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 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11+ 0.24% |
$546 - $701
|
4.6K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$546 - $701
|
11
$626
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$496 - $638
|
10
$569
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8+ 0.12% |
$397 - $510
|
6.61K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 1.61% |
$397 - $510
|
505
$28.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.6% |
$347 - $446
|
444
$25.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
5+ 0.63% |
$248 - $319
|
800
$45.5K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.31% |
$248 - $319
|
1.63K
$93K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
5+ 1.46% |
$248 - $319
|
347
$19.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.11% |
$248 - $319
|
4.48K
$255K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 0.14% |
$248 - $319
|
3.49K
$199K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.35% |
$198 - $255
|
1.15K
$65.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.73% |
$198 - $255
|
551
$31.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.89% |
$198 - $255
|
453
$25.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.18% |
$198 - $255
|
2.21K
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.0% |
$149 - $191
|
303
$17.2K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.36% |
$149 - $191
|
839
$47.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.06% |
$149 - $191
|
4.86K
$277K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.24% |
$149 - $191
|
245
$13.9K
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.65% |
$149 - $191
|
468
$26.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
2+ 0.36% |
$99.2 - $128
|
551
$31.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$49.6 - $63.8
|
1.67K
$95.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$49.6 - $63.8
|
4.97K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 0.48% |
$99.2 - $128
|
413
$23.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 4.88% |
$99.2 - $128
|
39
$2.22K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 2.16% |
$149 - $191
|
136
$7.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-3- 0.14% |
$149 - $191
|
2.16K
$123K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4- 40.0% |
$198 - $255
|
6
$342
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5- 0.11% |
$248 - $319
|
4.45K
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.11% |
$298 - $383
|
5.36K
$305K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6- 11.76% |
$298 - $383
|
45
$2.56K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 4.19% |
$347 - $446
|
160
$9.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7- 0.11% |
$347 - $446
|
6.41K
$365K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10- 6.85% |
$496 - $638
|
136
$7.74K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-12- 10.71% |
$595 - $765
|
100
$5.69K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 0.25% |
$695 - $893
|
5.6K
$319K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.01% |
$695 - $893
|
109K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.09% |
$794 - $1.02K
|
16.9K
$962K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 1.16% |
$844 - $1.08K
|
1.45K
$82.5K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-17Closed |
$844 - $1.08K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-18- 0.02% |
$893 - $1.15K
|
104K
$5.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-18- 5.66% |
$893 - $1.15K
|
300
$17.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-18- 0.29% |
$893 - $1.15K
|
6.17K
$351K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-20- 0.34% |
$992 - $1.28K
|
5.83K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-22- 9.52% |
$1.09K - $1.4K
|
209
$11.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.45% |
$1.14K - $1.47K
|
5.06K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-24- 0.07% |
$1.19K - $1.53K
|
33.5K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25- 0.2% |
$1.24K - $1.59K
|
12.4K
$704K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 1.87% |
$1.24K - $1.59K
|
1.31K
$74.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27- 30.68% |
$1.34K - $1.72K
|
61
$3.47K
|