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 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
102+ 1.76% |
$5.06K - $6.5K
|
5.89K
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$4.96K - $6.38K
|
100
$5.69K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
100+ 1.26% |
$4.96K - $6.38K
|
8.06K
$459K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
100New |
$4.96K - $6.38K
|
100
$5.69K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
99New |
$4.91K - $6.31K
|
99
$5.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
98+ 10.27% |
$4.86K - $6.25K
|
1.05K
$59.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
95+ 47.26% |
$4.71K - $6.06K
|
296
$16.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 365.38% |
$4.71K - $6.06K
|
121
$6.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
86+ 2.01% |
$4.27K - $5.48K
|
4.37K
$249K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
86+ 45.5% |
$4.27K - $5.48K
|
275
$15.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
85+ 26.9% |
$4.22K - $5.42K
|
401
$22.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
85+ 850.0% |
$4.22K - $5.42K
|
95
$5.41K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
79+ 4.13% |
$3.92K - $5.04K
|
1.99K
$113K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
79+ 0.68% |
$3.92K - $5.04K
|
11.7K
$666K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
77New |
$3.82K - $4.91K
|
77
$4.38K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73+ 17.76% |
$3.62K - $4.65K
|
484
$27.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
70+ 4.04% |
$3.47K - $4.46K
|
1.8K
$103K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69+ 0.87% |
$3.42K - $4.4K
|
7.99K
$455K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69+ 6.26% |
$3.42K - $4.4K
|
1.17K
$66.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
69+ 0.02% |
$3.42K - $4.4K
|
373K
$21.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
68+ 0.98% |
$3.37K - $4.34K
|
7K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
65+ 0.35% |
$3.23K - $4.14K
|
18.5K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64+ 1.05% |
$3.18K - $4.08K
|
6.13K
$349K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
64+ 5.36% |
$3.18K - $4.08K
|
1.26K
$71.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
60+ 9.84% |
$2.98K - $3.83K
|
670
$38.1K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
55+ 0.06% |
$2.73K - $3.51K
|
99.3K
$5.65M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52+ 3.25% |
$2.58K - $3.32K
|
1.65K
$94K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52+ 3.25% |
$2.58K - $3.32K
|
1.65K
$94K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
50+ 0.45% |
$2.48K - $3.19K
|
11.2K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 12.82% |
$2.48K - $3.19K
|
440
$25K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
48+ 120.0% |
$2.38K - $3.06K
|
88
$5.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
48New |
$2.38K - $3.06K
|
48
$2.73K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
46+ 0.5% |
$2.28K - $2.93K
|
9.18K
$522K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 2.88% |
$2.28K - $2.93K
|
1.65K
$93.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36+ 0.41% |
$1.79K - $2.3K
|
8.84K
$503K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
35+ 0.63% |
$1.74K - $2.23K
|
5.63K
$320K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33New |
$1.64K - $2.1K
|
33
$1.88K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
32+ 18.71% |
$1.59K - $2.04K
|
203
$11.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
31+ 1.62% |
$1.54K - $1.98K
|
1.95K
$111K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31New |
$1.54K - $1.98K
|
31
$1.76K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26+ 0.6% |
$1.29K - $1.66K
|
4.36K
$248K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
25+ 0.27% |
$1.24K - $1.59K
|
9.38K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
25New |
$1.24K - $1.59K
|
25
$1.42K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20New |
$992 - $1.28K
|
20
$1.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 28.57% |
$992 - $1.28K
|
90
$5.12K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 22.73% |
$992 - $1.28K
|
108
$6.15K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
18New |
$893 - $1.15K
|
18
$1.02K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.3% |
$844 - $1.08K
|
5.68K
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15+ 0.36% |
$744 - $956
|
4.22K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 0.59% |
$744 - $956
|
2.58K
$147K
|