Purchases and Sales Made in Q2 2022 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 0.16% |
$476 - $660
|
1.94K
$302K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3New |
$476 - $660
|
3
$468
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.23% |
$476 - $660
|
1.33K
$208K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$317 - $440
|
2
$312
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 2.56% |
$317 - $440
|
80
$12.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$317 - $440
|
2
$312
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1New |
$159 - $220
|
1
$156
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$159 - $220
|
1
$156
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$159 - $220
|
1.36K
$212K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.76% |
$159 - $220
|
133
$20.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 4.0% |
$159 - $220
|
26
$4.05K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 3.03% |
$159 - $220
|
32
$4.99K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 7.69% |
$159 - $220
|
12
$1.87K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1- 0.08% |
$159 - $220
|
1.18K
$184K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 10.0% |
$159 - $220
|
9
$1.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2Closed |
$317 - $440
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3- 0.14% |
$476 - $660
|
2.17K
$338K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3- 0.33% |
$476 - $660
|
920
$143K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3Closed |
$476 - $660
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$794 - $1.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 33.33% |
$794 - $1.1K
|
10
$1.56K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-7Closed |
$1.11K - $1.54K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-8- 0.36% |
$1.27K - $1.76K
|
2.21K
$345K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-8- 8.25% |
$1.27K - $1.76K
|
89
$13.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 3.76% |
$1.59K - $2.2K
|
256
$39.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 9.82% |
$1.75K - $2.42K
|
101
$15.8K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 8.8% |
$1.75K - $2.42K
|
114
$17.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11Closed |
$1.75K - $2.42K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 6.67% |
$2.22K - $3.08K
|
196
$30.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-14- 19.72% |
$2.22K - $3.08K
|
57
$8.89K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17Closed |
$2.7K - $3.74K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-17- 26.98% |
$2.7K - $3.74K
|
46
$7.17K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-17- 0.41% |
$2.7K - $3.74K
|
4.09K
$638K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 62.07% |
$2.86K - $3.96K
|
11
$1.72K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19- 1.35% |
$3.02K - $4.18K
|
1.39K
$216K
|
|
|
Mar 10, 2023
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-22- 0.22% |
$3.49K - $4.84K
|
10K
$1.56M
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-22- 0.22% |
$3.49K - $4.84K
|
10K
$1.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25- 8.39% |
$3.97K - $5.5K
|
273
$42.6K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25- 8.39% |
$3.97K - $5.5K
|
273
$42.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-28Closed |
$4.44K - $6.16K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-29- 8.81% |
$4.6K - $6.38K
|
300
$46.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 8.85% |
$5.4K - $7.48K
|
350
$54.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-35- 3.76% |
$5.56K - $7.7K
|
895
$140K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35Closed |
$5.56K - $7.7K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-36Closed |
$5.71K - $7.92K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-37- 2.18% |
$5.87K - $8.14K
|
1.66K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-41Closed |
$6.51K - $9.02K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-46- 1.36% |
$7.3K - $10.1K
|
3.34K
$521K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-47- 0.91% |
$7.46K - $10.3K
|
5.11K
$797K
|