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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-45- 20.0% |
$12.2K - $14K
|
180
$53.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-45- 2.7% |
$12.2K - $14K
|
1.62K
$481K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51- 1.68% |
$13.8K - $15.9K
|
2.98K
$881K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-54- 29.35% |
$14.6K - $16.8K
|
130
$38.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-58- 2.51% |
$15.7K - $18.1K
|
2.25K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-59- 6.58% |
$16K - $18.4K
|
838
$248K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-60- 1.2% |
$16.3K - $18.7K
|
4.92K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 1.18% |
$16.3K - $18.7K
|
5.03K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 4.52% |
$16.3K - $18.7K
|
1.27K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-63- 5.72% |
$17.1K - $19.6K
|
1.04K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-66- 3.19% |
$17.9K - $20.6K
|
2.01K
$594K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-70- 6.2% |
$19K - $21.8K
|
1.06K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-71- 1.72% |
$19.3K - $22.1K
|
4.07K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-71- 10.22% |
$19.3K - $22.1K
|
624
$185K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-75- 6.03% |
$20.3K - $23.4K
|
1.17K
$346K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-77- 66.38% |
$20.9K - $24K
|
39
$11.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-81- 10.41% |
$22K - $25.2K
|
697
$206K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 12.24% |
$22.8K - $26.2K
|
602
$178K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-85- 2.7% |
$23.1K - $26.5K
|
3.06K
$905K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 40.19% |
$23.3K - $26.8K
|
128
$37.9K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-88- 2.92% |
$23.9K - $27.4K
|
2.93K
$866K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-90- 13.78% |
$24.4K - $28K
|
563
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-92- 7.18% |
$24.9K - $28.7K
|
1.19K
$352K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-93- 3.35% |
$25.2K - $29K
|
2.68K
$795K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-99- 0.37% |
$26.8K - $30.8K
|
26.4K
$7.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 10.71% |
$27.1K - $31.1K
|
834
$247K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-105- 26.58% |
$28.5K - $32.7K
|
290
$85.9K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-108Closed |
$29.3K - $33.6K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-110- 5.38% |
$29.8K - $34.3K
|
1.93K
$573K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-116- 11.63% |
$31.5K - $36.1K
|
881
$261K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-120- 6.3% |
$32.5K - $37.4K
|
1.79K
$529K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-135- 56.96% |
$36.6K - $42K
|
102
$30.2K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-140- 25.09% |
$38K - $43.6K
|
418
$124K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-142- 14.64% |
$38.5K - $44.2K
|
828
$245K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-145- 5.02% |
$39.3K - $45.2K
|
2.74K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-146- 5.33% |
$39.6K - $45.5K
|
2.59K
$767K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-149- 2.94% |
$40.4K - $46.4K
|
4.92K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 18.84% |
$43.1K - $49.5K
|
685
$203K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-164- 92.66% |
$44.5K - $51.1K
|
13
$3.85K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-169- 3.8% |
$45.8K - $52.6K
|
4.28K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-178- 19.37% |
$48.3K - $55.4K
|
741
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-180- 4.16% |
$48.8K - $56.1K
|
4.15K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-200- 5.21% |
$54.2K - $62.3K
|
3.64K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-204- 5.58% |
$55.3K - $63.5K
|
3.45K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-216- 5.67% |
$58.6K - $67.3K
|
3.59K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-218- 2.37% |
$59.1K - $67.9K
|
8.98K
$2.66M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-232- 9.95% |
$62.9K - $72.3K
|
2.1K
$622K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-249- 22.29% |
$67.5K - $77.6K
|
868
$257K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-270- 27.75% |
$73.2K - $84.1K
|
703
$208K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-279- 0.53% |
$75.7K - $86.9K
|
52.1K
$15.4M
|