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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
577+ 38.86% |
$69.5K - $90.3K
|
2.06K
$322K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
577+ 5.54% |
$69.5K - $90.3K
|
11K
$1.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
539+ 682.28% |
$65K - $84.3K
|
618
$96.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
538+ 10760.0% |
$64.8K - $84.2K
|
543
$84.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
537+ 109.15% |
$64.7K - $84K
|
1.03K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
487+ 345.39% |
$58.7K - $76.2K
|
628
$97.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
487+ 14.32% |
$58.7K - $76.2K
|
3.89K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
468+ 2.75% |
$56.4K - $73.2K
|
17.5K
$2.72M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
462+ 5.47% |
$55.7K - $72.3K
|
8.91K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
461+ 27.38% |
$55.6K - $72.1K
|
2.15K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
450+ 15.05% |
$54.2K - $70.4K
|
3.44K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
449+ 2.44% |
$54.1K - $70.2K
|
18.8K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
436New |
$52.5K - $68.2K
|
436
$68K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
393+ 27.08% |
$47.4K - $61.5K
|
1.84K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
381+ 0.46% |
$45.9K - $59.6K
|
83.3K
$13M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
339+ 39.01% |
$40.9K - $53K
|
1.21K
$188K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
317+ 21.51% |
$38.2K - $49.6K
|
1.79K
$279K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
314New |
$37.8K - $49.1K
|
314
$49K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
293+ 20.96% |
$35.3K - $45.8K
|
1.69K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
293+ 27.8% |
$35.3K - $45.8K
|
1.35K
$210K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
283+ 7.7% |
$34.1K - $44.3K
|
3.96K
$618K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
282+ 4.05% |
$34K - $44.1K
|
7.25K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
276+ 0.76% |
$33.3K - $43.2K
|
36.8K
$5.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
263+ 12.18% |
$31.7K - $41.1K
|
2.42K
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
261New |
$31.5K - $40.8K
|
261
$40.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 236.7% |
$31.1K - $40.4K
|
367
$57.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
249+ 158.6% |
$30K - $38.9K
|
406
$63.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
249+ 45.44% |
$30K - $38.9K
|
797
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240+ 153.85% |
$28.9K - $37.5K
|
396
$61.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
231+ 103.13% |
$27.8K - $36.1K
|
455
$71K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
220+ 61.8% |
$26.5K - $34.4K
|
576
$89.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
200New |
$24.1K - $31.3K
|
200
$31.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
191+ 2.19% |
$23K - $29.9K
|
8.92K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
189+ 5.73% |
$22.8K - $29.6K
|
3.49K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
185+ 45.34% |
$22.3K - $28.9K
|
593
$92.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 116.67% |
$20.2K - $26.3K
|
312
$48.7K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
164+ 1822.22% |
$19.8K - $25.7K
|
173
$27K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
164+ 1822.22% |
$19.8K - $25.7K
|
173
$27K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
163+ 164.65% |
$19.6K - $25.5K
|
262
$40.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
156New |
$18.8K - $24.4K
|
156
$24.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
154+ 3.09% |
$18.6K - $24.1K
|
5.13K
$800K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
154+ 1.98% |
$18.6K - $24.1K
|
7.91K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
150+ 241.94% |
$18.1K - $23.5K
|
212
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 22.63% |
$17.8K - $23.2K
|
802
$125K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 22.63% |
$17.8K - $23.2K
|
802
$125K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
143+ 162.5% |
$17.2K - $22.4K
|
231
$36K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
142New |
$17.1K - $22.2K
|
142
$22.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
138New |
$16.6K - $21.6K
|
138
$21.5K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
119+ 132.22% |
$14.3K - $18.6K
|
209
$32.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 466.67% |
$13.5K - $17.5K
|
136
$21.2K
|