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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20- 0.16% |
$5.26K - $6.03K
|
12.8K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-20- 0.19% |
$5.26K - $6.03K
|
10.7K
$3.23M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.82% |
$5.53K - $6.33K
|
2.55K
$768K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24- 3.9% |
$6.32K - $7.24K
|
591
$178K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 64.86% |
$6.32K - $7.24K
|
13
$3.91K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 8.47% |
$6.58K - $7.54K
|
270
$81.2K
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-25- 8.33% |
$6.58K - $7.54K
|
275
$82.7K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-26- 96.3% |
$6.84K - $7.84K
|
1
$301
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27- 1.89% |
$7.11K - $8.14K
|
1.4K
$421K
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-33- 0.81% |
$8.68K - $9.95K
|
4.06K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-34- 5.01% |
$8.95K - $10.3K
|
645
$194K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-34- 0.86% |
$8.95K - $10.3K
|
3.94K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-35- 1.35% |
$9.21K - $10.6K
|
2.56K
$770K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-39- 2.91% |
$10.3K - $11.8K
|
1.3K
$391K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-40- 4.34% |
$10.5K - $12.1K
|
881
$265K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-43- 1.05% |
$11.3K - $13K
|
4.05K
$1.22M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-43- 0.95% |
$11.3K - $13K
|
4.5K
$1.35M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45- 3.39% |
$11.8K - $13.6K
|
1.28K
$386K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-45- 2.68% |
$11.8K - $13.6K
|
1.64K
$492K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 5.18% |
$12.4K - $14.2K
|
861
$259K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-48- 7.97% |
$12.6K - $14.5K
|
554
$167K
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-50- 1.58% |
$13.2K - $15.1K
|
3.12K
$938K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-50- 3.46% |
$13.2K - $15.1K
|
1.4K
$420K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-51- 2.72% |
$13.4K - $15.4K
|
1.83K
$549K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-51- 6.05% |
$13.4K - $15.4K
|
792
$238K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 0.87% |
$13.9K - $16K
|
6.04K
$1.82M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-53- 1.84% |
$13.9K - $16K
|
2.83K
$851K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55- 3.58% |
$14.5K - $16.6K
|
1.48K
$445K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-56- 56.0% |
$14.7K - $16.9K
|
44
$13.2K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-56- 58.95% |
$14.7K - $16.9K
|
39
$11.7K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-56- 0.77% |
$14.7K - $16.9K
|
7.23K
$2.18M
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-58- 0.25% |
$15.3K - $17.5K
|
23.1K
$6.96M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-59- 1.37% |
$15.5K - $17.8K
|
4.26K
$1.28M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-60- 1.51% |
$15.8K - $18.1K
|
3.9K
$1.17M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-61- 1.35% |
$16.1K - $18.4K
|
4.45K
$1.34M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-62- 6.81% |
$16.3K - $18.7K
|
849
$255K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62Closed |
$16.3K - $18.7K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 9.79% |
$16.3K - $18.7K
|
571
$172K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-64- 21.48% |
$16.8K - $19.3K
|
234
$70.4K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-67- 1.56% |
$17.6K - $20.2K
|
4.23K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-67- 2.54% |
$17.6K - $20.2K
|
2.57K
$773K
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-69- 1.59% |
$18.2K - $20.8K
|
4.26K
$1.28M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-69- 3.92% |
$18.2K - $20.8K
|
1.69K
$508K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-70- 14.49% |
$18.4K - $21.1K
|
413
$124K
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-70- 1.92% |
$18.4K - $21.1K
|
3.58K
$1.08M
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-71- 4.83% |
$18.7K - $21.4K
|
1.4K
$421K
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-75- 7.58% |
$19.7K - $22.6K
|
914
$275K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-77- 2.02% |
$20.3K - $23.2K
|
3.73K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-77- 1.22% |
$20.3K - $23.2K
|
6.24K
$1.88M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-80- 3.98% |
$21.1K - $24.1K
|
1.93K
$581K
|