Purchases and Sales Made in Q2 2024 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
569+ 7.46% |
$22.8K - $26.5K
|
8.2K
$339K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
538+ 6.2% |
$21.6K - $25.1K
|
9.22K
$381K
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
406+ 2.67% |
$16.3K - $18.9K
|
15.6K
$646K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400+ 50.0% |
$16K - $18.6K
|
1.2K
$49.6K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
394+ 10.01% |
$15.8K - $18.3K
|
4.33K
$179K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
388+ 6.62% |
$15.6K - $18.1K
|
6.25K
$258K
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
360+ 1.36% |
$14.4K - $16.8K
|
26.8K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
323+ 136.86% |
$13K - $15K
|
559
$23.1K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
311+ 14.71% |
$12.5K - $14.5K
|
2.43K
$100K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280+ 459.02% |
$11.2K - $13K
|
341
$14.1K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
262+ 6.21% |
$10.5K - $12.2K
|
4.48K
$185K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
240New |
$9.62K - $11.2K
|
240
$9.93K
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
223+ 5.64% |
$8.94K - $10.4K
|
4.18K
$173K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
196+ 118.79% |
$7.86K - $9.13K
|
361
$14.9K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
196+ 3.45% |
$7.86K - $9.13K
|
5.89K
$243K
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
194New |
$7.78K - $9.03K
|
194
$8.02K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
180+ 246.58% |
$7.22K - $8.38K
|
253
$10.5K
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
176+ 3.31% |
$7.06K - $8.2K
|
5.5K
$228K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 1.32% |
$6.98K - $8.1K
|
13.4K
$554K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
140New |
$5.61K - $6.52K
|
140
$5.79K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134+ 2.5% |
$5.37K - $6.24K
|
5.49K
$227K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116New |
$4.65K - $5.4K
|
116
$4.8K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
110+ 2.17% |
$4.41K - $5.12K
|
5.18K
$214K
|
|
Aug 09, 2024
Q2 2024
|
Presima Inc.
|
BUY
|
- |
100+ 0.98% |
$4.01K - $4.66K
|
10.3K
$426K
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
98+ 0.11% |
$3.93K - $4.56K
|
89.5K
$3.7M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 185.42% |
$3.57K - $4.14K
|
137
$5.67K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
88+ 172.55% |
$3.53K - $4.1K
|
139
$5.75K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
84+ 133.33% |
$3.37K - $3.91K
|
147
$6.08K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
82+ 1.15% |
$3.29K - $3.82K
|
7.23K
$299K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 9.86% |
$2.77K - $3.21K
|
769
$31.8K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
63+ 1.88% |
$2.53K - $2.93K
|
3.42K
$141K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
62+ 1.19% |
$2.49K - $2.89K
|
5.29K
$219K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.12% |
$2.33K - $2.7K
|
50.2K
$2.08M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.91% |
$2.33K - $2.7K
|
6.45K
$267K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 103.77% |
$2.21K - $2.56K
|
108
$4.47K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.75% |
$2.05K - $2.38K
|
6.89K
$285K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
47+ 13.54% |
$1.88K - $2.19K
|
394
$16.3K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
41New |
$1.64K - $1.91K
|
41
$1.7K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.6K - $1.86K
|
40
$1.65K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
39+ 3.36% |
$1.56K - $1.82K
|
1.2K
$49.7K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36+ 11.18% |
$1.44K - $1.68K
|
358
$14.8K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 60.0% |
$1.2K - $1.4K
|
80
$3.31K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29+ 3.79% |
$1.16K - $1.35K
|
794
$32.8K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 10.28% |
$1.16K - $1.35K
|
311
$12.9K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
26+ 15.38% |
$1.04K - $1.21K
|
195
$8.07K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 5.68% |
$1.04K - $1.21K
|
484
$20K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 227.27% |
$1K - $1.16K
|
36
$1.49K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 20.83% |
$1K - $1.16K
|
145
$6K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$1K - $1.16K
|
25
$1.03K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 31.75% |
$802 - $931
|
83
$3.43K
|