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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
18+ 0.37% |
$722 - $838
|
4.83K
$200K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 2.55% |
$561 - $652
|
563
$23.4K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 41.38% |
$481 - $559
|
41
$1.7K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
9+ 1.41% |
$361 - $419
|
646
$26.8K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.22% |
$281 - $326
|
581
$24.1K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$241 - $279
|
6
$249
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4- 1.16% |
$160 - $186
|
342
$14.2K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 7.86% |
$441 - $512
|
129
$5.35K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 28.57% |
$561 - $652
|
35
$1.45K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 2.7% |
$602 - $699
|
541
$22.4K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-17- 0.01% |
$682 - $792
|
185K
$7.66M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 1.78% |
$762 - $885
|
1.05K
$43.4K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-22- 44.0% |
$882 - $1.02K
|
28
$1.16K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.09% |
$1.12K - $1.3K
|
32.4K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 3.78% |
$1.88K - $2.19K
|
1.2K
$49.6K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-49- 5.94% |
$1.96K - $2.28K
|
776
$32.2K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-77- 40.31% |
$3.09K - $3.59K
|
114
$4.73K
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-92- 1.6% |
$3.69K - $4.28K
|
5.67K
$235K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-94- 0.21% |
$3.77K - $4.38K
|
44.4K
$1.84M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-102- 2.2% |
$4.09K - $4.75K
|
4.54K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-111- 0.11% |
$4.45K - $5.17K
|
100K
$4.15M
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-123- 2.33% |
$4.93K - $5.73K
|
5.15K
$214K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-137- 20.33% |
$5.49K - $6.38K
|
537
$22.3K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-148- 1.04% |
$5.93K - $6.89K
|
14K
$582K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-166- 73.13% |
$6.66K - $7.73K
|
61
$2.53K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-171- 3.3% |
$6.86K - $7.96K
|
5.01K
$208K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-178- 0.25% |
$7.14K - $8.29K
|
72.2K
$3M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-197- 1.53% |
$7.9K - $9.17K
|
12.7K
$525K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-230- 2.26% |
$9.22K - $10.7K
|
9.97K
$414K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-239- 4.84% |
$9.58K - $11.1K
|
4.7K
$195K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-243- 0.87% |
$9.74K - $11.3K
|
27.7K
$1.15M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-317- 0.24% |
$12.7K - $14.8K
|
134K
$5.55M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-335- 2.53% |
$13.4K - $15.6K
|
12.9K
$537K
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-337- 3.55% |
$13.5K - $15.7K
|
9.16K
$380K
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-362- 3.3% |
$14.5K - $16.9K
|
10.6K
$440K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-405- 7.04% |
$16.2K - $18.9K
|
5.35K
$222K
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-414- 3.88% |
$16.6K - $19.3K
|
10.3K
$426K
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-415- 33.47% |
$16.6K - $19.3K
|
825
$34.2K
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-473- 24.34% |
$19K - $22K
|
1.47K
$61K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-483- 54.09% |
$19.4K - $22.5K
|
410
$17K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-491- 0.79% |
$19.7K - $22.9K
|
61.6K
$2.55M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-545- 20.67% |
$21.9K - $25.4K
|
2.09K
$86.8K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-548- 2.96% |
$22K - $25.5K
|
17.9K
$744K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-721- 4.54% |
$28.9K - $33.6K
|
15.2K
$629K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-816- 57.79% |
$32.7K - $38K
|
596
$24.7K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-823- 8.98% |
$33K - $38.3K
|
8.34K
$346K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-829- 7.0% |
$33.2K - $38.6K
|
11K
$457K
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.81% |
$40.1K - $46.6K
|
54.2K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 8.4% |
$40.9K - $47.5K
|
11.1K
$462K
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.09K- 3.32% |
$43.5K - $50.5K
|
31.5K
$1.31M
|