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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-13.1KClosed |
$324K - $330K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
SELL
|
- |
-24.2KClosed |
$597K - $608K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.2KClosed |
$597K - $608K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-968Closed |
$23.9K - $24.3K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.3KClosed |
$377K - $384K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.97KClosed |
$73.4K - $74.7K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
15KNew |
$371K - $378K
|
15K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45.7KClosed |
$1.13M - $1.15M
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-260- 0.55% |
$6.41K - $6.51K
|
47.1K
$0
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.02KNew |
$124K - $126K
|
5.02K
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-26Closed |
$641 - $651
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.17KClosed |
$28.9K - $29.3K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.43KClosed |
$109K - $111K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-37.7KClosed |
$930K - $944K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-5KClosed |
$123K - $125K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5.3KNew |
$131K - $133K
|
5.3K
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-282Closed |
$6.95K - $7.06K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-3.58KClosed |
$88.2K - $89.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21.9KClosed |
N/A
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20.8KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.57K- 26.02% |
N/A
|
7.31K
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-31.1KClosed |
N/A
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-440Closed |
N/A
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 34.69% |
N/A
|
753
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-571- 8.72% |
N/A
|
5.98K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-74.3KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-641Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.05KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.92KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.16KClosed |
N/A
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-36.9KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-766Closed |
N/A
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-337Closed |
N/A
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.6KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2024
Q4 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-8.6KClosed |
N/A
|
0
$0
|
|