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 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.24KNew |
$319K - $363K
|
1.24K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-53- 81.54% |
$13.7K - $15.5K
|
12
$3.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
487New |
$126K - $143K
|
487
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-508- 60.19% |
$131K - $149K
|
336
$97.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.43KNew |
$368K - $419K
|
1.43K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 50.0% |
$1.03K - $1.17K
|
4
$1.16K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
721New |
$186K - $211K
|
721
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
764New |
$197K - $224K
|
764
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.1KNew |
$799K - $909K
|
3.1K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.08KNew |
$1.57M - $1.78M
|
6.08K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-348K- 2.16% |
$89.7M - $102M
|
15.8M
$4.56B
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
950New |
$245K - $279K
|
950
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-23- 4.04% |
$5.93K - $6.75K
|
547
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
209+ 5.69% |
$53.9K - $61.3K
|
3.88K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
541New |
$139K - $159K
|
541
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.48K- 85.3% |
$1.41M - $1.61M
|
944
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.1K+ 654.98% |
$19.4M - $22M
|
86.6K
$25M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
5New |
$1.29K - $1.47K
|
5
$1.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
758+ 10.12% |
$195K - $222K
|
8.25K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 28.57% |
$1.03K - $1.17K
|
18
$5.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$258 - $293
|
1
$289
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-43.6K- 52.14% |
$11.2M - $12.8M
|
40K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
117New |
$30.2K - $34.3K
|
117
$33.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.78% |
$515 - $587
|
259
$74.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-110- 66.67% |
$28.4K - $32.3K
|
55
$15.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.79K- 38.01% |
$719K - $818K
|
4.55K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-25- 86.21% |
$6.44K - $7.33K
|
4
$1.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
736New |
$190K - $216K
|
736
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
9.5KNew |
$2.45M - $2.79M
|
9.5K
$2.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4New |
$1.03K - $1.17K
|
4
$1.16K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.86K- 44.99% |
$480K - $547K
|
2.28K
$659K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$8.25K - $9.39K
|
32
$9.25K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 99.84% |
$326K - $371K
|
2
$578
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
44.2KNew |
$11.4M - $13M
|
44.2K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-47- 3.02% |
$12.1K - $13.8K
|
1.51K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-108- 3.12% |
$27.8K - $31.7K
|
3.36K
$970K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
800New |
$206K - $235K
|
800
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-84- 9.79% |
$21.6K - $24.6K
|
774
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-23- 2.24% |
$5.93K - $6.75K
|
1K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 7.58% |
$9.54K - $10.9K
|
451
$130K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
389New |
$100K - $114K
|
389
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
273New |
$70.4K - $80.1K
|
273
$78.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
136New |
$35.1K - $39.9K
|
136
$39.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$1.8K - $2.05K
|
7
$2.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$3.87K - $4.4K
|
15
$4.33K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$14.2K - $16.1K
|
55
$15.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
39+ 1.7% |
$10.1K - $11.4K
|
2.33K
$673K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-48- 3.09% |
$12.4K - $14.1K
|
1.51K
$435K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
118New |
$30.4K - $34.6K
|
118
$34.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 4.17% |
$258 - $293
|
23
$6.65K
|