Purchases and Sales Made in Q4 2022 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
449+ 152.2% |
$16.7K - $19.4K
|
744
$31.5K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
420+ 46.88% |
$15.6K - $18.2K
|
1.32K
$55.8K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
393+ 0.15% |
$14.6K - $17K
|
261K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
343New |
$12.8K - $14.9K
|
343
$14.5K
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
335+ 2.57% |
$12.5K - $14.5K
|
13.4K
$566K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
335+ 6.19% |
$12.5K - $14.5K
|
5.75K
$244K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
320New |
$11.9K - $13.9K
|
320
$13.6K
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
294+ 3.71% |
$10.9K - $12.7K
|
8.21K
$348K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
270+ 60.67% |
$10.1K - $11.7K
|
715
$30.3K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
240New |
$8.94K - $10.4K
|
240
$10.2K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
162+ 1.85% |
$6.03K - $7.02K
|
8.91K
$378K
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
140+ 0.59% |
$5.21K - $6.06K
|
23.9K
$1.01M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
136+ 2.2% |
$5.06K - $5.89K
|
6.31K
$267K
|
|
Jan 26, 2023
Q4 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
106+ 0.32% |
$3.95K - $4.59K
|
33.1K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 11.47% |
$3.72K - $4.33K
|
972
$41.2K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 16.08% |
$3.72K - $4.33K
|
722
$30.6K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
79New |
$2.94K - $3.42K
|
79
$3.35K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 123.73% |
$2.72K - $3.16K
|
132
$5.59K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 541.67% |
$2.42K - $2.82K
|
77
$3.26K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
64+ 0.01% |
$2.38K - $2.77K
|
517K
$21.9M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
43New |
$1.6K - $1.86K
|
43
$1.82K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 51.25% |
$1.53K - $1.78K
|
121
$5.13K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
38New |
$1.42K - $1.65K
|
38
$1.61K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
38+ 1.36% |
$1.42K - $1.65K
|
2.84K
$120K
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
33+ 0.06% |
$1.23K - $1.43K
|
53.1K
$2.25M
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
29+ 0.42% |
$1.08K - $1.26K
|
6.95K
$295K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 3.21% |
$819 - $953
|
708
$30K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19+ 1.31% |
$708 - $823
|
1.47K
$62.2K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17New |
$633 - $736
|
17
$720
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 8.33% |
$521 - $606
|
182
$7.71K
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
13+ 108.33% |
$484 - $563
|
25
$1.06K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$484 - $563
|
13
$551
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$447 - $520
|
12
$509
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$410 - $476
|
11
$466
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
6+ 5.45% |
$223 - $260
|
116
$4.92K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$186 - $217
|
5
$212
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.74% |
$149 - $173
|
546
$23.1K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.66% |
$112 - $130
|
455
$19.3K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
3+ 0.08% |
$112 - $130
|
3.54K
$150K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 23.08% |
$112 - $130
|
16
$678
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.52% |
$74.5 - $86.6
|
134
$5.68K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 0.06% |
$74.5 - $86.6
|
3.54K
$150K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 22.35% |
$708 - $823
|
66
$2.8K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 5.88% |
$782 - $910
|
336
$14.2K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23- 5.15% |
$857 - $996
|
424
$18K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-29- 0.42% |
$1.08K - $1.26K
|
6.95K
$295K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-29- 0.42% |
$1.08K - $1.26K
|
6.95K
$295K
|
|
Feb 06, 2023
Q4 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-42- 0.08% |
$1.56K - $1.82K
|
51.5K
$2.18M
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-61- 0.24% |
$2.27K - $2.64K
|
25.4K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 7.14% |
$2.57K - $2.99K
|
898
$38.1K
|