Purchases and Sales Made in Q4 2021 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.03% |
$63.8 - $72
|
3.1K
$168K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 0.27% |
$63.8 - $72
|
376
$20.4K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$191 - $216
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-4Closed |
$255 - $288
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$255 - $288
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5- 0.02% |
$319 - $360
|
24.7K
$1.34M
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-7- 0.01% |
$447 - $504
|
71K
$3.85M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8- 0.08% |
$510 - $576
|
9.83K
$534K
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8- 0.08% |
$510 - $576
|
9.8K
$532K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-11- 2.54% |
$702 - $792
|
422
$22.9K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 4.26% |
$766 - $864
|
270
$14.7K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 13.4% |
$830 - $936
|
84
$4.56K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15- 0.42% |
$957 - $1.08K
|
3.59K
$195K
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.33% |
$1.28K - $1.44K
|
6.04K
$328K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-20- 13.33% |
$1.28K - $1.44K
|
130
$7.06K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-28Closed |
$1.79K - $2.02K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-30- 0.05% |
$1.91K - $2.16K
|
59.5K
$3.23M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$1.91K - $2.16K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-35- 0.37% |
$2.23K - $2.52K
|
9.47K
$514K
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-36- 0.99% |
$2.3K - $2.59K
|
3.6K
$195K
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-39Closed |
$2.49K - $2.81K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 50.0% |
$2.49K - $2.81K
|
39
$2.12K
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-40- 0.39% |
$2.55K - $2.88K
|
10.2K
$555K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-44- 86.27% |
$2.81K - $3.17K
|
7
$380
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-45- 0.9% |
$2.87K - $3.24K
|
4.97K
$270K
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-47Closed |
$3K - $3.38K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-49- 19.68% |
$3.13K - $3.53K
|
200
$10.9K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-55- 85.94% |
$3.51K - $3.96K
|
9
$489
|
|
Jan 27, 2022
Q4 2021
|
Zevin Asset Management LLC
|
SELL
|
- |
-56- 1.48% |
$3.57K - $4.03K
|
3.73K
$203K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-58Closed |
$3.7K - $4.17K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-59- 8.07% |
$3.76K - $4.25K
|
672
$36.5K
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-67- 1.76% |
$4.28K - $4.82K
|
3.74K
$203K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-89Closed |
$5.68K - $6.41K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 44.86% |
$6.13K - $6.91K
|
118
$6.41K
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-100- 1.0% |
$6.38K - $7.2K
|
9.85K
$535K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-100- 76.92% |
$6.38K - $7.2K
|
30
$1.63K
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-100- 0.65% |
$6.38K - $7.2K
|
15.2K
$824K
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-112- 2.89% |
$7.15K - $8.06K
|
3.77K
$205K
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-114- 52.05% |
$7.27K - $8.2K
|
105
$5.7K
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-116- 0.08% |
$7.4K - $8.35K
|
139K
$7.53M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-121- 3.17% |
$7.72K - $8.71K
|
3.7K
$201K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-125- 1.68% |
$7.98K - $9K
|
7.32K
$398K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-136Closed |
$8.68K - $9.79K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-142- 19.48% |
$9.06K - $10.2K
|
587
$31.9K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-144- 3.9% |
$9.19K - $10.4K
|
3.55K
$193K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-145- 1.93% |
$9.25K - $10.4K
|
7.36K
$399K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-145- 34.12% |
$9.25K - $10.4K
|
280
$15.2K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-147- 5.4% |
$9.38K - $10.6K
|
2.57K
$140K
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-160- 0.94% |
$10.2K - $11.5K
|
16.9K
$916K
|