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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
45+ 6.28% |
$13K - $14.1K
|
761
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41+ 3.22% |
$11.8K - $12.9K
|
1.31K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.74% |
$5.49K - $5.97K
|
2.6K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
221+ 12.2% |
$63.9K - $69.4K
|
2.03K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.84KNew |
$1.4M - $1.52M
|
4.84K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-13K- 14.59% |
$3.77M - $4.09M
|
76.4K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
307+ 18.23% |
$88.7K - $96.4K
|
1.99K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 305.26% |
$16.8K - $18.2K
|
77
$22.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
427+ 3.49% |
$123K - $134K
|
12.7K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10New |
$2.89K - $3.14K
|
10
$2.89K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.34% |
$28.9K - $31.4K
|
7.37K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-115- 11.49% |
$33.2K - $36.1K
|
886
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-477- 2.33% |
$138K - $150K
|
20K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
99+ 2.75% |
$28.6K - $31.1K
|
3.7K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.03% |
$578 - $628
|
7.15K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.58K- 11.07% |
$1.03M - $1.12M
|
28.8K
$8.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.0% |
$578 - $628
|
62.2K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
53+ 0.21% |
$15.3K - $16.6K
|
25.2K
$7.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-34- 3.57% |
$9.83K - $10.7K
|
919
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.94K+ 228.76% |
$848K - $922K
|
4.22K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
54+ 4.28% |
$15.6K - $17K
|
1.32K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$47.4K - $51.5K
|
527
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
738+ 33.78% |
$213K - $232K
|
2.92K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
33+ 7.8% |
$9.54K - $10.4K
|
456
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-993- 3.24% |
$287K - $312K
|
29.6K
$8.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
139New |
$40.2K - $43.6K
|
139
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
39+ 780.0% |
$11.3K - $12.2K
|
44
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 28.57% |
$2.89K - $3.14K
|
25
$7.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.05K- 2.42% |
$1.17M - $1.27M
|
164K
$47.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-588- 18.73% |
$170K - $185K
|
2.55K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.41K- 5.71% |
$984K - $1.07M
|
56.3K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-293- 18.88% |
$84.7K - $92K
|
1.26K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 90.0% |
$15.6K - $17K
|
6
$1.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.49KNew |
$431K - $468K
|
1.49K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
132+ 7.47% |
$38.1K - $41.4K
|
1.9K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-525- 5.02% |
$152K - $165K
|
9.93K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.52K+ 27.47% |
$440K - $478K
|
7.06K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.5% |
$2.89K - $3.14K
|
2.02K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
512+ 6.26% |
$148K - $161K
|
8.69K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
936New |
$270K - $294K
|
936
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-93- 2.75% |
$26.9K - $29.2K
|
3.29K
$952K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
15+ 1.55% |
$4.33K - $4.71K
|
981
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2K- 25.26% |
$578K - $628K
|
5.92K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$14.4K - $15.7K
|
50
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.09K+ 43.27% |
$316K - $343K
|
3.62K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-371- 3.35% |
$107K - $116K
|
10.7K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
17+ 0.66% |
$4.91K - $5.34K
|
2.6K
$751K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
155New |
$44.8K - $48.7K
|
155
$44.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
198+ 5.03% |
$57.2K - $62.2K
|
4.13K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
870New |
$251K - $273K
|
870
$251K
|