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 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-717- 0.13% |
$33.1K - $42K
|
541K
$30.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-721- 5.17% |
$33.3K - $42.2K
|
13.2K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-726- 1.81% |
$33.6K - $42.5K
|
39.4K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-727- 9.88% |
$33.6K - $42.6K
|
6.63K
$378K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-747- 44.81% |
$34.5K - $43.8K
|
920
$52.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-750- 0.34% |
$34.7K - $43.9K
|
218K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-759- 4.23% |
$35.1K - $44.5K
|
17.2K
$979K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-762- 29.55% |
$35.2K - $44.6K
|
1.82K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-764- 4.59% |
$35.3K - $44.8K
|
15.9K
$906K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-775- 15.31% |
$35.8K - $45.4K
|
4.29K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-783- 8.06% |
$36.2K - $45.9K
|
8.94K
$510K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-789- 11.96% |
$36.5K - $46.2K
|
5.81K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-789- 4.94% |
$36.5K - $46.2K
|
15.2K
$866K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-800- 61.54% |
$37K - $46.9K
|
500
$28.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-808- 6.72% |
$37.3K - $47.3K
|
11.2K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-809- 6.01% |
$37.4K - $47.4K
|
12.7K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-839- 13.68% |
$38.8K - $49.1K
|
5.29K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-850- 12.19% |
$39.3K - $49.8K
|
6.12K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-874- 11.31% |
$40.4K - $51.2K
|
6.85K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-875- 3.11% |
$40.4K - $51.3K
|
27.3K
$1.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-919- 1.01% |
$42.5K - $53.8K
|
90.4K
$5.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-920- 16.67% |
$42.5K - $53.9K
|
4.6K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-921- 12.42% |
$42.6K - $54K
|
6.5K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-930- 3.52% |
$43K - $54.5K
|
25.5K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-943- 13.96% |
$43.6K - $55.2K
|
5.81K
$331K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-959- 6.55% |
$44.3K - $56.2K
|
13.7K
$780K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-987- 15.99% |
$45.6K - $57.8K
|
5.19K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-999- 10.58% |
$46.2K - $58.5K
|
8.45K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1K- 28.57% |
$46.2K - $58.6K
|
2.5K
$143K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.11K- 6.9% |
$51.4K - $65.1K
|
15K
$856K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.16K- 3.63% |
$53.8K - $68.1K
|
30.9K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.19K- 14.37% |
$55K - $69.7K
|
7.09K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.21K- 6.72% |
$55.7K - $70.6K
|
16.7K
$954K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.24K- 2.88% |
$57.1K - $72.4K
|
41.8K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.25K- 10.14% |
$58K - $73.5K
|
11.1K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.25K- 4.47% |
$58K - $73.5K
|
26.8K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.28K- 14.49% |
$59.2K - $75K
|
7.56K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.3K- 1.54% |
$59.9K - $75.9K
|
82.6K
$4.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.33K- 17.13% |
$61.4K - $77.9K
|
6.43K
$367K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 8.99% |
$61.5K - $77.9K
|
13.5K
$768K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.33K- 13.63% |
$61.5K - $77.9K
|
8.43K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.34K- 18.1% |
$61.7K - $78.2K
|
6.04K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 16.68% |
$63K - $79.8K
|
6.81K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 30.54% |
$64.7K - $82K
|
3.18K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.41K- 10.97% |
$65.2K - $82.6K
|
11.4K
$653K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.43K- 0.38% |
$66K - $83.7K
|
372K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.44KClosed |
$66.7K - $84.6K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 5.51% |
$68.9K - $87.3K
|
25.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 0.63% |
$69K - $87.4K
|
237K
$13.5M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 0.63% |
$69K - $87.4K
|
237K
$13.5M
|