Purchases and Sales Made in Q2 2023 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
669+ 0.84% |
$29K - $32.4K
|
80.3K
$3.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
638+ 10.47% |
$27.7K - $30.9K
|
6.73K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
593+ 41.73% |
$25.7K - $28.7K
|
2.01K
$83.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
593+ 2.37% |
$25.7K - $28.7K
|
25.7K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
589+ 2.2% |
$25.6K - $28.6K
|
27.4K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
515+ 21.73% |
$22.3K - $25K
|
2.89K
$120K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
418+ 0.61% |
$18.1K - $20.3K
|
69K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
399New |
$17.3K - $19.3K
|
399
$16.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
397+ 1.1% |
$17.2K - $19.2K
|
36.3K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
387+ 774.0% |
$16.8K - $18.8K
|
437
$18.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
379+ 26.5% |
$16.4K - $18.4K
|
1.81K
$75.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
375+ 3.36% |
$16.3K - $18.2K
|
11.5K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
347+ 1.36% |
$15.1K - $16.8K
|
25.8K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
346New |
$15K - $16.8K
|
346
$14.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
341+ 6.6% |
$14.8K - $16.5K
|
5.51K
$229K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
310New |
$13.4K - $15K
|
310
$12.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
301New |
$13.1K - $14.6K
|
301
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
300+ 1.16% |
$13K - $14.5K
|
26.2K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
279+ 88.85% |
$12.1K - $13.5K
|
593
$24.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
279+ 88.85% |
$12.1K - $13.5K
|
593
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
278+ 0.64% |
$12.1K - $13.5K
|
43.6K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
259+ 8.72% |
$11.2K - $12.6K
|
3.23K
$134K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
255+ 1.83% |
$11.1K - $12.4K
|
14.2K
$588K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
253New |
$11K - $12.3K
|
253
$10.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
229+ 0.96% |
$9.93K - $11.1K
|
24K
$995K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
220New |
$9.54K - $10.7K
|
220
$9.13K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
212New |
$9.2K - $10.3K
|
212
$8.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
196+ 9.39% |
$8.5K - $9.5K
|
2.28K
$94.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
128+ 1.5% |
$5.55K - $6.21K
|
8.64K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
124+ 16.6% |
$5.38K - $6.01K
|
871
$36.1K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
114+ 0.7% |
$4.95K - $5.53K
|
16.4K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
108+ 0.22% |
$4.69K - $5.24K
|
49.9K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
80+ 39.6% |
$3.47K - $3.88K
|
282
$11.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
79+ 0.33% |
$3.43K - $3.83K
|
24.4K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
78+ 1.05% |
$3.38K - $3.78K
|
7.53K
$313K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
67New |
$2.91K - $3.25K
|
67
$2.78K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.28% |
$2.3K - $2.57K
|
18.7K
$774K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
51+ 1.04% |
$2.21K - $2.47K
|
4.95K
$205K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
26+ 2.64% |
$1.13K - $1.26K
|
1.01K
$41.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 3.14% |
$694 - $776
|
526
$21.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10+ 0.07% |
$434 - $485
|
13.6K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 1.05% |
$347 - $388
|
769
$31.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.02% |
$304 - $339
|
31.6K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$217 - $242
|
5
$207
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
5+ 500.0% |
$217 - $242
|
6
$249
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
4+ 0.12% |
$174 - $194
|
3.32K
$138K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.65% |
$130 - $145
|
462
$19.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.64% |
$130 - $145
|
473
$19.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.48% |
$86.8 - $97
|
137
$5.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.25% |
$43.4 - $48.5
|
404
$16.8K
|