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 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-9.96K- 87.6% |
$2.37M - $3.06M
|
1.41K
$420K
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
3.8KNew |
$904K - $1.17M
|
3.8K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
690+ 5.68% |
$164K - $212K
|
12.8K
$3.83M
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
27.8KNew |
$6.62M - $8.56M
|
27.8K
$8.29M
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
751New |
$179K - $231K
|
751
$224K
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
6.7KNew |
$1.59M - $2.06M
|
6.7K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.1KNew |
$976K - $1.26M
|
4.1K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
197New |
$46.9K - $60.6K
|
197
$58.7K
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
754New |
$179K - $232K
|
754
$225K
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$546K - $707K
|
2.3K
$684K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
185New |
$44K - $56.9K
|
185
$55.1K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
106New |
$25.2K - $32.6K
|
106
$31.6K
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.23KNew |
$292K - $378K
|
1.23K
$366K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
193New |
$45.9K - $59.4K
|
193
$57.5K
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-3.3K- 62.26% |
$785K - $1.02M
|
2K
$596K
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 0.41% |
$6.43K - $8.31K
|
6.62K
$1.97M
|
|
Feb 13, 2024
Q4 2023
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-7.2K- 73.63% |
$1.71M - $2.22M
|
2.58K
$769K
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-176K- 83.17% |
$41.8M - $54.1M
|
35.6K
$10.6M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 700.0% |
$1.67K - $2.15K
|
8
$2.38K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$47.6K - $61.6K
|
200
$59.6K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-145- 17.26% |
$34.5K - $44.6K
|
695
$207K
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
490+ 8.97% |
$117K - $151K
|
5.95K
$1.77M
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-922- 52.93% |
$219K - $284K
|
820
$244K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 4.76% |
$3.09K - $4K
|
260
$77.5K
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
700New |
$167K - $215K
|
700
$209K
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
25.8KNew |
$6.15M - $7.95M
|
25.8K
$7.7M
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-75- 0.33% |
$17.8K - $23.1K
|
22.7K
$6.78M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$23.8K - $30.8K
|
100
$29.8K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 53.25% |
$39K - $50.5K
|
144
$42.9K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28+ 3.25% |
$6.66K - $8.62K
|
889
$265K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
73+ 40.11% |
$17.4K - $22.5K
|
255
$76K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.88K
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 2.57% |
$11.9K - $15.4K
|
1.9K
$565K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 40.0% |
$952 - $1.23K
|
6
$1.79K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24+ 2.42% |
$5.71K - $7.39K
|
1.02K
$303K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35New |
$8.33K - $10.8K
|
35
$10.4K
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-100- 3.25% |
$23.8K - $30.8K
|
2.98K
$887K
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-879- 23.8% |
$209K - $271K
|
2.82K
$839K
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
729New |
$173K - $224K
|
729
$217K
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.84KNew |
$675K - $873K
|
2.84K
$846K
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-228- 2.58% |
$54.3K - $70.2K
|
8.6K
$2.56M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 98.92% |
$21.9K - $28.3K
|
1
$298
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 44.44% |
$1.9K - $2.46K
|
26
$7.75K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-56- 0.21% |
$13.3K - $17.2K
|
26.7K
$7.95M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
668New |
$159K - $206K
|
668
$199K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
424New |
$101K - $131K
|
424
$126K
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-524- 10.37% |
$125K - $161K
|
4.53K
$1.35M
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
300+ 32.29% |
$71.4K - $92.3K
|
1.23K
$366K
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
803New |
$191K - $247K
|
803
$239K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-205- 22.53% |
$48.8K - $63.1K
|
705
$210K
|