Latest Institutional Transactions on Necessity Retail Reit, Inc. (RTL)
This table provides information on the latest institutional transactions involving Necessity Retail Reit, Inc. (RTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-17.8K- 21.91% |
$80.1K - $129K
|
63.6K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-260- 36.41% |
$1.17K - $1.88K
|
454
$0
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.7K- 15.25% |
$61.6K - $99.1K
|
76.2K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.44K- 12.65% |
$37.9K - $61K
|
58.3K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-340- 2.28% |
$1.53K - $2.46K
|
14.5K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 35.36% |
$46.7K - $75.2K
|
19K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
554+ 1.55% |
$2.49K - $4.01K
|
36.2K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
16.1KNew |
$72.5K - $117K
|
16.1K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.41K- 25.14% |
$6.31K - $10.2K
|
4.19K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.27K- 4.62% |
$19.2K - $30.9K
|
88.1K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
764New |
$3.43K - $5.52K
|
764
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.14K- 6.22% |
$5.11K - $8.23K
|
17.2K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.92K+ 39.63% |
$22.1K - $35.5K
|
17.3K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-14.1K- 24.57% |
$63.4K - $102K
|
43.3K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.38K- 49.94% |
$10.7K - $17.2K
|
2.38K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.16K+ 0.78% |
$5.22K - $8.4K
|
150K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.84K- 8.48% |
$26.2K - $42.3K
|
63.1K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.14K- 10.01% |
$18.6K - $29.9K
|
37.2K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.26K- 9.04% |
$28.1K - $45.2K
|
63K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.19K+ 10.35% |
$14.3K - $23.1K
|
34K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-18.3K- 30.12% |
$82.2K - $132K
|
42.5K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
44.7K+ 51.98% |
$201K - $323K
|
131K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Harvest Management LLC
New York, NY |
BUY
|
- |
10KNew |
$44.9K - $72.3K
|
10K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-5.09K- 13.39% |
$22.9K - $36.8K
|
32.9K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.46K- 14.09% |
$38K - $61.2K
|
51.6K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.05K+ 363.6% |
$13.7K - $22K
|
3.89K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.02K- 24.9% |
$40.5K - $65.2K
|
27.2K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
250+ 8.49% |
$1.12K - $1.81K
|
3.2K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.8K- 89.15% |
$93.2K - $150K
|
2.53K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
135+ 0.61% |
$606 - $976
|
22.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 3.61% |
$139 - $224
|
889
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 14.0% |
$6.39K - $10.3K
|
11.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.9K- 10.2% |
$175K - $281K
|
343K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
318K+ 45.47% |
$1.43M - $2.3M
|
1.02M
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01K+ 10.1% |
$4.54K - $7.31K
|
11K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-468- 4.1% |
$2.1K - $3.38K
|
10.9K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.46K+ 4.4% |
$6.54K - $10.5K
|
34.6K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
23+ 0.57% |
$103 - $166
|
4.07K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.1K- 12.76% |
$275K - $442K
|
418K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-39.7K- 66.3% |
$178K - $287K
|
20.2K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
81+ 0.17% |
$364 - $586
|
49K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.39K- 13.81% |
$10.7K - $17.2K
|
14.9K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.18K- 39.27% |
$5.28K - $8.5K
|
1.82K
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60+ 3.65% |
$269 - $434
|
1.71K
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21KNew |
$121K - $150K
|
21K
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7KNew |
$61.6K - $76.4K
|
10.7K
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.14KClosed |
$18.1K - $22.4K
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
86.2KNew |
$496K - $615K
|
86.2K
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
68.7K+ 241.76% |
$395K - $490K
|
97.1K
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-41.2KClosed |
$237K - $294K
|
0
$0
|
|