Mutual Advisors, LLC Public Storage Transaction History

Mutual Advisors, LLC

$3.06 Billion
Q1 2024

A detailed history of Mutual Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Mutual Advisors, LLC holds 3,926 shares of PSA stock, worth $1.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,926

Previous 2,263 73.49%

Holding current value

$1.13 Million

Previous $690,000 64.93%

% of portfolio

0.04%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$274.16 - $311.83 $455,928 - $518,573	1,663 Added 73.49%	3,926 $1.14 Million
Q4 2023 Jan 12, 2024	SELL	$237.99 - $307.8 $6,425 - $8,310	-27 Reduced 1.18%	2,263 $690,000
Q3 2023 Nov 13, 2023	SELL	$263.15 - $301.64 $39,998 - $45,849	-152 Reduced 6.22%	2,290 $603,000
Q2 2023 Jul 31, 2023	SELL	$280.01 - $314.05 $26,880 - $30,148	-96 Reduced 3.78%	2,442 $712,000
Q1 2023 Apr 11, 2023	BUY	$271.18 - $311.46 $17,626 - $20,244	65 Added 2.63%	2,538 $766,000

Q4 2022 Jan 12, 2023	SELL	$276.09 - $311.54 $127,277 - $143,619	-461 Reduced 15.71%	2,473 $0
Q3 2022 Nov 03, 2022	BUY	$18.47 - $344.52 $21,018 - $392,063	1,138 Added 63.36%	2,934 $859,000
Q2 2022 Aug 15, 2022	BUY	$297.48 - $419.9 $59,198 - $83,560	199 Added 12.46%	1,796 $562,000
Q1 2022 May 09, 2022	SELL	$342.38 - $396.47 $40,400 - $46,783	-118 Reduced 6.88%	1,597 $623,000
Q4 2021 Feb 14, 2022	BUY	$295.26 - $374.56 $41,631 - $52,812	141 Added 8.96%	1,715 $642,000
Q2 2021 Aug 12, 2021	SELL	$251.94 - $304.75 $2,015 - $2,438	-8 Reduced 0.51%	1,574 $473,000
Q1 2021 May 13, 2021	SELL	$213.82 - $247.99 $14,539 - $16,863	-68 Reduced 4.12%	1,582 $390,000
Q4 2020 Feb 11, 2021	BUY	$216.58 - $236.23 $649 - $708	3 Added 0.18%	1,650 $381,000
Q3 2020 Nov 13, 2020	BUY	$185.36 - $224.74 $14,643 - $17,754	79 Added 5.04%	1,647 $367,000
Q2 2020 Aug 05, 2020	SELL	$175.97 - $211.37 $31,850 - $38,257	-181 Reduced 10.35%	1,568 $301,000
Q1 2020 May 13, 2020	SELL	$160.61 - $232.82 $8,833 - $12,805	-55 Reduced 3.05%	1,749 $347,000
Q4 2019 Feb 11, 2020	SELL	$204.25 - $247.33 $5,514 - $6,677	-27 Reduced 1.47%	1,804 $384,000
Q3 2019 Nov 01, 2019	SELL	$236.45 - $264.74 $418,989 - $469,119	-1,772 Reduced 49.18%	1,831 $449,000
Q2 2019 Aug 15, 2019	BUY	$214.35 - $245.21 $503,936 - $576,488	2,351 Added 187.78%	3,603 $858,000
Q1 2019 May 15, 2019	BUY	$195.06 - $224.24 $244,215 - $280,748	1,252 New	1,252 $273,000
Q3 2018 Nov 15, 2018	SELL	$199.49 - $232.71 $200,686 - $234,106	-1,006 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	$192.75 - $229.0 $193,906 - $230,374	1,006 New	1,006 $228,000
Q1 2018 May 11, 2018	SELL	$180.49 - $206.77 $182,836 - $209,458	-1,013 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$203.72 - $218.56 $206,368 - $221,401	1,013	1,013 $212,000

Others Institutions Holding PSA

# of Institutions

1,144

Shares Held

133M

Call Options Held

224K

Put Options Held

447K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $50.7B
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...

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Mutual Advisors, LLC Public Storage Transaction History