Purchases and Sales Made in Q1 2025 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q1 2025. The information is specifically focused on institutions that hold shares of CubeSmart.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
65New |
$2.61K - $2.81K
|
65
$2.8K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
59+ 0.39% |
$2.37K - $2.55K
|
15.3K
$658K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 47.54% |
$2.33K - $2.51K
|
180
$7.76K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
58+ 0.19% |
$2.33K - $2.51K
|
31.3K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
53+ 2.42% |
$2.13K - $2.29K
|
2.25K
$96.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 38.64% |
$2.05K - $2.2K
|
183
$7.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50New |
$2.01K - $2.16K
|
50
$2.16K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 6.63% |
$1.97K - $2.12K
|
788
$34K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
45+ 0.29% |
$1.81K - $1.95K
|
15.4K
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42New |
$1.69K - $1.82K
|
42
$1.81K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
42+ 14.0% |
$1.69K - $1.82K
|
342
$14.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 3.96% |
$1.41K - $1.51K
|
919
$39.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35+ 152.17% |
$1.41K - $1.51K
|
58
$2.5K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
31New |
$1.25K - $1.34K
|
31
$1.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 0.11% |
$1.17K - $1.25K
|
27.5K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$1.01K - $1.08K
|
25
$1.08K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 23.58% |
$1.01K - $1.08K
|
131
$5.65K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$925 - $994
|
23
$991
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.05% |
$925 - $994
|
50.3K
$2.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 633.33% |
$764 - $821
|
22
$948
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 2.59% |
$764 - $821
|
754
$32.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$724 - $778
|
18
$776
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$483 - $519
|
12
$517
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 240.0% |
$483 - $519
|
17
$733
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$402 - $432
|
10
$431
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
8+ 1.21% |
$322 - $346
|
667
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 1.26% |
$201 - $216
|
401
$17.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
4+ 40.0% |
$161 - $173
|
14
$603
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 15.38% |
$161 - $173
|
30
$1.29K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 1.69% |
$121 - $130
|
181
$7.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.13% |
$40.2 - $43.2
|
769
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$40.2 - $43.2
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.54% |
$40.2 - $43.2
|
184
$7.93K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2- 1.1% |
$80.5 - $86.5
|
179
$7.71K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 4.0% |
$80.5 - $86.5
|
48
$2.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 1.94% |
$241 - $259
|
304
$13.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 1.17% |
$241 - $259
|
505
$21.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 15.07% |
$443 - $476
|
62
$2.67K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-12- 0.92% |
$483 - $519
|
1.29K
$55.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13- 3.85% |
$523 - $562
|
325
$14K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-24- 0.26% |
$966 - $1.04K
|
9.1K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.22% |
$1.01K - $1.08K
|
11.4K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-39- 25.83% |
$1.57K - $1.69K
|
112
$4.83K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 35.34% |
$1.65K - $1.77K
|
75
$3.23K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42- 36.52% |
$1.69K - $1.82K
|
73
$3.15K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-44- 16.36% |
$1.77K - $1.9K
|
225
$9.7K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-46- 0.37% |
$1.85K - $1.99K
|
12.5K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-47- 14.42% |
$1.89K - $2.03K
|
279
$12K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 4.64% |
$1.93K - $2.08K
|
987
$42.5K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-54- 52.43% |
$2.17K - $2.33K
|
49
$2.11K
|