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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.29K+ 19.85% |
$361K - $405K
|
7.79K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.29K+ 1.8% |
$361K - $405K
|
73.1K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.29KNew |
$360K - $404K
|
1.29K
$387K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.29KNew |
$360K - $404K
|
1.29K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$359K - $402K
|
1.28K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.28K+ 0.48% |
$358K - $401K
|
270K
$81.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 29.72% |
$357K - $400K
|
5.57K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.26K+ 18.55% |
$353K - $396K
|
8.07K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.26KNew |
$353K - $396K
|
1.26K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.25KNew |
$351K - $394K
|
1.25K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.24K+ 12.38% |
$347K - $389K
|
11.2K
$3.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.2K+ 63.6% |
$335K - $376K
|
3.08K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.2K+ 41.78% |
$335K - $376K
|
4.06K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.18KNew |
$331K - $372K
|
1.18K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.17KNew |
$326K - $366K
|
1.17K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.15K+ 47.89% |
$321K - $360K
|
3.54K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.15KNew |
$321K - $360K
|
1.15K
$344K
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.13K+ 29.49% |
$317K - $356K
|
4.98K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.13KNew |
$317K - $356K
|
1.13K
$340K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.13KNew |
$315K - $354K
|
1.13K
$338K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.11KNew |
$311K - $349K
|
1.11K
$334K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.1KNew |
$308K - $345K
|
1.1K
$330K
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 0.09% |
$308K - $345K
|
1.26M
$379M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.09K+ 4.06% |
$305K - $343K
|
28K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.09K+ 3.24% |
$305K - $342K
|
34.7K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.09K+ 13.05% |
$304K - $341K
|
9.4K
$2.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.08K+ 3.0% |
$302K - $339K
|
37.1K
$11.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.08KNew |
$302K - $339K
|
1.08K
$324K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 19.35% |
$302K - $339K
|
6.65K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.06K+ 4.36% |
$297K - $333K
|
25.4K
$7.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.06K+ 1.87% |
$296K - $332K
|
57.6K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.05KNew |
$293K - $329K
|
1.05K
$315K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.04KNew |
$292K - $328K
|
1.04K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.04K+ 208.43% |
$291K - $326K
|
1.54K
$461K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.04KNew |
$290K - $325K
|
1.04K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.03KNew |
$290K - $325K
|
1.03K
$311K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.02KNew |
$286K - $321K
|
1.02K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.01K+ 33.07% |
$283K - $318K
|
4.07K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
1K+ 15.94% |
$281K - $315K
|
7.29K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$280K - $314K
|
1K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
975+ 28.08% |
$273K - $306K
|
4.45K
$1.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
969+ 140.03% |
$271K - $304K
|
1.66K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
953+ 33.44% |
$267K - $299K
|
3.8K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
941+ 26.16% |
$263K - $296K
|
4.54K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
910+ 13.84% |
$255K - $286K
|
7.49K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
902+ 68.44% |
$253K - $283K
|
2.22K
$667K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
898New |
$251K - $282K
|
898
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
880New |
$246K - $276K
|
880
$264K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
868+ 12.62% |
$243K - $273K
|
7.75K
$2.33M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
868+ 129.55% |
$243K - $273K
|
1.54K
$462K
|