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 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 0.29% |
$259 - $4.82K
|
4.84K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14+ 1.67% |
$259 - $4.82K
|
854
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14+ 0.11% |
$259 - $4.82K
|
12.7K
$3.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
13+ 0.04% |
$240 - $4.48K
|
29.7K
$8.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 7.06% |
$222 - $4.13K
|
182
$52.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 2.2% |
$222 - $4.13K
|
557
$161K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
12+ 0.89% |
$222 - $4.13K
|
1.36K
$393K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.48% |
$203 - $3.79K
|
2.3K
$665K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11New |
$203 - $3.79K
|
11
$3.18K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 1.0% |
$203 - $3.79K
|
1.11K
$321K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 1.35% |
$203 - $3.79K
|
828
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10+ 0.83% |
$185 - $3.45K
|
1.21K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 3.28% |
$185 - $3.45K
|
315
$91K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.77% |
$166 - $3.1K
|
1.18K
$340K
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
9+ 0.04% |
$166 - $3.1K
|
23K
$6.65M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 160.0% |
$148 - $2.76K
|
13
$3.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 3.76% |
$148 - $2.76K
|
221
$63.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8+ 0.93% |
$148 - $2.76K
|
867
$251K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
8+ 0.11% |
$148 - $2.76K
|
7.41K
$2.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8+ 0.9% |
$148 - $2.76K
|
897
$259K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$129 - $2.41K
|
7
$2.02K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 5.34% |
$129 - $2.41K
|
138
$39.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 25.0% |
$111 - $2.07K
|
30
$8.67K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.01% |
$92.4 - $1.72K
|
36.5K
$10.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5+ 0.41% |
$92.4 - $1.72K
|
1.23K
$355K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5New |
$92.4 - $1.72K
|
5
$1.44K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$92.4 - $1.72K
|
5
$1.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.66% |
$92.4 - $1.72K
|
762
$220K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.23% |
$73.9 - $1.38K
|
330
$95.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 5.26% |
$73.9 - $1.38K
|
80
$23.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 5.13% |
$73.9 - $1.38K
|
82
$23.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.41% |
$73.9 - $1.38K
|
982
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3+ 0.22% |
$55.4 - $1.03K
|
1.39K
$402K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 3.66% |
$55.4 - $1.03K
|
85
$24.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$55.4 - $1.03K
|
3
$867
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 5.45% |
$55.4 - $1.03K
|
58
$16.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
3+ 1.55% |
$55.4 - $1.03K
|
197
$56.9K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 5.56% |
$55.4 - $1.03K
|
57
$16.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.62% |
$36.9 - $689
|
324
$93.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
2New |
$36.9 - $689
|
2
$578
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 20.0% |
$36.9 - $689
|
12
$3.47K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.24% |
$36.9 - $689
|
848
$245K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$36.9 - $689
|
9
$2.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.11% |
$36.9 - $689
|
1.84K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.39% |
$18.5 - $345
|
258
$74.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$18.5 - $345
|
1
$289
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1New |
$18.5 - $345
|
1
$289
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$18.5 - $345
|
1.5K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$18.5 - $345
|
6.17K
$1.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 11.11% |
$18.5 - $345
|
10
$2.89K
|