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 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.47% |
$814 - $934
|
201
$59.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 8.33% |
$814 - $934
|
33
$9.78K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4- 1.1% |
$1.08K - $1.25K
|
360
$107K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4- 0.46% |
$1.08K - $1.25K
|
868
$257K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 66.67% |
$1.08K - $1.25K
|
2
$593
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 29.41% |
$1.36K - $1.56K
|
12
$3.56K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 1.89% |
$1.36K - $1.56K
|
260
$77K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 62.5% |
$1.36K - $1.56K
|
3
$889
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 1.91% |
$1.9K - $2.18K
|
359
$106K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-7- 1.08% |
$1.9K - $2.18K
|
643
$191K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-7- 0.85% |
$1.9K - $2.18K
|
820
$243K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 1.39% |
$1.9K - $2.18K
|
498
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8- 0.37% |
$2.17K - $2.49K
|
2.13K
$631K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.8% |
$2.44K - $2.8K
|
1.11K
$330K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.21% |
$2.71K - $3.11K
|
4.67K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10- 0.01% |
$2.71K - $3.11K
|
196K
$58.1M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-10- 1.92% |
$2.71K - $3.11K
|
512
$152K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 3.76% |
$2.71K - $3.11K
|
256
$75.9K
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10- 0.01% |
$2.71K - $3.11K
|
196K
$58.1M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.21% |
$2.71K - $3.11K
|
4.67K
$1.38M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10Closed |
$2.71K - $3.11K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 1.89% |
$3.25K - $3.74K
|
623
$185K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 86.67% |
$3.53K - $4.05K
|
2
$593
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-13- 1.24% |
$3.53K - $4.05K
|
1.04K
$308K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.74% |
$3.8K - $4.36K
|
1.89K
$559K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 93.33% |
$3.8K - $4.36K
|
1
$296
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-14- 0.74% |
$3.8K - $4.36K
|
1.89K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 1.13% |
$4.07K - $4.67K
|
1.32K
$391K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-15- 0.43% |
$4.07K - $4.67K
|
3.44K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-17- 0.14% |
$4.61K - $5.29K
|
11.8K
$3.5M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19- 1.08% |
$5.15K - $5.92K
|
1.75K
$518K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 36.36% |
$5.42K - $6.23K
|
35
$10.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-20- 1.8% |
$5.42K - $6.23K
|
1.09K
$324K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24- 2.0% |
$6.51K - $7.48K
|
1.18K
$348K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 10.87% |
$6.78K - $7.79K
|
205
$60.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 31.25% |
$6.78K - $7.79K
|
55
$16.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26- 1.46% |
$7.05K - $8.1K
|
1.76K
$521K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 1.81% |
$7.05K - $8.1K
|
1.41K
$418K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30- 2.51% |
$8.14K - $9.34K
|
1.16K
$345K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-30- 0.61% |
$8.14K - $9.34K
|
4.89K
$1.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 50.0% |
$8.14K - $9.34K
|
30
$8.89K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-33- 24.81% |
$8.95K - $10.3K
|
100
$29.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-34- 57.63% |
$9.22K - $10.6K
|
25
$7.41K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-35- 0.96% |
$9.49K - $10.9K
|
3.61K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-35- 1.03% |
$9.49K - $10.9K
|
3.38K
$1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-36- 0.73% |
$9.76K - $11.2K
|
4.9K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-37- 0.65% |
$10K - $11.5K
|
5.63K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-37- 1.92% |
$10K - $11.5K
|
1.89K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 4.44% |
$10.8K - $12.5K
|
861
$255K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-40- 33.33% |
$10.8K - $12.5K
|
80
$23.7K
|