Purchases and Sales Made in Q1 2024 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2024. 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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14New |
$3.84K - $4.37K
|
14
$4.24K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14+ 1.22% |
$3.84K - $4.37K
|
1.16K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
13+ 0.69% |
$3.56K - $4.05K
|
1.91K
$577K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13New |
$3.56K - $4.05K
|
13
$3.93K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13+ 1.49% |
$3.56K - $4.05K
|
884
$268K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$3.29K - $3.74K
|
5.02K
$1.52M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12New |
$3.29K - $3.74K
|
12
$3.63K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12New |
$3.29K - $3.74K
|
12
$3.63K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 20.34% |
$3.29K - $3.74K
|
71
$21.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.77% |
$3.02K - $3.43K
|
1.43K
$434K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 6.96% |
$3.02K - $3.43K
|
169
$51.1K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.86% |
$2.74K - $3.12K
|
1.17K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10+ 0.39% |
$2.74K - $3.12K
|
2.57K
$776K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
10New |
$2.74K - $3.12K
|
10
$3.03K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 1.31% |
$2.74K - $3.12K
|
772
$234K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
9+ 0.8% |
$2.47K - $2.81K
|
1.13K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9+ 0.81% |
$2.47K - $2.81K
|
1.13K
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
9+ 1.31% |
$2.47K - $2.81K
|
694
$210K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.97% |
$2.19K - $2.49K
|
833
$252K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8+ 0.76% |
$2.19K - $2.49K
|
1.06K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.51% |
$2.19K - $2.49K
|
1.58K
$479K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.64% |
$1.92K - $2.18K
|
1.1K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.63% |
$1.37K - $1.56K
|
795
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 33.33% |
$1.37K - $1.56K
|
20
$6.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5+ 0.58% |
$1.37K - $1.56K
|
874
$264K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.27% |
$1.37K - $1.56K
|
1.85K
$561K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.65% |
$1.37K - $1.56K
|
779
$236K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$1.37K - $1.56K
|
5
$1.51K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5New |
$1.37K - $1.56K
|
5
$1.51K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 1.0% |
$1.37K - $1.56K
|
504
$153K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.53% |
$1.37K - $1.56K
|
948
$287K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$1.1K - $1.25K
|
4
$1.21K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 66.67% |
$1.1K - $1.25K
|
10
$3.03K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 16.0% |
$1.1K - $1.25K
|
29
$8.78K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.84% |
$1.1K - $1.25K
|
482
$146K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.18% |
$1.1K - $1.25K
|
2.19K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.27% |
$822 - $935
|
240
$72.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.21% |
$822 - $935
|
1.41K
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 1.75% |
$822 - $935
|
174
$52.7K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 33.33% |
$822 - $935
|
12
$3.63K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.08% |
$822 - $935
|
3.56K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$822 - $935
|
3
$908
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 27.27% |
$822 - $935
|
14
$4.24K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.18% |
$822 - $935
|
257
$77.8K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.55% |
$548 - $624
|
131
$39.6K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$548 - $624
|
21.1K
$6.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2New |
$548 - $624
|
2
$605
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 25.0% |
$548 - $624
|
10
$3.03K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.14% |
$548 - $624
|
1.4K
$424K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 3.77% |
$548 - $624
|
55
$16.6K
|