Purchases and Sales Made in Q2 2022 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q2 2022. 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 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
14+ 43.75% |
$4.16K - $5.88K
|
46
$13.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 1.68% |
$4.16K - $5.88K
|
845
$253K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 4.21% |
$3.87K - $5.46K
|
322
$96.4K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13+ 1.44% |
$3.87K - $5.46K
|
913
$273K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
13+ 0.32% |
$3.87K - $5.46K
|
4.03K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 133.33% |
$3.57K - $5.04K
|
21
$6.29K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
12+ 1.1% |
$3.57K - $5.04K
|
1.1K
$329K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
12+ 0.85% |
$3.57K - $5.04K
|
1.43K
$428K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.39% |
$3.27K - $4.62K
|
2.83K
$848K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.28% |
$3.27K - $4.62K
|
4K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
11+ 0.36% |
$3.27K - $4.62K
|
3.1K
$929K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10+ 2.77% |
$2.97K - $4.2K
|
371
$111K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
9+ 0.32% |
$2.68K - $3.78K
|
2.82K
$845K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
8+ 0.53% |
$2.38K - $3.36K
|
1.52K
$455K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 0.13% |
$2.08K - $2.94K
|
5.44K
$1.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$2.08K - $2.94K
|
7
$2.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
7+ 0.16% |
$2.08K - $2.94K
|
4.46K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.27% |
$2.08K - $2.94K
|
2.58K
$773K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.87% |
$2.08K - $2.94K
|
814
$244K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7+ 0.19% |
$2.08K - $2.94K
|
3.71K
$1.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.62% |
$1.78K - $2.52K
|
978
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.53% |
$1.78K - $2.52K
|
1.14K
$342K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
6New |
$1.78K - $2.52K
|
6
$1.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5+ 0.39% |
$1.49K - $2.1K
|
1.3K
$390K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$1.49K - $2.1K
|
5
$1.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.36% |
$1.49K - $2.1K
|
1.39K
$416K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 11.9% |
$1.49K - $2.1K
|
47
$14.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 125.0% |
$1.49K - $2.1K
|
9
$2.69K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.49% |
$1.19K - $1.68K
|
817
$245K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4New |
$1.19K - $1.68K
|
4
$1.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4+ 0.43% |
$1.19K - $1.68K
|
931
$279K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
3+ 0.41% |
$892 - $1.26K
|
734
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.09% |
$892 - $1.26K
|
3.25K
$973K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$892 - $1.26K
|
3
$898
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$892 - $1.26K
|
3
$898
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$892 - $1.26K
|
3
$898
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.13% |
$595 - $840
|
1.52K
$454K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2New |
$595 - $840
|
2
$599
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.62% |
$595 - $840
|
326
$97.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$297 - $420
|
848
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$297 - $420
|
1
$299
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1+ 100.0% |
$297 - $420
|
2
$599
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1+ 0.05% |
$297 - $420
|
1.84K
$549K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.07% |
$297 - $420
|
1.4K
$420K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.47% |
$297 - $420
|
213
$63.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.18% |
$297 - $420
|
545
$163K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 2.04% |
$297 - $420
|
50
$15K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.12% |
$297 - $420
|
846
$253K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.3% |
$297 - $420
|
78
$23.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.29% |
$297 - $420
|
347
$104K
|