Purchases and Sales Made in Q2 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
97+ 0.75% |
$13.8K - $16K
|
13K
$2.02M
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
95+ 2.65% |
$13.5K - $15.6K
|
3.68K
$574K
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
95+ 0.35% |
$13.5K - $15.6K
|
27.4K
$4.27M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 143.75% |
$13.1K - $15.2K
|
156
$24.3K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
83+ 1.74% |
$11.8K - $13.7K
|
4.85K
$756K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
80+ 1.03% |
$11.4K - $13.2K
|
7.82K
$1.22M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 700.0% |
$10.9K - $12.7K
|
88
$13.7K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
75New |
$10.6K - $12.4K
|
75
$11.7K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
69+ 0.9% |
$9.8K - $11.4K
|
7.76K
$1.21M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
66+ 75.0% |
$9.37K - $10.9K
|
154
$24K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
63+ 0.3% |
$8.94K - $10.4K
|
21.2K
$3.3M
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
58+ 2.38% |
$8.23K - $9.55K
|
2.5K
$390K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 2700.0% |
$7.67K - $8.89K
|
56
$8.73K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 1.16% |
$6.96K - $8.07K
|
4.26K
$664K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 30.83% |
$5.25K - $6.09K
|
157
$24.5K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 14.23% |
$5.11K - $5.93K
|
289
$45.1K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 54.69% |
$4.97K - $5.76K
|
99
$15.4K
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
31+ 0.45% |
$4.4K - $5.11K
|
6.86K
$1.07M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30New |
$4.26K - $4.94K
|
30
$4.68K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$4.12K - $4.78K
|
29
$4.52K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
29+ 0.7% |
$4.12K - $4.78K
|
4.19K
$653K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 0.25% |
$3.83K - $4.45K
|
10.6K
$1.66M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19New |
$2.7K - $3.13K
|
19
$2.96K
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
18+ 0.36% |
$2.56K - $2.96K
|
4.98K
$776K
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
16+ 1.01% |
$2.27K - $2.63K
|
1.6K
$250K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 11.63% |
$2.13K - $2.47K
|
144
$22.5K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 60.0% |
$2.13K - $2.47K
|
40
$6.24K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 11.63% |
$2.13K - $2.47K
|
144
$22.5K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12+ 2.14% |
$1.7K - $1.98K
|
574
$89.5K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12+ 0.04% |
$1.7K - $1.98K
|
29.5K
$4.6M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$1.14K - $1.32K
|
8
$1.25K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.09% |
$994 - $1.15K
|
7.6K
$1.18M
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
7+ 0.0% |
$994 - $1.15K
|
523K
$81.6M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
6+ 0.36% |
$852 - $988
|
1.68K
$263K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$710 - $823
|
5
$780
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.92% |
$710 - $823
|
548
$85.5K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$710 - $823
|
5
$780
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 50.0% |
$284 - $329
|
6
$936
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 10.53% |
$284 - $329
|
21
$3.27K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 25.0% |
$142 - $165
|
5
$780
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 2.56% |
$142 - $165
|
38
$5.93K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$284 - $329
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.39% |
$426 - $494
|
757
$118K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-4- 0.22% |
$568 - $659
|
1.81K
$283K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 6.15% |
$568 - $659
|
61
$9.51K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 2.88% |
$568 - $659
|
135
$21.1K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-8- 0.25% |
$1.14K - $1.32K
|
3.23K
$503K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8- 8.79% |
$1.14K - $1.32K
|
83
$12.9K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 9.28% |
$1.28K - $1.48K
|
88
$13.7K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9- 0.01% |
$1.28K - $1.48K
|
69.1K
$10.8M
|