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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3- 0.35% |
$828 - $935
|
864
$260K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
34New |
$9.39K - $10.6K
|
34
$10.2K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.63K+ 23.84% |
$451K - $508K
|
8.48K
$2.55M
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
240New |
$66.3K - $74.8K
|
240
$72.3K
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
84New |
$23.2K - $26.2K
|
84
$25.3K
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4+ 0.45% |
$1.1K - $1.25K
|
901
$271K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$2.48K - $2.8K
|
9
$2.71K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
190+ 15.0% |
$52.5K - $59.2K
|
1.46K
$439K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 1.83% |
$10.5K - $11.8K
|
2.04K
$616K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-589- 1.99% |
$163K - $183K
|
29.1K
$8.76M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$8.01K - $9.03K
|
29
$8.74K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$55.2K - $62.3K
|
200
$60.3K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$1.66K - $1.87K
|
6
$1.81K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$828 - $935
|
3
$904
|
|
Q3 2022 | |||||||
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-923Closed |
$17K - $318K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.12K- 7.82% |
$39.2K - $730K
|
25K
$7.53M
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.06KNew |
$38K - $710K
|
2.06K
$621K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-90- 4.14% |
$1.66K - $31K
|
2.09K
$628K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 2.2% |
$222 - $4.13K
|
557
$168K
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.44K+ 127.44% |
$63.6K - $1.19M
|
6.14K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-55- 93.22% |
$1.02K - $18.9K
|
4
$1.21K
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 3.88% |
$7.39K - $138K
|
10.7K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$18.5 - $345
|
6.17K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-312- 14.19% |
$5.76K - $107K
|
1.89K
$568K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
987+ 135.58% |
$18.2K - $340K
|
1.72K
$517K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.02KNew |
$55.9K - $1.04M
|
3.02K
$911K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
66.8KNew |
$1.23M - $23M
|
66.8K
$20.1M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-113- 7.81% |
$2.09K - $38.9K
|
1.33K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.35KNew |
$24.9K - $464K
|
1.35K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-593- 0.85% |
$11K - $204K
|
69.2K
$20.9M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-505Closed |
$9.33K - $174K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.55K- 21.31% |
$47.1K - $879K
|
9.42K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-52- 6.82% |
$960 - $17.9K
|
711
$214K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-887- 4.26% |
$16.4K - $306K
|
19.9K
$6.01M
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
161New |
$2.97K - $55.5K
|
161
$48.5K
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.28K- 19.82% |
$42.1K - $786K
|
9.23K
$2.78M
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.24% |
$36.9 - $689
|
848
$256K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11New |
$203 - $3.79K
|
11
$3.31K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
59+ 0.7% |
$1.09K - $20.3K
|
8.47K
$2.55M
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-430- 59.97% |
$7.94K - $148K
|
287
$86.5K
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 137.89% |
$21K - $392K
|
1.97K
$592K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
283New |
$5.23K - $97.5K
|
283
$85.3K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
761New |
$14.1K - $262K
|
761
$229K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-90- 0.39% |
$1.66K - $31K
|
22.7K
$6.85M
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
227+ 17.05% |
$4.19K - $78.2K
|
1.56K
$469K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
339+ 70.04% |
$6.26K - $117K
|
823
$248K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-170- 3.35% |
$3.14K - $58.6K
|
4.91K
$1.48M
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-217- 10.06% |
$4.01K - $74.8K
|
1.94K
$584K
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-3.3K- 50.68% |
$60.9K - $1.14M
|
3.21K
$967K
|