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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 33.83% |
$19K - $21.4K
|
269
$80.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
67+ 1.25% |
$18.8K - $21K
|
5.44K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
65+ 4.66% |
$18.2K - $20.4K
|
1.46K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63+ 5.91% |
$17.6K - $19.8K
|
1.13K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
62+ 48.44% |
$17.4K - $19.5K
|
190
$56.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
60+ 200.0% |
$16.8K - $18.8K
|
90
$26.9K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60New |
$16.8K - $18.8K
|
60
$18K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
57+ 4.04% |
$16K - $17.9K
|
1.47K
$440K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
55+ 0.98% |
$15.4K - $17.3K
|
5.68K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
51+ 0.19% |
$14.3K - $16K
|
27.3K
$8.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
46+ 6.6% |
$12.9K - $14.4K
|
743
$222K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
45+ 4.19% |
$12.6K - $14.1K
|
1.12K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
43+ 0.64% |
$12K - $13.5K
|
6.75K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
41+ 4100.0% |
$11.5K - $12.9K
|
42
$12.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
40+ 1.26% |
$11.2K - $12.6K
|
3.22K
$963K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
40New |
$11.2K - $12.6K
|
40
$12K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
40+ 0.97% |
$11.2K - $12.6K
|
4.17K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 5.95% |
$10.6K - $11.9K
|
677
$203K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35New |
$9.8K - $11K
|
35
$10.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
35+ 4.69% |
$9.8K - $11K
|
782
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
34+ 4.68% |
$9.52K - $10.7K
|
761
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$9.52K - $10.7K
|
34
$10.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 2.85% |
$9.24K - $10.4K
|
1.19K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
32+ 3.04% |
$8.96K - $10K
|
1.08K
$324K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
32+ 5.3% |
$8.96K - $10K
|
636
$190K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
32+ 4.55% |
$8.96K - $10K
|
735
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 5.15% |
$8.68K - $9.74K
|
633
$189K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
31New |
$8.68K - $9.74K
|
31
$9.28K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 2.12% |
$8.4K - $9.42K
|
1.45K
$433K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
28+ 0.57% |
$7.84K - $8.79K
|
4.95K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 28.87% |
$7.84K - $8.79K
|
125
$37.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 8.97% |
$7.56K - $8.48K
|
328
$98.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 0.28% |
$7.56K - $8.48K
|
9.83K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
26+ 2.68% |
$7.28K - $8.17K
|
995
$298K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 71.43% |
$7K - $7.85K
|
60
$18K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
23+ 0.8% |
$6.44K - $7.22K
|
2.89K
$866K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
22+ 3.0% |
$6.16K - $6.91K
|
755
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$5.6K - $6.28K
|
20
$5.99K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
20+ 0.58% |
$5.6K - $6.28K
|
3.46K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.4% |
$5.6K - $6.28K
|
4.99K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 1.84% |
$5.6K - $6.28K
|
1.11K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
20+ 1.86% |
$5.6K - $6.28K
|
1.1K
$328K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.69% |
$5.04K - $5.65K
|
2.63K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
17+ 2.05% |
$4.76K - $5.34K
|
845
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
16+ 0.98% |
$4.48K - $5.02K
|
1.64K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 6.13% |
$4.48K - $5.02K
|
277
$82.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 375.0% |
$4.2K - $4.71K
|
19
$5.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 5.77% |
$4.2K - $4.71K
|
275
$82.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$4.2K - $4.71K
|
15
$4.49K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 81.25% |
$3.64K - $4.08K
|
29
$8.68K
|