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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
300New |
$41.4K - $49.3K
|
300
$50.3K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.47K+ 6.18% |
$340K - $405K
|
42.3K
$7.1M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.96KNew |
$270K - $322K
|
1.96K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$4.97K - $5.92K
|
36
$6.04K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-52- 82.54% |
$7.18K - $8.55K
|
11
$1.84K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$552 - $658
|
4
$671
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-149- 0.27% |
$20.6K - $24.5K
|
55.2K
$9.26M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 55.56% |
$1.38K - $1.64K
|
8
$1.34K
|
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$276K - $329K
|
2K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-210- 12.42% |
$29K - $34.5K
|
1.48K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 1.08% |
$828 - $986
|
551
$92.4K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-15.5K- 86.11% |
$2.14M - $2.55M
|
2.5K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-597- 0.2% |
$82.4K - $98.1K
|
298K
$50M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500New |
$69K - $82.2K
|
500
$83.9K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
37.8KNew |
$5.22M - $6.22M
|
37.8K
$6.34M
|
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2.8K- 19.23% |
$387K - $460K
|
11.8K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
185New |
$25.5K - $30.4K
|
185
$31K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 3.17% |
$27.6K - $32.9K
|
6.11K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
95New |
$13.1K - $15.6K
|
95
$15.9K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
63+ 4.69% |
$8.7K - $10.4K
|
1.41K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 10.71% |
$1.66K - $1.97K
|
100
$16.8K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-68- 4.23% |
$9.39K - $11.2K
|
1.54K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.27% |
$690 - $822
|
1.83K
$308K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 7.87% |
$3.31K - $3.95K
|
329
$55.2K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$324K - $386K
|
2.35K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$124K - $148K
|
900
$151K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.67KNew |
$231K - $275K
|
1.67K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
35New |
$4.83K - $5.75K
|
35
$5.87K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
412+ 21.95% |
$56.9K - $67.7K
|
2.29K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-40- 2.74% |
$5.52K - $6.58K
|
1.42K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
765New |
$106K - $126K
|
765
$128K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$828 - $986
|
1
$168
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.28KNew |
$867K - $1.03M
|
6.28K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-995- 96.04% |
$137K - $164K
|
41
$6.88K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-44- 2.34% |
$6.08K - $7.23K
|
1.84K
$309K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18New |
$2.49K - $2.96K
|
18
$3.02K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4New |
$552 - $658
|
4
$671
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.31K+ 159.79% |
$319K - $380K
|
3.75K
$630K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.45KNew |
$338K - $402K
|
2.45K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 26.98% |
$195K - $232K
|
3.82K
$641K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.8K+ 35.9% |
$387K - $460K
|
10.6K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$6.9K - $8.22K
|
50
$8.39K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-115- 0.74% |
$15.9K - $18.9K
|
15.5K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.33K+ 171.56% |
$874K - $1.04M
|
10K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$1.83M - $2.18M
|
13.2K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-43- 2.54% |
$5.94K - $7.07K
|
1.65K
$277K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
575+ 9.94% |
$79.4K - $94.5K
|
6.36K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-63- 49.22% |
$8.7K - $10.4K
|
65
$10.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.08KNew |
$563K - $670K
|
4.08K
$684K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-34- 89.47% |
$4.69K - $5.59K
|
4
$671
|