Latest Institutional Transactions on Extra Space Storage Inc. (EXR)
This table provides information on the latest institutional transactions involving Extra Space Storage Inc. (EXR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-6.54K- 50.61% |
$867K - $1.04M
|
6.39K
$1.16M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 0.37% |
$5.3K - $6.37K
|
10.8K
$1.96M
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-875- 5.51% |
$116K - $139K
|
15K
$2.73M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-656- 6.65% |
$86.9K - $105K
|
9.2K
$1.67M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.1K+ 53.72% |
$543K - $654K
|
11.7K
$2.13M
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.25K- 19.51% |
$165K - $198K
|
5.14K
$933K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-730- 6.36% |
$96.7K - $116K
|
10.7K
$1.95M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-92- 4.6% |
$12.2K - $14.7K
|
1.91K
$346K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 125.0% |
$1.99K - $2.39K
|
27
$4.9K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
468+ 5.25% |
$62K - $74.6K
|
9.39K
$1.71M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$132 - $159
|
101
$18.3K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-75- 0.88% |
$9.93K - $11.9K
|
8.43K
$1.53M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.07K- 65.76% |
$1.07M - $1.29M
|
4.2K
$763K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.17K+ 8.53% |
$420K - $505K
|
40.3K
$7.33M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-351- 2.83% |
$46.5K - $55.9K
|
12.1K
$2.19M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.66KNew |
$219K - $264K
|
1.66K
$301K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 14.29% |
$132 - $159
|
8
$1.45K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-486- 22.94% |
$64.4K - $77.4K
|
1.63K
$297K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
369+ 18.2% |
$48.9K - $58.8K
|
2.4K
$435K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 20.33% |
$39.7K - $47.8K
|
1.18K
$214K
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.34KNew |
$178K - $214K
|
1.34K
$244K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-119- 75.8% |
$15.8K - $19K
|
38
$6.9K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 18.42% |
$13.2K - $15.9K
|
443
$80.5K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-42- 0.88% |
$5.56K - $6.69K
|
4.74K
$862K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.65KNew |
$616K - $741K
|
4.65K
$844K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$132 - $159
|
1
$182
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
103KNew |
$13.7M - $16.4M
|
103K
$18.7M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
31.6K+ 101.51% |
$4.19M - $5.04M
|
62.7K
$11.4M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66New |
$8.74K - $10.5K
|
66
$12K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
454+ 28.59% |
$60.1K - $72.3K
|
2.04K
$371K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.36% |
$132 - $159
|
275
$50K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
1.45KNew |
$191K - $230K
|
1.45K
$262K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 5.2% |
$6.62K - $7.97K
|
911
$165K
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
63.7KNew |
$8.44M - $10.2M
|
63.7K
$11.6M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
391+ 4.66% |
$51.8K - $62.3K
|
8.78K
$1.59M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-134- 6.43% |
$17.7K - $21.4K
|
1.95K
$354K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-84- 3.54% |
$11.1K - $13.4K
|
2.29K
$415K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
6.74KNew |
$893K - $1.07M
|
6.74K
$1.22M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
261+ 15.96% |
$34.6K - $41.6K
|
1.9K
$344K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
6.45KNew |
$854K - $1.03M
|
6.45K
$1.17M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 103.88% |
$234K - $281K
|
3.46K
$629K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.27% |
$397 - $478
|
135
$24.5K
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-25- 1.78% |
$3.31K - $3.98K
|
1.38K
$251K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
79+ 2.14% |
$10.5K - $12.6K
|
3.77K
$685K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-44- 0.81% |
$5.83K - $7.01K
|
5.38K
$977K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.11% |
$132 - $159
|
928
$169K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
205+ 5.76% |
$27.2K - $32.7K
|
3.77K
$684K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
64+ 8.43% |
$8.48K - $10.2K
|
823
$149K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 20.27% |
$1.99K - $2.39K
|
59
$10.7K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
50+ 1.77% |
$6.62K - $7.97K
|
2.88K
$523K
|