Purchases and Sales Made in Q1 2024 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 7.87% |
$3.31K - $3.95K
|
329
$49.2K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 28.57% |
$2.76K - $3.29K
|
90
$13.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18New |
$2.49K - $2.96K
|
18
$2.69K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 6.61% |
$2.35K - $2.79K
|
274
$41K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.25% |
$2.35K - $2.79K
|
6.71K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14New |
$1.93K - $2.3K
|
14
$2.09K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 24.14% |
$1.93K - $2.3K
|
72
$10.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.59% |
$1.66K - $1.97K
|
2.06K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
10+ 0.53% |
$1.38K - $1.64K
|
1.9K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9+ 1.59% |
$1.24K - $1.48K
|
575
$86K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 4.55% |
$1.24K - $1.48K
|
207
$30.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 11.11% |
$1.1K - $1.32K
|
80
$12K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$1.1K - $1.32K
|
8
$1.2K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6+ 0.1% |
$828 - $986
|
5.73K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 25.0% |
$828 - $986
|
30
$4.49K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.27% |
$690 - $822
|
1.83K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 250.0% |
$690 - $822
|
7
$1.05K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$690 - $822
|
5
$748
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 1.25% |
$690 - $822
|
405
$60.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 3.03% |
$690 - $822
|
170
$25.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$552 - $658
|
4
$598
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4New |
$552 - $658
|
4
$598
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$552 - $658
|
4
$598
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 28.57% |
$552 - $658
|
18
$2.69K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 8.16% |
$552 - $658
|
53
$7.92K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.58% |
$414 - $493
|
518
$77.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 10.34% |
$414 - $493
|
32
$4.78K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 33.33% |
$414 - $493
|
12
$1.79K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 2.5% |
$414 - $493
|
123
$18.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.32% |
$414 - $493
|
927
$139K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2+ 0.01% |
$276 - $329
|
39.3K
$5.87M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 40.0% |
$276 - $329
|
7
$1.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 20.0% |
$276 - $329
|
12
$1.79K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 22.22% |
$276 - $329
|
11
$1.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 9.09% |
$138 - $164
|
12
$1.79K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.11% |
$138 - $164
|
939
$140K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.92% |
$138 - $164
|
110
$16.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.64% |
$138 - $164
|
157
$23.5K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.06% |
$138 - $164
|
1.67K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 2.26% |
$414 - $493
|
130
$19.4K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3Closed |
$414 - $493
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.2% |
$414 - $493
|
1.49K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-5- 0.32% |
$690 - $822
|
1.54K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.91% |
$690 - $822
|
544
$81.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$828 - $986
|
1
$150
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-6- 0.35% |
$828 - $986
|
1.7K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 1.08% |
$828 - $986
|
551
$82.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 55.56% |
$1.38K - $1.64K
|
8
$1.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 1.48% |
$1.52K - $1.81K
|
733
$110K
|