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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$482 - $626
|
4
$624
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$241 - $313
|
2
$312
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$241 - $313
|
2
$312
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$121 - $156
|
2.68K
$418K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 4.76% |
$121 - $156
|
22
$3.43K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3- 23.08% |
$362 - $469
|
10
$1.56K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-10- 0.51% |
$1.21K - $1.56K
|
1.96K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 28.95% |
$1.33K - $1.72K
|
27
$4.21K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 27.87% |
$2.05K - $2.66K
|
44
$6.86K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 8.93% |
$3.01K - $3.91K
|
255
$39.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-27- 1.52% |
$3.25K - $4.22K
|
1.75K
$272K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-28- 96.55% |
$3.37K - $4.38K
|
1
$156
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-31- 0.19% |
$3.74K - $4.85K
|
16K
$2.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-32- 0.47% |
$3.86K - $5.01K
|
6.82K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 38.64% |
$4.1K - $5.32K
|
54
$8.42K
|
|
|
Nov 08, 2023
Q3 2023
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-44- 0.08% |
$5.3K - $6.88K
|
57K
$8.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-70- 1.67% |
$8.44K - $10.9K
|
4.12K
$642K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 82.64% |
$12.1K - $15.6K
|
21
$3.27K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-105- 69.08% |
$12.7K - $16.4K
|
47
$7.33K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-119- 6.99% |
$14.3K - $18.6K
|
1.58K
$247K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-120- 5.08% |
$14.5K - $18.8K
|
2.24K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-133- 8.3% |
$16K - $20.8K
|
1.47K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-140- 3.55% |
$16.9K - $21.9K
|
3.8K
$593K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-143- 7.71% |
$17.2K - $22.4K
|
1.71K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146- 0.8% |
$17.6K - $22.8K
|
18K
$2.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-160- 8.43% |
$19.3K - $25K
|
1.74K
$271K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.92% |
$20.5K - $26.6K
|
5.65K
$882K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 82.51% |
$22.2K - $28.8K
|
39
$6.08K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-205- 1.71% |
$24.7K - $32.1K
|
11.8K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-357- 9.7% |
$43K - $55.8K
|
3.32K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-392- 0.28% |
$47.2K - $61.3K
|
142K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-395- 4.83% |
$47.6K - $61.8K
|
7.79K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-453- 4.08% |
$54.6K - $70.9K
|
10.7K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-497- 3.56% |
$59.9K - $77.7K
|
13.5K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-503- 17.32% |
$60.6K - $78.7K
|
2.4K
$374K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-576- 22.94% |
$69.4K - $90.1K
|
1.94K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-580- 14.28% |
$69.9K - $90.7K
|
3.48K
$543K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-658- 6.23% |
$79.3K - $103K
|
9.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-796- 5.36% |
$95.9K - $125K
|
14.1K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-851- 31.86% |
$103K - $133K
|
1.82K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-856- 2.71% |
$103K - $134K
|
30.8K
$4.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 6.71% |
$154K - $200K
|
17.8K
$2.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 17.8% |
$172K - $224K
|
6.6K
$1.03M
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.55K- 39.67% |
$187K - $242K
|
2.36K
$367K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.74K- 28.22% |
$210K - $272K
|
4.42K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.74K- 28.22% |
$210K - $272K
|
4.42K
$690K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.87KClosed |
$225K - $292K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.09K- 19.79% |
$252K - $327K
|
8.47K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.11K- 32.19% |
$255K - $331K
|
4.45K
$695K
|