Purchases and Sales Made in Q4 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
324+ 11.7% |
$33.4K - $52.5K
|
3.09K
$476K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
302+ 8.22% |
$31.1K - $49K
|
3.98K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 5.96% |
$30.9K - $48.6K
|
5.33K
$821K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
300+ 14.55% |
$30.9K - $48.6K
|
2.36K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
295+ 4.24% |
$30.4K - $47.8K
|
7.25K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
257New |
$26.5K - $41.7K
|
257
$39.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
250+ 2.1% |
$25.8K - $40.5K
|
12.2K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
221+ 5.37% |
$22.8K - $35.8K
|
4.34K
$668K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
220New |
$22.7K - $35.7K
|
220
$33.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
217+ 5.43% |
$22.4K - $35.2K
|
4.21K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
214+ 9.98% |
$22.1K - $34.7K
|
2.36K
$363K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
204New |
$21K - $33.1K
|
204
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$20.6K - $32.4K
|
36.2K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
200+ 2.93% |
$20.6K - $32.4K
|
7.04K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
200+ 200.0% |
$20.6K - $32.4K
|
300
$46.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
179+ 6.91% |
$18.5K - $29K
|
2.77K
$427K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
164New |
$16.9K - $26.6K
|
164
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
163New |
$16.8K - $26.4K
|
163
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
155+ 5.38% |
$16K - $25.1K
|
3.04K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
142+ 4.59% |
$14.6K - $23K
|
3.24K
$499K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
142+ 2.89% |
$14.6K - $23K
|
5.05K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
138New |
$14.2K - $22.4K
|
138
$21.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133New |
$13.7K - $21.6K
|
133
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
133New |
$13.7K - $21.6K
|
133
$20.5K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
131+ 1.89% |
$13.5K - $21.2K
|
7.06K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
131+ 0.95% |
$13.5K - $21.2K
|
14K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
128New |
$13.2K - $20.8K
|
128
$19.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
119+ 30.05% |
$12.3K - $19.3K
|
515
$79.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
113+ 19.06% |
$11.6K - $18.3K
|
706
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
112New |
$11.5K - $18.2K
|
112
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
110+ 3.36% |
$11.3K - $17.8K
|
3.38K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
109New |
$11.2K - $17.7K
|
109
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.61% |
$10.3K - $16.2K
|
16.5K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
81+ 59.56% |
$8.35K - $13.1K
|
217
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
79+ 0.2% |
$8.14K - $12.8K
|
39.9K
$6.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
78+ 0.21% |
$8.04K - $12.6K
|
37K
$5.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
74New |
$7.63K - $12K
|
74
$11.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
72+ 4.55% |
$7.42K - $11.7K
|
1.66K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
62New |
$6.39K - $10.1K
|
62
$9.55K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
60New |
$6.18K - $9.73K
|
60
$9.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60New |
$6.18K - $9.73K
|
60
$9.24K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60+ 7.13% |
$6.18K - $9.73K
|
902
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
59+ 0.74% |
$6.08K - $9.57K
|
8.09K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
49New |
$5.05K - $7.95K
|
49
$7.55K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44+ 0.52% |
$4.54K - $7.14K
|
8.58K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
40+ 1.74% |
$4.12K - $6.49K
|
2.34K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39New |
$4.02K - $6.32K
|
39
$6.01K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 100.0% |
$4.02K - $6.32K
|
78
$12K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
38+ 0.36% |
$3.92K - $6.16K
|
10.7K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
30+ 1.35% |
$3.09K - $4.86K
|
2.25K
$347K
|