Purchases and Sales Made in Q1 2025 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2025. 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 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.16K - $1.26K
|
4.07K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4+ 0.11% |
$1.16K - $1.26K
|
3.81K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
4+ 0.54% |
$1.16K - $1.26K
|
751
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 8.0% |
$1.16K - $1.26K
|
54
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$1.16K - $1.26K
|
4
$1.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.21% |
$1.16K - $1.26K
|
1.93K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.27% |
$867 - $942
|
1.12K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3+ 0.41% |
$867 - $942
|
739
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 9.09% |
$867 - $942
|
36
$10.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
3+ 0.29% |
$867 - $942
|
1.05K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 1.07% |
$867 - $942
|
284
$82.1K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.13% |
$867 - $942
|
2.35K
$679K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.72% |
$867 - $942
|
421
$122K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$578 - $628
|
2
$578
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.0% |
$578 - $628
|
62.2K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.18% |
$578 - $628
|
1.14K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
2+ 0.27% |
$578 - $628
|
753
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.92% |
$578 - $628
|
220
$63.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.03% |
$578 - $628
|
7.15K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.89% |
$578 - $628
|
227
$65.6K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$578 - $628
|
2
$578
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$578 - $628
|
2
$578
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.44% |
$289 - $314
|
229
$66.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1+ 0.02% |
$289 - $314
|
4.7K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 2.38% |
$289 - $314
|
43
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 2.94% |
$289 - $314
|
35
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$289 - $314
|
2.05K
$593K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.54% |
$289 - $314
|
66
$19.1K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.24% |
$289 - $314
|
413
$119K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1New |
$289 - $314
|
1
$289
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$289 - $314
|
1
$289
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1+ 0.06% |
$289 - $314
|
1.7K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$289 - $314
|
1
$289
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 4.35% |
$289 - $314
|
24
$6.94K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 33.33% |
$289 - $314
|
4
$1.16K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1+ 0.14% |
$289 - $314
|
738
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 4.35% |
$289 - $314
|
22
$6.36K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1- 0.08% |
$289 - $314
|
1.32K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 2.13% |
$578 - $628
|
92
$26.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2- 7.41% |
$578 - $628
|
25
$7.22K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.33% |
$578 - $628
|
602
$174K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-3- 1.02% |
$867 - $942
|
290
$83.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$867 - $942
|
2
$578
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3- 0.42% |
$867 - $942
|
703
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.18% |
$867 - $942
|
252
$72.8K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 10.0% |
$867 - $942
|
27
$7.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.22% |
$1.16K - $1.26K
|
1.84K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-4- 0.1% |
$1.16K - $1.26K
|
4K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 8.2% |
$1.44K - $1.57K
|
56
$16.2K
|