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 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 0.7% |
$57.8K - $62.8K
|
28.2K
$8.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
360+ 1.9% |
$104K - $113K
|
19.3K
$5.59M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23+ 0.09% |
$6.65K - $7.22K
|
26.2K
$7.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-31.4K- 82.6% |
$9.08M - $9.87M
|
6.62K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$8.67K - $9.42K
|
30
$8.67K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-65- 7.75% |
$18.8K - $20.4K
|
774
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-136- 14.85% |
$39.3K - $42.7K
|
780
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.79K+ 678.1% |
$805K - $875K
|
3.2K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.65K- 48.78% |
$1.63M - $1.77M
|
5.93K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
770New |
$223K - $242K
|
770
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.74% |
$2.89K - $3.14K
|
585
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
206+ 13.8% |
$59.5K - $64.7K
|
1.7K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-62- 18.73% |
$17.9K - $19.5K
|
269
$77.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-127- 10.96% |
$36.7K - $39.9K
|
1.03K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
392+ 4.63% |
$113K - $123K
|
8.86K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 1.87% |
$4.05K - $4.4K
|
733
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
380+ 21.15% |
$110K - $119K
|
2.18K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
111+ 15.72% |
$32.1K - $34.9K
|
817
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-4.92K- 15.53% |
$1.42M - $1.54M
|
26.7K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-39- 2.81% |
$11.3K - $12.2K
|
1.35K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
160+ 4.17% |
$46.2K - $50.2K
|
4K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
6+ 0.1% |
$1.73K - $1.88K
|
5.97K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 1.1% |
$3.76K - $4.08K
|
1.2K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200New |
$57.8K - $62.8K
|
200
$57.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
258+ 18.32% |
$74.6K - $81K
|
1.67K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
35+ 1.7% |
$10.1K - $11K
|
2.09K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.01K+ 41.65% |
$290K - $316K
|
3.42K
$988K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-27- 0.25% |
$7.8K - $8.48K
|
10.8K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-519- 10.14% |
$150K - $163K
|
4.6K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 13.59% |
$28.9K - $31.4K
|
636
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.24K- 21.14% |
$1.23M - $1.33M
|
15.8K
$4.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 2.38% |
$289 - $314
|
43
$12.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.37% |
$1.16K - $1.26K
|
1.1K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
357+ 4.1% |
$103K - $112K
|
9.05K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5+ 0.62% |
$1.44K - $1.57K
|
809
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
346+ 3.55% |
$100K - $109K
|
10.1K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 33.33% |
$7.22K - $7.85K
|
50
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-88- 0.94% |
$25.4K - $27.6K
|
9.24K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
879+ 12.12% |
$254K - $276K
|
8.13K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 15.22% |
$24.3K - $26.4K
|
636
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-142- 10.68% |
$41K - $44.6K
|
1.19K
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
980+ 48.9% |
$283K - $308K
|
2.98K
$862K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 25.81% |
$2.31K - $2.51K
|
23
$6.65K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.28K+ 1.35% |
$370K - $402K
|
96K
$27.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.31K- 6.64% |
$955K - $1.04M
|
46.5K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.54% |
$289 - $314
|
66
$19.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-58- 5.0% |
$16.8K - $18.2K
|
1.1K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.52K- 36.89% |
$438K - $476K
|
2.59K
$749K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15+ 1.23% |
$4.33K - $4.71K
|
1.24K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.97K- 40.22% |
$569K - $618K
|
2.93K
$845K
|