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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
430New |
$122K - $157K
|
430
$129K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
425+ 38.39% |
$120K - $155K
|
1.53K
$461K
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
420+ 2.34% |
$119K - $153K
|
18.4K
$5.53M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
414+ 49.05% |
$117K - $151K
|
1.26K
$378K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
414+ 2.01% |
$117K - $151K
|
21K
$6.31M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
412+ 45.47% |
$117K - $150K
|
1.32K
$396K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
410+ 2.96% |
$116K - $150K
|
14.3K
$4.29M
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
396+ 3.31% |
$112K - $145K
|
12.3K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
381+ 3.32% |
$108K - $139K
|
11.9K
$3.57M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
375+ 175.23% |
$106K - $137K
|
589
$177K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
373+ 17.06% |
$106K - $136K
|
2.56K
$770K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
365+ 40.69% |
$103K - $133K
|
1.26K
$380K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
354+ 26.54% |
$100K - $129K
|
1.69K
$508K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
349+ 3.94% |
$98.8K - $127K
|
9.22K
$2.77M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
349New |
$98.8K - $127K
|
349
$105K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
348New |
$98.5K - $127K
|
348
$105K
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
343+ 48.79% |
$97.1K - $125K
|
1.05K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
324+ 11.79% |
$91.7K - $118K
|
3.07K
$924K
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
295+ 5.44% |
$83.5K - $108K
|
5.72K
$1.72M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 10.52% |
$82.7K - $107K
|
3.07K
$923K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
288+ 16.89% |
$81.5K - $105K
|
1.99K
$599K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
282+ 3133.33% |
$79.8K - $103K
|
291
$87.5K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
281+ 9.01% |
$79.6K - $103K
|
3.4K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
280+ 0.41% |
$79.3K - $102K
|
69.1K
$20.8M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
277+ 23.98% |
$78.4K - $101K
|
1.43K
$431K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
273+ 42.26% |
$77.3K - $99.6K
|
919
$276K
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
271+ 5.89% |
$76.7K - $98.9K
|
4.87K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
270+ 190.14% |
$76.4K - $98.6K
|
412
$124K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
260+ 5.3% |
$73.6K - $94.9K
|
5.16K
$1.55M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
256+ 4.26% |
$72.5K - $93.4K
|
6.26K
$1.88M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
254+ 160.76% |
$71.9K - $92.7K
|
412
$124K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
252+ 2.82% |
$71.3K - $92K
|
9.17K
$2.76M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
245+ 0.73% |
$69.4K - $89.4K
|
33.8K
$10.2M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
239+ 13.98% |
$67.7K - $87.2K
|
1.95K
$586K
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
238+ 0.83% |
$67.4K - $86.9K
|
28.8K
$8.66M
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
235+ 123.68% |
$66.5K - $85.8K
|
425
$128K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
235+ 23.57% |
$66.5K - $85.8K
|
1.23K
$371K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
226+ 10.39% |
$64K - $82.5K
|
2.4K
$723K
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
223+ 0.93% |
$63.1K - $81.4K
|
24.1K
$7.24M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
223+ 8.2% |
$63.1K - $81.4K
|
2.94K
$885K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
221+ 11.21% |
$62.6K - $80.7K
|
2.19K
$660K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
220+ 9.52% |
$62.3K - $80.3K
|
2.53K
$761K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220New |
$62.3K - $80.3K
|
220
$66.2K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
217+ 0.51% |
$61.4K - $79.2K
|
43K
$12.9M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
216+ 8.01% |
$61.2K - $78.8K
|
2.91K
$876K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
210+ 22.06% |
$59.5K - $76.7K
|
1.16K
$350K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
208+ 16.11% |
$58.9K - $75.9K
|
1.5K
$451K
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
204+ 3.22% |
$57.8K - $74.5K
|
6.54K
$1.97M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
204+ 20.88% |
$57.8K - $74.5K
|
1.18K
$355K
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
200+ 7.74% |
$56.6K - $73K
|
2.79K
$838K
|