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 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
56+ 58.33% |
$1.03K - $19.3K
|
152
$44.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 4.19% |
$1.02K - $18.9K
|
1.37K
$399K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54+ 2.95% |
$997 - $18.6K
|
1.89K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 19.26% |
$960 - $17.9K
|
322
$94K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49+ 2.28% |
$905 - $16.9K
|
2.2K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
47+ 1.22% |
$868 - $16.2K
|
3.9K
$1.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
47+ 19.92% |
$868 - $16.2K
|
283
$82.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
46+ 4.17% |
$850 - $15.8K
|
1.15K
$335K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
46+ 3.59% |
$850 - $15.8K
|
1.33K
$387K
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
45+ 2.87% |
$831 - $15.5K
|
1.61K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43+ 4.01% |
$794 - $14.8K
|
1.12K
$326K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
42+ 3.52% |
$776 - $14.5K
|
1.24K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
41+ 0.29% |
$757 - $14.1K
|
14.1K
$4.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
41+ 3.87% |
$757 - $14.1K
|
1.1K
$321K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 65.57% |
$739 - $13.8K
|
101
$29.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
39+ 2.27% |
$720 - $13.4K
|
1.76K
$513K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
38+ 4.52% |
$702 - $13.1K
|
878
$256K
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
37+ 0.39% |
$683 - $12.7K
|
9.45K
$2.76M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
37+ 2.12% |
$683 - $12.7K
|
1.78K
$520K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
36+ 18.27% |
$665 - $12.4K
|
233
$68K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 14.88% |
$665 - $12.4K
|
278
$81.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
35+ 0.8% |
$646 - $12.1K
|
4.43K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
34+ 1.27% |
$628 - $11.7K
|
2.71K
$791K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33+ 2.35% |
$610 - $11.4K
|
1.44K
$419K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32+ 6.52% |
$591 - $11K
|
523
$153K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
32+ 3.41% |
$591 - $11K
|
971
$283K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
32+ 1.39% |
$591 - $11K
|
2.33K
$680K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
31+ 0.49% |
$573 - $10.7K
|
6.35K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.81% |
$573 - $10.7K
|
3.85K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
30+ 4.34% |
$554 - $10.3K
|
722
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
28+ 0.82% |
$517 - $9.65K
|
3.44K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
28+ 0.08% |
$517 - $9.65K
|
35.5K
$10.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 2.93% |
$462 - $8.61K
|
877
$256K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
24+ 52.17% |
$443 - $8.27K
|
70
$20.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
23+ 3.36% |
$425 - $7.92K
|
707
$206K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23+ 1.32% |
$425 - $7.92K
|
1.76K
$514K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 30.3% |
$369 - $6.89K
|
86
$25.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 4.37% |
$369 - $6.89K
|
478
$140K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20+ 0.52% |
$369 - $6.89K
|
3.9K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19+ 0.91% |
$351 - $6.55K
|
2.12K
$618K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
19+ 2.38% |
$351 - $6.55K
|
818
$239K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 7.17% |
$332 - $6.2K
|
269
$78.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18+ 9.42% |
$332 - $6.2K
|
209
$61K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
17New |
$314 - $5.86K
|
17
$4.96K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
17+ 0.67% |
$314 - $5.86K
|
2.57K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
16+ 5.8% |
$296 - $5.51K
|
292
$85.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
16+ 0.53% |
$296 - $5.51K
|
3.03K
$885K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 1.05% |
$296 - $5.51K
|
1.53K
$448K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
16+ 2.06% |
$296 - $5.51K
|
791
$231K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 1.38% |
$277 - $5.17K
|
1.1K
$322K
|