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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13+ 1.13% |
$3.46K - $4.03K
|
1.17K
$337K
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
13+ 1.23% |
$3.46K - $4.03K
|
1.07K
$308K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
12+ 0.4% |
$3.2K - $3.72K
|
3.04K
$877K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12+ 66.67% |
$3.2K - $3.72K
|
30
$8.66K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 2.66% |
$2.93K - $3.41K
|
424
$122K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
11+ 26.19% |
$2.93K - $3.41K
|
53
$15.3K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
10+ 1.14% |
$2.66K - $3.1K
|
884
$255K
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9+ 0.68% |
$2.4K - $2.79K
|
1.33K
$384K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.26% |
$2.4K - $2.79K
|
3.51K
$1.01M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 81.82% |
$2.4K - $2.79K
|
20
$5.77K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8+ 0.38% |
$2.13K - $2.48K
|
2.13K
$615K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 3.81% |
$2.13K - $2.48K
|
218
$62.9K
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.38% |
$2.13K - $2.48K
|
2.09K
$604K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8+ 5.16% |
$2.13K - $2.48K
|
163
$47.1K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.74% |
$2.13K - $2.48K
|
1.09K
$313K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.26% |
$2.13K - $2.48K
|
3.1K
$896K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$2.13K - $2.48K
|
8
$2.31K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 14.0% |
$1.86K - $2.17K
|
57
$16.5K
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
7+ 0.29% |
$1.86K - $2.17K
|
2.46K
$711K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$1.6K - $1.86K
|
6
$1.73K
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6+ 0.62% |
$1.6K - $1.86K
|
968
$279K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
6+ 0.8% |
$1.6K - $1.86K
|
757
$219K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 1.43% |
$1.6K - $1.86K
|
427
$123K
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.53% |
$1.33K - $1.55K
|
940
$271K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$1.33K - $1.55K
|
5
$1.44K
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5+ 0.09% |
$1.33K - $1.55K
|
5.86K
$1.69M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.33K - $1.55K
|
5
$1.44K
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5+ 0.13% |
$1.33K - $1.55K
|
4.01K
$1.16M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.28% |
$1.33K - $1.55K
|
1.78K
$515K
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.12% |
$1.33K - $1.55K
|
4.08K
$1.18M
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4New |
$1.07K - $1.24K
|
4
$1.15K
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4+ 2.3% |
$1.07K - $1.24K
|
178
$51.4K
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 1.76% |
$1.07K - $1.24K
|
231
$66.7K
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
4+ 0.17% |
$1.07K - $1.24K
|
2.39K
$689K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 18.18% |
$1.07K - $1.24K
|
26
$7.51K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$1.07K - $1.24K
|
4
$1.15K
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.39% |
$1.07K - $1.24K
|
1.04K
$301K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3New |
$799 - $929
|
3
$866
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
3New |
$799 - $929
|
3
$866
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 150.0% |
$799 - $929
|
5
$1.44K
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3+ 0.31% |
$799 - $929
|
965
$279K
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3+ 0.06% |
$799 - $929
|
4.7K
$1.36M
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$799 - $929
|
3
$866
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3+ 0.42% |
$799 - $929
|
711
$205K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.11% |
$799 - $929
|
2.81K
$811K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 1.06% |
$799 - $929
|
287
$82.9K
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$799 - $929
|
3
$866
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$799 - $929
|
3
$866
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 5.13% |
$533 - $620
|
41
$11.8K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2New |
$533 - $620
|
2
$577
|