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 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 1.01% |
$4.25K - $5.48K
|
1.5K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.33K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.33K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 1.9% |
$4.25K - $5.48K
|
806
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
15+ 1.76% |
$4.25K - $5.48K
|
866
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15New |
$4.25K - $5.48K
|
15
$4.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
14+ 0.17% |
$3.96K - $5.11K
|
8.38K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 38.71% |
$3.4K - $4.38K
|
43
$12.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
12+ 0.83% |
$3.4K - $4.38K
|
1.46K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 6.21% |
$3.11K - $4.02K
|
188
$54.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10+ 1.43% |
$2.83K - $3.65K
|
707
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 76.92% |
$2.83K - $3.65K
|
23
$6.65K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 14.29% |
$2.83K - $3.65K
|
80
$23.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.68% |
$2.55K - $3.29K
|
1.33K
$384K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$2.27K - $2.92K
|
8
$2.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 3.76% |
$2.27K - $2.92K
|
221
$63.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 13.56% |
$2.27K - $2.92K
|
67
$19.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.78% |
$2.27K - $2.92K
|
1.03K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$2.27K - $2.92K
|
8
$2.31K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.89% |
$1.98K - $2.56K
|
791
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.94% |
$1.98K - $2.56K
|
751
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.4% |
$1.98K - $2.56K
|
1.74K
$502K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
7+ 0.83% |
$1.98K - $2.56K
|
849
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6+ 0.53% |
$1.7K - $2.19K
|
1.14K
$330K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 12.0% |
$1.7K - $2.19K
|
56
$16.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 10.53% |
$1.7K - $2.19K
|
63
$18.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5+ 0.6% |
$1.42K - $1.83K
|
833
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 2.06% |
$1.42K - $1.83K
|
248
$71.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 0.08% |
$1.42K - $1.83K
|
6K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.98% |
$1.42K - $1.83K
|
257
$74.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 7.35% |
$1.42K - $1.83K
|
73
$21.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4+ 0.32% |
$1.13K - $1.46K
|
1.24K
$358K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 23.53% |
$1.13K - $1.46K
|
21
$6.07K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 3.61% |
$849 - $1.1K
|
86
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3New |
$849 - $1.1K
|
3
$867
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.29% |
$849 - $1.1K
|
1.02K
$295K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$849 - $1.1K
|
3
$867
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
3+ 2.33% |
$849 - $1.1K
|
132
$38.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.14% |
$849 - $1.1K
|
2.13K
$615K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 3.03% |
$849 - $1.1K
|
102
$29.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$849 - $1.1K
|
3
$867
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.29% |
$849 - $1.1K
|
1.04K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3+ 0.01% |
$849 - $1.1K
|
21.8K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 10.0% |
$566 - $730
|
22
$6.36K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$566 - $730
|
2
$578
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 1.01% |
$566 - $730
|
201
$58.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 6.45% |
$566 - $730
|
33
$9.54K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 15.38% |
$566 - $730
|
15
$4.33K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 2.35% |
$566 - $730
|
87
$25.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.72% |
$566 - $730
|
281
$81.2K
|