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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-20- 0.16% |
$5.66K - $7.3K
|
12.5K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.23K- 60.77% |
$1.2M - $1.54M
|
2.73K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
142New |
$40.2K - $51.8K
|
142
$41K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-431- 9.98% |
$122K - $157K
|
3.89K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
93New |
$26.3K - $33.9K
|
93
$26.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
56+ 2.12% |
$15.9K - $20.4K
|
2.7K
$780K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
554New |
$157K - $202K
|
554
$160K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
561New |
$159K - $205K
|
561
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
7.4K+ 164.44% |
$2.1M - $2.7M
|
11.9K
$3.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
20.7K+ 103.02% |
$5.87M - $7.56M
|
40.8K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.72K- 73.38% |
$487K - $628K
|
624
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-164- 2.44% |
$46.4K - $59.9K
|
6.56K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
580New |
$164K - $212K
|
580
$168K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 1.02% |
$17K - $21.9K
|
5.97K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.22K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-219- 14.83% |
$62K - $79.9K
|
1.26K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-140- 20.03% |
$39.6K - $51.1K
|
559
$162K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-88- 12.05% |
$24.9K - $32.1K
|
642
$186K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
552New |
$156K - $201K
|
552
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
615New |
$174K - $224K
|
615
$178K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
584New |
$165K - $213K
|
584
$169K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-6- 0.84% |
$1.7K - $2.19K
|
706
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1- 20.0% |
$283 - $365
|
4
$1.16K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
104New |
$29.4K - $38K
|
104
$30.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
348New |
$98.5K - $127K
|
348
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
565New |
$160K - $206K
|
565
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.13KNew |
$321K - $413K
|
1.13K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-248- 0.78% |
$70.2K - $90.5K
|
31.7K
$9.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
654New |
$185K - $239K
|
654
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-66- 1.88% |
$18.7K - $24.1K
|
3.45K
$998K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.17KNew |
$615K - $792K
|
2.17K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
650New |
$184K - $237K
|
650
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
59New |
$16.7K - $21.5K
|
59
$17.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-209Closed |
$59.2K - $76.3K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19- 14.84% |
$5.38K - $6.94K
|
109
$31.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5+ 0.6% |
$1.42K - $1.83K
|
833
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 20.0% |
$1.42K - $1.83K
|
20
$5.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 26.83% |
$3.11K - $4.02K
|
30
$8.67K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
670New |
$190K - $245K
|
670
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$849 - $1.1K
|
3
$867
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220New |
$62.3K - $80.3K
|
220
$63.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
594New |
$168K - $217K
|
594
$172K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-387- 65.15% |
$110K - $141K
|
207
$59.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$566 - $730
|
2
$578
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
607New |
$172K - $222K
|
607
$175K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-82- 9.62% |
$23.2K - $29.9K
|
770
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-14- 2.72% |
$3.96K - $5.11K
|
500
$144K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$283 - $365
|
1
$289
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
577New |
$163K - $211K
|
577
$167K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.15K+ 27.47% |
$326K - $420K
|
5.34K
$1.54M
|