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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-170- 12.14% |
$8.44K - $10.8K
|
1.23K
$70K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-174- 42.44% |
$8.63K - $11.1K
|
236
$13.4K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-175- 8.75% |
$8.68K - $11.2K
|
1.83K
$104K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-177- 3.04% |
$8.78K - $11.3K
|
5.65K
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-181- 17.81% |
$8.98K - $11.5K
|
835
$47.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-186- 4.12% |
$9.23K - $11.9K
|
4.33K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-189- 2.85% |
$9.38K - $12K
|
6.45K
$367K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-192- 1.16% |
$9.53K - $12.2K
|
16.3K
$927K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-193- 3.72% |
$9.58K - $12.3K
|
5K
$284K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-196- 4.15% |
$9.73K - $12.5K
|
4.53K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-198- 3.68% |
$9.82K - $12.6K
|
5.18K
$295K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-199- 4.58% |
$9.87K - $12.7K
|
4.14K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-200- 13.51% |
$9.92K - $12.8K
|
1.28K
$72.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-203- 3.21% |
$10.1K - $12.9K
|
6.12K
$348K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-209- 2.76% |
$10.4K - $13.3K
|
7.36K
$419K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-209- 0.21% |
$10.4K - $13.3K
|
97.4K
$5.54M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-210- 2.28% |
$10.4K - $13.4K
|
8.99K
$512K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-213- 2.35% |
$10.6K - $13.6K
|
8.86K
$504K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-221- 1.36% |
$11K - $14.1K
|
16.1K
$914K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-224- 2.93% |
$11.1K - $14.3K
|
7.42K
$422K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-225- 3.55% |
$11.2K - $14.3K
|
6.11K
$347K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-226- 2.79% |
$11.2K - $14.4K
|
7.88K
$448K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-228- 3.34% |
$11.3K - $14.5K
|
6.6K
$376K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-232- 1.48% |
$11.5K - $14.8K
|
15.5K
$880K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-233- 48.74% |
$11.6K - $14.9K
|
245
$13.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-237- 0.87% |
$11.8K - $15.1K
|
27K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-245- 34.27% |
$12.2K - $15.6K
|
470
$26.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-249- 4.36% |
$12.4K - $15.9K
|
5.46K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-249- 5.71% |
$12.4K - $15.9K
|
4.11K
$234K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-250- 1.97% |
$12.4K - $15.9K
|
12.4K
$708K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-250- 4.23% |
$12.4K - $15.9K
|
5.66K
$322K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-258- 2.16% |
$12.8K - $16.4K
|
11.7K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-265- 10.26% |
$13.1K - $16.9K
|
2.32K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-269- 1.4% |
$13.3K - $17.1K
|
18.9K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-272- 8.24% |
$13.5K - $17.3K
|
3.03K
$172K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-275- 6.35% |
$13.6K - $17.5K
|
4.06K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-277- 1.6% |
$13.7K - $17.7K
|
17K
$970K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-287- 4.4% |
$14.2K - $18.3K
|
6.23K
$355K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-288- 2.62% |
$14.3K - $18.4K
|
10.7K
$610K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-296- 6.87% |
$14.7K - $18.9K
|
4.01K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-305- 6.33% |
$15.1K - $19.4K
|
4.51K
$257K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-309- 4.08% |
$15.3K - $19.7K
|
7.26K
$413K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-309- 23.29% |
$15.3K - $19.7K
|
1.02K
$57.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-322- 47.92% |
$16K - $20.5K
|
350
$19.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-324- 7.38% |
$16.1K - $20.7K
|
4.07K
$231K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-325- 3.33% |
$16.1K - $20.7K
|
9.45K
$538K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-328- 7.31% |
$16.3K - $20.9K
|
4.16K
$237K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-329- 4.08% |
$16.3K - $21K
|
7.73K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-341- 3.57% |
$16.9K - $21.7K
|
9.21K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-348- 2.17% |
$17.3K - $22.2K
|
15.7K
$892K
|