Purchases and Sales Made in Q3 2022 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.03% |
$18.5 - $345
|
3.6K
$1.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
1+ 0.08% |
$18.5 - $345
|
1.29K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 9.09% |
$18.5 - $345
|
12
$3.51K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$18.5 - $345
|
1
$292
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.04% |
$18.5 - $345
|
2.83K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1Closed |
$18.5 - $345
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.94% |
$18.5 - $345
|
105
$30.7K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.11% |
$36.9 - $689
|
1.9K
$555K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2- 0.11% |
$36.9 - $689
|
1.9K
$555K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$73.9 - $1.38K
|
2.58K
$754K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 4.9% |
$92.4 - $1.72K
|
97
$28.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-5- 0.04% |
$92.4 - $1.72K
|
11.5K
$3.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.36% |
$92.4 - $1.72K
|
1.38K
$404K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 14.89% |
$129 - $2.41K
|
40
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.58% |
$129 - $2.41K
|
1.21K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 0.2% |
$129 - $2.41K
|
3.56K
$1.04M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 50.0% |
$148 - $2.76K
|
8
$2.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8- 0.26% |
$148 - $2.76K
|
3.07K
$898K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 3.62% |
$148 - $2.76K
|
213
$62.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-9- 0.3% |
$166 - $3.1K
|
3.01K
$880K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-10- 1.17% |
$185 - $3.45K
|
842
$246K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.33% |
$185 - $3.45K
|
2.98K
$871K
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
SELL
|
- |
-10- 0.59% |
$185 - $3.45K
|
1.68K
$492K
|
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-10- 0.29% |
$185 - $3.45K
|
3.49K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10- 1.25% |
$185 - $3.45K
|
789
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-12- 0.31% |
$222 - $4.13K
|
3.92K
$1.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 2.12% |
$222 - $4.13K
|
553
$162K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 80.0% |
$222 - $4.13K
|
3
$877
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-13- 6.16% |
$240 - $4.48K
|
198
$57.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.8% |
$259 - $4.82K
|
1.73K
$504K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-15- 0.35% |
$277 - $5.17K
|
4.22K
$1.23M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15- 0.69% |
$277 - $5.17K
|
2.16K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 4.53% |
$296 - $5.51K
|
337
$98.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-18- 1.38% |
$332 - $6.2K
|
1.28K
$375K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-18- 1.72% |
$332 - $6.2K
|
1.03K
$301K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-20- 0.8% |
$369 - $6.89K
|
2.48K
$725K
|
|
|
Oct 26, 2022
Q3 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-21- 0.81% |
$388 - $7.23K
|
2.58K
$754K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 1.3% |
$388 - $7.23K
|
1.59K
$464K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-21- 0.27% |
$388 - $7.23K
|
7.79K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-23- 1.49% |
$425 - $7.92K
|
1.52K
$444K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.97% |
$462 - $8.61K
|
2.55K
$746K
|
|
|
Oct 19, 2022
Q3 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-25- 0.13% |
$462 - $8.61K
|
18.9K
$5.52M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 8.24% |
$517 - $9.65K
|
312
$91.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-29- 2.92% |
$536 - $9.99K
|
964
$282K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-29- 16.96% |
$536 - $9.99K
|
142
$41.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32- 1.6% |
$591 - $11K
|
1.96K
$573K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 0.69% |
$646 - $12.1K
|
5.06K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-36- 3.46% |
$665 - $12.4K
|
1K
$293K
|