Purchases and Sales Made in Q2 2023 in Life Storage, Inc. (LSI)
This table provides information about the institutional ownership of Life Storage, Inc. (LSI) during Q2 2023. The information is specifically focused on institutions that hold shares of LIFE STORAGE, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
133+ 7.06% |
$16.8K - $19.3K
|
2.02K
$0
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
127+ 0.38% |
$16.1K - $18.5K
|
34K
$0
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
92+ 2.16% |
$11.6K - $13.4K
|
4.35K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
74+ 2.44% |
$9.36K - $10.8K
|
3.11K
$0
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
70+ 4.46% |
$8.86K - $10.2K
|
1.64K
$0
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
63+ 225.0% |
$7.97K - $9.16K
|
91
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
51+ 0.27% |
$6.45K - $7.42K
|
18.9K
$0
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
51+ 2.09% |
$6.45K - $7.42K
|
2.49K
$0
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
50+ 0.49% |
$6.33K - $7.27K
|
10.4K
$0
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
36+ 0.39% |
$4.56K - $5.24K
|
9.22K
$0
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 3.43% |
$4.43K - $5.09K
|
1.05K
$0
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
34+ 0.57% |
$4.3K - $4.94K
|
5.98K
$0
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$4.18K - $4.8K
|
33
$0
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 66.67% |
$3.8K - $4.36K
|
75
$0
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14+ 0.7% |
$1.77K - $2.04K
|
2.01K
$0
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$1.52K - $1.75K
|
12
$0
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8+ 0.23% |
$1.01K - $1.16K
|
3.54K
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7New |
$886 - $1.02K
|
7
$0
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 11.54% |
$759 - $873
|
58
$0
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$633 - $727
|
5
$0
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 57.14% |
$506 - $582
|
11
$0
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4+ 0.19% |
$506 - $582
|
2.11K
$0
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 3.1% |
$506 - $582
|
133
$0
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3+ 0.05% |
$380 - $436
|
5.72K
$0
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.78% |
$253 - $291
|
260
$0
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 1.53% |
$253 - $291
|
133
$0
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.78% |
$253 - $291
|
260
$0
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.05% |
$253 - $291
|
4.04K
$0
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.89% |
$253 - $291
|
226
$0
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 200.0% |
$253 - $291
|
3
$0
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.82% |
$127 - $145
|
123
$0
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1+ 0.03% |
$127 - $145
|
3.25K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 3.45% |
$127 - $145
|
28
$0
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.08% |
$253 - $291
|
2.36K
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 13.33% |
$506 - $582
|
26
$0
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 1.02% |
$506 - $582
|
388
$0
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.53% |
$633 - $727
|
944
$0
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9- 0.23% |
$1.14K - $1.31K
|
3.97K
$0
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 12.5% |
$1.27K - $1.45K
|
70
$0
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12- 0.15% |
$1.52K - $1.75K
|
8.24K
$0
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-21- 0.8% |
$2.66K - $3.05K
|
2.6K
$0
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 1.29% |
$3.04K - $3.49K
|
1.84K
$0
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-24- 1.29% |
$3.04K - $3.49K
|
1.84K
$0
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30- 0.99% |
$3.8K - $4.36K
|
3.01K
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-33- 0.95% |
$4.18K - $4.8K
|
3.43K
$0
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-38- 1.66% |
$4.81K - $5.53K
|
2.26K
$0
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-40- 1.28% |
$5.06K - $5.82K
|
3.09K
$0
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47- 1.09% |
$5.95K - $6.83K
|
4.26K
$0
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-57- 2.02% |
$7.21K - $8.29K
|
2.77K
$0
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-57- 2.91% |
$7.21K - $8.29K
|
1.9K
$0
|