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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$2.89K - $3.6K
|
10
$2.89K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
358New |
$104K - $129K
|
358
$103K
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-1.32K- 56.16% |
$382K - $476K
|
1.03K
$298K
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
7.35KNew |
$2.13M - $2.65M
|
7.35K
$2.12M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-91- 77.12% |
$26.3K - $32.8K
|
27
$7.8K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 13.11% |
$2.31K - $2.88K
|
53
$15.3K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$6.65K - $8.28K
|
23
$6.65K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.43% |
$57.9K - $72K
|
47.1K
$13.6M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-59- 3.16% |
$17.1K - $21.3K
|
1.81K
$522K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-221K- 99.67% |
$63.8M - $79.4M
|
739
$214K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 5.26% |
$289 - $360
|
18
$5.2K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 3.08% |
$2.31K - $2.88K
|
252
$72.8K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
100+ 16.39% |
$28.9K - $36K
|
710
$205K
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
906New |
$262K - $326K
|
906
$262K
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$389K - $485K
|
1.35K
$389K
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
251+ 27.95% |
$72.6K - $90.4K
|
1.15K
$332K
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-243- 5.39% |
$70.3K - $87.5K
|
4.27K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 26.67% |
$1.16K - $1.44K
|
19
$5.49K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20New |
$5.79K - $7.2K
|
20
$5.78K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-302- 15.27% |
$87.4K - $109K
|
1.68K
$484K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
338New |
$97.8K - $122K
|
338
$97.7K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
366New |
$106K - $132K
|
366
$106K
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-360- 1.35% |
$104K - $130K
|
26.3K
$7.6M
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 2.27% |
$868 - $1.08K
|
129
$37.3K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-287- 16.69% |
$83K - $103K
|
1.43K
$414K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
71+ 0.78% |
$20.5K - $25.6K
|
9.14K
$2.64M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
126+ 14.55% |
$36.5K - $45.4K
|
992
$287K
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
669New |
$194K - $241K
|
669
$193K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
48New |
$13.9K - $17.3K
|
48
$13.9K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 3.93% |
$6.37K - $7.92K
|
538
$155K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.03% |
$579 - $720
|
7.41K
$2.14M
|
|
Feb 03, 2025
Q4 2024
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
588+ 10.14% |
$170K - $212K
|
6.39K
$1.85M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.13KNew |
$617K - $769K
|
2.13K
$617K
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
7+ 0.87% |
$2.03K - $2.52K
|
810
$234K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-478- 3.82% |
$138K - $172K
|
12K
$3.48M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
28New |
$8.1K - $10.1K
|
28
$8.09K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.12K- 99.8% |
$1.48M - $1.84M
|
10
$2.89K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 156.04% |
$41.1K - $51.1K
|
233
$67.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$579 - $720
|
2.25K
$649K
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 2.2% |
$5.79K - $7.2K
|
928
$268K
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.64KNew |
$1.63M - $2.03M
|
5.64K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 11.02% |
$11.6K - $14.4K
|
323
$93.3K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 4.49% |
$116K - $144K
|
8.5K
$2.46M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 4.55% |
$289 - $360
|
23
$6.65K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$1.22M - $1.52M
|
4.23K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-19- 1.81% |
$5.5K - $6.84K
|
1.03K
$298K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
581+ 28.05% |
$168K - $209K
|
2.65K
$766K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.2% |
$579 - $720
|
169
$48.8K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 19.42% |
$57.9K - $72K
|
830
$240K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.87KNew |
$1.99M - $2.47M
|
6.87K
$1.98M
|