Purchases and Sales Made in Q3 2024 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
97+ 0.05% |
$4.24K - $5.29K
|
177K
$7.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
78+ 1.08% |
$3.41K - $4.25K
|
7.3K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75+ 6.79% |
$3.28K - $4.09K
|
1.18K
$50K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67+ 2.08% |
$2.93K - $3.65K
|
3.29K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
59+ 0.03% |
$2.58K - $3.22K
|
214K
$9.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.81% |
$2.49K - $3.11K
|
7.08K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
55New |
$2.41K - $3K
|
55
$2.33K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 48.15% |
$2.27K - $2.84K
|
160
$6.78K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 0.19% |
$2.19K - $2.73K
|
26.3K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
48+ 1.02% |
$2.1K - $2.62K
|
4.75K
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45+ 5.8% |
$1.97K - $2.45K
|
821
$34.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.97K - $2.45K
|
45
$1.91K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 31.39% |
$1.88K - $2.35K
|
180
$7.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
42New |
$1.84K - $2.29K
|
42
$1.78K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 5.04% |
$1.75K - $2.18K
|
834
$35.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 0.38% |
$1.05K - $1.31K
|
6.27K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 8.0% |
$1.05K - $1.31K
|
324
$13.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 5.79% |
$787 - $982
|
329
$13.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$612 - $764
|
14
$593
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 1.34% |
$612 - $764
|
1.06K
$45K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14+ 0.09% |
$612 - $764
|
15.4K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 29.27% |
$525 - $655
|
53
$2.25K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
9+ 6.43% |
$394 - $491
|
149
$6.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 0.93% |
$262 - $327
|
652
$27.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.03% |
$262 - $327
|
587
$24.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 3.55% |
$262 - $327
|
175
$7.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$219 - $273
|
5
$212
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 13.89% |
$219 - $273
|
41
$1.74K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$131 - $164
|
3
$127
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$131 - $164
|
3
$127
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.04% |
$131 - $164
|
8.04K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.55% |
$87.5 - $109
|
131
$5.55K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.49% |
$87.5 - $109
|
412
$17.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-1- 0.02% |
$43.7 - $54.6
|
5.87K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 7.14% |
$87.5 - $109
|
26
$1.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 5.0% |
$219 - $273
|
95
$4.03K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.78% |
$262 - $327
|
763
$32.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-16- 0.03% |
$700 - $873
|
52K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30- 5.55% |
$1.31K - $1.64K
|
511
$21.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-38- 0.12% |
$1.66K - $2.07K
|
31.5K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 48.19% |
$1.75K - $2.18K
|
43
$1.82K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-44- 0.36% |
$1.92K - $2.4K
|
12.3K
$519K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-56- 11.57% |
$2.45K - $3.05K
|
428
$18.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-63- 17.45% |
$2.76K - $3.44K
|
298
$12.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 37.04% |
$3.06K - $3.82K
|
119
$5.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-76- 1.22% |
$3.32K - $4.15K
|
6.14K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-88- 0.88% |
$3.85K - $4.8K
|
9.88K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-88- 0.86% |
$3.85K - $4.8K
|
10.2K
$431K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-109- 2.17% |
$4.77K - $5.95K
|
4.9K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-115- 7.98% |
$5.03K - $6.27K
|
1.33K
$56.2K
|