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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4- 0.92% |
$412 - $649
|
432
$66.5K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 8.33% |
$515 - $811
|
55
$8.47K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 9.26% |
$515 - $811
|
49
$7.55K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 13.64% |
$618 - $973
|
38
$5.85K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8- 2.56% |
$825 - $1.3K
|
305
$47K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-11- 0.29% |
$1.13K - $1.78K
|
3.73K
$574K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 3.45% |
$1.44K - $2.27K
|
392
$60.4K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 12.61% |
$1.44K - $2.27K
|
97
$14.9K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 12.61% |
$1.44K - $2.27K
|
97
$14.9K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 26.67% |
$1.65K - $2.59K
|
44
$6.78K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-19- 3.3% |
$1.96K - $3.08K
|
557
$85.8K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-26- 4.21% |
$2.68K - $4.22K
|
592
$91.2K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 86.67% |
$2.68K - $4.22K
|
4
$616
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27Closed |
$2.78K - $4.38K
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-29- 0.75% |
$2.99K - $4.7K
|
3.82K
$588K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 8.17% |
$3.09K - $4.86K
|
337
$51.9K
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-30- 1.24% |
$3.09K - $4.86K
|
2.39K
$367K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-33- 0.08% |
$3.4K - $5.35K
|
43.6K
$6.72M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 14.29% |
$3.4K - $5.35K
|
198
$30.5K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 25.37% |
$3.5K - $5.51K
|
100
$15.4K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-41- 2.19% |
$4.23K - $6.65K
|
1.83K
$282K
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-50- 2.86% |
$5.15K - $8.11K
|
1.7K
$261K
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-52- 0.17% |
$5.36K - $8.43K
|
30.3K
$4.67M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 7.23% |
$5.98K - $9.41K
|
744
$115K
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-61- 0.68% |
$6.29K - $9.89K
|
8.86K
$1.36M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-67- 53.6% |
$6.91K - $10.9K
|
58
$8.93K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-74- 1.01% |
$7.63K - $12K
|
7.26K
$1.12M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-77- 29.39% |
$7.94K - $12.5K
|
185
$28.5K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-79- 37.26% |
$8.14K - $12.8K
|
133
$20.5K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-84- 0.21% |
$8.66K - $13.6K
|
39.4K
$6.06M
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-85- 0.9% |
$8.76K - $13.8K
|
9.38K
$1.44M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88- 26.11% |
$9.07K - $14.3K
|
249
$38.3K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-89- 42.58% |
$9.17K - $14.4K
|
120
$18.5K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-89- 18.2% |
$9.17K - $14.4K
|
400
$61.6K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89- 35.18% |
$9.17K - $14.4K
|
164
$25.3K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-90- 3.69% |
$9.28K - $14.6K
|
2.35K
$362K
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-93- 1.14% |
$9.59K - $15.1K
|
8.05K
$1.24M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-103- 3.51% |
$10.6K - $16.7K
|
2.83K
$436K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-111- 1.14% |
$11.4K - $18K
|
9.66K
$1.49M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-113- 4.68% |
$11.6K - $18.3K
|
2.3K
$354K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-117- 9.69% |
$12.1K - $19K
|
1.09K
$168K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-122- 1.59% |
$12.6K - $19.8K
|
7.53K
$1.16M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-130- 7.05% |
$13.4K - $21.1K
|
1.71K
$264K
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-141- 4.74% |
$14.5K - $22.9K
|
2.83K
$436K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-150- 37.97% |
$15.5K - $24.3K
|
245
$37.7K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-153- 2.08% |
$15.8K - $24.8K
|
7.19K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-161- 1.06% |
$16.6K - $26.1K
|
15.1K
$2.32M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-164- 9.89% |
$16.9K - $26.6K
|
1.5K
$230K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-164- 9.89% |
$16.9K - $26.6K
|
1.5K
$230K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-177- 8.35% |
$18.2K - $28.7K
|
1.94K
$299K
|