Purchases and Sales Made in Q3 2023 in Spirit Realty Capital, Inc. (SRC)
This table provides information about the institutional ownership of Spirit Realty Capital, Inc. (SRC) during Q3 2023. The information is specifically focused on institutions that hold shares of SPIRIT REALTY CAPITAL, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
105+ 0.14% |
$3.5K - $4.4K
|
72.7K
$0
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
101+ 0.86% |
$3.36K - $4.23K
|
11.8K
$0
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 16.67% |
$3.33K - $4.19K
|
700
$0
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 16.67% |
$3.33K - $4.19K
|
700
$0
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$3.33K - $4.19K
|
100
$0
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
97+ 293.94% |
$3.23K - $4.06K
|
130
$0
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
59+ 0.94% |
$1.96K - $2.47K
|
6.3K
$0
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56New |
$1.86K - $2.35K
|
56
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
54+ 1.3% |
$1.8K - $2.26K
|
4.22K
$0
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 15.89% |
$1.37K - $1.72K
|
299
$0
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
39New |
$1.3K - $1.63K
|
39
$0
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
38+ 0.39% |
$1.27K - $1.59K
|
9.72K
$0
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
37+ 0.5% |
$1.23K - $1.55K
|
7.43K
$0
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
24+ 0.14% |
$799 - $1.01K
|
17.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
24+ 0.56% |
$799 - $1.01K
|
4.34K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24+ 0.02% |
$799 - $1.01K
|
110K
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 2.53% |
$433 - $544
|
527
$0
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.35% |
$33.3 - $41.9
|
289
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.38% |
$33.3 - $41.9
|
261
$0
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.05% |
$33.3 - $41.9
|
2.11K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.01% |
$33.3 - $41.9
|
11.2K
$0
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 50.0% |
$200 - $251
|
6
$0
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 35.42% |
$566 - $712
|
31
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18- 0.02% |
$599 - $754
|
95.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-23- 42.59% |
$766 - $963
|
31
$0
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-40- 0.36% |
$1.33K - $1.68K
|
11.2K
$0
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-41- 3.01% |
$1.37K - $1.72K
|
1.32K
$0
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46Closed |
$1.53K - $1.93K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-58- 0.18% |
$1.93K - $2.43K
|
31.3K
$0
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-68- 35.23% |
$2.26K - $2.85K
|
125
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 6.88% |
$3.56K - $4.48K
|
1.45K
$0
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 6.88% |
$3.56K - $4.48K
|
1.45K
$0
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-113- 99.12% |
$3.76K - $4.73K
|
1
$0
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 10.82% |
$3.9K - $4.9K
|
964
$0
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-146- 0.65% |
$4.86K - $6.11K
|
22.5K
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 50.84% |
$5.06K - $6.37K
|
147
$0
|
|
Nov 13, 2023
Q3 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-160- 0.21% |
$5.33K - $6.7K
|
77.3K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-169- 1.8% |
$5.63K - $7.08K
|
9.22K
$0
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-195- 7.99% |
$6.49K - $8.17K
|
2.25K
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-202- 2.66% |
$6.73K - $8.46K
|
7.39K
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-228- 62.13% |
$7.59K - $9.55K
|
139
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-230- 3.31% |
$7.66K - $9.63K
|
6.73K
$0
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-276- 3.92% |
$9.19K - $11.6K
|
6.77K
$0
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-299- 0.75% |
$9.96K - $12.5K
|
39.6K
$0
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-315- 2.45% |
$10.5K - $13.2K
|
12.5K
$0
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-330- 21.35% |
$11K - $13.8K
|
1.22K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-452- 19.96% |
$15.1K - $18.9K
|
1.81K
$0
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-529- 19.57% |
$17.6K - $22.2K
|
2.17K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-544- 1.09% |
$18.1K - $22.8K
|
49.1K
$0
|