Purchases and Sales Made in Q4 2024 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q4 2024. 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 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.89% |
$104 - $129
|
108
$6.09K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.62% |
$104 - $129
|
327
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.22% |
$104 - $129
|
932
$52.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$51.8 - $64.7
|
3.58K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.7% |
$51.8 - $64.7
|
38
$2.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.39% |
$51.8 - $64.7
|
73
$4.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1- 0.02% |
$51.8 - $64.7
|
4.36K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1- 0.02% |
$51.8 - $64.7
|
5.37K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.35% |
$51.8 - $64.7
|
286
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.02% |
$51.8 - $64.7
|
4.44K
$250K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$51.8 - $64.7
|
10.4M
$584M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.14% |
$104 - $129
|
1.44K
$81.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 8.33% |
$104 - $129
|
22
$1.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 10.71% |
$155 - $194
|
25
$1.41K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4- 0.02% |
$207 - $259
|
17K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 1.57% |
$207 - $259
|
250
$14.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 0.2% |
$207 - $259
|
1.98K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6- 0.73% |
$311 - $388
|
815
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.49% |
$362 - $453
|
1.41K
$79.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 1.92% |
$414 - $518
|
408
$23K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-10- 0.25% |
$518 - $647
|
4.05K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-11- 6.51% |
$569 - $712
|
158
$8.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 2.01% |
$621 - $777
|
584
$32.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-13- 15.85% |
$673 - $841
|
69
$3.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13- 0.21% |
$673 - $841
|
6.22K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-15- 4.79% |
$776 - $971
|
298
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15- 0.15% |
$776 - $971
|
10.1K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 36.36% |
$828 - $1.04K
|
28
$1.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-16- 21.92% |
$828 - $1.04K
|
57
$3.21K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-17- 2.31% |
$880 - $1.1K
|
720
$40.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-18- 0.17% |
$932 - $1.16K
|
10.7K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 3.89% |
$932 - $1.16K
|
445
$25.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-19- 2.93% |
$983 - $1.23K
|
630
$35.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 2.16% |
$1.04K - $1.29K
|
907
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-22- 0.49% |
$1.14K - $1.42K
|
4.51K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-24- 0.03% |
$1.24K - $1.55K
|
78.7K
$4.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-24- 0.59% |
$1.24K - $1.55K
|
4.02K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-26- 0.23% |
$1.35K - $1.68K
|
11.1K
$627K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-27- 2.07% |
$1.4K - $1.75K
|
1.28K
$72K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30Closed |
$1.55K - $1.94K
|
0
$0
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-30- 0.26% |
$1.55K - $1.94K
|
11.4K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-31- 0.71% |
$1.6K - $2.01K
|
4.34K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-31- 5.59% |
$1.6K - $2.01K
|
524
$29.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-32- 1.81% |
$1.66K - $2.07K
|
1.73K
$97.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 0.36% |
$1.81K - $2.26K
|
9.82K
$553K
|