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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.23K+ 0.1% |
$324K - $372K
|
1.29M
$388M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.23K+ 1.66% |
$322K - $370K
|
74.9K
$22.5M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.22K+ 9.41% |
$322K - $369K
|
14.2K
$4.28M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.22K+ 3.52% |
$321K - $368K
|
35.9K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.22K+ 10.46% |
$320K - $367K
|
12.9K
$3.87M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.21KNew |
$318K - $364K
|
1.21K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16KNew |
$306K - $351K
|
1.16K
$350K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.16KNew |
$304K - $349K
|
1.16K
$348K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.11K+ 27.39% |
$292K - $335K
|
5.17K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.09K+ 33.33% |
$287K - $328K
|
4.36K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 111.69% |
$287K - $328K
|
2.06K
$621K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.06KNew |
$278K - $319K
|
1.06K
$318K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.02KNew |
$267K - $306K
|
1.02K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.02K+ 96.85% |
$267K - $306K
|
2.06K
$621K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.01KNew |
$265K - $304K
|
1.01K
$303K
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1KNew |
$263K - $302K
|
1K
$301K
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
997New |
$262K - $301K
|
997
$300K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
982+ 55.01% |
$258K - $296K
|
2.77K
$832K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
975+ 7.55% |
$257K - $294K
|
13.9K
$4.18M
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
942+ 3.17% |
$248K - $284K
|
30.7K
$9.22M
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
937+ 6.72% |
$247K - $283K
|
14.9K
$4.48M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
934New |
$246K - $282K
|
934
$281K
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
932+ 22.04% |
$245K - $281K
|
5.16K
$1.55M
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
928+ 49.89% |
$244K - $280K
|
2.79K
$839K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
914New |
$241K - $276K
|
914
$275K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
910New |
$239K - $274K
|
910
$274K
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
904+ 1.17% |
$238K - $273K
|
78.5K
$23.6M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
899New |
$237K - $271K
|
899
$270K
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
884+ 11.78% |
$233K - $267K
|
8.39K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
868+ 75.41% |
$228K - $262K
|
2.02K
$607K
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
866New |
$228K - $261K
|
866
$260K
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
843+ 5.01% |
$222K - $254K
|
17.7K
$5.32M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
833New |
$219K - $251K
|
833
$251K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
830+ 6.14% |
$218K - $250K
|
14.4K
$4.32M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
828+ 4.97% |
$218K - $250K
|
17.5K
$5.26M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
825New |
$217K - $249K
|
825
$248K
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
819+ 46.22% |
$216K - $247K
|
2.59K
$779K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
811New |
$213K - $245K
|
811
$244K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
804New |
$212K - $243K
|
804
$242K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
801New |
$211K - $242K
|
801
$241K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
782+ 70.32% |
$206K - $236K
|
1.89K
$570K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
776New |
$204K - $234K
|
776
$233K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
760New |
$200K - $229K
|
760
$229K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
737New |
$194K - $222K
|
737
$222K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
696+ 1.27% |
$183K - $210K
|
55.5K
$16.7M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
679+ 6.36% |
$179K - $205K
|
11.4K
$3.42M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
673+ 8.64% |
$177K - $203K
|
8.46K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
655+ 147.86% |
$172K - $198K
|
1.1K
$330K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
639+ 39.03% |
$168K - $193K
|
2.28K
$685K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
636New |
$167K - $192K
|
636
$191K
|