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 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 6.34% |
$14.6K - $16.3K
|
768
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-52- 8.33% |
$14.6K - $16.3K
|
572
$171K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-52- 29.55% |
$14.6K - $16.3K
|
124
$37K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-52- 29.55% |
$14.6K - $16.3K
|
124
$37K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-53- 0.53% |
$14.8K - $16.6K
|
9.98K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-58- 3.48% |
$16.2K - $18.2K
|
1.61K
$480K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-63- 1.35% |
$17.6K - $19.8K
|
4.6K
$1.37M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-63- 1.35% |
$17.6K - $19.8K
|
4.6K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-64- 6.08% |
$17.9K - $20.1K
|
989
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-64- 5.18% |
$17.9K - $20.1K
|
1.17K
$350K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-64- 7.26% |
$17.9K - $20.1K
|
818
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-67- 7.68% |
$18.8K - $21K
|
805
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-68- 5.0% |
$19K - $21.4K
|
1.29K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-69- 3.17% |
$19.3K - $21.7K
|
2.11K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69- 3.55% |
$19.3K - $21.7K
|
1.88K
$560K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-70- 0.72% |
$19.6K - $22K
|
9.62K
$2.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-71- 9.47% |
$19.9K - $22.3K
|
679
$203K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-76- 0.85% |
$21.3K - $23.9K
|
8.88K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-78- 1.69% |
$21.8K - $24.5K
|
4.54K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-78- 0.82% |
$21.8K - $24.5K
|
9.47K
$2.83M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-79- 0.3% |
$22.1K - $24.8K
|
26.4K
$7.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-80- 0.07% |
$22.4K - $25.1K
|
112K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-80- 5.31% |
$22.4K - $25.1K
|
1.43K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-81- 3.06% |
$22.7K - $25.4K
|
2.56K
$765K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-83- 12.89% |
$23.2K - $26.1K
|
561
$167K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-90- 43.9% |
$25.2K - $28.3K
|
115
$34.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-90- 7.92% |
$25.2K - $28.3K
|
1.05K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-90- 4.62% |
$25.2K - $28.3K
|
1.86K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-94- 1.48% |
$26.3K - $29.5K
|
6.24K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-96- 3.78% |
$26.9K - $30.1K
|
2.44K
$729K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-102- 40.8% |
$28.6K - $32K
|
148
$44.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-103- 33.33% |
$28.8K - $32.3K
|
206
$61.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-104- 2.56% |
$29.1K - $32.7K
|
3.96K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-106- 3.44% |
$29.7K - $33.3K
|
2.98K
$889K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-108- 4.02% |
$30.2K - $33.9K
|
2.58K
$769K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-109- 7.9% |
$30.5K - $34.2K
|
1.27K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-109- 0.08% |
$30.5K - $34.2K
|
136K
$40.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-109- 98.2% |
$30.5K - $34.2K
|
2
$597
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-110- 6.54% |
$30.8K - $34.5K
|
1.57K
$470K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-112- 15.11% |
$31.4K - $35.2K
|
629
$188K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-113- 6.38% |
$31.6K - $35.5K
|
1.66K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-121- 4.2% |
$33.9K - $38K
|
2.76K
$823K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-125- 2.54% |
$35K - $39.3K
|
4.8K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-126- 4.56% |
$35.3K - $39.6K
|
2.64K
$787K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-127- 1.82% |
$35.6K - $39.9K
|
6.85K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-130- 1.45% |
$36.4K - $40.8K
|
8.85K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-131- 4.78% |
$36.7K - $41.1K
|
2.61K
$779K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-136- 3.48% |
$38.1K - $42.7K
|
3.77K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-137- 7.17% |
$38.4K - $43K
|
1.77K
$530K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-140- 1.83% |
$39.2K - $44K
|
7.5K
$2.24M
|