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 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 7.65% |
$11K - $14.2K
|
549
$163K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 2.36% |
$11K - $14.2K
|
1.7K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 4.95% |
$10.2K - $13.1K
|
763
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35New |
$9.91K - $12.8K
|
35
$10.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
34+ 0.78% |
$9.63K - $12.4K
|
4.39K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
33+ 0.06% |
$9.34K - $12K
|
54.1K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33+ 2.57% |
$9.34K - $12K
|
1.32K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
33+ 2.19% |
$9.34K - $12K
|
1.54K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 5.39% |
$9.34K - $12K
|
645
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.44% |
$8.49K - $11K
|
6.86K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30+ 0.71% |
$8.49K - $11K
|
4.28K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
30+ 3.77% |
$8.49K - $11K
|
825
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
27+ 5.4% |
$7.64K - $9.86K
|
527
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.61% |
$7.64K - $9.86K
|
4.47K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
27New |
$7.64K - $9.86K
|
27
$7.99K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 79.41% |
$7.64K - $9.86K
|
61
$18.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
27+ 1.23% |
$7.64K - $9.86K
|
2.23K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.38% |
$7.36K - $9.49K
|
6.81K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
26+ 1.1% |
$7.36K - $9.49K
|
2.38K
$705K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 1.66% |
$7.08K - $9.13K
|
1.53K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25New |
$7.08K - $9.13K
|
25
$7.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
23+ 1.73% |
$6.51K - $8.4K
|
1.35K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
22+ 0.99% |
$6.23K - $8.03K
|
2.24K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 2.1% |
$6.23K - $8.03K
|
1.07K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21+ 1.02% |
$5.95K - $7.67K
|
2.07K
$613K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
20+ 0.08% |
$5.66K - $7.3K
|
26.4K
$7.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 1.87% |
$5.66K - $7.3K
|
1.09K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20+ 1.21% |
$5.66K - $7.3K
|
1.67K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 7.69% |
$5.38K - $6.94K
|
266
$78.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
19+ 0.21% |
$5.38K - $6.94K
|
9.07K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18+ 1.2% |
$5.1K - $6.57K
|
1.52K
$449K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 38.3% |
$5.1K - $6.57K
|
65
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18+ 0.53% |
$5.1K - $6.57K
|
3.41K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18+ 0.56% |
$5.1K - $6.57K
|
3.22K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 566.67% |
$4.81K - $6.21K
|
20
$5.92K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 1.3% |
$4.81K - $6.21K
|
1.32K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.99% |
$4.81K - $6.21K
|
1.73K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 5.14% |
$4.53K - $5.84K
|
327
$96.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
16+ 1.66% |
$4.53K - $5.84K
|
979
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
16+ 0.67% |
$4.53K - $5.84K
|
2.39K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.44K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.44K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 1.9% |
$4.25K - $5.48K
|
806
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 1.01% |
$4.25K - $5.48K
|
1.5K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
15+ 1.76% |
$4.25K - $5.48K
|
866
$256K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 2.33% |
$4.25K - $5.48K
|
660
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
14+ 0.17% |
$3.96K - $5.11K
|
8.38K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 38.71% |
$3.4K - $4.38K
|
43
$12.7K
|