Purchases and Sales Made in Q2 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q2 2023. 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, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 6.67% |
$280 - $314
|
14
$4.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 16.67% |
$560 - $628
|
10
$2.92K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-4- 0.06% |
$1.12K - $1.26K
|
7K
$2.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4- 0.26% |
$1.12K - $1.26K
|
1.56K
$455K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 13.79% |
$1.12K - $1.26K
|
25
$7.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 4.9% |
$1.4K - $1.57K
|
97
$28.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 7.35% |
$1.4K - $1.57K
|
63
$18.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 4.7% |
$1.96K - $2.2K
|
142
$41.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 2.32% |
$1.96K - $2.2K
|
295
$86.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-7- 0.03% |
$1.96K - $2.2K
|
20.5K
$5.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7- 0.03% |
$1.96K - $2.2K
|
25.4K
$7.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-8- 0.52% |
$2.24K - $2.51K
|
1.54K
$450K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.41% |
$2.52K - $2.83K
|
2.18K
$635K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9- 0.2% |
$2.52K - $2.83K
|
4.49K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.41% |
$2.52K - $2.83K
|
2.18K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 28.57% |
$2.8K - $3.14K
|
25
$7.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-10- 1.31% |
$2.8K - $3.14K
|
751
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-11- 0.22% |
$3.08K - $3.45K
|
5.02K
$1.47M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-13- 11.5% |
$3.64K - $4.08K
|
100
$29.2K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 93.33% |
$3.92K - $4.4K
|
1
$292
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-15- 0.42% |
$4.2K - $4.71K
|
3.6K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.9% |
$4.48K - $5.02K
|
1.77K
$517K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18- 22.5% |
$5.04K - $5.65K
|
62
$18.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 1.65% |
$5.32K - $5.97K
|
1.13K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-19- 0.08% |
$5.32K - $5.97K
|
22.4K
$6.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 3.37% |
$5.88K - $6.6K
|
602
$176K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-21- 2.26% |
$5.88K - $6.6K
|
909
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-21- 1.08% |
$5.88K - $6.6K
|
1.93K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22- 2.31% |
$6.16K - $6.91K
|
931
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 14.67% |
$6.16K - $6.91K
|
128
$37.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-23- 2.24% |
$6.44K - $7.22K
|
1K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-23- 3.2% |
$6.44K - $7.22K
|
696
$203K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-24- 3.02% |
$6.72K - $7.54K
|
770
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 2.13% |
$7K - $7.85K
|
1.15K
$336K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-25- 1.88% |
$7K - $7.85K
|
1.3K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 0.44% |
$7K - $7.85K
|
5.66K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-27- 3.42% |
$7.56K - $8.48K
|
762
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31- 2.42% |
$8.68K - $9.74K
|
1.25K
$364K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-32- 2.82% |
$8.96K - $10K
|
1.1K
$321K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-37- 1.72% |
$10.4K - $11.6K
|
2.11K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-37- 4.78% |
$10.4K - $11.6K
|
737
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-38- 7.22% |
$10.6K - $11.9K
|
488
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39- 0.32% |
$10.9K - $12.2K
|
12.2K
$3.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-41- 32.54% |
$11.5K - $12.9K
|
85
$24.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-42- 1.69% |
$11.8K - $13.2K
|
2.44K
$712K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-43- 1.08% |
$12K - $13.5K
|
3.94K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-44- 3.01% |
$12.3K - $13.8K
|
1.42K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-44- 3.01% |
$12.3K - $13.8K
|
1.42K
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-47- 0.95% |
$13.2K - $14.8K
|
4.88K
$1.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-48- 1.49% |
$13.4K - $15.1K
|
3.17K
$925K
|