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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 2.02% |
$26.3K - $30.2K
|
5.05K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
99+ 7.38% |
$26.1K - $29.9K
|
1.44K
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
98+ 0.91% |
$25.8K - $29.6K
|
10.9K
$3.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
95+ 3.89% |
$25K - $28.7K
|
2.54K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
95+ 26.69% |
$25K - $28.7K
|
451
$136K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
93+ 0.57% |
$24.5K - $28.1K
|
16.3K
$4.9M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
92+ 1.38% |
$24.2K - $27.8K
|
6.74K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
88+ 7.51% |
$23.2K - $26.5K
|
1.26K
$379K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
85+ 3.07% |
$22.4K - $25.6K
|
2.85K
$858K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
84+ 4.75% |
$22.1K - $25.3K
|
1.85K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
80+ 4.31% |
$21.1K - $24.1K
|
1.94K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
76+ 3.21% |
$20K - $22.9K
|
2.45K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75+ 2.91% |
$19.7K - $22.6K
|
2.65K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
73+ 1.29% |
$19.2K - $22K
|
5.71K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
63+ 1.59% |
$16.6K - $19K
|
4.03K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
62+ 7.34% |
$16.3K - $18.7K
|
907
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
61New |
$16.1K - $18.4K
|
61
$18.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59+ 2.8% |
$15.5K - $17.8K
|
2.17K
$651K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
57+ 3.71% |
$15K - $17.2K
|
1.6K
$480K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56New |
$14.7K - $16.9K
|
56
$16.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
54+ 3.43% |
$14.2K - $16.3K
|
1.63K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
52New |
$13.7K - $15.7K
|
52
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$13.7K - $15.7K
|
52
$15.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
51New |
$13.4K - $15.4K
|
51
$15.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$15K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 1000.0% |
$13.2K - $15.1K
|
55
$16.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 49.48% |
$12.6K - $14.5K
|
145
$43.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48+ 4800.0% |
$12.6K - $14.5K
|
49
$14.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
47+ 0.73% |
$12.4K - $14.2K
|
6.51K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
47New |
$12.4K - $14.2K
|
47
$14.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
47+ 3.72% |
$12.4K - $14.2K
|
1.31K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
45New |
$11.8K - $13.6K
|
45
$13.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
44+ 44.0% |
$11.6K - $13.3K
|
144
$43.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
43+ 1.09% |
$11.3K - $13K
|
3.98K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
43+ 4.08% |
$11.3K - $13K
|
1.1K
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
43+ 5.35% |
$11.3K - $13K
|
847
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
42+ 0.37% |
$11.1K - $12.7K
|
11.4K
$3.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
41+ 3.69% |
$10.8K - $12.4K
|
1.15K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 14.5% |
$10.3K - $11.8K
|
308
$92.6K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
38+ 0.67% |
$10K - $11.5K
|
5.7K
$1.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
38+ 2.36% |
$10K - $11.5K
|
1.65K
$495K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
36+ 30.51% |
$9.47K - $10.9K
|
154
$46.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
33+ 0.16% |
$8.68K - $9.95K
|
21.2K
$6.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 2.6% |
$8.68K - $9.95K
|
1.3K
$392K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31+ 0.93% |
$8.16K - $9.35K
|
3.38K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29+ 3.01% |
$7.63K - $8.75K
|
992
$298K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
28+ 0.36% |
$7.37K - $8.45K
|
7.78K
$2.34M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
28+ 0.36% |
$7.37K - $8.45K
|
7.78K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
28+ 0.67% |
$7.37K - $8.45K
|
4.2K
$1.26M
|