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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49+ 0.31% |
$13.3K - $15.3K
|
15.7K
$4.69M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49+ 19.44% |
$13.3K - $15.3K
|
301
$90.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
48+ 4.36% |
$13K - $15K
|
1.15K
$344K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
46+ 51.69% |
$12.5K - $14.3K
|
135
$40.4K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
43+ 4.6% |
$11.7K - $13.4K
|
978
$293K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 1.31% |
$11.7K - $13.4K
|
3.32K
$992K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 4.83% |
$11.4K - $13.1K
|
912
$273K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
41+ 5.48% |
$11.1K - $12.8K
|
789
$236K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 4.88% |
$11.1K - $12.8K
|
882
$264K
|
|
|
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
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 0.98% |
$10.3K - $11.8K
|
3.92K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
38+ 4.65% |
$10.3K - $11.8K
|
856
$256K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
38+ 4.63% |
$10.3K - $11.8K
|
859
$257K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38+ 3.7% |
$10.3K - $11.8K
|
1.07K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
38+ 0.1% |
$10.3K - $11.8K
|
37.5K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
36+ 2.26% |
$9.76K - $11.2K
|
1.63K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
35+ 2.29% |
$9.49K - $10.9K
|
1.56K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
33+ 1.21% |
$8.95K - $10.3K
|
2.76K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
30+ 0.09% |
$8.14K - $9.34K
|
33.6K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 3.54% |
$7.59K - $8.72K
|
820
$245K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
28+ 1.48% |
$7.59K - $8.72K
|
1.93K
$576K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
28+ 3.12% |
$7.59K - $8.72K
|
926
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 43.55% |
$7.32K - $8.41K
|
89
$26.6K
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
27New |
$7.32K - $8.41K
|
27
$8.08K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 20.0% |
$6.78K - $7.79K
|
150
$44.9K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
24+ 1.98% |
$6.51K - $7.48K
|
1.24K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24+ 0.68% |
$6.51K - $7.48K
|
3.55K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 200.0% |
$6.51K - $7.48K
|
36
$10.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
23+ 2.23% |
$6.24K - $7.16K
|
1.05K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.51% |
$6.24K - $7.16K
|
4.5K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
23+ 1.66% |
$6.24K - $7.16K
|
1.41K
$423K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 2.57% |
$5.97K - $6.85K
|
878
$263K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
22+ 0.77% |
$5.97K - $6.85K
|
2.87K
$859K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21+ 2.39% |
$5.69K - $6.54K
|
901
$270K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 1.28% |
$5.42K - $6.23K
|
1.59K
$475K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.74% |
$5.42K - $6.23K
|
2.72K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
19+ 1.01% |
$5.15K - $5.92K
|
1.9K
$568K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 7.85% |
$5.15K - $5.92K
|
261
$78.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
18+ 39.13% |
$4.88K - $5.61K
|
64
$19.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18+ 0.5% |
$4.88K - $5.61K
|
3.6K
$1.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
18+ 1.05% |
$4.88K - $5.61K
|
1.74K
$521K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17+ 1.23% |
$4.61K - $5.29K
|
1.4K
$418K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17+ 42.5% |
$4.61K - $5.29K
|
57
$17.1K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17+ 0.27% |
$4.61K - $5.29K
|
6.24K
$1.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16New |
$4.34K - $4.98K
|
16
$4.79K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$4.34K - $4.98K
|
16
$4.79K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.32% |
$4.34K - $4.98K
|
4.97K
$1.49M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 1.71% |
$4.07K - $4.67K
|
890
$266K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 1.34% |
$4.07K - $4.67K
|
1.14K
$340K
|