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 |
|---|---|---|---|---|---|---|---|
|
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
$80.6K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
250New |
$73.8K - $93.6K
|
250
$72.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$295 - $375
|
1
$290
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$742K - $828K
|
2.5K
$726K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
111+ 853.85% |
$32.9K - $36.7K
|
124
$36K
|
|
|
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
$2.62M
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.84KNew |
$463K - $560K
|
1.84K
$533K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
916New |
$231K - $279K
|
916
$266K
|
|
|
Aug 04, 2021
Q2 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
689New |
$174K - $210K
|
689
$200K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200New |
$50.4K - $61K
|
200
$58K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
42New |
$10.6K - $12.8K
|
42
$12.2K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
25New |
$6.3K - $7.62K
|
25
$7.25K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
11New |
$2.77K - $3.35K
|
11
$3.19K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
267New |
$57.1K - $66.2K
|
267
$77.5K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
198New |
$42.3K - $49.1K
|
198
$57.4K
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
52New |
$11.1K - $12.9K
|
52
$15.1K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.25K+ 65.1% |
$271K - $295K
|
3.17K
$920K
|
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
412New |
$89.2K - $97.3K
|
412
$120K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275New |
$59.6K - $65K
|
275
$79.8K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
60New |
$13K - $14.2K
|
60
$17.4K
|
|
|
Feb 04, 2021
Q4 2020
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
25+ 0.93% |
$5.41K - $5.91K
|
2.72K
$790K
|
|
| 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
$1.74K
|
|
| 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
$7.92M
|
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
2KNew |
$409K - $495K
|
2K
$580K
|
|
|
Jan 17, 2020
Q4 2019
|
Beacon Financial Group
|
BUY
|
- |
548+ 36.22% |
$112K - $136K
|
2.06K
$598K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
33New |
$6.74K - $8.16K
|
33
$9.57K
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
1.7KNew |
$402K - $450K
|
1.7K
$493K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
115New |
$27.2K - $30.4K
|
115
$33.4K
|
|
| Q4 2018 | |||||||
|
Jan 15, 2019
Q4 2018
|
Rnc Capital Management LLC
|
BUY
|
- |
1.29KNew |
$252K - $279K
|
1.29K
$374K
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.24KNew |
$242K - $268K
|
1.24K
$359K
|
|
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
730New |
$143K - $158K
|
730
$212K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
141New |
$27.6K - $30.5K
|
141
$40.9K
|
|
|
Jan 14, 2019
Q4 2018
|
Cordasco Financial Network
|
BUY
|
- |
37New |
$7.24K - $8K
|
37
$10.7K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
22KNew |
$4.39M - $5.12M
|
22K
$6.38M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
8.49KNew |
$1.69M - $1.97M
|
8.49K
$2.46M
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
5KNew |
$964K - $1.15M
|
5K
$1.45M
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
31New |
$5.6K - $6.41K
|
31
$8.99K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
80New |
$16.3K - $17.5K
|
80
$23.2K
|
|
| Q3 2017 | |||||||
|
Oct 27, 2017
Q3 2017
|
Hoertkorn Richard Charles
|
BUY
|
- |
357New |
$70.1K - $77.9K
|
357
$104K
|
|
|
Oct 19, 2017
Q3 2017
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
300New |
$58.9K - $65.5K
|
300
$87K
|
|
|
Nov 07, 2017
Q3 2017
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
96New |
$18.8K - $21K
|
96
$27.8K
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Ar Asset Management Inc
|
BUY
|
- |
2.39KNew |
N/A
|
2.39K
$693K
|
|
|
Aug 14, 2017
Q2 2017
|
Credit Agricole S A
|
BUY
|
CALL |
0New |
N/A
|
0
$0
|
|