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 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-81- 2.15% |
$21.3K - $24.4K
|
3.69K
$1.11M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-82- 2.37% |
$21.6K - $24.7K
|
3.38K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-85- 7.28% |
$22.4K - $25.6K
|
1.08K
$326K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-86- 4.03% |
$22.6K - $25.9K
|
2.05K
$616K
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-90- 0.56% |
$23.7K - $27.1K
|
16.1K
$4.84M
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-90- 81.82% |
$23.7K - $27.1K
|
20
$6.02K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-90- 1.96% |
$23.7K - $27.1K
|
4.51K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-93- 7.2% |
$24.5K - $28.1K
|
1.2K
$360K
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-95- 1.91% |
$25K - $28.7K
|
4.88K
$1.47M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-95- 5.72% |
$25K - $28.7K
|
1.57K
$471K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-95- 34.3% |
$25K - $28.7K
|
182
$54.7K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-96- 7.69% |
$25.3K - $29K
|
1.15K
$347K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-97- 9.21% |
$25.5K - $29.3K
|
956
$288K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-97- 3.98% |
$25.5K - $29.3K
|
2.34K
$705K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-98- 7.8% |
$25.8K - $29.6K
|
1.16K
$348K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100Closed |
$26.3K - $30.2K
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-101- 2.85% |
$26.6K - $30.5K
|
3.44K
$1.04M
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-102- 1.19% |
$26.8K - $30.8K
|
8.48K
$2.55M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-106- 8.49% |
$27.9K - $32K
|
1.14K
$344K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-107- 72.3% |
$28.2K - $32.3K
|
41
$12.3K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-110- 2.73% |
$28.9K - $33.2K
|
3.92K
$1.18M
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-110- 7.8% |
$28.9K - $33.2K
|
1.3K
$391K
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-112- 4.06% |
$29.5K - $33.8K
|
2.65K
$796K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-115- 18.7% |
$30.3K - $34.7K
|
500
$150K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-119- 2.1% |
$31.3K - $35.9K
|
5.56K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-119- 7.24% |
$31.3K - $35.9K
|
1.52K
$458K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-125- 3.48% |
$32.9K - $37.7K
|
3.47K
$1.04M
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-125- 12.03% |
$32.9K - $37.7K
|
914
$275K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-126- 4.23% |
$33.2K - $38K
|
2.85K
$858K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-136- 3.96% |
$35.8K - $41K
|
3.3K
$993K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-138- 4.5% |
$36.3K - $41.6K
|
2.93K
$880K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-142- 15.57% |
$37.4K - $42.8K
|
770
$232K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-142- 10.86% |
$37.4K - $42.8K
|
1.17K
$350K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-144- 3.65% |
$37.9K - $43.4K
|
3.8K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-149- 2.21% |
$39.2K - $44.9K
|
6.6K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-152- 6.22% |
$40K - $45.8K
|
2.29K
$689K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-154- 5.04% |
$40.5K - $46.5K
|
2.9K
$874K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-155- 2.85% |
$40.8K - $46.8K
|
5.29K
$1.59M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-156- 11.7% |
$41.1K - $47.1K
|
1.18K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-157- 4.42% |
$41.3K - $47.4K
|
3.39K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-158- 2.82% |
$41.6K - $47.7K
|
5.44K
$1.64M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-160- 2.44% |
$42.1K - $48.3K
|
6.4K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-165- 84.18% |
$43.4K - $49.8K
|
31
$9.32K
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-167- 0.65% |
$43.9K - $50.4K
|
25.5K
$7.67M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-184- 6.52% |
$48.4K - $55.5K
|
2.64K
$794K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-184- 17.76% |
$48.4K - $55.5K
|
852
$256K
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-186- 25.03% |
$48.9K - $56.1K
|
557
$168K
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-188- 3.9% |
$49.5K - $56.7K
|
4.63K
$1.39M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-190- 16.35% |
$50K - $57.3K
|
972
$292K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-190- 0.65% |
$50K - $57.3K
|
28.8K
$8.67M
|