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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
122+ 14.52% |
$35.3K - $38.3K
|
962
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
122+ 7.15% |
$35.3K - $38.3K
|
1.83K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121+ 2.36% |
$35K - $38K
|
5.25K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
121+ 2.03% |
$35K - $38K
|
6.07K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
121New |
$35K - $38K
|
121
$35.3K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
117+ 1.14% |
$33.8K - $36.7K
|
10.4K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117+ 0.25% |
$33.8K - $36.7K
|
46.7K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116+ 0.33% |
$33.5K - $36.4K
|
34.8K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
114+ 1.69% |
$32.9K - $35.8K
|
6.87K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
112+ 6.81% |
$32.4K - $35.2K
|
1.76K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
112+ 4.55% |
$32.4K - $35.2K
|
2.57K
$751K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
112+ 29.09% |
$32.4K - $35.2K
|
497
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
111+ 15.72% |
$32.1K - $34.9K
|
817
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
106+ 3.35% |
$30.6K - $33.3K
|
3.27K
$955K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
106+ 9.38% |
$30.6K - $33.3K
|
1.24K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
104+ 9.03% |
$30.1K - $32.7K
|
1.26K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
104+ 11.69% |
$30.1K - $32.7K
|
994
$290K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
100New |
$28.9K - $31.4K
|
100
$29.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
99+ 2.75% |
$28.6K - $31.1K
|
3.7K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
95+ 6.75% |
$27.5K - $29.8K
|
1.5K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
92+ 5.28% |
$26.6K - $28.9K
|
1.83K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
92+ 10.66% |
$26.6K - $28.9K
|
955
$279K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
89+ 5.99% |
$25.7K - $27.9K
|
1.57K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
88+ 0.62% |
$25.4K - $27.6K
|
14.2K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
87+ 6.36% |
$25.1K - $27.3K
|
1.46K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 15.22% |
$24.3K - $26.4K
|
636
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
83+ 24.92% |
$24K - $26.1K
|
416
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
80+ 1.7% |
$23.1K - $25.1K
|
4.78K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
80+ 0.25% |
$23.1K - $25.1K
|
32.4K
$9.47M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
79New |
$22.8K - $24.8K
|
79
$23.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 3.97% |
$22.5K - $24.5K
|
2.04K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
78+ 1.14% |
$22.5K - $24.5K
|
6.94K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
76+ 5.57% |
$22K - $23.9K
|
1.44K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
74+ 1.65% |
$21.4K - $23.2K
|
4.55K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
73+ 17.18% |
$21.1K - $22.9K
|
498
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
72+ 2.06% |
$20.8K - $22.6K
|
3.56K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
70+ 3.08% |
$20.2K - $22K
|
2.35K
$685K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
69+ 7.23% |
$19.9K - $21.7K
|
1.02K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
65+ 0.23% |
$18.8K - $20.4K
|
28.4K
$8.28M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
65New |
$18.8K - $20.4K
|
65
$19K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
64+ 5.5% |
$18.5K - $20.1K
|
1.23K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
64+ 2.84% |
$18.5K - $20.1K
|
2.32K
$677K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
62+ 1.97% |
$17.9K - $19.5K
|
3.2K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
62New |
$17.9K - $19.5K
|
62
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 1220.0% |
$17.6K - $19.2K
|
66
$19.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
58+ 3.79% |
$16.8K - $18.2K
|
1.59K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 305.26% |
$16.8K - $18.2K
|
77
$22.5K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
58+ 3.32% |
$16.8K - $18.2K
|
1.81K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 14.29% |
$15.9K - $17.3K
|
440
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
55+ 0.92% |
$15.9K - $17.3K
|
6.06K
$1.77M
|