Purchases and Sales Made in Q3 2024 in National Storage Affiliates Trust (NSA)
This table provides information about the institutional ownership of National Storage Affiliates Trust (NSA) during Q3 2024. The information is specifically focused on institutions that hold shares of National Storage Affiliates Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
700+ 9.01% |
$27.8K - $34.4K
|
8.47K
$328K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
644+ 11.47% |
$25.6K - $31.6K
|
6.26K
$242K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
626+ 29.28% |
$24.9K - $30.8K
|
2.76K
$107K
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
620+ 4.76% |
$24.6K - $30.5K
|
13.7K
$529K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
592New |
$23.5K - $29.1K
|
592
$22.9K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
555+ 6.95% |
$22.1K - $27.3K
|
8.54K
$331K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
520New |
$20.7K - $25.5K
|
520
$20.2K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
498+ 5.35% |
$19.8K - $24.5K
|
9.81K
$380K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
497+ 7.86% |
$19.7K - $24.4K
|
6.82K
$264K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
472+ 48.31% |
$18.8K - $23.2K
|
1.45K
$56.1K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
360+ 13.27% |
$14.3K - $17.7K
|
3.07K
$119K
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
313New |
$12.4K - $15.4K
|
313
$12.1K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$11.9K - $14.7K
|
300
$11.6K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257+ 3.32% |
$10.2K - $12.6K
|
8.01K
$310K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
205+ 602.94% |
$8.14K - $10.1K
|
239
$9.26K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
191+ 63.67% |
$7.59K - $9.38K
|
491
$19K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
170New |
$6.75K - $8.35K
|
170
$6.59K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
162+ 279.31% |
$6.44K - $7.96K
|
220
$8.53K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
160New |
$6.36K - $7.86K
|
160
$6.2K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
139+ 171.6% |
$5.52K - $6.83K
|
220
$8.53K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
137+ 6.73% |
$5.44K - $6.73K
|
2.17K
$84.2K
|
|
Nov 12, 2024
Q3 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
120New |
$4.77K - $5.9K
|
120
$4.65K
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
BUY
|
- |
100+ 1.33% |
$3.97K - $4.91K
|
7.6K
$295K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
92+ 0.69% |
$3.66K - $4.52K
|
13.4K
$520K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87+ 1.18% |
$3.46K - $4.27K
|
7.44K
$288K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
67New |
$2.66K - $3.29K
|
67
$2.6K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 27.19% |
$2.34K - $2.9K
|
276
$10.7K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51+ 4.94% |
$2.03K - $2.51K
|
1.08K
$42K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
49+ 0.11% |
$1.95K - $2.41K
|
44.6K
$1.73M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$1.87K - $2.31K
|
47
$1.82K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
45+ 0.48% |
$1.79K - $2.21K
|
9.51K
$369K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37+ 6.49% |
$1.47K - $1.82K
|
607
$23.5K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
36+ 2.91% |
$1.43K - $1.77K
|
1.27K
$49.4K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
35New |
$1.39K - $1.72K
|
35
$1.36K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 0.98% |
$1.11K - $1.38K
|
2.9K
$112K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
22New |
$874 - $1.08K
|
22
$853
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
20+ 0.26% |
$795 - $983
|
7.58K
$294K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.81% |
$556 - $688
|
1.75K
$67.7K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12New |
$477 - $590
|
12
$465
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 125.0% |
$397 - $491
|
18
$698
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 1.22% |
$358 - $442
|
745
$28.9K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.07% |
$199 - $246
|
471
$18.3K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$199 - $246
|
5
$194
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.59% |
$119 - $147
|
511
$19.8K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3New |
$119 - $147
|
3
$116
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.22% |
$119 - $147
|
1.38K
$53.3K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5- 3.79% |
$199 - $246
|
127
$4.92K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-26- 1.31% |
$1.03K - $1.28K
|
1.96K
$75.8K
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-30- 0.57% |
$1.19K - $1.47K
|
5.28K
$204K
|