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 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
147+ 122.5% |
$37.9K - $43.1K
|
267
$77.2K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
147+ 4.8% |
$37.9K - $43.1K
|
3.21K
$928K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
145+ 9.6% |
$37.4K - $42.5K
|
1.66K
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
144+ 3.02% |
$37.1K - $42.2K
|
4.92K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
138+ 20.6% |
$35.6K - $40.5K
|
808
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
137+ 1.24% |
$35.3K - $40.2K
|
11.2K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
137+ 20.79% |
$35.3K - $40.2K
|
796
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
136New |
$35.1K - $39.9K
|
136
$39.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
134+ 2.21% |
$34.5K - $39.3K
|
6.2K
$1.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 29.52% |
$33.2K - $37.8K
|
566
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
128+ 3.44% |
$33K - $37.5K
|
3.85K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
128+ 2.86% |
$33K - $37.5K
|
4.6K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
126+ 3.89% |
$32.5K - $37K
|
3.37K
$973K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
125New |
$32.2K - $36.7K
|
125
$36.1K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
125+ 192.31% |
$32.2K - $36.7K
|
190
$54.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
123+ 10.07% |
$31.7K - $36.1K
|
1.35K
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
122+ 0.61% |
$31.4K - $35.8K
|
20K
$5.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
121+ 7.64% |
$31.2K - $35.5K
|
1.71K
$493K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
120+ 1.17% |
$30.9K - $35.2K
|
10.4K
$2.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
118New |
$30.4K - $34.6K
|
118
$34.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
117New |
$30.2K - $34.3K
|
117
$33.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
116+ 0.58% |
$29.9K - $34K
|
20.1K
$5.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
115+ 8.26% |
$29.6K - $33.7K
|
1.51K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
114+ 22.89% |
$29.4K - $33.4K
|
612
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
112+ 12.9% |
$28.9K - $32.9K
|
980
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
111+ 7.96% |
$28.6K - $32.6K
|
1.51K
$435K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
108New |
$27.8K - $31.7K
|
108
$31.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
107+ 2.0% |
$27.6K - $31.4K
|
5.47K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
106+ 5.66% |
$27.3K - $31.1K
|
1.98K
$572K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
103+ 10.92% |
$26.5K - $30.2K
|
1.05K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
102+ 7.3% |
$26.3K - $29.9K
|
1.5K
$433K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 15.72% |
$25.8K - $29.3K
|
736
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
99+ 6.15% |
$25.5K - $29K
|
1.71K
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
99+ 12.31% |
$25.5K - $29K
|
903
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
98+ 9.27% |
$25.3K - $28.7K
|
1.16K
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
97+ 0.72% |
$25K - $28.5K
|
13.6K
$3.93M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
97+ 8.83% |
$25K - $28.5K
|
1.2K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
93+ 6.52% |
$24K - $27.3K
|
1.52K
$439K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
91+ 7.65% |
$23.5K - $26.7K
|
1.28K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
89+ 10.18% |
$22.9K - $26.1K
|
963
$278K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
88+ 7.18% |
$22.7K - $25.8K
|
1.31K
$379K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
87+ 11.77% |
$22.4K - $25.5K
|
826
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
85+ 4.04% |
$21.9K - $24.9K
|
2.19K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
84+ 6.83% |
$21.6K - $24.6K
|
1.31K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82+ 911.11% |
$21.1K - $24.1K
|
91
$26.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80+ 4.29% |
$20.6K - $23.5K
|
1.95K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 4.15% |
$20.4K - $23.2K
|
1.98K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
78+ 0.72% |
$20.1K - $22.9K
|
10.9K
$3.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
77+ 2.67% |
$19.8K - $22.6K
|
2.96K
$856K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
76+ 6.92% |
$19.6K - $22.3K
|
1.17K
$339K
|