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 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.4K+ 13.49% |
$631K - $723K
|
20.2K
$6.07M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.39K+ 4.91% |
$630K - $722K
|
51.2K
$15.4M
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.33KNew |
$614K - $704K
|
2.33K
$702K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.26K+ 37.0% |
$596K - $683K
|
8.38K
$2.52M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.26KNew |
$595K - $682K
|
2.26K
$680K
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.25K+ 3.56% |
$591K - $677K
|
65.4K
$19.7M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.17K+ 5.28% |
$571K - $654K
|
43.2K
$13M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.13K+ 4.98% |
$561K - $643K
|
45K
$13.5M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2.1KNew |
$552K - $633K
|
2.1K
$631K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.09K+ 177.01% |
$549K - $630K
|
3.27K
$982K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.05KNew |
$539K - $618K
|
2.05K
$616K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.03K+ 15.53% |
$535K - $614K
|
15.1K
$4.55M
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.01KNew |
$530K - $608K
|
2.01K
$606K
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
2.01KNew |
$530K - $608K
|
2.01K
$606K
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2.01KNew |
$528K - $606K
|
2.01K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.97K+ 12.03% |
$519K - $595K
|
18.4K
$5.52M
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.97K+ 13.21% |
$517K - $593K
|
16.9K
$5.07M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.89K+ 14.29% |
$496K - $569K
|
15.1K
$4.54M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.88KNew |
$496K - $568K
|
1.88K
$567K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.84K+ 81.14% |
$484K - $555K
|
4.11K
$1.24M
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.81KNew |
$475K - $544K
|
1.81K
$543K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$474K - $543K
|
1.8K
$541K
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.8K+ 5.92% |
$474K - $543K
|
32.2K
$9.69M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.76K+ 3.97% |
$463K - $530K
|
46.1K
$13.9M
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.7K+ 1.73% |
$448K - $514K
|
100K
$30.1M
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.67K+ 150.72% |
$439K - $503K
|
2.77K
$834K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.64K+ 2.52% |
$432K - $495K
|
66.8K
$20.1M
|
|
Nov 13, 2023
Q3 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 8.01% |
$430K - $493K
|
22K
$6.63M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.59K+ 4.65% |
$419K - $480K
|
35.8K
$10.8M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.59K+ 1.97% |
$417K - $478K
|
82.1K
$24.7M
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.59K+ 0.5% |
$417K - $478K
|
318K
$95.7M
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.59K+ 0.5% |
$417K - $478K
|
318K
$95.7M
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.57KNew |
$412K - $472K
|
1.57K
$471K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.54KNew |
$404K - $463K
|
1.54K
$462K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$404K - $463K
|
1.54K
$462K
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
BUY
|
- |
1.53KNew |
$403K - $462K
|
1.53K
$461K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5K+ 33.8% |
$396K - $453K
|
5.95K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.5KNew |
$394K - $452K
|
1.5K
$451K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.49KNew |
$392K - $449K
|
1.49K
$448K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.48K+ 18.54% |
$390K - $447K
|
9.47K
$2.85M
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.45K+ 48.33% |
$382K - $437K
|
4.45K
$1.34M
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.44K+ 44.04% |
$379K - $434K
|
4.71K
$1.42M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.42K+ 10.2% |
$375K - $430K
|
15.4K
$4.63M
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.4K+ 123.48% |
$368K - $422K
|
2.53K
$762K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.38K+ 12.92% |
$363K - $416K
|
12K
$3.62M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 1.93% |
$359K - $412K
|
72.2K
$21.7M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.35K+ 16.07% |
$355K - $407K
|
9.74K
$2.93M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 3.25% |
$343K - $393K
|
41.3K
$12.4M
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.27K+ 112.52% |
$333K - $382K
|
2.39K
$720K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.24K+ 0.13% |
$327K - $374K
|
944K
$284M
|