Purchases and Sales Made in Q2 2024 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q2 2024. 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, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
27+ 14.84% |
$6.96K - $7.92K
|
209
$60.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
25New |
$6.44K - $7.33K
|
25
$7.22K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25+ 0.55% |
$6.44K - $7.33K
|
4.59K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
24+ 2.95% |
$6.19K - $7.04K
|
837
$242K
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
24+ 6.17% |
$6.19K - $7.04K
|
413
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 12.43% |
$5.67K - $6.45K
|
199
$57.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 1.44% |
$5.41K - $6.16K
|
1.48K
$428K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
20+ 0.78% |
$5.15K - $5.87K
|
2.59K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 40.0% |
$5.15K - $5.87K
|
70
$20.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20New |
$5.15K - $5.87K
|
20
$5.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
18+ 0.05% |
$4.64K - $5.28K
|
34.7K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
18+ 1.92% |
$4.64K - $5.28K
|
956
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
18+ 2.26% |
$4.64K - $5.28K
|
813
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
17+ 1.72% |
$4.38K - $4.99K
|
1.01K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16+ 2.25% |
$4.12K - $4.69K
|
727
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$3.87K - $4.4K
|
15
$4.33K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
15+ 1.05% |
$3.87K - $4.4K
|
1.44K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
14+ 0.8% |
$3.61K - $4.11K
|
1.77K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.24% |
$3.61K - $4.11K
|
5.91K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
14+ 2.8% |
$3.61K - $4.11K
|
514
$149K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$3.09K - $3.52K
|
5.03K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 85.71% |
$3.09K - $3.52K
|
26
$7.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 1.01% |
$3.09K - $3.52K
|
1.21K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 16.44% |
$3.09K - $3.52K
|
85
$24.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 55.0% |
$2.84K - $3.23K
|
31
$8.96K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11+ 1.03% |
$2.84K - $3.23K
|
1.08K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 100.0% |
$2.58K - $2.93K
|
20
$5.78K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.74% |
$2.32K - $2.64K
|
1.23K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.08% |
$2.32K - $2.64K
|
842
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 0.91% |
$2.32K - $2.64K
|
997
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 3.08% |
$2.32K - $2.64K
|
301
$87K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
8+ 0.71% |
$2.06K - $2.35K
|
1.14K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8+ 0.7% |
$2.06K - $2.35K
|
1.16K
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8+ 0.09% |
$2.06K - $2.35K
|
9.03K
$2.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 233.33% |
$1.8K - $2.05K
|
10
$2.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
7+ 0.16% |
$1.8K - $2.05K
|
4.36K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$1.8K - $2.05K
|
7
$2.02K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 10.91% |
$1.55K - $1.76K
|
61
$17.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.92% |
$1.55K - $1.76K
|
661
$191K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6New |
$1.55K - $1.76K
|
6
$1.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 21.43% |
$1.55K - $1.76K
|
34
$9.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.7% |
$1.55K - $1.76K
|
867
$251K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5+ 0.45% |
$1.29K - $1.47K
|
1.12K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5+ 0.49% |
$1.29K - $1.47K
|
1.02K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
5New |
$1.29K - $1.47K
|
5
$1.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 19.23% |
$1.29K - $1.47K
|
31
$8.96K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.64% |
$1.29K - $1.47K
|
784
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 0.72% |
$1.29K - $1.47K
|
697
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 13.51% |
$1.29K - $1.47K
|
42
$12.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5+ 0.39% |
$1.29K - $1.47K
|
1.29K
$373K
|