Lpl Financial LLC Public Storage Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Public Storage stock. As of the latest transaction made, Lpl Financial LLC holds 73,071 shares of PSA stock, worth $22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

73,071

Previous 61,081 19.63%

Holding current value

$22 Million

Previous $17.6 Million 51.33%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$283.13 - $365.01 $3.39 Million - $4.38 Million	11,990 Added 19.63%	73,071 $26.6 Million
Q2 2024 Aug 07, 2024	SELL	$257.73 - $293.34 $557,212 - $634,201	-2,162 Reduced 3.42%	61,081 $17.6 Million
Q1 2024 May 10, 2024	BUY	$274.16 - $311.83 $78,958 - $89,807	288 Added 0.46%	63,243 $18.3 Million
Q4 2023 Feb 14, 2024	BUY	$237.99 - $307.8 $413,864 - $535,264	1,739 Added 2.84%	62,955 $19.2 Million
Q3 2023 Nov 13, 2023	SELL	$263.15 - $301.64 $1.52 Million - $1.75 Million	-5,789 Reduced 8.64%	61,216 $16.1 Million
Q2 2023 Jul 31, 2023	BUY	$280.01 - $314.05 $2.86 Million - $3.21 Million	10,215 Added 17.99%	67,005 $19.6 Million
Q1 2023 May 10, 2023	SELL	$271.18 - $311.46 $237,011 - $272,216	-874 Reduced 1.52%	56,790 $17.2 Million
Q4 2022 Feb 07, 2023	BUY	$276.09 - $311.54 $2.63 Million - $2.97 Million	9,537 Added 19.82%	57,664 $16.2 Million
Q3 2022 Nov 14, 2022	BUY	$18.47 - $344.52 $93,605 - $1.75 Million	5,068 Added 11.77%	48,127 $14.1 Million
Q2 2022 Aug 12, 2022	SELL	$297.48 - $419.9 $4.08 Million - $5.76 Million	-13,728 Reduced 24.17%	43,059 $13.5 Million
Q1 2022 May 16, 2022	SELL	$342.38 - $396.47 $909,703 - $1.05 Million	-2,657 Reduced 4.47%	56,787 $22.2 Million
Q4 2021 Feb 14, 2022	BUY	$295.26 - $374.56 $667,878 - $847,254	2,262 Added 3.96%	59,444 $22.3 Million
Q3 2021 Nov 15, 2021	BUY	$296.74 - $331.04 $1.02 Million - $1.14 Million	3,451 Added 6.42%	57,182 $17 Million
Q2 2021 Aug 13, 2021	BUY	$251.94 - $304.75 $1.87 Million - $2.26 Million	7,408 Added 15.99%	53,731 $16.2 Million
Q1 2021 May 14, 2021	SELL	$213.82 - $247.99 $518,085 - $600,879	-2,423 Reduced 4.97%	46,323 $11.4 Million
Q4 2020 Feb 12, 2021	BUY	$216.58 - $236.23 $701,069 - $764,676	3,237 Added 7.11%	48,746 $11.3 Million
Q3 2020 Nov 09, 2020	BUY	$185.36 - $224.74 $120,669 - $146,305	651 Added 1.45%	45,509 $10.1 Million
Q2 2020 Aug 13, 2020	BUY	$175.97 - $211.37 $633,140 - $760,509	3,598 Added 8.72%	44,858 $8.61 Million
Q1 2020 May 14, 2020	SELL	$160.61 - $232.82 $1.41 Million - $2.05 Million	-8,798 Reduced 17.58%	41,260 $8.2 Million
Q4 2019 Feb 14, 2020	BUY	$204.25 - $247.33 $1.5 Million - $1.81 Million	7,324 Added 17.14%	50,058 $10.7 Million
Q3 2019 Nov 13, 2019	BUY	$236.45 - $264.74 $562,278 - $629,551	2,378 Added 5.89%	42,734 $10.5 Million
Q2 2019 Aug 09, 2019	BUY	$214.35 - $245.21 $1.51 Million - $1.72 Million	7,029 Added 21.09%	40,356 $9.61 Million
Q1 2019 May 08, 2019	SELL	$195.06 - $224.24 $32,575 - $37,448	-167 Reduced 0.5%	33,327 $7.26 Million
Q4 2018 Feb 07, 2019	SELL	$195.68 - $216.23 $8.12 Million - $8.97 Million	-41,481 Reduced 55.33%	33,494 $6.78 Million
Q3 2018 Nov 14, 2018	SELL	$199.49 - $232.71 $94,957 - $110,769	-476 Reduced 0.63%	74,975 $15.1 Million
Q2 2018 Aug 14, 2018	BUY	$192.75 - $229.0 $302,424 - $359,301	1,569 Added 2.12%	75,451 $17.1 Million
Q1 2018 May 15, 2018	BUY	$180.49 - $206.77 $7.69 Million - $8.81 Million	42,625 Added 136.37%	73,882 $14.8 Million
Q4 2017 Feb 14, 2018	BUY	$203.72 - $218.56 $390,938 - $419,416	1,919 Added 6.54%	31,257 $6.53 Million
Q3 2017 Nov 14, 2017	BUY	$196.29 - $218.31 $448,718 - $499,056	2,286 Added 8.45%	29,338 $6.28 Million
Q2 2017 Aug 14, 2017	BUY	N/A	27,052	27,052 $5.64 Million

Others Institutions Holding PSA

# of Institutions

1,221

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.8B
Description
Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...

More about PSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Public Storage Transaction History