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 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 10.0% |
$566 - $730
|
22
$6.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
610New |
$173K - $223K
|
610
$184K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 1.57% |
$300K - $387K
|
66.6K
$20.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-331- 40.91% |
$93.7K - $121K
|
478
$144K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
349New |
$98.8K - $127K
|
349
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 2.39% |
$5.66K - $7.3K
|
817
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.61K+ 1.87% |
$738K - $951K
|
142K
$42.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-231- 5.31% |
$65.4K - $84.3K
|
4.12K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
65+ 0.23% |
$18.4K - $23.7K
|
27.7K
$8.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
22+ 0.99% |
$6.23K - $8.03K
|
2.24K
$674K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 7.18% |
$28.3K - $36.5K
|
1.49K
$450K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-909- 9.28% |
$257K - $332K
|
8.89K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.89K+ 5.99% |
$818K - $1.05M
|
51.2K
$15.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
695New |
$197K - $254K
|
695
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.46% |
$283 - $365
|
217
$65.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.17K+ 2.33% |
$332K - $428K
|
51.6K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.38K- 45.23% |
$958K - $1.23M
|
4.1K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
584New |
$165K - $213K
|
584
$176K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.06K- 10.18% |
$1.43M - $1.85M
|
44.7K
$13.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 5.38% |
$330K - $425K
|
22.8K
$6.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
2.08KNew |
$589K - $760K
|
2.08K
$627K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 3.74% |
$14.2K - $18.3K
|
1.29K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
710+ 81.61% |
$201K - $259K
|
1.58K
$476K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-115- 13.39% |
$32.6K - $42K
|
744
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 10.52% |
$82.7K - $107K
|
3.07K
$924K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
373+ 17.06% |
$106K - $136K
|
2.56K
$771K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
616New |
$174K - $225K
|
616
$186K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
132+ 11.24% |
$37.4K - $48.2K
|
1.31K
$394K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
210+ 22.06% |
$59.5K - $76.7K
|
1.16K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
3+ 2.33% |
$849 - $1.1K
|
132
$39.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
664New |
$188K - $242K
|
664
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
94+ 2.6% |
$26.6K - $34.3K
|
3.71K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
SELL
|
- |
-31.3K- 30.39% |
$8.85M - $11.4M
|
71.6K
$21.6M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-9- 0.85% |
$2.55K - $3.29K
|
1.05K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
87+ 7.12% |
$24.6K - $31.8K
|
1.31K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
591+ 2.72% |
$167K - $216K
|
22.4K
$6.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
582New |
$165K - $212K
|
582
$175K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
79+ 6.01% |
$22.4K - $28.8K
|
1.39K
$420K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-117- 4.95% |
$33.1K - $42.7K
|
2.25K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-862- 7.93% |
$244K - $315K
|
10K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.94% |
$1.98K - $2.56K
|
751
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124+ 20.06% |
$35.1K - $45.3K
|
742
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
223+ 8.2% |
$63.1K - $81.4K
|
2.94K
$887K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
117+ 3.95% |
$33.1K - $42.7K
|
3.08K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
53+ 7.3% |
$15K - $19.3K
|
779
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-153- 57.95% |
$43.3K - $55.8K
|
111
$33.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32- 5.41% |
$9.06K - $11.7K
|
560
$169K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
204+ 20.88% |
$57.8K - $74.5K
|
1.18K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 51.25% |
$40.5K - $52.2K
|
422
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
216+ 8.01% |
$61.2K - $78.8K
|
2.91K
$878K
|