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 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$1.49K - $2.1K
|
5
$1.44K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4New |
$1.19K - $1.68K
|
4
$1.16K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$892 - $1.26K
|
3
$867
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$892 - $1.26K
|
3
$867
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2New |
$595 - $840
|
2
$578
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1+ 100.0% |
$297 - $420
|
2
$578
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
182KNew |
$62.3M - $72.1M
|
182K
$52.6M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
709New |
$243K - $281K
|
709
$205K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
450+ 31.03% |
$154K - $178K
|
1.9K
$549K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
30New |
$10.3K - $11.9K
|
30
$8.67K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
11New |
$3.77K - $4.36K
|
11
$3.18K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5+ 12.2% |
$1.71K - $1.98K
|
46
$13.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1+ 100.0% |
$342 - $396
|
2
$578
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$384K - $487K
|
1.3K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
751New |
$222K - $281K
|
751
$217K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
703New |
$208K - $263K
|
703
$203K
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
670New |
$198K - $251K
|
670
$194K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
662New |
$195K - $248K
|
662
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
646New |
$191K - $242K
|
646
$187K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
278New |
$82.1K - $104K
|
278
$80.3K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
250New |
$73.8K - $93.6K
|
250
$72.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$295 - $375
|
1
$289
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$742K - $828K
|
2.5K
$723K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
111+ 853.85% |
$32.9K - $36.7K
|
124
$35.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
37New |
$11K - $12.2K
|
37
$10.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
13+ 0.14% |
$3.86K - $4.3K
|
9.03K
$2.61M
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.84KNew |
$463K - $560K
|
1.84K
$531K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
916New |
$231K - $279K
|
916
$265K
|
|
|
Aug 04, 2021
Q2 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
689New |
$174K - $210K
|
689
$199K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200New |
$50.4K - $61K
|
200
$57.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
42New |
$10.6K - $12.8K
|
42
$12.1K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
25New |
$6.3K - $7.62K
|
25
$7.22K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
11New |
$2.77K - $3.35K
|
11
$3.18K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 400.0% |
$1.01K - $1.22K
|
5
$1.44K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
267New |
$57.1K - $66.2K
|
267
$77.2K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
198New |
$42.3K - $49.1K
|
198
$57.2K
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
52New |
$11.1K - $12.9K
|
52
$15K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.25K+ 65.1% |
$271K - $295K
|
3.17K
$916K
|
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
412New |
$89.2K - $97.3K
|
412
$119K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275New |
$59.6K - $65K
|
275
$79.5K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
60New |
$13K - $14.2K
|
60
$17.3K
|
|
|
Feb 04, 2021
Q4 2020
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
25+ 0.93% |
$5.41K - $5.91K
|
2.72K
$787K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
119+ 42.2% |
$20.9K - $25.2K
|
401
$116K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
6New |
$964 - $1.4K
|
6
$1.73K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40.8KNew |
$8.33M - $10.1M
|
40.8K
$11.8M
|
|
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
27.3KNew |
$5.58M - $6.75M
|
27.3K
$7.89M
|
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
2KNew |
$409K - $495K
|
2K
$578K
|
|
|
Jan 17, 2020
Q4 2019
|
Beacon Financial Group
|
BUY
|
- |
548+ 36.22% |
$112K - $136K
|
2.06K
$596K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
33New |
$6.74K - $8.16K
|
33
$9.54K
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
1.7KNew |
$402K - $450K
|
1.7K
$491K
|
|