Latest Institutional Transactions on Cube Smart (CUBE)
This table provides information on the latest institutional transactions involving Cube Smart (CUBE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
38.9KNew |
$1.3M - $1.85M
|
38.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-334K- 96.31% |
$11.1M - $15.8M
|
12.8K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-946- 2.58% |
$31.5K - $44.9K
|
35.7K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.02K- 12.71% |
$33.8K - $48.2K
|
6.98K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.7K+ 30.13% |
$156K - $223K
|
20.3K
$856K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5.82KNew |
$194K - $276K
|
5.82K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-25.3K- 26.01% |
$843K - $1.2M
|
72K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
34.2KNew |
$1.14M - $1.62M
|
34.2K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
16New |
$532 - $759
|
16
$675
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-337- 1.03% |
$11.2K - $16K
|
32.2K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
69.7KNew |
$2.32M - $3.31M
|
69.7K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-22- 68.75% |
$732 - $1.04K
|
10
$422
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.5KNew |
$183K - $261K
|
5.5K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
864KNew |
$28.7M - $41M
|
864K
$36.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.84K- 68.47% |
$327K - $467K
|
4.53K
$191K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.68KNew |
$89K - $127K
|
2.68K
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.1KNew |
$535K - $762K
|
16.1K
$678K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
115+ 302.63% |
$3.83K - $5.45K
|
153
$6.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
37.5K+ 625.76% |
$1.25M - $1.78M
|
43.4K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-210- 33.33% |
$6.99K - $9.96K
|
420
$17.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-10.3K- 9.67% |
$343K - $489K
|
96.2K
$4.06M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.05KNew |
$168K - $239K
|
5.05K
$213K
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
800New |
$26.6K - $37.9K
|
800
$33.7K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-903- 1.97% |
$30.1K - $42.8K
|
45K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.02KNew |
$200K - $286K
|
6.02K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-32- 1.26% |
$1.06K - $1.52K
|
2.5K
$105K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.25KNew |
$74.9K - $107K
|
2.25K
$94.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.42KNew |
$147K - $210K
|
4.42K
$186K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16New |
$532 - $759
|
16
$675
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-108- 0.97% |
$3.59K - $5.12K
|
11.1K
$466K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-175- 2.11% |
$5.82K - $8.3K
|
8.13K
$343K
|
|
| Q3 2023 | |||||||
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.43K- 6.27% |
$54.5K - $66.6K
|
21.4K
$902K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
43New |
$1.64K - $2K
|
43
$1.81K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
281+ 1.15% |
$10.7K - $13.1K
|
24.6K
$1.04M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
238+ 79.07% |
$9.07K - $11.1K
|
539
$22.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
2.73K+ 1.05% |
$104K - $127K
|
264K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-960- 2.2% |
$36.6K - $44.7K
|
42.6K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-19.8K- 17.83% |
$753K - $919K
|
91K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-7.06K- 47.61% |
$269K - $329K
|
7.77K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.59KNew |
$137K - $167K
|
3.59K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
21.5KNew |
$820K - $1M
|
21.5K
$907K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
54+ 450.0% |
$2.06K - $2.51K
|
66
$2.78K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-16.7K- 13.33% |
$637K - $778K
|
109K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.63% |
$114 - $140
|
476
$20.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-12K- 6.47% |
$458K - $559K
|
173K
$7.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
670+ 0.44% |
$25.5K - $31.2K
|
154K
$6.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
60New |
$2.29K - $2.79K
|
60
$2.53K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5.81KNew |
$221K - $270K
|
5.81K
$245K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$763 - $931
|
20
$843
|
|