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 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
400+ 8.41% |
$18.5K - $23.4K
|
5.16K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400+ 98.04% |
$18.5K - $23.4K
|
808
$46.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
388+ 1.44% |
$17.9K - $22.7K
|
27.4K
$1.56M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
386New |
$17.8K - $22.6K
|
386
$22K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
380New |
$17.6K - $22.3K
|
380
$21.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
379+ 7.2% |
$17.5K - $22.2K
|
5.64K
$322K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
373New |
$17.2K - $21.9K
|
373
$21.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
365+ 54.07% |
$16.9K - $21.4K
|
1.04K
$59.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
365+ 54.07% |
$16.9K - $21.4K
|
1.04K
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
357New |
$16.5K - $20.9K
|
357
$20.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
355+ 34.87% |
$16.4K - $20.8K
|
1.37K
$78.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
353New |
$16.3K - $20.7K
|
353
$20.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
344+ 7.94% |
$15.9K - $20.2K
|
4.68K
$267K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
341New |
$15.8K - $20K
|
341
$19.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
329+ 2.34% |
$15.2K - $19.3K
|
14.4K
$822K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
315+ 6.98% |
$14.6K - $18.5K
|
4.83K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
302+ 4.01% |
$14K - $17.7K
|
7.82K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
302+ 0.89% |
$14K - $17.7K
|
34.1K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
290+ 1.85% |
$13.4K - $17K
|
16K
$911K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
288New |
$13.3K - $16.9K
|
288
$16.4K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
287+ 155.14% |
$13.3K - $16.8K
|
472
$26.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
285+ 2.99% |
$13.2K - $16.7K
|
9.82K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
285New |
$13.2K - $16.7K
|
285
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
283+ 60.21% |
$13.1K - $16.6K
|
753
$42.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
280New |
$12.9K - $16.4K
|
280
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
278+ 4.48% |
$12.8K - $16.3K
|
6.48K
$370K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
276+ 2.64% |
$12.8K - $16.2K
|
10.7K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
267+ 1.67% |
$12.3K - $15.6K
|
16.3K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
262+ 1.03% |
$12.1K - $15.3K
|
25.8K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
252+ 0.79% |
$11.6K - $14.8K
|
32K
$1.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
252New |
$11.6K - $14.8K
|
252
$14.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
250+ 4.14% |
$11.6K - $14.6K
|
6.28K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
249+ 2.66% |
$11.5K - $14.6K
|
9.6K
$547K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
244+ 4.02% |
$11.3K - $14.3K
|
6.32K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
242New |
$11.2K - $14.2K
|
242
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
240+ 2.14% |
$11.1K - $14.1K
|
11.5K
$654K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
239+ 14.47% |
$11K - $14K
|
1.89K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
239+ 14.47% |
$11K - $14K
|
1.89K
$108K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
236+ 0.8% |
$10.9K - $13.8K
|
29.9K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
231+ 3.43% |
$10.7K - $13.5K
|
6.96K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
225+ 1.59% |
$10.4K - $13.2K
|
14.4K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
225+ 1.37% |
$10.4K - $13.2K
|
16.7K
$951K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
208+ 24.91% |
$9.61K - $12.2K
|
1.04K
$59.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
208+ 23.32% |
$9.61K - $12.2K
|
1.1K
$62.7K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
207+ 0.57% |
$9.57K - $12.1K
|
36.3K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
204+ 0.31% |
$9.43K - $12K
|
66.4K
$3.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200New |
$9.24K - $11.7K
|
200
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$9.24K - $11.7K
|
200
$11.4K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
200New |
$9.24K - $11.7K
|
200
$11.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
190+ 62.71% |
$8.78K - $11.1K
|
493
$28.1K
|