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 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.61K- 3.84% |
$15K - $18.6K
|
65.3K
$0
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.69K- 2.91% |
$15.5K - $19.2K
|
89.9K
$0
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.73K- 10.48% |
$15.7K - $19.4K
|
23.3K
$0
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.77K- 6.19% |
$15.9K - $19.7K
|
41.9K
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.14KClosed |
$18.1K - $22.4K
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.26K- 19.03% |
$18.8K - $23.3K
|
13.9K
$0
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-3.28K- 15.14% |
$18.8K - $23.4K
|
18.4K
$0
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.3K- 18.66% |
$19K - $23.5K
|
14.4K
$0
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.59K- 21.46% |
$20.7K - $25.6K
|
13.2K
$0
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.02K- 11.42% |
$23.1K - $28.7K
|
31.2K
$0
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.03K- 4.87% |
$23.2K - $28.7K
|
78.7K
$0
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.54K- 8.5% |
$26.1K - $32.4K
|
48.9K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.74K- 20.78% |
$27.3K - $33.8K
|
18.1K
$0
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.84K- 6.56% |
$27.8K - $34.5K
|
68.9K
$0
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.95K- 11.39% |
$28.5K - $35.3K
|
38.5K
$0
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-5.28K- 6.0% |
$30.4K - $37.7K
|
82.8K
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.75K- 6.43% |
$33.1K - $41K
|
83.7K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6K- 18.66% |
$34.5K - $42.7K
|
26.1K
$0
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.63K- 9.84% |
$38.1K - $47.3K
|
60.8K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 1.92% |
$39.8K - $49.3K
|
353K
$0
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.45K- 11.87% |
$42.8K - $53.1K
|
55.3K
$0
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.46K- 12.41% |
$48.7K - $60.3K
|
59.8K
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.37K- 23.32% |
$53.9K - $66.8K
|
30.8K
$0
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.5K- 5.74% |
$60.5K - $75K
|
173K
$0
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.1K- 14.44% |
$63.8K - $79.1K
|
65.7K
$0
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2KClosed |
$64.3K - $79.7K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.5K- 13.97% |
$66.4K - $82.3K
|
71.1K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 2.4% |
$67.8K - $84.1K
|
479K
$0
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 25.63% |
$68.3K - $84.6K
|
34.5K
$0
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-12.2K- 39.91% |
$70.4K - $87.2K
|
18.4K
$0
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.3K- 0.53% |
$76.6K - $95K
|
2.5M
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-13.7K- 13.5% |
$78.8K - $97.8K
|
87.8K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.3K- 10.73% |
$82.3K - $102K
|
119K
$0
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.5K- 8.51% |
$83.2K - $103K
|
155K
$0
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-15.9KClosed |
$91.4K - $113K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.2K- 38.95% |
$93.3K - $116K
|
25.4K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 4.75% |
$105K - $130K
|
366K
$0
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-19K- 33.1% |
$109K - $136K
|
38.4K
$0
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-20.1K- 1.69% |
$116K - $143K
|
1.17M
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.6K- 5.51% |
$124K - $154K
|
370K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24K- 67.71% |
$138K - $171K
|
11.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.5K- 58.16% |
$146K - $182K
|
18.3K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.5K- 6.5% |
$152K - $189K
|
382K
$0
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-32K- 9.95% |
$184K - $228K
|
290K
$0
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-35.1K- 26.55% |
$202K - $250K
|
97.1K
$0
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-38.1K- 31.84% |
$219K - $271K
|
81.5K
$0
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-39.9K- 54.22% |
$229K - $285K
|
33.7K
$0
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-41.2KClosed |
$237K - $294K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-44.6K- 0.65% |
$257K - $318K
|
6.87M
$0
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-48.1K- 58.86% |
$277K - $343K
|
33.6K
$0
|