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 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
671+ 2.21% |
$33.3K - $42.8K
|
31.1K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
660+ 1.73% |
$32.7K - $42.1K
|
38.9K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
658+ 16.74% |
$32.6K - $41.9K
|
4.59K
$256K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
635+ 0.37% |
$31.5K - $40.5K
|
173K
$9.68M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
623+ 8.74% |
$30.9K - $39.7K
|
7.76K
$433K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
618+ 4.33% |
$30.7K - $39.4K
|
14.9K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
605New |
$30K - $38.6K
|
605
$33.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
603+ 0.95% |
$29.9K - $38.4K
|
63.9K
$3.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
592+ 7.51% |
$29.4K - $37.7K
|
8.47K
$473K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
581+ 13.91% |
$28.8K - $37K
|
4.76K
$265K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
581+ 14.04% |
$28.8K - $37K
|
4.72K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
577+ 6.64% |
$28.6K - $36.8K
|
9.26K
$517K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
569New |
$28.2K - $36.3K
|
569
$31.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
555+ 78.06% |
$27.5K - $35.4K
|
1.27K
$70.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
551+ 8.99% |
$27.3K - $35.1K
|
6.68K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
547+ 9.89% |
$27.1K - $34.9K
|
6.08K
$339K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
542+ 1.89% |
$26.9K - $34.6K
|
29.2K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
527+ 2.44% |
$26.1K - $33.6K
|
22.1K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
520+ 1.92% |
$25.8K - $33.2K
|
27.6K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
520+ 6.0% |
$25.8K - $33.2K
|
9.19K
$513K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
519+ 14.78% |
$25.8K - $33.1K
|
4.03K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
519+ 14.78% |
$25.8K - $33.1K
|
4.03K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
509+ 0.97% |
$25.3K - $32.4K
|
53K
$2.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
507New |
$25.2K - $32.3K
|
507
$28.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
505+ 531.58% |
$25.1K - $32.2K
|
600
$33.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
500+ 0.39% |
$24.8K - $31.9K
|
130K
$7.24M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500New |
$24.8K - $31.9K
|
500
$27.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$24.8K - $31.9K
|
500
$27.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
500+ 25.0% |
$24.8K - $31.9K
|
2.5K
$140K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
497+ 11.69% |
$24.7K - $31.7K
|
4.75K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
BUY
|
- |
480+ 8.91% |
$23.8K - $30.6K
|
5.87K
$327K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
475+ 9.99% |
$23.6K - $30.3K
|
5.23K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
470+ 0.07% |
$23.3K - $30K
|
672K
$37.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
458+ 12.19% |
$22.7K - $29.2K
|
4.21K
$235K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
456+ 2.95% |
$22.6K - $29.1K
|
15.9K
$888K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
452+ 8.61% |
$22.4K - $28.8K
|
5.7K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
433+ 3.82% |
$21.5K - $27.6K
|
11.8K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
431+ 4.8% |
$21.4K - $27.5K
|
9.42K
$526K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
429+ 302.11% |
$21.3K - $27.3K
|
571
$31.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
423+ 423.0% |
$21K - $27K
|
523
$29.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
418New |
$20.7K - $26.6K
|
418
$23.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
403+ 6.79% |
$20K - $25.7K
|
6.34K
$354K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
396+ 495.0% |
$19.6K - $25.2K
|
476
$26.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
393+ 8.05% |
$19.5K - $25.1K
|
5.28K
$294K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
389+ 1.02% |
$19.3K - $24.8K
|
38.4K
$2.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
386+ 643.33% |
$19.2K - $24.6K
|
446
$24.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
372+ 19.39% |
$18.5K - $23.7K
|
2.29K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
370+ 1.13% |
$18.4K - $23.6K
|
33.1K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
351New |
$17.4K - $22.4K
|
351
$19.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
342+ 5.64% |
$17K - $21.8K
|
6.41K
$357K
|