Purchases and Sales Made in Q4 2022 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
13New |
$1.89K - $2.33K
|
13
$2.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13New |
$1.89K - $2.33K
|
13
$2.03K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
13New |
$1.89K - $2.33K
|
13
$2.03K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 111.11% |
$1.45K - $1.79K
|
19
$2.96K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 9.78% |
$1.31K - $1.62K
|
101
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$1.31K - $1.62K
|
9
$1.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 5.16% |
$1.16K - $1.44K
|
163
$25.4K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 2.86% |
$1.02K - $1.26K
|
252
$39.3K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$872 - $1.08K
|
6
$936
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4New |
$581 - $718
|
4
$624
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$581 - $718
|
4
$624
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4+ 1.53% |
$581 - $718
|
266
$41.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$581 - $718
|
4
$624
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 13.04% |
$436 - $538
|
26
$4.05K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$436 - $538
|
3
$468
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2New |
$291 - $359
|
2
$312
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.13% |
$145 - $179
|
48
$7.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$145 - $179
|
1
$156
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$145 - $179
|
1
$156
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.6% |
$145 - $179
|
167
$26K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1- 0.02% |
$145 - $179
|
4.09K
$638K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 7.14% |
$436 - $538
|
39
$6.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-4- 0.01% |
$581 - $718
|
39.3K
$6.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.03% |
$727 - $897
|
16.6K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 5.34% |
$1.02K - $1.26K
|
124
$19.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 80.0% |
$1.16K - $1.44K
|
2
$312
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 11.7% |
$1.6K - $1.97K
|
83
$12.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-11- 1.99% |
$1.6K - $1.97K
|
542
$84.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 14.63% |
$1.74K - $2.15K
|
70
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12- 0.23% |
$1.74K - $2.15K
|
5.13K
$800K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-13- 0.62% |
$1.89K - $2.33K
|
2.09K
$326K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-14Closed |
$2.03K - $2.51K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-14- 0.61% |
$2.03K - $2.51K
|
2.28K
$356K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-15- 0.03% |
$2.18K - $2.69K
|
58.3K
$9.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-16- 0.15% |
$2.33K - $2.87K
|
11K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16- 0.08% |
$2.33K - $2.87K
|
21.1K
$3.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-19- 0.18% |
$2.76K - $3.41K
|
10.6K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 82.61% |
$2.76K - $3.41K
|
4
$624
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-20- 0.94% |
$2.91K - $3.59K
|
2.12K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-22- 0.66% |
$3.2K - $3.95K
|
3.31K
$515K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-23- 23.96% |
$3.34K - $4.13K
|
73
$11.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-27- 96.43% |
$3.92K - $4.85K
|
1
$156
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-30- 1.88% |
$4.36K - $5.38K
|
1.57K
$245K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 1.77% |
$4.8K - $5.92K
|
1.83K
$285K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 73.33% |
$4.8K - $5.92K
|
12
$1.87K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-34- 2.53% |
$4.94K - $6.1K
|
1.31K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-44- 83.02% |
$6.39K - $7.9K
|
9
$1.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-45- 49.45% |
$6.54K - $8.08K
|
46
$7.17K
|