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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-331- 13.36% |
$85.3K - $97.1K
|
2.15K
$620K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-332- 12.31% |
$85.6K - $97.4K
|
2.37K
$684K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-348- 0.32% |
$89.7K - $102K
|
108K
$31.2M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-349- 4.01% |
$89.9K - $102K
|
8.36K
$2.42M
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-354- 3.74% |
$91.2K - $104K
|
9.1K
$2.63M
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-358- 2.79% |
$92.3K - $105K
|
12.5K
$3.61M
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-377- 37.29% |
$97.2K - $111K
|
634
$183K
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-377- 31.16% |
$97.2K - $111K
|
833
$241K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-394- 14.93% |
$102K - $116K
|
2.25K
$649K
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-395- 1.36% |
$102K - $116K
|
28.6K
$8.25M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-396- 27.79% |
$102K - $116K
|
1.03K
$297K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-421- 23.53% |
$109K - $123K
|
1.37K
$395K
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-446- 10.98% |
$115K - $131K
|
3.62K
$1.04M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-474- 13.2% |
$122K - $139K
|
3.12K
$900K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-508- 60.19% |
$131K - $149K
|
336
$97.1K
|
|
Jul 26, 2024
Q2 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-559- 8.37% |
$144K - $164K
|
6.12K
$1.77M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-580- 2.59% |
$149K - $170K
|
21.8K
$6.3M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-602- 12.59% |
$155K - $177K
|
4.18K
$1.21M
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-618- 1.42% |
$159K - $181K
|
42.8K
$12.4M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-640- 93.02% |
$165K - $188K
|
48
$13.9K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-642- 2.74% |
$165K - $188K
|
22.8K
$6.58M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-686- 12.73% |
$177K - $201K
|
4.7K
$1.36M
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.46% |
$180K - $205K
|
47.3K
$13.7M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-700- 13.46% |
$180K - $205K
|
4.5K
$1.3M
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-719- 3.15% |
$185K - $211K
|
22.1K
$6.39M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-725- 11.54% |
$187K - $213K
|
5.56K
$1.61M
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-753- 13.75% |
$194K - $221K
|
4.72K
$1.37M
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-790- 6.92% |
$204K - $232K
|
10.6K
$3.07M
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-807- 15.23% |
$208K - $237K
|
4.49K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-860- 4.67% |
$222K - $252K
|
17.6K
$5.07M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-880- 11.21% |
$227K - $258K
|
6.97K
$2.01M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-896- 0.95% |
$231K - $263K
|
92.9K
$26.9M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-897- 46.89% |
$231K - $263K
|
1.02K
$294K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-943- 18.09% |
$243K - $277K
|
4.27K
$1.23M
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-951- 1.46% |
$245K - $279K
|
64.3K
$18.6M
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-957- 4.16% |
$247K - $281K
|
22.1K
$6.38M
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-965- 5.21% |
$249K - $283K
|
17.6K
$5.08M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-966- 15.16% |
$249K - $283K
|
5.4K
$1.56M
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.02K- 48.96% |
$262K - $298K
|
1.06K
$306K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.04K- 10.1% |
$267K - $304K
|
9.21K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.1K- 4.06% |
$284K - $323K
|
26K
$7.52M
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.1K- 53.97% |
$284K - $323K
|
940
$272K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.1K- 65.05% |
$284K - $323K
|
592
$171K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.11K- 1.4% |
$286K - $325K
|
78K
$22.5M
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.12K- 2.42% |
$289K - $329K
|
45.3K
$13.1M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.16K- 93.33% |
$299K - $341K
|
83
$24K
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 31.51% |
$301K - $342K
|
2.54K
$733K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.23K- 3.52% |
$317K - $361K
|
33.7K
$9.73M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.31% |
$325K - $370K
|
95K
$27.5M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 99.84% |
$326K - $371K
|
2
$578
|