Purchases and Sales Made in Q3 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
111+ 5550.0% |
$13.4K - $17.4K
|
113
$17.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
99New |
$11.9K - $15.5K
|
99
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
98+ 1.41% |
$11.8K - $15.3K
|
7.05K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
85+ 11.23% |
$10.2K - $13.3K
|
842
$131K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
82+ 35.5% |
$9.88K - $12.8K
|
313
$48.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
81+ 0.21% |
$9.76K - $12.7K
|
39.5K
$6.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 80.81% |
$9.64K - $12.5K
|
179
$27.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
76+ 155.1% |
$9.16K - $11.9K
|
125
$19.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
67+ 2.94% |
$8.07K - $10.5K
|
2.35K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
63+ 484.62% |
$7.59K - $9.85K
|
76
$11.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
60New |
$7.23K - $9.39K
|
60
$9.36K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51New |
$6.15K - $7.98K
|
51
$7.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
50New |
$6.03K - $7.82K
|
50
$7.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
47+ 0.76% |
$5.66K - $7.35K
|
6.21K
$969K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45+ 2.82% |
$5.42K - $7.04K
|
1.64K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
44+ 0.41% |
$5.3K - $6.88K
|
10.7K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$4.94K - $6.41K
|
41
$6.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 1000.0% |
$4.82K - $6.26K
|
44
$6.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 800.0% |
$4.82K - $6.26K
|
45
$7.02K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
35New |
$4.22K - $5.47K
|
35
$5.46K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 28.7% |
$3.74K - $4.85K
|
139
$21.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31+ 13.42% |
$3.74K - $4.85K
|
262
$40.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
29New |
$3.49K - $4.54K
|
29
$4.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$3.25K - $4.22K
|
27
$4.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26New |
$3.13K - $4.07K
|
26
$4.05K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 173.33% |
$3.13K - $4.07K
|
41
$6.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
24+ 40.68% |
$2.89K - $3.75K
|
83
$12.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 400.0% |
$2.89K - $3.75K
|
30
$4.68K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
23+ 0.92% |
$2.77K - $3.6K
|
2.52K
$393K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 14.81% |
$2.41K - $3.13K
|
155
$24.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
19+ 0.33% |
$2.29K - $2.97K
|
5.7K
$889K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
18New |
$2.17K - $2.82K
|
18
$2.81K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 7.2% |
$2.05K - $2.66K
|
253
$39.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 2.91% |
$1.93K - $2.5K
|
566
$88.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
16New |
$1.93K - $2.5K
|
16
$2.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 16.84% |
$1.93K - $2.5K
|
111
$17.3K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 16.84% |
$1.93K - $2.5K
|
111
$17.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$1.81K - $2.35K
|
15
$2.34K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 23.21% |
$1.57K - $2.03K
|
69
$10.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$1.57K - $2.03K
|
13
$2.03K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12New |
$1.45K - $1.88K
|
12
$1.87K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$1.33K - $1.72K
|
11
$1.72K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 58.82% |
$1.21K - $1.56K
|
27
$4.21K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
9New |
$1.08K - $1.41K
|
9
$1.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$1.08K - $1.41K
|
9
$1.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9New |
$1.08K - $1.41K
|
9
$1.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$964 - $1.25K
|
8
$1.25K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 54.55% |
$723 - $939
|
17
$2.65K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 11.32% |
$723 - $939
|
59
$9.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.93% |
$603 - $782
|
545
$85K
|