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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-67- 0.43% |
$19K - $24.5K
|
15.6K
$4.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
577New |
$163K - $211K
|
577
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.15K+ 27.47% |
$326K - $420K
|
5.34K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-118- 13.07% |
$33.4K - $43.1K
|
785
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.21K- 13.1% |
$342K - $441K
|
8.01K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
619New |
$175K - $226K
|
619
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.1K+ 6.98% |
$595K - $767K
|
32.2K
$9.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-97- 6.44% |
$27.5K - $35.4K
|
1.41K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5- 0.19% |
$1.42K - $1.83K
|
2.6K
$784K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 1.66% |
$7.08K - $9.13K
|
1.53K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
860+ 12.83% |
$243K - $314K
|
7.57K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.14K- 3.15% |
$1.17M - $1.51M
|
127K
$38.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 3.76% |
$2.27K - $2.92K
|
221
$66.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.68% |
$2.55K - $3.29K
|
1.33K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.21K- 1.25% |
$342K - $441K
|
95.1K
$28.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 6.45% |
$566 - $730
|
33
$9.94K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-179- 78.17% |
$50.7K - $65.3K
|
50
$15.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 1.01% |
$566 - $730
|
201
$60.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
101+ 4.22% |
$28.6K - $36.9K
|
2.49K
$751K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-73- 1.14% |
$20.7K - $26.6K
|
6.35K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 2.91% |
$798K - $1.03M
|
94K
$28.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.19K+ 55.31% |
$336K - $433K
|
3.33K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-2.51K- 21.01% |
$710K - $915K
|
9.42K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
277+ 23.98% |
$78.4K - $101K
|
1.43K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.27% |
$1.13K - $1.46K
|
1.46K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 12.5% |
$283 - $365
|
9
$2.71K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-17.2K- 6.6% |
$4.86M - $6.27M
|
243K
$73.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
114+ 3.91% |
$32.3K - $41.6K
|
3.03K
$912K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.6% |
$283 - $365
|
167
$50.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
16+ 1.66% |
$4.53K - $5.84K
|
979
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 4.95% |
$10.2K - $13.1K
|
763
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
596New |
$169K - $218K
|
596
$180K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-198- 10.5% |
$56.1K - $72.3K
|
1.69K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
535+ 12.82% |
$151K - $195K
|
4.71K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-96- 1.73% |
$27.2K - $35K
|
5.46K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.48K+ 31.32% |
$1.27M - $1.63M
|
18.8K
$5.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45+ 6.97% |
$12.7K - $16.4K
|
691
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 7.09% |
$142K - $183K
|
6.55K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
479+ 0.62% |
$136K - $175K
|
77.3K
$23.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.38% |
$7.36K - $9.49K
|
6.81K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
112+ 1.6% |
$31.7K - $40.9K
|
7.1K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
15+ 1.76% |
$4.25K - $5.48K
|
866
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
787New |
$223K - $287K
|
787
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-250- 10.79% |
$70.8K - $91.3K
|
2.07K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
60+ 0.58% |
$17K - $21.9K
|
10.4K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 1.3% |
$4.81K - $6.21K
|
1.32K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2K+ 32.56% |
$566K - $730K
|
8.14K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-67- 3.61% |
$19K - $24.5K
|
1.79K
$539K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-3.51K- 7.9% |
$994K - $1.28M
|
40.9K
$12.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.9K- 22.16% |
$6.2M - $7.99M
|
76.9K
$23.2M
|