Purchases and Sales Made in Q3 2024 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q3 2024. 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 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.43KNew |
$180K - $218K
|
3.43K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.43KNew |
$179K - $217K
|
3.43K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.42KNew |
$179K - $217K
|
3.42K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.41K+ 62.8% |
$178K - $216K
|
8.83K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.4KNew |
$178K - $216K
|
3.4K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.39KNew |
$178K - $215K
|
3.39K
$185K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.39K+ 31.01% |
$177K - $215K
|
14.3K
$782K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.39KNew |
$177K - $215K
|
3.39K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.37KNew |
$177K - $214K
|
3.37K
$184K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.36KNew |
$176K - $213K
|
3.36K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.36KNew |
$176K - $213K
|
3.36K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.35KNew |
$175K - $212K
|
3.35K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.35K+ 43.95% |
$175K - $212K
|
11K
$599K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.35KNew |
$175K - $212K
|
3.35K
$183K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
3.35K+ 11.09% |
$175K - $212K
|
33.5K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.32KNew |
$174K - $211K
|
3.32K
$181K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.31KNew |
$173K - $210K
|
3.31K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.29KNew |
$172K - $209K
|
3.29K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.28KNew |
$172K - $208K
|
3.28K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$172K - $208K
|
3.28K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.27KNew |
$171K - $208K
|
3.27K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.27KNew |
$171K - $207K
|
3.27K
$179K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.25KNew |
$170K - $206K
|
3.25K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.24KNew |
$170K - $206K
|
3.24K
$177K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.24KNew |
$169K - $205K
|
3.24K
$177K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.22KNew |
$169K - $204K
|
3.22K
$176K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
3.22KNew |
$168K - $204K
|
3.22K
$176K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.22KNew |
$168K - $204K
|
3.22K
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.21K+ 81.35% |
$168K - $204K
|
7.16K
$391K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$168K - $203K
|
3.2K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
3.2KNew |
$168K - $203K
|
3.2K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.2KNew |
$168K - $203K
|
3.2K
$175K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.2KNew |
$167K - $203K
|
3.2K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.18K+ 14.97% |
$167K - $202K
|
24.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.18K+ 0.09% |
$166K - $202K
|
3.39M
$185M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.16KNew |
$166K - $201K
|
3.16K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.16KNew |
$165K - $200K
|
3.16K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.15KNew |
$165K - $200K
|
3.15K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.15K+ 3.71% |
$165K - $200K
|
88K
$4.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.13K+ 4.87% |
$164K - $199K
|
67.4K
$3.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.04K+ 7.64% |
$159K - $193K
|
42.9K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.02K+ 17.1% |
$158K - $192K
|
20.7K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 472.18% |
$156K - $188K
|
3.6K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 2.96% |
$155K - $188K
|
103K
$5.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.96K+ 57.96% |
$155K - $187K
|
8.06K
$440K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.76KNew |
$145K - $175K
|
2.76K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.74K+ 71.43% |
$143K - $174K
|
6.58K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.73K+ 0.92% |
$143K - $173K
|
297K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.61K+ 2.79% |
$137K - $165K
|
96.2K
$5.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.58K+ 8.95% |
$135K - $163K
|
31.4K
$1.71M
|