Latest Institutional Purchases of Public Storage (PSA)
This list provides information on the latest institutional transactions involving Public Storage (PSA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
40+ 1.18% |
$11.3K - $14.6K
|
3.44K
$1.04M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 2.36% |
$11K - $14.2K
|
1.7K
$510K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 7.65% |
$11K - $14.2K
|
549
$165K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 3.94% |
$11K - $14.2K
|
1.03K
$310K
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 4.95% |
$10.2K - $13.1K
|
763
$230K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35New |
$9.91K - $12.8K
|
35
$10.5K
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
34+ 0.78% |
$9.63K - $12.4K
|
4.39K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33+ 2.57% |
$9.34K - $12K
|
1.32K
$396K
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
33+ 0.06% |
$9.34K - $12K
|
54.1K
$16.3M
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
33+ 2.19% |
$9.34K - $12K
|
1.54K
$463K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 5.39% |
$9.34K - $12K
|
645
$194K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30+ 0.71% |
$8.49K - $11K
|
4.28K
$1.29M
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
30+ 3.77% |
$8.49K - $11K
|
825
$248K
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.44% |
$8.49K - $11K
|
6.86K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
27New |
$7.64K - $9.86K
|
27
$8.12K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
27+ 1.23% |
$7.64K - $9.86K
|
2.23K
$669K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.61% |
$7.64K - $9.86K
|
4.47K
$1.34M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 79.41% |
$7.64K - $9.86K
|
61
$18.3K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
27+ 5.4% |
$7.64K - $9.86K
|
527
$159K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
26+ 1.1% |
$7.36K - $9.49K
|
2.38K
$716K
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.38% |
$7.36K - $9.49K
|
6.81K
$2.05M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.52K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.52K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 1.66% |
$7.08K - $9.13K
|
1.53K
$461K
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
23+ 1.73% |
$6.51K - $8.4K
|
1.35K
$406K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 2.1% |
$6.23K - $8.03K
|
1.07K
$321K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
22+ 0.99% |
$6.23K - $8.03K
|
2.24K
$673K
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21+ 1.02% |
$5.95K - $7.67K
|
2.07K
$623K
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
20+ 0.08% |
$5.66K - $7.3K
|
26.4K
$7.93M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20+ 1.21% |
$5.66K - $7.3K
|
1.67K
$501K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 1.87% |
$5.66K - $7.3K
|
1.09K
$328K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 7.69% |
$5.38K - $6.94K
|
266
$80K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
19+ 0.21% |
$5.38K - $6.94K
|
9.07K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18+ 0.53% |
$5.1K - $6.57K
|
3.41K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 38.3% |
$5.1K - $6.57K
|
65
$19.6K
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18+ 1.2% |
$5.1K - $6.57K
|
1.52K
$456K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18+ 0.56% |
$5.1K - $6.57K
|
3.22K
$969K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.99% |
$4.81K - $6.21K
|
1.73K
$522K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 566.67% |
$4.81K - $6.21K
|
20
$6.02K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 1.3% |
$4.81K - $6.21K
|
1.32K
$398K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 5.14% |
$4.53K - $5.84K
|
327
$98.4K
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
16+ 1.66% |
$4.53K - $5.84K
|
979
$294K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
16+ 0.67% |
$4.53K - $5.84K
|
2.39K
$720K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.51K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 1.01% |
$4.25K - $5.48K
|
1.5K
$450K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 1.9% |
$4.25K - $5.48K
|
806
$242K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
15+ 1.76% |
$4.25K - $5.48K
|
866
$260K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.51K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 2.33% |
$4.25K - $5.48K
|
660
$199K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
14+ 0.17% |
$3.96K - $5.11K
|
8.38K
$2.52M
|