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 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
275+ 25.51% |
$72.4K - $83K
|
1.35K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
273+ 6.72% |
$71.8K - $82.3K
|
4.34K
$1.27M
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
272+ 3.3% |
$71.6K - $82K
|
8.51K
$2.48M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255+ 5.97% |
$67.1K - $76.9K
|
4.53K
$1.32M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
251+ 1.64% |
$66.1K - $75.7K
|
15.6K
$4.55M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
242+ 22.41% |
$63.7K - $73K
|
1.32K
$386K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
242+ 7.93% |
$63.7K - $73K
|
3.29K
$961K
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 5.11% |
$60.5K - $69.4K
|
4.73K
$1.38M
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
229+ 0.23% |
$60.3K - $69.1K
|
98.1K
$28.6M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
228+ 15.77% |
$60K - $68.8K
|
1.67K
$489K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
226New |
$59.5K - $68.2K
|
226
$66K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
223+ 1.71% |
$58.7K - $67.3K
|
13.2K
$3.87M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
216+ 9.73% |
$56.8K - $65.2K
|
2.44K
$711K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
215+ 238.89% |
$56.6K - $64.9K
|
305
$89K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207+ 35.45% |
$54.5K - $62.4K
|
791
$231K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
207+ 3.82% |
$54.5K - $62.4K
|
5.63K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 9.91% |
$53.7K - $61.5K
|
2.26K
$661K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
201+ 2.69% |
$52.9K - $60.6K
|
7.69K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 0.44% |
$52.6K - $60.3K
|
45.8K
$13.4M
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
200+ 0.32% |
$52.6K - $60.3K
|
62.7K
$18.3M
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
BUY
|
- |
200+ 1.94% |
$52.6K - $60.3K
|
10.5K
$3.07M
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
199+ 12.28% |
$52.4K - $60K
|
1.82K
$531K
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
199+ 12.52% |
$52.4K - $60K
|
1.79K
$522K
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
195+ 18.01% |
$51.3K - $58.8K
|
1.28K
$373K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
190+ 327.59% |
$50K - $57.3K
|
248
$72.4K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
186+ 15.62% |
$48.9K - $56.1K
|
1.38K
$402K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
184New |
$48.4K - $55.5K
|
184
$53.7K
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
181+ 27.85% |
$47.6K - $54.6K
|
831
$243K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
174+ 21.27% |
$45.8K - $52.5K
|
992
$290K
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
174+ 5.09% |
$45.8K - $52.5K
|
3.59K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
154+ 5.42% |
$40.5K - $46.5K
|
2.99K
$874K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
153+ 17.35% |
$40.3K - $46.2K
|
1.04K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
152+ 0.19% |
$40K - $45.8K
|
82.1K
$24M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
142+ 28.34% |
$37.4K - $42.8K
|
643
$188K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 8.17% |
$37.1K - $42.5K
|
1.87K
$545K
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
133+ 7.54% |
$35K - $40.1K
|
1.9K
$554K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
131+ 6.5% |
$34.5K - $39.5K
|
2.15K
$626K
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
124+ 13.79% |
$32.6K - $37.4K
|
1.02K
$299K
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
123+ 7.97% |
$32.4K - $37.1K
|
1.67K
$486K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
123+ 17.4% |
$32.4K - $37.1K
|
830
$242K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
120+ 1.37% |
$31.6K - $36.2K
|
8.91K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
120+ 0.84% |
$31.6K - $36.2K
|
14.4K
$4.2M
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
119+ 15.66% |
$31.3K - $35.9K
|
879
$257K
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
117New |
$30.8K - $35.3K
|
117
$34.2K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113+ 19.76% |
$29.7K - $34.1K
|
685
$200K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
112+ 9.8% |
$29.5K - $33.8K
|
1.26K
$366K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
112+ 2.77% |
$29.5K - $33.8K
|
4.16K
$1.21M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
110+ 3.36% |
$28.9K - $33.2K
|
3.38K
$987K
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
110+ 8.95% |
$28.9K - $33.2K
|
1.34K
$391K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
105+ 7.87% |
$27.6K - $31.7K
|
1.44K
$420K
|