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 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.1% |
$283 - $365
|
1.01K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$283 - $365
|
1
$296
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.16% |
$283 - $365
|
87
$25.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$283 - $365
|
1.03K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
1+ 0.1% |
$283 - $365
|
1.05K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.14% |
$283 - $365
|
697
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 50.0% |
$283 - $365
|
1
$296
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1- 0.1% |
$283 - $365
|
1.02K
$301K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 2.5% |
$283 - $365
|
39
$11.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.6% |
$283 - $365
|
167
$49.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1- 20.0% |
$283 - $365
|
4
$1.18K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3- 2.08% |
$849 - $1.1K
|
141
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3- 0.35% |
$849 - $1.1K
|
864
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$849 - $1.1K
|
1.74K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.5% |
$1.13K - $1.46K
|
792
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 3.45% |
$1.13K - $1.46K
|
112
$33.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.27% |
$1.13K - $1.46K
|
1.46K
$433K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-4- 0.04% |
$1.13K - $1.46K
|
9.1K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 20.0% |
$1.42K - $1.83K
|
20
$5.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.46% |
$1.42K - $1.83K
|
1.07K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-5- 0.62% |
$1.42K - $1.83K
|
808
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 0.66% |
$1.42K - $1.83K
|
753
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5- 0.19% |
$1.42K - $1.83K
|
2.6K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.12% |
$1.7K - $2.19K
|
4.86K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-6- 0.84% |
$1.7K - $2.19K
|
706
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.95% |
$1.98K - $2.56K
|
727
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-7- 0.74% |
$1.98K - $2.56K
|
945
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 6.36% |
$1.98K - $2.56K
|
103
$30.5K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-9- 0.85% |
$2.55K - $3.29K
|
1.05K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.65% |
$2.83K - $3.65K
|
1.53K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 50.0% |
$2.83K - $3.65K
|
10
$2.96K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-10- 0.34% |
$2.83K - $3.65K
|
2.94K
$870K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.59% |
$2.83K - $3.65K
|
1.68K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 26.83% |
$3.11K - $4.02K
|
30
$8.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13- 1.07% |
$3.68K - $4.75K
|
1.2K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-14- 2.72% |
$3.96K - $5.11K
|
500
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15- 0.25% |
$4.25K - $5.48K
|
5.94K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15- 0.31% |
$4.25K - $5.48K
|
4.89K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-15- 0.14% |
$4.25K - $5.48K
|
10.6K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-16- 0.57% |
$4.53K - $5.84K
|
2.8K
$829K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18- 26.87% |
$5.1K - $6.57K
|
49
$14.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19- 14.84% |
$5.38K - $6.94K
|
109
$32.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-19- 1.32% |
$5.38K - $6.94K
|
1.42K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19- 0.81% |
$5.38K - $6.94K
|
2.34K
$693K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 2.39% |
$5.66K - $7.3K
|
817
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 2.49% |
$5.66K - $7.3K
|
784
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-20- 0.16% |
$5.66K - $7.3K
|
12.5K
$3.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-22- 2.63% |
$6.23K - $8.03K
|
814
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 3.63% |
$6.8K - $8.76K
|
637
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-24- 1.99% |
$6.8K - $8.76K
|
1.18K
$350K
|