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 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
PUT |
100New |
$18.5K - $22.2K
|
100
$18.2K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4Closed |
$741 - $886
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12- 0.43% |
$2.22K - $2.66K
|
2.8K
$509K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-22- 81.48% |
$4.08K - $4.87K
|
5
$908
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.52KClosed |
$1.39M - $1.67M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-4.83KClosed |
$894K - $1.07M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.95KClosed |
$361K - $432K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-1.45KClosed |
$269K - $322K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.64KClosed |
$489K - $584K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1.23KClosed |
$228K - $273K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-104Closed |
$19.3K - $23K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
11.9KNew |
$2.21M - $2.64M
|
11.9K
$2.16M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-224Closed |
$41.5K - $49.6K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.05KClosed |
$195K - $233K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.09KClosed |
$203K - $242K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-1.01KClosed |
$187K - $223K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-19Closed |
$3.52K - $4.21K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-12Closed |
$2.22K - $2.66K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
19New |
$3.52K - $4.21K
|
19
$3.45K
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-908Closed |
$168K - $201K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.53KClosed |
$468K - $560K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-55Closed |
$9.23K - $12.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45New |
$7.56K - $10.2K
|
45
$8.17K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-47Closed |
$7.89K - $10.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.29KClosed |
$216K - $292K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
64New |
$10.7K - $14.5K
|
64
$11.6K
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
2.5KNew |
$420K - $567K
|
2.5K
$454K
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.71KClosed |
$288K - $388K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
100+ 4.76% |
$16.8K - $22.7K
|
2.2K
$400K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-36Closed |
$6.04K - $8.16K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.51K - $2.04K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.95KClosed |
$327K - $441K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
50New |
$8.39K - $11.3K
|
50
$9.08K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.45KClosed |
$412K - $556K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
66New |
$11.1K - $15K
|
66
$12K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.53KClosed |
$256K - $346K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
52New |
$8.73K - $11.8K
|
52
$9.45K
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
500+ 40.0% |
$83.9K - $113K
|
1.75K
$318K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1KClosed |
$168K - $227K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-3.44KClosed |
$577K - $779K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$672 - $907
|
4
$727
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-43Closed |
$7.22K - $9.75K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3Closed |
$504 - $680
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.38KClosed |
$1.24M - $1.67M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2Closed |
$336 - $453
|
0
$0
|
|
Q3 2021 | |||||||
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.96K- 61.22% |
$323K - $379K
|
1.24K
$225K
|
|
Nov 17, 2021
Q3 2021
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-8.53KClosed |
$1.41M - $1.65M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-2.98KClosed |
$491K - $576K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-14.1KClosed |
$2.32M - $2.72M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-29Closed |
$4.78K - $5.62K
|
0
$0
|