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 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 1230.77% |
$44.8K - $50.2K
|
173
$51.2K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
158+ 2.91% |
$44.2K - $49.6K
|
5.6K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
158+ 6.92% |
$44.2K - $49.6K
|
2.44K
$723K
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
150+ 3.29% |
$42K - $47.1K
|
4.71K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 42.74% |
$42K - $47.1K
|
501
$148K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
149+ 13.55% |
$41.7K - $46.8K
|
1.25K
$370K
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
149+ 13.8% |
$41.7K - $46.8K
|
1.23K
$364K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
148+ 14.35% |
$41.4K - $46.5K
|
1.18K
$349K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
147+ 5.06% |
$41.2K - $46.2K
|
3.05K
$903K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
145New |
$40.6K - $45.5K
|
145
$42.9K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
143+ 14.3% |
$40K - $44.9K
|
1.14K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
141+ 7.35% |
$39.5K - $44.3K
|
2.06K
$610K
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
140+ 12.4% |
$39.2K - $44K
|
1.27K
$376K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
137+ 11.45% |
$38.4K - $43K
|
1.33K
$395K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
132+ 9.36% |
$37K - $41.5K
|
1.54K
$457K
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
130+ 6.19% |
$36.4K - $40.8K
|
2.23K
$660K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
126+ 10.37% |
$35.3K - $39.6K
|
1.34K
$397K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125+ 4.51% |
$35K - $39.3K
|
2.9K
$858K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
124+ 122.77% |
$34.7K - $38.9K
|
225
$66.6K
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
115+ 10.75% |
$32.2K - $36.1K
|
1.19K
$351K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 14.97% |
$32.2K - $36.1K
|
883
$261K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
115+ 2.94% |
$32.2K - $36.1K
|
4.03K
$1.19M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114+ 3.36% |
$31.9K - $35.8K
|
3.51K
$1.04M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
109+ 0.59% |
$30.5K - $34.2K
|
18.7K
$5.55M
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
105+ 3.17% |
$29.4K - $33K
|
3.42K
$1.01M
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
105+ 6.25% |
$29.4K - $33K
|
1.79K
$528K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
104+ 182.46% |
$29.1K - $32.7K
|
161
$47.7K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
103New |
$28.8K - $32.3K
|
103
$30.5K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
103+ 9.73% |
$28.8K - $32.3K
|
1.16K
$344K
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
102+ 2.88% |
$28.6K - $32K
|
3.65K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
101+ 8.18% |
$28.3K - $31.7K
|
1.34K
$395K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
100New |
$28K - $31.4K
|
100
$29.6K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
100+ 0.72% |
$28K - $31.4K
|
13.9K
$4.13M
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
100+ 10.71% |
$28K - $31.4K
|
1.03K
$306K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
100+ 6.17% |
$28K - $31.4K
|
1.72K
$509K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
100+ 2.15% |
$28K - $31.4K
|
4.75K
$1.41M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 45.25% |
$28K - $31.4K
|
321
$95K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
96+ 10.79% |
$26.9K - $30.1K
|
986
$292K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
89+ 9.61% |
$24.9K - $28K
|
1.02K
$301K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
86+ 6.92% |
$24.1K - $27K
|
1.33K
$393K
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
79+ 0.11% |
$22.1K - $24.8K
|
72.6K
$21.5M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
78+ 6.56% |
$21.8K - $24.5K
|
1.27K
$375K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
77+ 9.23% |
$21.6K - $24.2K
|
911
$270K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
75+ 2.67% |
$21K - $23.6K
|
2.88K
$853K
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
75+ 0.12% |
$21K - $23.6K
|
62.5K
$18.5M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
74+ 3.32% |
$20.7K - $23.2K
|
2.31K
$682K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
73+ 8.2% |
$20.4K - $22.9K
|
963
$285K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
68New |
$19K - $21.4K
|
68
$20.1K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 33.83% |
$19K - $21.4K
|
269
$79.6K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
67+ 1.25% |
$18.8K - $21K
|
5.44K
$1.61M
|