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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
822New |
$225K - $256K
|
822
$245K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
821New |
$225K - $256K
|
821
$245K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
820New |
$225K - $256K
|
820
$245K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
814+ 9.73% |
$223K - $254K
|
9.18K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
810New |
$222K - $253K
|
810
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
806+ 4.07% |
$221K - $251K
|
20.6K
$6.15M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
800+ 2.66% |
$219K - $249K
|
30.8K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
800New |
$219K - $249K
|
800
$239K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
793New |
$217K - $247K
|
793
$237K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
792+ 2.12% |
$217K - $247K
|
38.1K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
791+ 0.88% |
$217K - $247K
|
91K
$27.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
791+ 14.18% |
$217K - $247K
|
6.37K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
772+ 10.62% |
$212K - $241K
|
8.04K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
768New |
$211K - $239K
|
768
$229K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
766+ 7.47% |
$210K - $239K
|
11K
$3.29M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
757+ 13.49% |
$208K - $236K
|
6.37K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
748+ 3.9% |
$205K - $233K
|
19.9K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
745+ 3.64% |
$204K - $232K
|
21.2K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
740New |
$203K - $231K
|
740
$221K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
740+ 391.53% |
$203K - $231K
|
929
$277K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
729+ 61.57% |
$200K - $227K
|
1.91K
$571K
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
728New |
$200K - $227K
|
728
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
725New |
$199K - $226K
|
725
$216K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
724New |
$198K - $226K
|
724
$216K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
723+ 3.97% |
$198K - $225K
|
18.9K
$5.65M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
722+ 3.07% |
$198K - $225K
|
24.2K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
721+ 62.64% |
$198K - $225K
|
1.87K
$559K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
711New |
$195K - $222K
|
711
$212K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
711New |
$195K - $222K
|
711
$212K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
702New |
$192K - $219K
|
702
$210K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
697New |
$191K - $217K
|
697
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
696New |
$191K - $217K
|
696
$208K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
694+ 23.96% |
$190K - $216K
|
3.59K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
691New |
$189K - $215K
|
691
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
687+ 9.16% |
$188K - $214K
|
8.18K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
687+ 50.78% |
$188K - $214K
|
2.04K
$609K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
677+ 3.06% |
$186K - $211K
|
22.8K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
675+ 3.7% |
$185K - $210K
|
18.9K
$5.64M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
673+ 6.68% |
$185K - $210K
|
10.7K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
659New |
$181K - $205K
|
659
$197K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
658+ 7.73% |
$180K - $205K
|
9.17K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
656+ 1.28% |
$180K - $205K
|
52K
$15.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
645+ 64500.0% |
$177K - $201K
|
646
$193K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
644+ 4.66% |
$177K - $201K
|
14.5K
$4.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
624+ 25.64% |
$171K - $195K
|
3.06K
$913K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
610+ 2.48% |
$167K - $190K
|
25.2K
$7.51M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 7.26% |
$164K - $187K
|
8.87K
$2.65M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$162K - $184K
|
591
$176K
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
589+ 1.49% |
$161K - $184K
|
40.1K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
575+ 56.82% |
$158K - $179K
|
1.59K
$474K
|