Purchases and Sales Made in Q1 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q1 2023. The information is specifically focused on institutions that hold shares of Extra Space Storage Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
88+ 4.74% |
$12.4K - $14.9K
|
1.94K
$263K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
88New |
$12.4K - $14.9K
|
88
$11.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
82+ 5.74% |
$11.6K - $13.9K
|
1.51K
$205K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
81+ 3.43% |
$11.4K - $13.7K
|
2.44K
$331K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
70+ 12.92% |
$9.87K - $11.8K
|
612
$83K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
66+ 1.61% |
$9.31K - $11.2K
|
4.16K
$563K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
66+ 0.29% |
$9.31K - $11.2K
|
22.7K
$3.08M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
61+ 0.58% |
$8.6K - $10.3K
|
10.6K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 31.09% |
$8.46K - $10.1K
|
253
$34.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
57New |
$8.04K - $9.64K
|
57
$7.73K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54+ 1.62% |
$7.62K - $9.13K
|
3.4K
$460K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
51New |
$7.19K - $8.62K
|
51
$6.91K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
50+ 1000.0% |
$7.05K - $8.46K
|
55
$7.45K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48+ 2.94% |
$6.77K - $8.12K
|
1.68K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47+ 0.97% |
$6.63K - $7.95K
|
4.87K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44+ 0.65% |
$6.21K - $7.44K
|
6.79K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
40+ 2.12% |
$5.64K - $6.76K
|
1.93K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39New |
$5.5K - $6.6K
|
39
$5.29K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 8.59% |
$5.5K - $6.6K
|
493
$66.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
38+ 0.36% |
$5.36K - $6.43K
|
10.6K
$1.44M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36+ 38.71% |
$5.08K - $6.09K
|
129
$17.5K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
33+ 0.18% |
$4.65K - $5.58K
|
18.5K
$2.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 4.22% |
$3.95K - $4.74K
|
692
$93.8K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$2.68K - $3.21K
|
19
$2.58K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 17.65% |
$2.54K - $3.04K
|
120
$16.3K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 400.0% |
$2.26K - $2.71K
|
20
$2.71K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
15+ 0.8% |
$2.12K - $2.54K
|
1.89K
$256K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 0.73% |
$1.83K - $2.2K
|
1.8K
$244K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 12.15% |
$1.83K - $2.2K
|
120
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.29% |
$1.69K - $2.03K
|
4.21K
$571K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 15.19% |
$1.69K - $2.03K
|
91
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12+ 0.07% |
$1.69K - $2.03K
|
17.7K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
12New |
$1.69K - $2.03K
|
12
$1.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 91.67% |
$1.55K - $1.86K
|
23
$3.12K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
11+ 0.17% |
$1.55K - $1.86K
|
6.52K
$884K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
7+ 0.09% |
$987 - $1.18K
|
8K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6+ 0.05% |
$846 - $1.01K
|
11.8K
$1.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6+ 0.04% |
$846 - $1.01K
|
15.5K
$2.1M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$705 - $846
|
5
$678
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5New |
$705 - $846
|
5
$678
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 6.56% |
$564 - $676
|
65
$8.81K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4+ 0.22% |
$564 - $676
|
1.82K
$246K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 2.96% |
$564 - $676
|
139
$18.8K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 5.71% |
$564 - $676
|
74
$10K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 6.52% |
$423 - $507
|
49
$6.64K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.42% |
$423 - $507
|
127
$17.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2New |
$282 - $338
|
2
$271
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 100.0% |
$282 - $338
|
4
$542
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$282 - $338
|
2
$271
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 18.18% |
$282 - $338
|
13
$1.76K
|