Purchases and Sales Made in Q3 2021 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
26+ 0.98% |
$7.72K - $8.61K
|
2.68K
$807K
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.79% |
$6.83K - $7.61K
|
2.94K
$884K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
23+ 5.17% |
$6.83K - $7.61K
|
468
$141K
|
|
Dec 09, 2024
Q3 2021
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
22+ 0.14% |
$6.53K - $7.28K
|
16K
$4.8M
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
20+ 2.71% |
$5.93K - $6.62K
|
758
$228K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20+ 2.3% |
$5.93K - $6.62K
|
889
$267K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19+ 2.3% |
$5.64K - $6.29K
|
845
$254K
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19New |
$5.64K - $6.29K
|
19
$5.72K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16New |
$4.75K - $5.3K
|
16
$4.81K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 3.81% |
$4.75K - $5.3K
|
436
$131K
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
15+ 0.54% |
$4.45K - $4.97K
|
2.8K
$841K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
13+ 1.02% |
$3.86K - $4.3K
|
1.29K
$387K
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
13+ 0.14% |
$3.86K - $4.3K
|
9.03K
$2.72M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
13+ 1.21% |
$3.86K - $4.3K
|
1.08K
$326K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.65% |
$3.86K - $4.3K
|
2.01K
$606K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
12+ 0.28% |
$3.56K - $3.97K
|
4.28K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.17% |
$3.56K - $3.97K
|
6.93K
$2.08M
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.55% |
$3.26K - $3.64K
|
2.01K
$603K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11+ 0.93% |
$3.26K - $3.64K
|
1.2K
$360K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 33.33% |
$2.97K - $3.31K
|
40
$12K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 7.2% |
$2.67K - $2.98K
|
134
$40.3K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8New |
$2.37K - $2.65K
|
8
$2.41K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.66% |
$2.08K - $2.32K
|
1.06K
$320K
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
6+ 0.02% |
$1.78K - $1.99K
|
29.1K
$8.77M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.87% |
$1.78K - $1.99K
|
694
$209K
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
5+ 0.25% |
$1.48K - $1.66K
|
2.04K
$613K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
5+ 0.14% |
$1.48K - $1.66K
|
3.63K
$1.09M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.46% |
$1.48K - $1.66K
|
1.08K
$326K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.91% |
$1.48K - $1.66K
|
177
$53.2K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
4New |
$1.19K - $1.32K
|
4
$1.2K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 5.13% |
$1.19K - $1.32K
|
82
$24.7K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.26% |
$1.19K - $1.32K
|
1.56K
$470K
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
4+ 0.49% |
$1.19K - $1.32K
|
818
$246K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.18% |
$1.19K - $1.32K
|
2.24K
$674K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$890 - $993
|
3.91K
$1.18M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3+ 0.1% |
$890 - $993
|
3K
$903K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2+ 0.25% |
$593 - $662
|
794
$239K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.63% |
$593 - $662
|
320
$96.3K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.31% |
$593 - $662
|
656
$197K
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
2New |
$593 - $662
|
2
$602
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$593 - $662
|
3.37K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2+ 0.38% |
$593 - $662
|
525
$158K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.13% |
$297 - $331
|
751
$226K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.42% |
$297 - $331
|
241
$72.5K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$297 - $331
|
6.46K
$1.94M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 1.69% |
$297 - $331
|
60
$18K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.33% |
$297 - $331
|
76
$22.9K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 25.0% |
$297 - $331
|
5
$1.5K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 10.0% |
$297 - $331
|
11
$3.31K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$297 - $331
|
847
$255K
|