Purchases and Sales Made in Q4 2023 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
808+ 2.32% |
$37.3K - $47.3K
|
35.7K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
800New |
$37K - $46.9K
|
800
$45.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
777+ 11.1% |
$35.9K - $45.5K
|
7.78K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
770+ 114.93% |
$35.6K - $45.1K
|
1.44K
$82.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
755+ 5.44% |
$34.9K - $44.2K
|
14.6K
$835K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
745+ 1.3% |
$34.4K - $43.6K
|
57.9K
$3.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
719+ 13.56% |
$33.2K - $42.1K
|
6.02K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
710+ 3.3% |
$32.8K - $41.6K
|
22.2K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
697+ 253.45% |
$32.2K - $40.8K
|
972
$55.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
687New |
$31.8K - $40.2K
|
687
$39.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
654+ 0.37% |
$30.2K - $38.3K
|
175K
$9.99M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
634+ 45.98% |
$29.3K - $37.1K
|
2.01K
$115K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
609+ 10.27% |
$28.1K - $35.7K
|
6.54K
$373K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
605+ 9.17% |
$28K - $35.4K
|
7.2K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
600+ 24.0% |
$27.7K - $35.1K
|
3.1K
$177K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
600New |
$27.7K - $35.1K
|
600
$34.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
598+ 1.98% |
$27.6K - $35K
|
30.8K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
585+ 0.99% |
$27K - $34.3K
|
59.5K
$3.39M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
571+ 3.75% |
$26.4K - $33.4K
|
15.8K
$901K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
564New |
$26.1K - $33K
|
564
$32.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
555New |
$25.7K - $32.5K
|
555
$31.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
550+ 0.84% |
$25.4K - $32.2K
|
66.3K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
542+ 2.42% |
$25.1K - $31.8K
|
22.9K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
540+ 12.14% |
$25K - $31.6K
|
4.99K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
538+ 1.05% |
$24.9K - $31.5K
|
51.6K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
536+ 11.29% |
$24.8K - $31.4K
|
5.29K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
535+ 1.72% |
$24.7K - $31.3K
|
31.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
529+ 7.43% |
$24.5K - $31K
|
7.65K
$436K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
528+ 5.55% |
$24.4K - $30.9K
|
10K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
514+ 9.05% |
$23.8K - $30.1K
|
6.2K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
511+ 2.64% |
$23.6K - $29.9K
|
19.9K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
BUY
|
- |
507+ 1.05% |
$23.4K - $29.7K
|
48.8K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
506+ 3.4% |
$23.4K - $29.6K
|
15.4K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
501+ 3.41% |
$23.2K - $29.3K
|
15.2K
$867K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 52.63% |
$23.1K - $29.3K
|
1.45K
$82.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
499New |
$23.1K - $29.2K
|
499
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
491New |
$22.7K - $28.8K
|
491
$28K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
491New |
$22.7K - $28.8K
|
491
$28K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
480+ 37.5% |
$22.2K - $28.1K
|
1.76K
$100K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
468+ 35.67% |
$21.6K - $27.4K
|
1.78K
$102K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
467+ 8.0% |
$21.6K - $27.4K
|
6.31K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
465+ 13.59% |
$21.5K - $27.2K
|
3.89K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
451+ 5.69% |
$20.8K - $26.4K
|
8.38K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
448+ 4.49% |
$20.7K - $26.2K
|
10.4K
$595K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
436+ 43600.0% |
$20.2K - $25.5K
|
437
$24.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
430+ 5.98% |
$19.9K - $25.2K
|
7.62K
$435K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
427New |
$19.7K - $25K
|
427
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
424+ 158.8% |
$19.6K - $24.8K
|
691
$39.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
421+ 3.94% |
$19.5K - $24.7K
|
11.1K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
411+ 0.85% |
$19K - $24.1K
|
48.7K
$2.78M
|