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 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
543+ 35.35% |
$140K - $159K
|
2.08K
$601K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
541New |
$139K - $159K
|
541
$156K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
536+ 8.4% |
$138K - $157K
|
6.92K
$2M
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
525+ 35.35% |
$135K - $154K
|
2.01K
$581K
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
520+ 9.48% |
$134K - $153K
|
6K
$1.74M
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
510+ 4.54% |
$131K - $150K
|
11.7K
$3.39M
|
|
Jul 02, 2024
Q2 2024
|
Pensionfund Sabic
|
BUY
|
- |
500+ 3.7% |
$129K - $147K
|
14K
$4.05M
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
500+ 33.33% |
$129K - $147K
|
2K
$578K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
494+ 13.15% |
$127K - $145K
|
4.25K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
493+ 10.07% |
$127K - $145K
|
5.39K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
487New |
$126K - $143K
|
487
$141K
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
471+ 8.03% |
$121K - $138K
|
6.33K
$1.83M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
470+ 5.42% |
$121K - $138K
|
9.14K
$2.64M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
466+ 20.43% |
$120K - $137K
|
2.75K
$794K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
460+ 4.44% |
$119K - $135K
|
10.8K
$3.13M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
456+ 15.96% |
$118K - $134K
|
3.31K
$958K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
447+ 67.73% |
$115K - $131K
|
1.11K
$320K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
446+ 0.94% |
$115K - $131K
|
48K
$13.9M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
445+ 5.73% |
$115K - $131K
|
8.22K
$2.37M
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
435+ 3.61% |
$112K - $128K
|
12.5K
$3.61M
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
435+ 1.85% |
$112K - $128K
|
23.9K
$6.92M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
427+ 2.31% |
$110K - $125K
|
18.9K
$5.47M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
426+ 0.94% |
$110K - $125K
|
45.8K
$13.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
420+ 1.25% |
$108K - $123K
|
33.9K
$9.8M
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
418+ 8.17% |
$108K - $123K
|
5.54K
$1.6M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
414+ 1.84% |
$107K - $121K
|
22.9K
$6.61M
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
404+ 13.65% |
$104K - $119K
|
3.36K
$972K
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
396+ 3.31% |
$102K - $116K
|
12.3K
$3.57M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
393+ 32.86% |
$101K - $115K
|
1.59K
$459K
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
393+ 16.21% |
$101K - $115K
|
2.82K
$814K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
389New |
$100K - $114K
|
389
$112K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
378+ 2.8% |
$97.4K - $111K
|
13.9K
$4M
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
376New |
$96.9K - $110K
|
376
$109K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
374+ 1.49% |
$96.4K - $110K
|
25.6K
$7.38M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
361+ 2.2% |
$93K - $106K
|
16.8K
$4.84M
|
|
Aug 05, 2024
Q2 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
338+ 0.95% |
$87.1K - $99.1K
|
35.9K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
338+ 16.16% |
$87.1K - $99.1K
|
2.43K
$702K
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
335+ 1.29% |
$86.3K - $98.3K
|
26.4K
$7.62M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
330+ 8.41% |
$85.1K - $96.8K
|
4.25K
$1.23M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
325+ 2.7% |
$83.8K - $95.3K
|
12.4K
$3.57M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
317+ 3.94% |
$81.7K - $93K
|
8.36K
$2.42M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
310+ 16.42% |
$79.9K - $90.9K
|
2.2K
$635K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
307+ 11.0% |
$79.1K - $90.1K
|
3.1K
$895K
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
303+ 6.59% |
$78.1K - $88.9K
|
4.9K
$1.42M
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
301+ 5.88% |
$77.6K - $88.3K
|
5.42K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
300+ 5.53% |
$77.3K - $88K
|
5.72K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
295+ 9.16% |
$76K - $86.5K
|
3.52K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
294+ 11.77% |
$75.8K - $86.2K
|
2.79K
$807K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
291+ 29.1% |
$75K - $85.4K
|
1.29K
$373K
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
286+ 1.85% |
$73.7K - $83.9K
|
15.7K
$4.54M
|