Purchases and Sales Made in Q3 2023 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1K+ 8.78% |
$41.8K - $51.1K
|
13.6K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 22.31% |
$40.1K - $48.9K
|
5.76K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.04K+ 0.08% |
$39.8K - $48.6K
|
1.3M
$55M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
833+ 0.57% |
$31.8K - $38.8K
|
147K
$6.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
831+ 2.14% |
$31.7K - $38.7K
|
39.6K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800+ 1.27% |
$30.5K - $37.2K
|
63.9K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
716+ 4.96% |
$27.3K - $33.3K
|
15.1K
$643K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
670+ 0.44% |
$25.5K - $31.2K
|
154K
$6.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
628+ 0.99% |
$23.9K - $29.2K
|
64K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
573+ 65.79% |
$21.8K - $26.7K
|
1.44K
$61.3K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
522+ 3.68% |
$19.9K - $24.3K
|
14.7K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
513+ 0.51% |
$19.6K - $23.9K
|
101K
$4.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
400+ 5.97% |
$15.3K - $18.6K
|
7.1K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
386+ 3.02% |
$14.7K - $18K
|
13.2K
$560K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
328+ 108.61% |
$12.5K - $15.3K
|
630
$26.7K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
307+ 0.23% |
$11.7K - $14.3K
|
134K
$5.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
284+ 3.18% |
$10.8K - $13.2K
|
9.22K
$392K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
281+ 1.15% |
$10.7K - $13.1K
|
24.6K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
281+ 1.15% |
$10.7K - $13.1K
|
24.6K
$1.05M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
247+ 2.88% |
$9.42K - $11.5K
|
8.83K
$375K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
238+ 79.07% |
$9.07K - $11.1K
|
539
$22.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
234+ 97.5% |
$8.92K - $10.9K
|
474
$20.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
217+ 1.6% |
$8.27K - $10.1K
|
13.8K
$586K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
215New |
$8.2K - $10K
|
215
$9.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
214+ 27.83% |
$8.16K - $9.96K
|
983
$41.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172+ 42.57% |
$6.56K - $8.01K
|
576
$24.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
165+ 16.34% |
$6.29K - $7.68K
|
1.18K
$49.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
150New |
$5.72K - $6.98K
|
150
$6.37K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
143+ 4.99% |
$5.45K - $6.66K
|
3.01K
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
106+ 2.37% |
$4.04K - $4.93K
|
4.57K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.26% |
$3.81K - $4.66K
|
38.4K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
99+ 1.19% |
$3.77K - $4.61K
|
8.44K
$359K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.4K - $2.93K
|
63
$2.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
60New |
$2.29K - $2.79K
|
60
$2.55K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
59+ 0.78% |
$2.25K - $2.75K
|
7.59K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
54+ 450.0% |
$2.06K - $2.51K
|
66
$2.8K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
43New |
$1.64K - $2K
|
43
$1.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
41+ 0.6% |
$1.56K - $1.91K
|
6.9K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 0.75% |
$1.45K - $1.77K
|
5.11K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.24% |
$1.45K - $1.77K
|
15.6K
$664K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 49.35% |
$1.45K - $1.77K
|
115
$4.88K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 9.52% |
$1.22K - $1.49K
|
368
$15.6K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 134.78% |
$1.18K - $1.44K
|
54
$2.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
27+ 0.49% |
$1.03K - $1.26K
|
5.54K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$915 - $1.12K
|
24
$1.02K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
20+ 2.65% |
$763 - $931
|
774
$32.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$763 - $931
|
20
$849
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 100.0% |
$610 - $745
|
32
$1.36K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
15+ 1.21% |
$572 - $698
|
1.25K
$53.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 2.02% |
$458 - $559
|
605
$25.7K
|