |
$5.06K - $6.5K
|
102
$5.81K
|