Purchases and Sales Made in Q4 2024 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
867+ 6.89% |
$36.2K - $46K
|
13.4K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
710+ 0.4% |
$29.6K - $37.7K
|
179K
$7.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
673+ 9614.29% |
$28.1K - $35.7K
|
680
$28.8K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
669+ 0.5% |
$27.9K - $35.5K
|
134K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
601+ 2.83% |
$25.1K - $31.9K
|
21.9K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
577+ 0.89% |
$24.1K - $30.6K
|
65.4K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
559+ 310.56% |
$23.3K - $29.6K
|
739
$31.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
543+ 20.8% |
$22.7K - $28.8K
|
3.15K
$134K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
480+ 0.45% |
$20K - $25.5K
|
108K
$4.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
478+ 1.45% |
$20K - $25.3K
|
33.5K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
477+ 3.0% |
$19.9K - $25.3K
|
16.4K
$693K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
464+ 1.02% |
$19.4K - $24.6K
|
46K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
433+ 4.51% |
$18.1K - $23K
|
10K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
401New |
$16.7K - $21.3K
|
401
$17K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.64% |
$16.7K - $21.2K
|
62.8K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
389+ 134.14% |
$16.2K - $20.6K
|
679
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
362New |
$15.1K - $19.2K
|
362
$15.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
361+ 0.93% |
$15.1K - $19.1K
|
39.1K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
351+ 59.39% |
$14.7K - $18.6K
|
942
$39.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
342+ 3.62% |
$14.3K - $18.1K
|
9.8K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
342+ 5.15% |
$14.3K - $18.1K
|
6.98K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
306+ 0.58% |
$12.8K - $16.2K
|
53.2K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
289+ 74.87% |
$12.1K - $15.3K
|
675
$28.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
255+ 19.26% |
$10.6K - $13.5K
|
1.58K
$66.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
221+ 0.82% |
$9.22K - $11.7K
|
27K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
203+ 18.45% |
$8.47K - $10.8K
|
1.3K
$55.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
193+ 428.89% |
$8.06K - $10.2K
|
238
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
178New |
$7.43K - $9.44K
|
178
$7.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
176New |
$7.35K - $9.33K
|
176
$7.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 15.86% |
$5.05K - $6.42K
|
884
$37.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
114+ 0.12% |
$4.76K - $6.05K
|
95.1K
$4.03M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.19% |
$4.17K - $5.3K
|
53.6K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
71+ 1.99% |
$2.96K - $3.77K
|
3.65K
$155K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64+ 44.14% |
$2.67K - $3.39K
|
209
$8.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 116.98% |
$2.59K - $3.29K
|
115
$4.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 67.09% |
$2.21K - $2.81K
|
132
$5.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 0.19% |
$2.09K - $2.65K
|
26.3K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$1.59K - $2.02K
|
38
$1.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30+ 12.55% |
$1.25K - $1.59K
|
269
$11.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29+ 0.05% |
$1.21K - $1.54K
|
62.5K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
25+ 0.22% |
$1.04K - $1.33K
|
11.4K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
19+ 0.12% |
$793 - $1.01K
|
15.4K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14+ 0.29% |
$584 - $742
|
4.76K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 4.32% |
$584 - $742
|
338
$14.3K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$417 - $530
|
10
$424
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 5.71% |
$417 - $530
|
185
$7.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.64% |
$292 - $371
|
435
$18.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7+ 1.07% |
$292 - $371
|
659
$27.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.02% |
$250 - $318
|
593
$25.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$209 - $265
|
5
$212
|