Purchases and Sales Made in Q3 2024 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q3 2024. 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 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
135+ 15.07% |
$20.5K - $24.7K
|
1.03K
$155K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
129+ 5.38% |
$19.6K - $23.6K
|
2.53K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
126+ 68.11% |
$19.1K - $23.1K
|
311
$46.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
124+ 3.82% |
$18.8K - $22.7K
|
3.37K
$508K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
103+ 5.8% |
$15.6K - $18.9K
|
1.88K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
101+ 2.47% |
$15.3K - $18.5K
|
4.19K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$15.2K - $18.3K
|
34.6K
$5.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
97+ 97.98% |
$14.7K - $17.8K
|
196
$29.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
90+ 0.86% |
$13.7K - $16.5K
|
10.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
89+ 11.53% |
$13.5K - $16.3K
|
861
$130K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
85+ 4.46% |
$12.9K - $15.6K
|
1.99K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
82+ 5.51% |
$12.5K - $15K
|
1.57K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
80New |
$12.2K - $14.6K
|
80
$12K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
79+ 2.1% |
$12K - $14.5K
|
3.85K
$579K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77+ 4.06% |
$11.7K - $14.1K
|
1.97K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
71+ 1.9% |
$10.8K - $13K
|
3.81K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
70+ 1.2% |
$10.6K - $12.8K
|
5.92K
$891K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 700.0% |
$10.6K - $12.8K
|
80
$12K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
68+ 0.07% |
$10.3K - $12.4K
|
99K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
67+ 0.27% |
$10.2K - $12.3K
|
24.9K
$3.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
65+ 4.13% |
$9.87K - $11.9K
|
1.64K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
65+ 4.3% |
$9.87K - $11.9K
|
1.58K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
60+ 1.24% |
$9.12K - $11K
|
4.91K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$8.05K - $9.7K
|
53
$7.98K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
51+ 2.17% |
$7.75K - $9.34K
|
2.4K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50+ 2.26% |
$7.6K - $9.15K
|
2.26K
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49+ 0.52% |
$7.44K - $8.97K
|
9.44K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
49+ 8.89% |
$7.44K - $8.97K
|
600
$90.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
47+ 11.52% |
$7.14K - $8.6K
|
455
$68.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
47+ 15.02% |
$7.14K - $8.6K
|
360
$54.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
42+ 1.82% |
$6.38K - $7.69K
|
2.35K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.5% |
$5.92K - $7.14K
|
2.63K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
38+ 70.37% |
$5.77K - $6.96K
|
92
$13.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37+ 2.99% |
$5.62K - $6.77K
|
1.28K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
33+ 55.93% |
$5.01K - $6.04K
|
92
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 3.92% |
$5.01K - $6.04K
|
875
$132K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
32New |
$4.86K - $5.86K
|
32
$4.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 14.09% |
$4.71K - $5.67K
|
251
$37.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 1.62% |
$4.56K - $5.49K
|
1.88K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
29+ 2.23% |
$4.41K - $5.31K
|
1.33K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 15.0% |
$4.1K - $4.94K
|
207
$31.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
26New |
$3.95K - $4.76K
|
26
$3.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
25New |
$3.8K - $4.58K
|
25
$3.76K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
25New |
$3.8K - $4.58K
|
25
$3.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 7.29% |
$3.65K - $4.39K
|
353
$53.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
23New |
$3.49K - $4.21K
|
23
$3.46K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
22+ 0.08% |
$3.34K - $4.03K
|
28.1K
$4.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
22New |
$3.34K - $4.03K
|
22
$3.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21+ 0.93% |
$3.19K - $3.84K
|
2.27K
$342K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 4.56% |
$3.19K - $3.84K
|
482
$72.5K
|