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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
541New |
$139K - $159K
|
541
$161K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.48K- 85.3% |
$1.41M - $1.61M
|
944
$281K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.1K+ 654.98% |
$19.4M - $22M
|
86.6K
$25.8M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-61- 3.26% |
$15.7K - $17.9K
|
1.81K
$540K
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.43K+ 24.34% |
$369K - $420K
|
7.32K
$2.18M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
5New |
$1.29K - $1.47K
|
5
$1.49K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
758+ 10.12% |
$195K - $222K
|
8.25K
$2.46M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.21K+ 173.31% |
$311K - $354K
|
1.91K
$568K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 28.57% |
$1.03K - $1.17K
|
18
$5.37K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$258 - $293
|
1
$298
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-43.6K- 52.14% |
$11.2M - $12.8M
|
40K
$11.9M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.41K+ 177.57% |
$1.4M - $1.59M
|
8.46K
$2.52M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
117New |
$30.2K - $34.3K
|
117
$34.9K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
25New |
$6.44K - $7.33K
|
25
$7.45K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
709New |
$183K - $208K
|
709
$211K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5- 0.27% |
$1.29K - $1.47K
|
1.85K
$551K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.78% |
$515 - $587
|
259
$77.2K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-110- 66.67% |
$28.4K - $32.3K
|
55
$16.4K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 3.44% |
$16.8K - $19.1K
|
1.96K
$583K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 85.71% |
$3.09K - $3.52K
|
26
$7.75K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.54K- 20.0% |
$1.69M - $1.92M
|
26.2K
$7.8M
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.79K- 38.01% |
$719K - $818K
|
4.55K
$1.36M
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-140- 16.97% |
$36.1K - $41.1K
|
685
$204K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-101- 78.91% |
$26K - $29.6K
|
27
$8.05K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-25- 86.21% |
$6.44K - $7.33K
|
4
$1.19K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 10.91% |
$1.55K - $1.76K
|
61
$18.2K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.13% |
$258 - $293
|
771
$230K
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
736New |
$190K - $216K
|
736
$219K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
96.6KNew |
$24.9M - $28.4M
|
96.6K
$28.8M
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
9.5KNew |
$2.45M - $2.79M
|
9.5K
$2.83M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4New |
$1.03K - $1.17K
|
4
$1.19K
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.86K- 44.99% |
$480K - $547K
|
2.28K
$679K
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.12K+ 86.96% |
$2.09M - $2.38M
|
17.4K
$5.2M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$8.25K - $9.39K
|
32
$9.54K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 99.84% |
$326K - $371K
|
2
$596
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-148- 9.21% |
$38.1K - $43.4K
|
1.46K
$435K
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-140- 4.66% |
$36.1K - $41.1K
|
2.87K
$855K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
44.2KNew |
$11.4M - $13M
|
44.2K
$13.2M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.7KNew |
$438K - $499K
|
1.7K
$507K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-47- 3.02% |
$12.1K - $13.8K
|
1.51K
$450K
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-108- 3.12% |
$27.8K - $31.7K
|
3.36K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
285+ 12.1% |
$73.5K - $83.6K
|
2.64K
$787K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.1KNew |
$284K - $323K
|
1.1K
$328K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
800New |
$206K - $235K
|
800
$238K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-35- 26.12% |
$9.02K - $10.3K
|
99
$29.5K
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-84- 9.79% |
$21.6K - $24.6K
|
774
$231K
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-23- 2.24% |
$5.93K - $6.75K
|
1K
$299K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 7.58% |
$9.54K - $10.9K
|
451
$134K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3- 13.64% |
$773 - $880
|
19
$5.66K
|