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 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
176New |
$7.35K - $9.33K
|
176
$7.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
127+ 0.79% |
$5.3K - $6.73K
|
16.2K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 15.86% |
$5.05K - $6.42K
|
884
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
114+ 0.12% |
$4.76K - $6.05K
|
95.1K
$4.1M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
103New |
$4.3K - $5.46K
|
103
$4.44K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.19% |
$4.17K - $5.3K
|
53.6K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
71+ 1.99% |
$2.96K - $3.77K
|
3.65K
$157K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64+ 44.14% |
$2.67K - $3.39K
|
209
$9.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 116.98% |
$2.59K - $3.29K
|
115
$4.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 67.09% |
$2.21K - $2.81K
|
132
$5.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 0.19% |
$2.09K - $2.65K
|
26.3K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$2.09K - $2.65K
|
50
$2.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 0.17% |
$1.75K - $2.23K
|
24.6K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$1.59K - $2.02K
|
38
$1.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36New |
$1.5K - $1.91K
|
36
$1.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30+ 12.55% |
$1.25K - $1.59K
|
269
$11.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29+ 0.05% |
$1.21K - $1.54K
|
62.5K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
25+ 0.22% |
$1.04K - $1.33K
|
11.4K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
19+ 0.12% |
$793 - $1.01K
|
15.4K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 4.32% |
$584 - $742
|
338
$14.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14+ 0.29% |
$584 - $742
|
4.76K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$417 - $530
|
10
$431
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 5.71% |
$417 - $530
|
185
$7.97K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.64% |
$292 - $371
|
435
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7+ 1.07% |
$292 - $371
|
659
$28.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.02% |
$250 - $318
|
593
$25.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$209 - $265
|
5
$216
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5New |
$209 - $265
|
5
$216
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$209 - $265
|
5
$216
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$209 - $265
|
5
$216
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 1.02% |
$167 - $212
|
396
$17.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2+ 1.34% |
$83.5 - $106
|
151
$6.51K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 4.0% |
$41.7 - $53
|
26
$1.12K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.24% |
$41.7 - $53
|
413
$17.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1New |
$41.7 - $53
|
1
$43.1
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.13% |
$41.7 - $53
|
768
$33.1K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$41.7 - $53
|
497K
$21.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$41.7 - $53
|
1
$43.1
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 6.87% |
$376 - $477
|
122
$5.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11- 0.16% |
$459 - $583
|
6.85K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.09% |
$626 - $795
|
16.5K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-18- 0.01% |
$751 - $955
|
214K
$9.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 2.55% |
$793 - $1.01K
|
725
$31.2K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 46.51% |
$835 - $1.06K
|
23
$991
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.23% |
$1.13K - $1.43K
|
11.6K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-27- 0.52% |
$1.13K - $1.43K
|
5.17K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30- 14.22% |
$1.25K - $1.59K
|
181
$7.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 92.68% |
$1.59K - $2.02K
|
3
$129
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-55- 4.66% |
$2.3K - $2.92K
|
1.13K
$48.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-83- 0.65% |
$3.46K - $4.4K
|
12.6K
$543K
|