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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
57New |
$2.63K - $3.34K
|
57
$3.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
56New |
$2.59K - $3.28K
|
56
$3.19K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 90.16% |
$2.54K - $3.22K
|
116
$6.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
54+ 0.9% |
$2.5K - $3.16K
|
6.06K
$345K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52+ 0.26% |
$2.4K - $3.05K
|
19.7K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
49+ 0.98% |
$2.26K - $2.87K
|
5.05K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49+ 27.37% |
$2.26K - $2.87K
|
228
$13K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 2.17% |
$2.22K - $2.81K
|
2.26K
$129K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
47+ 0.3% |
$2.17K - $2.75K
|
16K
$911K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43+ 0.76% |
$1.99K - $2.52K
|
5.7K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
43New |
$1.99K - $2.52K
|
43
$2.45K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
41New |
$1.9K - $2.4K
|
41
$2.34K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
38+ 0.64% |
$1.76K - $2.23K
|
5.93K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
37+ 0.41% |
$1.71K - $2.17K
|
9.03K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
36+ 9.18% |
$1.66K - $2.11K
|
428
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
31+ 0.38% |
$1.43K - $1.82K
|
8.09K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
30+ 0.17% |
$1.39K - $1.76K
|
18.2K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
29+ 0.24% |
$1.34K - $1.7K
|
12.3K
$703K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
29+ 29.0% |
$1.34K - $1.7K
|
129
$7.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
27+ 0.44% |
$1.25K - $1.58K
|
6.13K
$350K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
26New |
$1.2K - $1.52K
|
26
$1.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
25New |
$1.16K - $1.46K
|
25
$1.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
23+ 4.17% |
$1.06K - $1.35K
|
574
$32.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$1.02K - $1.29K
|
22
$1.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 0.97% |
$878 - $1.11K
|
1.98K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
19New |
$878 - $1.11K
|
19
$1.08K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
19New |
$878 - $1.11K
|
19
$1.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.45% |
$693 - $879
|
3.32K
$189K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$647 - $820
|
14
$798
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13+ 3.15% |
$601 - $762
|
426
$24.3K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$555 - $703
|
12.7K
$725K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12+ 0.26% |
$555 - $703
|
4.61K
$263K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
12New |
$555 - $703
|
12
$684
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$508 - $644
|
11
$627
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 1.93% |
$508 - $644
|
582
$33.2K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10+ 0.0% |
$462 - $586
|
114M
$6.5B
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$370 - $469
|
8
$456
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 0.17% |
$277 - $351
|
3.49K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 2.52% |
$277 - $351
|
244
$13.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.37% |
$277 - $351
|
1.64K
$93.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
5+ 1.44% |
$231 - $293
|
352
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$231 - $293
|
5
$285
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$231 - $293
|
5
$285
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.73% |
$185 - $234
|
555
$31.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
4+ 0.08% |
$185 - $234
|
5.15K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.07% |
$185 - $234
|
5.93K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.7% |
$185 - $234
|
573
$32.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 2.78% |
$139 - $176
|
111
$6.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.02% |
$139 - $176
|
18.6K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.92% |
$92.4 - $117
|
106
$6.05K
|