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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-52- 2.37% |
$14.3K - $16.2K
|
2.15K
$620K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-56- 1.3% |
$15.4K - $17.5K
|
4.27K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-59- 0.62% |
$16.2K - $18.4K
|
9.46K
$2.73M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-60- 3.99% |
$16.4K - $18.7K
|
1.45K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-61- 2.07% |
$16.7K - $19K
|
2.89K
$834K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-67- 6.0% |
$18.4K - $20.9K
|
1.05K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-68- 6.44% |
$18.6K - $21.2K
|
988
$286K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-69- 3.91% |
$18.9K - $21.5K
|
1.69K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-69- 0.43% |
$18.9K - $21.5K
|
15.9K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-72- 4.32% |
$19.7K - $22.5K
|
1.59K
$461K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-73- 2.62% |
$20K - $22.8K
|
2.71K
$783K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-76- 0.66% |
$20.8K - $23.7K
|
11.4K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-76- 3.32% |
$20.8K - $23.7K
|
2.21K
$639K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-76- 2.15% |
$20.8K - $23.7K
|
3.47K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-78- 7.03% |
$21.4K - $24.3K
|
1.03K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-85- 1.39% |
$23.3K - $26.5K
|
6.03K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-85- 2.86% |
$23.3K - $26.5K
|
2.89K
$834K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-88- 23.16% |
$24.1K - $27.4K
|
292
$84.4K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-94- 6.32% |
$25.8K - $29.3K
|
1.39K
$403K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-97- 3.17% |
$26.6K - $30.2K
|
2.96K
$855K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-98- 6.29% |
$26.9K - $30.6K
|
1.46K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-104- 10.4% |
$28.5K - $32.4K
|
896
$259K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-104- 4.57% |
$28.5K - $32.4K
|
2.17K
$628K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-109- 5.18% |
$29.9K - $34K
|
2K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-110- 1.0% |
$30.2K - $34.3K
|
10.9K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-120- 5.35% |
$32.9K - $37.4K
|
2.12K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-128- 15.22% |
$35.1K - $39.9K
|
713
$206K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-129- 9.23% |
$35.4K - $40.2K
|
1.27K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-130- 3.04% |
$35.6K - $40.5K
|
4.15K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-132- 5.01% |
$36.2K - $41.2K
|
2.5K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-134- 6.68% |
$36.7K - $41.8K
|
1.87K
$541K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-136- 13.79% |
$37.3K - $42.4K
|
850
$246K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-136- 21.45% |
$37.3K - $42.4K
|
498
$144K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-140- 2.01% |
$38.4K - $43.7K
|
6.83K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-140- 10.0% |
$38.4K - $43.7K
|
1.26K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-143- 3.83% |
$39.2K - $44.6K
|
3.59K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-145- 20.28% |
$39.8K - $45.2K
|
570
$165K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-150- 12.76% |
$41.1K - $46.8K
|
1.03K
$297K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-157- 3.21% |
$43K - $49K
|
4.74K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-164- 1.24% |
$45K - $51.1K
|
13.1K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-171- 3.37% |
$46.9K - $53.3K
|
4.9K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-174- 5.76% |
$47.7K - $54.3K
|
2.85K
$823K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-179- 4.22% |
$49.1K - $55.8K
|
4.06K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-179- 9.17% |
$49.1K - $55.8K
|
1.77K
$513K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-181- 3.2% |
$49.6K - $56.4K
|
5.48K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-181- 5.16% |
$49.6K - $56.4K
|
3.32K
$961K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-181- 3.2% |
$49.6K - $56.4K
|
5.48K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-182- 1.64% |
$49.9K - $56.8K
|
10.9K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-190- 2.03% |
$52.1K - $59.2K
|
9.18K
$2.65M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-193- 81.78% |
$52.9K - $60.2K
|
43
$12.4K
|