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
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20New |
$5.15K - $5.87K
|
20
$5.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 40.0% |
$5.15K - $5.87K
|
70
$20.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
20+ 0.78% |
$5.15K - $5.87K
|
2.59K
$747K
|
|
|
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
|
|
|
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
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
14+ 0.8% |
$3.61K - $4.11K
|
1.77K
$511K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 16.44% |
$3.09K - $3.52K
|
85
$24.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 1.01% |
$3.09K - $3.52K
|
1.21K
$348K
|
|
|
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
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11+ 1.03% |
$2.84K - $3.23K
|
1.08K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 55.0% |
$2.84K - $3.23K
|
31
$8.96K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 100.0% |
$2.58K - $2.93K
|
20
$5.78K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 3.08% |
$2.32K - $2.64K
|
301
$87K
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.08% |
$2.32K - $2.64K
|
842
$243K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.74% |
$2.32K - $2.64K
|
1.23K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 0.91% |
$2.32K - $2.64K
|
997
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
8+ 0.71% |
$2.06K - $2.35K
|
1.14K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8+ 0.09% |
$2.06K - $2.35K
|
9.03K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8+ 0.7% |
$2.06K - $2.35K
|
1.16K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
7+ 0.16% |
$1.8K - $2.05K
|
4.36K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 233.33% |
$1.8K - $2.05K
|
10
$2.89K
|
|
|
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
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5+ 0.39% |
$1.29K - $1.47K
|
1.29K
$373K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.64% |
$1.29K - $1.47K
|
784
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 13.51% |
$1.29K - $1.47K
|
42
$12.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 0.72% |
$1.29K - $1.47K
|
697
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 19.23% |
$1.29K - $1.47K
|
31
$8.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
5New |
$1.29K - $1.47K
|
5
$1.44K
|
|
|
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 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4New |
$1.03K - $1.17K
|
4
$1.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.42% |
$1.03K - $1.17K
|
952
$275K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.39% |
$1.03K - $1.17K
|
1.04K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 28.57% |
$1.03K - $1.17K
|
18
$5.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 2.44% |
$1.03K - $1.17K
|
168
$48.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$1.03K - $1.17K
|
732
$212K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 1.72% |
$773 - $880
|
177
$51.2K
|