Purchases and Sales Made in Q3 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q3 2023. 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 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 5.1% |
$1.32K - $1.51K
|
103
$30.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.1% |
$1.32K - $1.51K
|
5K
$1.46M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 2.52% |
$1.05K - $1.21K
|
163
$47.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.05K - $1.21K
|
1.24K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.31% |
$1.05K - $1.21K
|
1.3K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$789 - $905
|
3
$876
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 8.0% |
$526 - $603
|
27
$7.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.14% |
$526 - $603
|
1.45K
$422K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.11% |
$526 - $603
|
1.75K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 3.64% |
$526 - $603
|
57
$16.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$526 - $603
|
2.23K
$652K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
1+ 0.12% |
$263 - $302
|
869
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.09% |
$263 - $302
|
1.07K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.22% |
$263 - $302
|
83
$24.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 2.38% |
$263 - $302
|
43
$12.6K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.1% |
$263 - $302
|
989
$289K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.07% |
$263 - $302
|
1.42K
$415K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.0% |
$263 - $302
|
26.7K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 3.13% |
$263 - $302
|
33
$9.63K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.59% |
$263 - $302
|
64
$18.7K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1- 0.05% |
$263 - $302
|
1.92K
$561K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 14.29% |
$263 - $302
|
6
$1.75K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.28% |
$263 - $302
|
356
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.73% |
$526 - $603
|
273
$79.7K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 6.25% |
$789 - $905
|
45
$13.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4- 2.82% |
$1.05K - $1.21K
|
138
$40.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 5.1% |
$1.32K - $1.51K
|
93
$27.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 4.35% |
$1.32K - $1.51K
|
110
$32.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.63% |
$1.58K - $1.81K
|
954
$279K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 50.0% |
$1.58K - $1.81K
|
6
$1.75K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 75.0% |
$1.58K - $1.81K
|
2
$584
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.63% |
$1.84K - $2.11K
|
1.1K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7- 0.6% |
$1.84K - $2.11K
|
1.16K
$338K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7- 0.19% |
$1.84K - $2.11K
|
3.77K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-8- 0.91% |
$2.11K - $2.41K
|
869
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 7.26% |
$2.37K - $2.71K
|
115
$33.6K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 7.26% |
$2.37K - $2.71K
|
115
$33.6K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 31.03% |
$2.37K - $2.71K
|
20
$5.84K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-9- 0.58% |
$2.37K - $2.71K
|
1.55K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 23.26% |
$2.63K - $3.02K
|
33
$9.63K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11- 0.11% |
$2.89K - $3.32K
|
9.75K
$2.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-11- 0.11% |
$2.89K - $3.32K
|
9.97K
$2.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 5.0% |
$3.16K - $3.62K
|
228
$66.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-12- 2.34% |
$3.16K - $3.62K
|
500
$146K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-13- 27.66% |
$3.42K - $3.92K
|
34
$9.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 3.96% |
$3.42K - $3.92K
|
315
$92K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13- 86.67% |
$3.42K - $3.92K
|
2
$584
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 17.57% |
$3.42K - $3.92K
|
61
$17.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-15- 78.95% |
$3.95K - $4.52K
|
4
$1.17K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 15.46% |
$3.95K - $4.52K
|
82
$23.9K
|