Purchases and Sales Made in Q1 2022 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2022. The information is specifically focused on institutions that hold shares of Public Storage.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
80+ 5.19% |
$27.4K - $31.7K
|
1.62K
$487K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
80+ 5.82% |
$27.4K - $31.7K
|
1.46K
$438K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
76+ 2.92% |
$26K - $30.1K
|
2.68K
$805K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 8.03% |
$25.7K - $29.7K
|
1.01K
$304K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
74+ 1.74% |
$25.3K - $29.3K
|
4.34K
$1.3M
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
72+ 5.77% |
$24.7K - $28.5K
|
1.32K
$397K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
70+ 4.46% |
$24K - $27.8K
|
1.64K
$493K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
69+ 4.69% |
$23.6K - $27.4K
|
1.54K
$463K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 3.61% |
$23.3K - $27K
|
1.95K
$587K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
66+ 0.66% |
$22.6K - $26.2K
|
10.1K
$3.02M
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
63New |
$21.6K - $25K
|
63
$19K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
62+ 22.88% |
$21.2K - $24.6K
|
333
$100K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61New |
$20.9K - $24.2K
|
61
$18.3K
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
60+ 5.84% |
$20.5K - $23.8K
|
1.09K
$327K
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
60+ 2.15% |
$20.5K - $23.8K
|
2.85K
$858K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
59+ 3.69% |
$20.2K - $23.4K
|
1.66K
$499K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
58+ 0.69% |
$19.9K - $23K
|
8.5K
$2.56M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
57+ 4.3% |
$19.5K - $22.6K
|
1.38K
$416K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
57+ 3.27% |
$19.5K - $22.6K
|
1.8K
$541K
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
56+ 1.42% |
$19.2K - $22.2K
|
4.01K
$1.21M
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
54+ 3.96% |
$18.5K - $21.4K
|
1.42K
$426K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53+ 4.39% |
$18.1K - $21K
|
1.26K
$379K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
53New |
$18.1K - $21K
|
53
$15.9K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
51+ 340.0% |
$17.5K - $20.2K
|
66
$19.9K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 18.18% |
$15.7K - $18.2K
|
299
$89.9K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
43+ 27.22% |
$14.7K - $17K
|
201
$60.5K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42+ 6.25% |
$14.4K - $16.7K
|
714
$215K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
41+ 102.5% |
$14K - $16.3K
|
81
$24.4K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
40+ 1.23% |
$13.7K - $15.9K
|
3.29K
$991K
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
37+ 0.38% |
$12.7K - $14.7K
|
9.87K
$2.97M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
37+ 1.33% |
$12.7K - $14.7K
|
2.81K
$846K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
36+ 0.93% |
$12.3K - $14.3K
|
3.92K
$1.18M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36+ 6.43% |
$12.3K - $14.3K
|
596
$179K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
35New |
$12K - $13.9K
|
35
$10.5K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.36% |
$11K - $12.7K
|
983
$296K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
31+ 0.72% |
$10.6K - $12.3K
|
4.34K
$1.31M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 2.23% |
$10.6K - $12.3K
|
1.42K
$428K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
30New |
$10.3K - $11.9K
|
30
$9.02K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
30New |
$10.3K - $11.9K
|
30
$9.02K
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.95% |
$9.93K - $11.5K
|
3.09K
$929K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
29+ 5.11% |
$9.93K - $11.5K
|
596
$179K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.66% |
$9.59K - $11.1K
|
1.72K
$517K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
27+ 2.07% |
$9.24K - $10.7K
|
1.33K
$400K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
25+ 2.57% |
$8.56K - $9.91K
|
997
$300K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 1.55% |
$8.56K - $9.91K
|
1.64K
$494K
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
25+ 4.65% |
$8.56K - $9.91K
|
563
$169K
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.91% |
$8.56K - $9.91K
|
2.78K
$836K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25+ 0.28% |
$8.56K - $9.91K
|
8.81K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 10.81% |
$8.22K - $9.52K
|
246
$74K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
24+ 11.65% |
$8.22K - $9.52K
|
230
$69.2K
|