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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.76K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12New |
$2.86K - $3.69K
|
12
$3.47K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$2.38K - $3.08K
|
10
$2.89K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 44.44% |
$1.9K - $2.46K
|
26
$7.51K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
8+ 0.92% |
$1.9K - $2.46K
|
874
$253K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27.2KNew |
$7.17M - $8.22M
|
27.2K
$7.87M
|
|
Nov 13, 2023
Q3 2023
|
Coatue Management LLC
New York, NY |
BUY
|
- |
22.6KNew |
$5.95M - $6.82M
|
22.6K
$6.53M
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
22.2K+ 51.81% |
$5.84M - $6.69M
|
65K
$18.8M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.7K+ 2.5% |
$1.76M - $2.02M
|
274K
$79.3M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.92KNew |
$1.3M - $1.48M
|
4.92K
$1.42M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.8K+ 44.59% |
$1.26M - $1.45M
|
15.6K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.77KNew |
$1.26M - $1.44M
|
4.77K
$1.38M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.88KNew |
$496K - $568K
|
1.88K
$544K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$474K - $543K
|
1.8K
$520K
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.57KNew |
$412K - $472K
|
1.57K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$404K - $463K
|
1.54K
$444K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.02KNew |
$267K - $306K
|
1.02K
$294K
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
928+ 49.89% |
$244K - $280K
|
2.79K
$806K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
914New |
$241K - $276K
|
914
$264K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
900New |
$237K - $271K
|
900
$260K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
804New |
$212K - $243K
|
804
$232K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
800New |
$211K - $241K
|
800
$231K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
760New |
$200K - $229K
|
760
$220K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 9.91% |
$53.7K - $61.5K
|
2.26K
$654K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
184New |
$48.4K - $55.5K
|
184
$53.2K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
80+ 4.31% |
$21.1K - $24.1K
|
1.94K
$560K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
47New |
$12.4K - $14.2K
|
47
$13.6K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
45New |
$11.8K - $13.6K
|
45
$13K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
26+ 1.73% |
$6.84K - $7.84K
|
1.53K
$442K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10New |
$2.63K - $3.02K
|
10
$2.89K
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 8.86% |
$1.84K - $2.11K
|
86
$24.9K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 6.0% |
$1.58K - $1.81K
|
106
$30.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$789 - $905
|
3
$867
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
67.4K+ 273.42% |
$18.9M - $21.2M
|
92.1K
$26.6M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
30KNew |
$8.4M - $9.42M
|
30K
$8.67M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
19KNew |
$5.33M - $5.97M
|
19K
$5.5M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.95KNew |
$2.79M - $3.13M
|
9.95K
$2.88M
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.7KNew |
$2.43M - $2.73M
|
8.7K
$2.51M
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.44KNew |
$2.36M - $2.65M
|
8.44K
$2.44M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.54KNew |
$712K - $798K
|
2.54K
$734K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.22KNew |
$622K - $698K
|
2.22K
$642K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.5KNew |
$420K - $471K
|
1.5K
$433K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.29KNew |
$360K - $404K
|
1.29K
$371K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$359K - $402K
|
1.28K
$370K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.08KNew |
$302K - $339K
|
1.08K
$312K
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$280K - $314K
|
1K
$289K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
781New |
$219K - $245K
|
781
$226K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
506New |
$142K - $159K
|
506
$146K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
496New |
$139K - $156K
|
496
$143K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
330New |
$92.4K - $104K
|
330
$95.4K
|