Latest Institutional Transactions on Public Storage (PSA)
This table provides information on the latest institutional transactions involving Public Storage (PSA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
204+ 3.22% |
$57.8K - $74.5K
|
6.54K
$1.97M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 15.38% |
$566 - $730
|
15
$4.51K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30+ 0.71% |
$8.49K - $11K
|
4.28K
$1.29M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18+ 1.2% |
$5.1K - $6.57K
|
1.52K
$456K
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-777- 35.46% |
$220K - $284K
|
1.41K
$425K
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
6.62KNew |
$1.87M - $2.42M
|
6.62K
$1.99M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 18.92% |
$1.14M - $1.47M
|
25.3K
$7.61M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-34.3K- 41.63% |
$9.72M - $12.5M
|
48.1K
$14.5M
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
44+ 0.73% |
$12.5K - $16.1K
|
6.04K
$1.82M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
693+ 68.21% |
$196K - $253K
|
1.71K
$514K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
615New |
$174K - $224K
|
615
$185K
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
584New |
$165K - $213K
|
584
$176K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
696New |
$197K - $254K
|
696
$209K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 38.71% |
$3.4K - $4.38K
|
43
$12.9K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 2.35% |
$566 - $730
|
87
$26.2K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.85% |
$113K - $146K
|
46.9K
$14.1M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-352- 21.78% |
$99.7K - $128K
|
1.26K
$380K
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-6- 0.84% |
$1.7K - $2.19K
|
706
$212K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.38K- 15.28% |
$390K - $503K
|
7.65K
$2.3M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-54- 0.65% |
$15.3K - $19.7K
|
8.23K
$2.48M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 0.09% |
$34.3K - $44.2K
|
131K
$39.5M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
226+ 10.39% |
$64K - $82.5K
|
2.4K
$723K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1- 20.0% |
$283 - $365
|
4
$1.2K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-350- 8.06% |
$99.1K - $128K
|
4K
$1.2M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
117+ 9.97% |
$33.1K - $42.7K
|
1.29K
$388K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-184- 2.15% |
$52.1K - $67.2K
|
8.36K
$2.51M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
104New |
$29.4K - $38K
|
104
$31.3K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.58K+ 1.47% |
$448K - $577K
|
109K
$32.8M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
674+ 34.01% |
$191K - $246K
|
2.66K
$799K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-4.62K- 50.58% |
$1.31M - $1.68M
|
4.51K
$1.36M
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
61+ 3.38% |
$17.3K - $22.3K
|
1.87K
$562K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.29% |
$849 - $1.1K
|
1.02K
$307K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-200- 0.32% |
$56.6K - $73K
|
62.4K
$18.8M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
905+ 3.96% |
$256K - $330K
|
23.8K
$7.15M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
354+ 26.54% |
$100K - $129K
|
1.69K
$508K
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-19K- 44.51% |
$5.39M - $6.95M
|
23.7K
$7.14M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
348New |
$98.5K - $127K
|
348
$105K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-34.7K- 16.53% |
$9.84M - $12.7M
|
175K
$52.8M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
565New |
$160K - $206K
|
565
$170K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.28K- 0.61% |
$362K - $467K
|
208K
$62.5M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
2.34K+ 3.1% |
$664K - $856K
|
78K
$23.5M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-139- 0.27% |
$39.4K - $50.7K
|
51.8K
$15.6M
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.13KNew |
$321K - $413K
|
1.13K
$341K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
113+ 1.36% |
$32K - $41.2K
|
8.45K
$2.54M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-71- 13.89% |
$20.1K - $25.9K
|
440
$132K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 0.19% |
$15K - $19.3K
|
28.4K
$8.55M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-248- 0.78% |
$70.2K - $90.5K
|
31.7K
$9.53M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15- 0.25% |
$4.25K - $5.48K
|
5.94K
$1.79M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
618+ 2.58% |
$175K - $226K
|
24.5K
$7.38M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 5.16% |
$12.7K - $16.4K
|
917
$276K
|