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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
243+ 4.89% |
$66.6K - $75.8K
|
5.21K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
236+ 0.75% |
$64.7K - $73.6K
|
31.5K
$9.41M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
234+ 24.3% |
$64.2K - $73K
|
1.2K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
234+ 14.34% |
$64.2K - $73K
|
1.87K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
230+ 8.18% |
$63.1K - $71.7K
|
3.04K
$908K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
229+ 4.68% |
$62.8K - $71.4K
|
5.12K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
227+ 1.21% |
$62.2K - $70.8K
|
19K
$5.67M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 38.53% |
$61.7K - $70.2K
|
809
$241K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
219+ 6.23% |
$60K - $68.3K
|
3.73K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
218+ 7.7% |
$59.8K - $68K
|
3.05K
$910K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218+ 23.64% |
$59.8K - $68K
|
1.14K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
215+ 8.13% |
$58.9K - $67K
|
2.86K
$853K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
215+ 10.37% |
$58.9K - $67K
|
2.29K
$683K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
212+ 4.44% |
$58.1K - $66.1K
|
4.99K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
208+ 14.44% |
$57K - $64.9K
|
1.65K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
205New |
$56.2K - $63.9K
|
205
$61.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
203+ 12.21% |
$55.7K - $63.3K
|
1.87K
$557K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
203+ 0.54% |
$55.7K - $63.3K
|
37.5K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
200+ 5.05% |
$54.8K - $62.4K
|
4.16K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 6.17% |
$54.8K - $62.4K
|
3.44K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
199+ 10.46% |
$54.6K - $62.1K
|
2.1K
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
191+ 20.72% |
$52.4K - $59.6K
|
1.11K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
191+ 5.21% |
$52.4K - $59.6K
|
3.86K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
186+ 19.29% |
$51K - $58K
|
1.15K
$343K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
184+ 6.11% |
$50.4K - $57.4K
|
3.19K
$953K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
164New |
$45K - $51.1K
|
164
$49K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
161+ 13.98% |
$44.1K - $50.2K
|
1.31K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
160+ 2.61% |
$43.9K - $49.9K
|
6.28K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
159+ 15.82% |
$43.6K - $49.6K
|
1.16K
$347K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
156New |
$42.8K - $48.6K
|
156
$46.6K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
156+ 56.73% |
$42.8K - $48.6K
|
431
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
153+ 2.46% |
$41.9K - $47.7K
|
6.36K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
153+ 23.11% |
$41.9K - $47.7K
|
815
$243K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
148+ 127.59% |
$40.6K - $46.2K
|
264
$78.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
145+ 0.31% |
$39.8K - $45.2K
|
47.6K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
144New |
$39.5K - $44.9K
|
144
$43K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
143+ 17.81% |
$39.2K - $44.6K
|
946
$282K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
143+ 6.13% |
$39.2K - $44.6K
|
2.48K
$739K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
142+ 8.28% |
$38.9K - $44.3K
|
1.86K
$555K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 10.73% |
$38.9K - $44.3K
|
1.47K
$438K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
135+ 14.58% |
$37K - $42.1K
|
1.06K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
134+ 0.29% |
$36.7K - $41.8K
|
46.4K
$13.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
134+ 9.8% |
$36.7K - $41.8K
|
1.5K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
134New |
$36.7K - $41.8K
|
134
$40K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
129New |
$35.4K - $40.2K
|
129
$38.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
128+ 0.46% |
$35.1K - $39.9K
|
27.8K
$8.31M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
124+ 1.62% |
$34K - $38.7K
|
7.77K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
124+ 2.08% |
$34K - $38.7K
|
6.08K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
122+ 15.78% |
$33.4K - $38K
|
895
$267K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
119+ 15.89% |
$32.6K - $37.1K
|
868
$259K
|