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 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 1.31% |
$11.7K - $13.4K
|
3.32K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
43+ 4.6% |
$11.7K - $13.4K
|
978
$294K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 4.83% |
$11.4K - $13.1K
|
912
$274K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
41+ 5.48% |
$11.1K - $12.8K
|
789
$237K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 4.88% |
$11.1K - $12.8K
|
882
$265K
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
40+ 1.05% |
$10.8K - $12.5K
|
3.84K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
39+ 0.17% |
$10.6K - $12.1K
|
22.6K
$6.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
38+ 4.63% |
$10.3K - $11.8K
|
859
$258K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
38+ 4.65% |
$10.3K - $11.8K
|
856
$257K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38+ 3.7% |
$10.3K - $11.8K
|
1.07K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 0.98% |
$10.3K - $11.8K
|
3.92K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
38+ 0.1% |
$10.3K - $11.8K
|
37.5K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
36+ 2.26% |
$9.76K - $11.2K
|
1.63K
$489K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
35+ 2.29% |
$9.49K - $10.9K
|
1.56K
$470K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
33+ 1.21% |
$8.95K - $10.3K
|
2.76K
$830K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
30+ 0.09% |
$8.14K - $9.34K
|
33.6K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
28+ 3.12% |
$7.59K - $8.72K
|
926
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
28+ 1.48% |
$7.59K - $8.72K
|
1.93K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 3.54% |
$7.59K - $8.72K
|
820
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 43.55% |
$7.32K - $8.41K
|
89
$26.7K
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
27New |
$7.32K - $8.41K
|
27
$8.11K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 20.0% |
$6.78K - $7.79K
|
150
$45.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 200.0% |
$6.51K - $7.48K
|
36
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
24+ 1.98% |
$6.51K - $7.48K
|
1.24K
$371K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24+ 0.68% |
$6.51K - $7.48K
|
3.55K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
23+ 1.66% |
$6.24K - $7.16K
|
1.41K
$424K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.51% |
$6.24K - $7.16K
|
4.5K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
23+ 2.23% |
$6.24K - $7.16K
|
1.05K
$316K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 2.57% |
$5.97K - $6.85K
|
878
$264K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
22+ 0.77% |
$5.97K - $6.85K
|
2.87K
$863K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21+ 2.39% |
$5.69K - $6.54K
|
901
$271K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.74% |
$5.42K - $6.23K
|
2.72K
$817K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 1.28% |
$5.42K - $6.23K
|
1.59K
$477K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 7.85% |
$5.15K - $5.92K
|
261
$78.4K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
19+ 1.01% |
$5.15K - $5.92K
|
1.9K
$571K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
18+ 1.05% |
$4.88K - $5.61K
|
1.74K
$523K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18+ 0.5% |
$4.88K - $5.61K
|
3.6K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
18+ 39.13% |
$4.88K - $5.61K
|
64
$19.2K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17+ 42.5% |
$4.61K - $5.29K
|
57
$17.1K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17+ 1.23% |
$4.61K - $5.29K
|
1.4K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17+ 0.27% |
$4.61K - $5.29K
|
6.24K
$1.87M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$4.34K - $4.98K
|
16
$4.81K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16New |
$4.34K - $4.98K
|
16
$4.81K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.32% |
$4.34K - $4.98K
|
4.97K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 1.34% |
$4.07K - $4.67K
|
1.14K
$342K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 1.71% |
$4.07K - $4.67K
|
890
$267K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.5% |
$3.8K - $4.36K
|
2.83K
$849K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12+ 0.0% |
$3.25K - $3.74K
|
997K
$300M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11New |
$2.98K - $3.43K
|
11
$3.3K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 13.25% |
$2.98K - $3.43K
|
94
$28.2K
|