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
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
76+ 4.89% |
$19.6K - $22.3K
|
1.63K
$471K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
75+ 8.99% |
$19.3K - $22K
|
909
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
74+ 5.87% |
$19.1K - $21.7K
|
1.33K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
74+ 6.01% |
$19.1K - $21.7K
|
1.31K
$377K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
73+ 3.06% |
$18.8K - $21.4K
|
2.46K
$711K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
72+ 1.98% |
$18.6K - $21.1K
|
3.7K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
72+ 6.19% |
$18.6K - $21.1K
|
1.24K
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 1.18% |
$18K - $20.5K
|
6K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
68+ 0.43% |
$17.5K - $19.9K
|
15.9K
$4.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
66+ 9.1% |
$17K - $19.4K
|
791
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
66+ 2.69% |
$17K - $19.4K
|
2.52K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
66+ 2.88% |
$17K - $19.4K
|
2.35K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
65+ 1.3% |
$16.8K - $19.1K
|
5.05K
$1.46M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
65+ 4.5% |
$16.8K - $19.1K
|
1.51K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 3.44% |
$16.8K - $19.1K
|
1.96K
$565K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
63+ 8.61% |
$16.2K - $18.5K
|
795
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
62New |
$16K - $18.2K
|
62
$17.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60+ 50.85% |
$15.5K - $17.6K
|
178
$51.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58+ 1.54% |
$14.9K - $17K
|
3.82K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
57+ 7.24% |
$14.7K - $16.7K
|
844
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
56+ 1.48% |
$14.4K - $16.4K
|
3.84K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$14.2K - $16.1K
|
55
$15.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
54+ 0.85% |
$13.9K - $15.8K
|
6.42K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 7.67% |
$13.7K - $15.5K
|
744
$215K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 1060.0% |
$13.7K - $15.5K
|
58
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
51+ 6.76% |
$13.1K - $15K
|
805
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
48+ 0.87% |
$12.4K - $14.1K
|
5.58K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
47+ 0.62% |
$12.1K - $13.8K
|
7.57K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
45+ 63.38% |
$11.6K - $13.2K
|
116
$33.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
43+ 0.91% |
$11.1K - $12.6K
|
4.78K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40+ 5.63% |
$10.3K - $11.7K
|
751
$217K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40+ 0.21% |
$10.3K - $11.7K
|
19K
$5.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
39+ 1.7% |
$10.1K - $11.4K
|
2.33K
$673K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
39+ 0.94% |
$10.1K - $11.4K
|
4.17K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
35+ 2.12% |
$9.02K - $10.3K
|
1.68K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
35+ 2.39% |
$9.02K - $10.3K
|
1.5K
$434K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
34+ 1.32% |
$8.76K - $9.97K
|
2.61K
$753K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 3.93% |
$8.51K - $9.68K
|
872
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$8.25K - $9.39K
|
32
$9.25K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$7.99K - $9.09K
|
31
$8.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 1.37% |
$7.22K - $8.21K
|
2.07K
$598K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28+ 1.69% |
$7.22K - $8.21K
|
1.68K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
28+ 39.44% |
$7.22K - $8.21K
|
99
$28.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
27+ 14.84% |
$6.96K - $7.92K
|
209
$60.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25+ 0.55% |
$6.44K - $7.33K
|
4.59K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
25New |
$6.44K - $7.33K
|
25
$7.22K
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
24+ 6.17% |
$6.19K - $7.04K
|
413
$119K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
24+ 2.95% |
$6.19K - $7.04K
|
837
$242K
|
|
|
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
|