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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 4.79% |
$277 - $5.17K
|
328
$95.8K
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
15+ 0.06% |
$277 - $5.17K
|
24.7K
$7.21M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14+ 0.11% |
$259 - $4.82K
|
12.7K
$3.71M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14+ 1.67% |
$259 - $4.82K
|
854
$249K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 0.29% |
$259 - $4.82K
|
4.84K
$1.41M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
13+ 0.04% |
$240 - $4.48K
|
29.7K
$8.66M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 2.2% |
$222 - $4.13K
|
557
$163K
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
12+ 0.89% |
$222 - $4.13K
|
1.36K
$397K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 7.06% |
$222 - $4.13K
|
182
$53.1K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11New |
$203 - $3.79K
|
11
$3.21K
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 1.35% |
$203 - $3.79K
|
828
$242K
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 1.0% |
$203 - $3.79K
|
1.11K
$324K
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.48% |
$203 - $3.79K
|
2.3K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 3.28% |
$185 - $3.45K
|
315
$92K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10+ 0.83% |
$185 - $3.45K
|
1.21K
$354K
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
9+ 0.04% |
$166 - $3.1K
|
23K
$6.72M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.77% |
$166 - $3.1K
|
1.18K
$344K
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8+ 0.9% |
$148 - $2.76K
|
897
$262K
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
8+ 0.11% |
$148 - $2.76K
|
7.41K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 3.76% |
$148 - $2.76K
|
221
$64.5K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 160.0% |
$148 - $2.76K
|
13
$3.8K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8+ 0.93% |
$148 - $2.76K
|
867
$253K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$129 - $2.41K
|
7
$2.04K
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 5.34% |
$129 - $2.41K
|
138
$40.3K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 25.0% |
$111 - $2.07K
|
30
$8.76K
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5+ 0.41% |
$92.4 - $1.72K
|
1.23K
$359K
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.66% |
$92.4 - $1.72K
|
762
$222K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.01% |
$92.4 - $1.72K
|
36.5K
$10.7M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5New |
$92.4 - $1.72K
|
5
$1.46K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$92.4 - $1.72K
|
5
$1.46K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.23% |
$73.9 - $1.38K
|
330
$96.3K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 5.26% |
$73.9 - $1.38K
|
80
$23.4K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.41% |
$73.9 - $1.38K
|
982
$287K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 5.13% |
$73.9 - $1.38K
|
82
$23.9K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 5.56% |
$55.4 - $1.03K
|
57
$16.6K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 3.66% |
$55.4 - $1.03K
|
85
$24.8K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 5.45% |
$55.4 - $1.03K
|
58
$16.9K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
3+ 1.55% |
$55.4 - $1.03K
|
197
$57.5K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$55.4 - $1.03K
|
3
$876
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3+ 0.22% |
$55.4 - $1.03K
|
1.39K
$406K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$36.9 - $689
|
9
$2.63K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
2New |
$36.9 - $689
|
2
$584
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.62% |
$36.9 - $689
|
324
$94.6K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 20.0% |
$36.9 - $689
|
12
$3.5K
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.11% |
$36.9 - $689
|
1.84K
$537K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.24% |
$36.9 - $689
|
848
$248K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$18.5 - $345
|
1
$292
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 11.11% |
$18.5 - $345
|
10
$2.92K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$18.5 - $345
|
1
$292
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$18.5 - $345
|
6.17K
$1.8M
|