Latest Institutional Transactions on Extra Space Storage Inc. (EXR)
This table provides information on the latest institutional transactions involving Extra Space Storage Inc. (EXR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$581 - $718
|
4
$534
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$872 - $1.08K
|
6
$801
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$436 - $538
|
3
$401
|
|
| Q3 2022 | |||||||
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-23- 0.23% |
$3.84K - $4.95K
|
9.98K
$1.33M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
851New |
$142K - $183K
|
851
$114K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-407- 33.83% |
$68K - $87.5K
|
796
$106K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.52% |
$3.67K - $4.73K
|
1.47K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-29.1K- 17.12% |
$4.86M - $6.26M
|
141K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
10.8KNew |
$1.8M - $2.32M
|
10.8K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
2.37KNew |
$396K - $510K
|
2.37K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$210K - $271K
|
1.26K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
96New |
$16K - $20.6K
|
96
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
1.66KNew |
$277K - $356K
|
1.66K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.44KNew |
$240K - $310K
|
1.44K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
9.27K+ 498.65% |
$1.55M - $1.99M
|
11.1K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
52+ 0.43% |
$8.68K - $11.2K
|
12.3K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-100- 5.71% |
$16.7K - $21.5K
|
1.65K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.78K+ 65.17% |
$798K - $1.03M
|
12.1K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
7New |
$1.17K - $1.51K
|
7
$935
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5New |
$835 - $1.08K
|
5
$668
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$1.67M - $2.15M
|
10K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-336- 75.85% |
$56.1K - $72.3K
|
107
$14.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.89KNew |
$315K - $406K
|
1.89K
$252K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-264- 6.97% |
$44.1K - $56.8K
|
3.53K
$471K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
206New |
$34.4K - $44.3K
|
206
$27.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.57KNew |
$262K - $338K
|
1.57K
$210K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
96New |
$16K - $20.6K
|
96
$12.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
513+ 64.53% |
$85.7K - $110K
|
1.31K
$175K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.29K- 7.94% |
$215K - $277K
|
14.9K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
233+ 3.47% |
$38.9K - $50.1K
|
6.96K
$929K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-110- 6.61% |
$18.4K - $23.7K
|
1.55K
$208K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 0.99% |
$2K - $2.58K
|
1.23K
$164K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.66KNew |
$277K - $356K
|
1.66K
$221K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5New |
$835 - $1.08K
|
5
$668
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$83.5K - $108K
|
500
$66.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
128+ 1.61% |
$21.4K - $27.5K
|
8.08K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
104New |
$17.4K - $22.4K
|
104
$13.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-10- 40.0% |
$1.67K - $2.15K
|
15
$2K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.3% |
$668 - $860
|
1.34K
$178K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
416New |
$69.5K - $89.5K
|
416
$55.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 46.0% |
$196K - $252K
|
1.38K
$184K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
337+ 11.73% |
$56.3K - $72.5K
|
3.21K
$429K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-230- 14.77% |
$38.4K - $49.5K
|
1.33K
$177K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-267- 1.91% |
$44.6K - $57.4K
|
13.7K
$1.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-446- 3.66% |
$74.5K - $95.9K
|
11.7K
$1.57M
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$187K - $241K
|
1.12K
$150K
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 1.84% |
$6.68K - $8.6K
|
2.13K
$284K
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
580+ 5.71% |
$96.8K - $125K
|
10.7K
$1.43M
|
|
| Q2 2022 | |||||||
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
62+ 163.16% |
$9.84K - $13.6K
|
100
$13.4K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-34.5KClosed |
$5.47M - $7.58M
|
0
$0
|
|