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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
137+ 6.36% |
$2.53K - $47.2K
|
2.29K
$662K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
136+ 2.58% |
$2.51K - $46.9K
|
5.4K
$1.56M
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
135+ 4.35% |
$2.49K - $46.5K
|
3.24K
$936K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
131+ 29.05% |
$2.42K - $45.1K
|
582
$168K
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
131+ 0.95% |
$2.42K - $45.1K
|
13.9K
$4.03M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
126+ 15.33% |
$2.33K - $43.4K
|
948
$274K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
126+ 2.94% |
$2.33K - $43.4K
|
4.41K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
125+ 3.92% |
$2.31K - $43.1K
|
3.32K
$958K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 15.36% |
$2.31K - $43.1K
|
939
$271K
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
125+ 7.41% |
$2.31K - $43.1K
|
1.81K
$524K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
124+ 0.49% |
$2.29K - $42.7K
|
25.6K
$7.41M
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
124+ 2.36% |
$2.29K - $42.7K
|
5.37K
$1.55M
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
120+ 1.2% |
$2.22K - $41.3K
|
10.1K
$2.92M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
120+ 116.5% |
$2.22K - $41.3K
|
223
$64.4K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
118+ 13.75% |
$2.18K - $40.7K
|
976
$282K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
116+ 12.79% |
$2.14K - $40K
|
1.02K
$296K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
116+ 5.89% |
$2.14K - $40K
|
2.09K
$603K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115+ 1.93% |
$2.12K - $39.6K
|
6.06K
$1.75M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
113New |
$2.09K - $38.9K
|
113
$32.7K
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
111+ 3.28% |
$2.05K - $38.2K
|
3.49K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
109New |
$2.01K - $37.6K
|
109
$31.5K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
107+ 53.5% |
$1.98K - $36.9K
|
307
$88.7K
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
100+ 0.48% |
$1.85K - $34.5K
|
20.9K
$6.04M
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
100+ 0.16% |
$1.85K - $34.5K
|
62.3K
$18M
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
97+ 2.41% |
$1.79K - $33.4K
|
4.12K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
93+ 6.84% |
$1.72K - $32K
|
1.45K
$420K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
91+ 12.07% |
$1.68K - $31.4K
|
845
$244K
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
90+ 14.52% |
$1.66K - $31K
|
710
$205K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
88+ 9.53% |
$1.63K - $30.3K
|
1.01K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
85+ 0.22% |
$1.57K - $29.3K
|
38.7K
$11.2M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
84+ 6.33% |
$1.55K - $28.9K
|
1.41K
$408K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
83New |
$1.53K - $28.6K
|
83
$24K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82+ 2.92% |
$1.51K - $28.3K
|
2.89K
$836K
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
79+ 1.36% |
$1.46K - $27.2K
|
5.88K
$1.7M
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
79+ 1.65% |
$1.46K - $27.2K
|
4.87K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
76+ 2.33% |
$1.4K - $26.2K
|
3.34K
$966K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
74+ 3.6% |
$1.37K - $25.5K
|
2.13K
$616K
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
71+ 1.05% |
$1.31K - $24.5K
|
6.86K
$1.98M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71+ 2.34% |
$1.31K - $24.5K
|
3.11K
$899K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
70New |
$1.29K - $24.1K
|
70
$20.2K
|
|
May 19, 2023
Q3 2022
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
69+ 2.36% |
$1.27K - $23.8K
|
2.99K
$864K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
69+ 10.21% |
$1.27K - $23.8K
|
745
$215K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
68+ 0.87% |
$1.26K - $23.4K
|
7.88K
$2.28M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
67+ 1.68% |
$1.24K - $23.1K
|
4.06K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
66+ 6.87% |
$1.22K - $22.7K
|
1.03K
$297K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
63+ 75.0% |
$1.16K - $21.7K
|
147
$42.5K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
59+ 0.7% |
$1.09K - $20.3K
|
8.47K
$2.45M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
57+ 7.19% |
$1.05K - $19.6K
|
850
$246K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
56+ 58.33% |
$1.03K - $19.3K
|
152
$43.9K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 4.19% |
$1.02K - $18.9K
|
1.37K
$395K
|