Purchases and Sales Made in Q1 2023 in Necessity Retail Reit, Inc. (RTL)
This table provides information about the institutional ownership of Necessity Retail Reit, Inc. (RTL) during Q1 2023. The information is specifically focused on institutions that hold shares of Necessity Retail REIT, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
692New |
$3.98K - $4.93K
|
692
$0
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
587+ 1.56% |
$3.38K - $4.19K
|
38.3K
$0
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
450+ 1.89% |
$2.59K - $3.21K
|
24.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
450+ 1.89% |
$2.59K - $3.21K
|
24.3K
$0
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
370+ 3.69% |
$2.13K - $2.64K
|
10.4K
$0
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
341+ 91.42% |
$1.96K - $2.43K
|
714
$0
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
298+ 1.79% |
$1.71K - $2.12K
|
16.9K
$0
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
266+ 2.74% |
$1.53K - $1.9K
|
9.98K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
252+ 1.1% |
$1.45K - $1.8K
|
23.1K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
217+ 1.78% |
$1.25K - $1.55K
|
12.4K
$0
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
200New |
$1.15K - $1.43K
|
200
$0
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
159+ 61.87% |
$914 - $1.13K
|
416
$0
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
125+ 2.29% |
$719 - $891
|
5.59K
$0
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
123+ 14.34% |
$707 - $877
|
981
$0
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 3.29% |
$518 - $642
|
2.82K
$0
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
77+ 2.11% |
$443 - $549
|
3.73K
$0
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
51+ 1.48% |
$293 - $364
|
3.5K
$0
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
50+ 0.41% |
$288 - $357
|
12.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 3.25% |
$155 - $193
|
858
$0
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
21+ 0.52% |
$121 - $150
|
4.05K
$0
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-12- 21.43% |
$69 - $85.6
|
44
$0
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-58- 0.03% |
$334 - $414
|
211K
$0
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-85- 0.57% |
$489 - $606
|
14.9K
$0
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-99- 0.07% |
$569 - $706
|
135K
$0
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-162- 0.37% |
$932 - $1.16K
|
43.2K
$0
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-330- 0.92% |
$1.9K - $2.35K
|
35.7K
$0
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-483- 0.29% |
$2.78K - $3.44K
|
164K
$0
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-516- 3.4% |
$2.97K - $3.68K
|
14.7K
$0
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-557- 32.76% |
$3.2K - $3.97K
|
1.14K
$0
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-583- 4.87% |
$3.35K - $4.16K
|
11.4K
$0
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-689- 1.59% |
$3.96K - $4.91K
|
42.8K
$0
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-689- 1.59% |
$3.96K - $4.91K
|
42.8K
$0
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-724- 0.48% |
$4.16K - $5.16K
|
150K
$0
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-879- 7.15% |
$5.05K - $6.27K
|
11.4K
$0
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-921- 33.45% |
$5.3K - $6.57K
|
1.83K
$0
|
|
May 12, 2023
Q1 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-950- 0.58% |
$5.46K - $6.77K
|
163K
$0
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-961- 7.71% |
$5.53K - $6.85K
|
11.5K
$0
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$5.74K - $7.12K
|
1
$0
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.28K- 6.94% |
$7.38K - $9.15K
|
17.2K
$0
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.47K- 8.53% |
$8.44K - $10.5K
|
15.7K
$0
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.58K- 0.93% |
$9.09K - $11.3K
|
168K
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 1.31% |
$11.7K - $14.6K
|
154K
$0
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 5.95% |
$12.5K - $15.5K
|
34.3K
$0
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.2K- 79.68% |
$12.7K - $15.7K
|
561
$0
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.25K- 4.55% |
$12.9K - $16K
|
47.2K
$0
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.36K- 50.0% |
$13.6K - $16.8K
|
2.36K
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.39K- 29.11% |
$13.8K - $17.1K
|
5.83K
$0
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.48K- 1.64% |
$14.3K - $17.7K
|
149K
$0
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.49K- 8.71% |
$14.3K - $17.7K
|
26K
$0
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.61K- 3.84% |
$15K - $18.6K
|
65.3K
$0
|