Purchases and Sales Made in Q3 2024 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q3 2024. 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, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 5.16% |
$12.7K - $16.4K
|
917
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45+ 6.97% |
$12.7K - $16.4K
|
691
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
44+ 0.73% |
$12.5K - $16.1K
|
6.04K
$1.74M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
43+ 24.57% |
$12.2K - $15.7K
|
218
$63K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
42+ 3.41% |
$11.9K - $15.3K
|
1.28K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
40+ 1.31% |
$11.3K - $14.6K
|
3.11K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
40+ 1.18% |
$11.3K - $14.6K
|
3.44K
$994K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 2.36% |
$11K - $14.2K
|
1.7K
$490K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 7.65% |
$11K - $14.2K
|
549
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 3.94% |
$11K - $14.2K
|
1.03K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 4.95% |
$10.2K - $13.1K
|
763
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35New |
$9.91K - $12.8K
|
35
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
34+ 0.78% |
$9.63K - $12.4K
|
4.39K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33+ 2.57% |
$9.34K - $12K
|
1.32K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
33+ 2.19% |
$9.34K - $12K
|
1.54K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 5.39% |
$9.34K - $12K
|
645
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
33+ 0.06% |
$9.34K - $12K
|
54.1K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.44% |
$8.49K - $11K
|
6.86K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30+ 0.71% |
$8.49K - $11K
|
4.28K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
30+ 3.77% |
$8.49K - $11K
|
825
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
27New |
$7.64K - $9.86K
|
27
$7.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
27+ 1.23% |
$7.64K - $9.86K
|
2.23K
$643K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
27+ 5.4% |
$7.64K - $9.86K
|
527
$152K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.61% |
$7.64K - $9.86K
|
4.47K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 79.41% |
$7.64K - $9.86K
|
61
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
26+ 1.1% |
$7.36K - $9.49K
|
2.38K
$688K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.38% |
$7.36K - $9.49K
|
6.81K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.22K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 1.66% |
$7.08K - $9.13K
|
1.53K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
23+ 1.73% |
$6.51K - $8.4K
|
1.35K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 2.1% |
$6.23K - $8.03K
|
1.07K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
22+ 0.99% |
$6.23K - $8.03K
|
2.24K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21+ 1.02% |
$5.95K - $7.67K
|
2.07K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 1.87% |
$5.66K - $7.3K
|
1.09K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20+ 1.21% |
$5.66K - $7.3K
|
1.67K
$482K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
20+ 0.08% |
$5.66K - $7.3K
|
26.4K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
19+ 0.21% |
$5.38K - $6.94K
|
9.07K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 7.69% |
$5.38K - $6.94K
|
266
$76.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18+ 0.56% |
$5.1K - $6.57K
|
3.22K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18+ 0.53% |
$5.1K - $6.57K
|
3.41K
$987K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18+ 1.2% |
$5.1K - $6.57K
|
1.52K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 38.3% |
$5.1K - $6.57K
|
65
$18.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 1.3% |
$4.81K - $6.21K
|
1.32K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.99% |
$4.81K - $6.21K
|
1.73K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 566.67% |
$4.81K - $6.21K
|
20
$5.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 5.14% |
$4.53K - $5.84K
|
327
$94.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
16+ 0.67% |
$4.53K - $5.84K
|
2.39K
$692K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
16+ 1.66% |
$4.53K - $5.84K
|
979
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 2.33% |
$4.25K - $5.48K
|
660
$191K
|