Purchases and Sales Made in Q4 2024 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 20.0% |
$996 - $1.25K
|
42
$5.96K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$996 - $1.25K
|
7
$993
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 28.0% |
$996 - $1.25K
|
32
$4.54K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$854 - $1.07K
|
6
$851
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$854 - $1.07K
|
6
$851
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.11% |
$712 - $892
|
4.35K
$618K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$712 - $892
|
5
$709
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4New |
$569 - $713
|
4
$567
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.47% |
$285 - $357
|
138
$19.6K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.11% |
$285 - $357
|
1.82K
$258K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 1.13% |
$285 - $357
|
179
$25.4K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2+ 0.05% |
$285 - $357
|
3.91K
$555K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$142 - $178
|
1
$142
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.96% |
$142 - $178
|
52
$7.38K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.88% |
$142 - $178
|
114
$16.2K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$142 - $178
|
1
$142
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$142 - $178
|
2.3K
$326K
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.0% |
$142 - $178
|
38.8K
$5.51M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$142 - $178
|
1
$142
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1New |
$142 - $178
|
1
$142
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$142 - $178
|
1
$142
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$142 - $178
|
6
$851
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.38% |
$142 - $178
|
260
$36.9K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 2.5% |
$142 - $178
|
39
$5.53K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 1.74% |
$285 - $357
|
113
$16K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 16.67% |
$285 - $357
|
10
$1.42K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 1.16% |
$285 - $357
|
171
$24.3K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 18.18% |
$285 - $357
|
9
$1.28K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 0.19% |
$427 - $535
|
1.57K
$223K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 3.7% |
$427 - $535
|
78
$11.1K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 4.35% |
$569 - $713
|
88
$12.5K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 9.09% |
$569 - $713
|
40
$5.67K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 1.81% |
$712 - $892
|
271
$38.4K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 21.74% |
$712 - $892
|
18
$2.55K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 15.63% |
$712 - $892
|
27
$3.83K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 24.0% |
$854 - $1.07K
|
19
$2.69K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7- 6.19% |
$996 - $1.25K
|
106
$15K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8Closed |
$1.14K - $1.43K
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 50.0% |
$1.28K - $1.6K
|
9
$1.28K
|
|
Feb 12, 2025
Q4 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.02% |
$1.57K - $1.96K
|
45.8K
$6.5M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13- 1.04% |
$1.85K - $2.32K
|
1.24K
$175K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-14- 0.66% |
$1.99K - $2.5K
|
2.12K
$301K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 3.93% |
$2.28K - $2.85K
|
391
$55.5K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 14.91% |
$2.42K - $3.03K
|
97
$13.8K
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-18- 0.23% |
$2.56K - $3.21K
|
7.98K
$1.13M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18- 3.73% |
$2.56K - $3.21K
|
464
$65.8K
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-18- 0.17% |
$2.56K - $3.21K
|
10.6K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-21- 0.2% |
$2.99K - $3.74K
|
10.5K
$1.49M
|