Purchases and Sales Made in Q4 2022 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
44+ 4.0% |
$2.44K - $2.88K
|
1.14K
$60.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43New |
$2.39K - $2.81K
|
43
$2.29K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
42+ 52.5% |
$2.33K - $2.75K
|
122
$6.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
42New |
$2.33K - $2.75K
|
42
$2.24K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
41+ 0.15% |
$2.28K - $2.68K
|
28.2K
$1.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
41+ 0.23% |
$2.28K - $2.68K
|
17.7K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
41+ 0.34% |
$2.28K - $2.68K
|
12.2K
$652K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
41+ 0.39% |
$2.28K - $2.68K
|
10.5K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37+ 14.86% |
$2.05K - $2.42K
|
286
$15.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
36New |
$2K - $2.35K
|
36
$1.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
36+ 0.79% |
$2K - $2.35K
|
4.61K
$246K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 125.93% |
$1.89K - $2.22K
|
61
$3.25K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
32+ 4.56% |
$1.78K - $2.09K
|
734
$39.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
31New |
$1.72K - $2.03K
|
31
$1.65K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29+ 0.47% |
$1.61K - $1.9K
|
6.15K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
29+ 0.22% |
$1.61K - $1.9K
|
13.4K
$713K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27New |
$1.5K - $1.76K
|
27
$1.44K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
26+ 0.45% |
$1.44K - $1.7K
|
5.74K
$306K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
25New |
$1.39K - $1.63K
|
25
$1.33K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
25+ 0.43% |
$1.39K - $1.63K
|
5.82K
$310K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
24+ 0.27% |
$1.33K - $1.57K
|
8.77K
$467K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
22+ 0.26% |
$1.22K - $1.44K
|
8.54K
$455K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
22+ 0.2% |
$1.22K - $1.44K
|
11.1K
$593K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.33% |
$1.11K - $1.31K
|
6.17K
$329K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 271.43% |
$1.06K - $1.24K
|
26
$1.39K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.13% |
$1K - $1.18K
|
13.7K
$729K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.68% |
$889 - $1.05K
|
969
$51.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
15New |
$833 - $981
|
15
$799
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 25.93% |
$778 - $915
|
68
$3.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.26% |
$778 - $915
|
5.33K
$284K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
14+ 0.07% |
$778 - $915
|
20.1K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14+ 3.23% |
$778 - $915
|
447
$23.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
13+ 0.16% |
$722 - $850
|
8.39K
$447K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11New |
$611 - $719
|
11
$586
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 7.35% |
$555 - $654
|
146
$7.78K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.67% |
$555 - $654
|
1.51K
$80.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.58% |
$555 - $654
|
1.72K
$91.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.19% |
$500 - $588
|
4.78K
$255K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
7+ 0.31% |
$389 - $458
|
2.29K
$122K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7New |
$389 - $458
|
7
$373
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 12.73% |
$389 - $458
|
62
$3.3K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.31% |
$389 - $458
|
2.29K
$122K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.49% |
$278 - $327
|
206
$11K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 1.25% |
$278 - $327
|
406
$21.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.52% |
$222 - $261
|
267
$14.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
4+ 1.21% |
$222 - $261
|
334
$17.8K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.52% |
$222 - $261
|
780
$41.6K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 0.67% |
$222 - $261
|
601
$32K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.29% |
$167 - $196
|
236
$12.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 1.07% |
$167 - $196
|
284
$15.1K
|