Purchases and Sales Made in Q1 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2023. 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 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11+ 1.11% |
$2.98K - $3.43K
|
1K
$300K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
11+ 0.05% |
$2.98K - $3.43K
|
24.4K
$7.34M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 6.02% |
$2.71K - $3.11K
|
176
$52.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 1.46% |
$2.71K - $3.11K
|
696
$209K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10New |
$2.71K - $3.11K
|
10
$3K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.39% |
$2.44K - $2.8K
|
2.31K
$693K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
9+ 0.78% |
$2.44K - $2.8K
|
1.16K
$347K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
8+ 0.58% |
$2.17K - $2.49K
|
1.4K
$419K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.31% |
$2.17K - $2.49K
|
2.61K
$785K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8+ 0.52% |
$2.17K - $2.49K
|
1.55K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 4.93% |
$1.9K - $2.18K
|
149
$44.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
7New |
$1.9K - $2.18K
|
7
$2.1K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 2.37% |
$1.9K - $2.18K
|
302
$90.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
6+ 1.38% |
$1.63K - $1.87K
|
441
$132K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.69% |
$1.63K - $1.87K
|
872
$262K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 1.82% |
$1.63K - $1.87K
|
336
$101K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.02% |
$1.36K - $1.56K
|
23.4K
$7.05M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
5+ 0.14% |
$1.36K - $1.56K
|
3.51K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4New |
$1.08K - $1.25K
|
4
$1.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.08K - $1.25K
|
1.24K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$1.08K - $1.25K
|
4
$1.2K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 16.0% |
$1.08K - $1.25K
|
29
$8.71K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$1.08K - $1.25K
|
1.95K
$586K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$814 - $934
|
3
$901
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 6.67% |
$814 - $934
|
48
$14.4K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 100.0% |
$814 - $934
|
6
$1.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.03% |
$814 - $934
|
295
$88.6K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$814 - $934
|
3
$901
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$814 - $934
|
3
$901
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.41% |
$814 - $934
|
733
$220K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.26% |
$814 - $934
|
1.18K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2+ 0.16% |
$542 - $623
|
1.25K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 1.35% |
$542 - $623
|
150
$45.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 1.83% |
$542 - $623
|
111
$33.3K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.27% |
$542 - $623
|
159
$47.8K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.81% |
$542 - $623
|
250
$75.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.75% |
$271 - $311
|
58
$17.4K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1+ 0.04% |
$271 - $311
|
2.84K
$852K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$271 - $311
|
1
$300
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 4.17% |
$271 - $311
|
25
$7.51K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 3.85% |
$271 - $311
|
27
$8.11K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.99% |
$271 - $311
|
102
$30.6K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.96% |
$271 - $311
|
105
$31.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$542 - $623
|
1.3K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.47% |
$814 - $934
|
201
$60.4K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 4.23% |
$814 - $934
|
68
$20.4K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 8.33% |
$814 - $934
|
33
$9.91K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 10.71% |
$814 - $934
|
25
$7.51K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4- 1.1% |
$1.08K - $1.25K
|
360
$108K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 66.67% |
$1.08K - $1.25K
|
2
$601
|