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
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-319- 5.5% |
$14.7K - $18.7K
|
5.49K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-319- 3.64% |
$14.7K - $18.7K
|
8.45K
$482K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-325- 3.72% |
$15K - $19K
|
8.41K
$480K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-335- 2.17% |
$15.5K - $19.6K
|
15.1K
$862K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-337- 5.26% |
$15.6K - $19.7K
|
6.07K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-338- 1.04% |
$15.6K - $19.8K
|
32.3K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-342- 6.06% |
$15.8K - $20K
|
5.3K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-345- 1.96% |
$15.9K - $20.2K
|
17.2K
$983K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-374- 19.68% |
$17.3K - $21.9K
|
1.53K
$87K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-381- 9.27% |
$17.6K - $22.3K
|
3.73K
$213K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-385- 3.63% |
$17.8K - $22.6K
|
10.2K
$583K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-395- 7.37% |
$18.3K - $23.1K
|
4.96K
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-400- 20.08% |
$18.5K - $23.4K
|
1.59K
$90.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 20.43% |
$18.5K - $23.4K
|
1.56K
$88.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 49.5% |
$18.5K - $23.4K
|
408
$23.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-410- 7.34% |
$19K - $24K
|
5.17K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-423- 4.68% |
$19.6K - $24.8K
|
8.61K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-442- 7.37% |
$20.4K - $25.9K
|
5.56K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-447- 6.2% |
$20.7K - $26.2K
|
6.76K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-449- 2.37% |
$20.8K - $26.3K
|
18.5K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-455- 6.1% |
$21K - $26.7K
|
7K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-456- 10.17% |
$21.1K - $26.7K
|
4.03K
$230K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-456- 3.22% |
$21.1K - $26.7K
|
13.7K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-459- 19.79% |
$21.2K - $26.9K
|
1.86K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-460- 8.49% |
$21.3K - $26.9K
|
4.96K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-472- 0.61% |
$21.8K - $27.6K
|
76.6K
$4.37M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-477- 6.82% |
$22K - $27.9K
|
6.52K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-480- 1.74% |
$22.2K - $28.1K
|
27.1K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-485- 7.34% |
$22.4K - $28.4K
|
6.12K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-495- 81.82% |
$22.9K - $29K
|
110
$6.27K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-497- 0.14% |
$23K - $29.1K
|
362K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-508- 5.51% |
$23.5K - $29.8K
|
8.71K
$497K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-509- 7.07% |
$23.5K - $29.8K
|
6.69K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-523- 3.62% |
$24.2K - $30.6K
|
13.9K
$794K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-534- 12.73% |
$24.7K - $31.3K
|
3.66K
$209K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-550- 13.56% |
$25.4K - $32.2K
|
3.51K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-550- 6.8% |
$25.4K - $32.2K
|
7.54K
$430K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-555- 3.3% |
$25.7K - $32.5K
|
16.3K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-586- 7.83% |
$27.1K - $34.3K
|
6.9K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-596- 41.59% |
$27.5K - $34.9K
|
837
$47.7K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-600- 8.89% |
$27.7K - $35.1K
|
6.15K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-628- 1.47% |
$29K - $36.8K
|
42K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-633- 8.38% |
$29.3K - $37.1K
|
6.92K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-635- 2.9% |
$29.3K - $37.2K
|
21.3K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-639- 13.93% |
$29.5K - $37.4K
|
3.95K
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-655- 0.72% |
$30.3K - $38.4K
|
89.8K
$5.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-663- 12.15% |
$30.6K - $38.8K
|
4.8K
$274K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-679- 3.2% |
$31.4K - $39.8K
|
20.5K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-681- 7.85% |
$31.5K - $39.9K
|
7.99K
$456K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-705- 5.35% |
$32.6K - $41.3K
|
12.5K
$711K
|