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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-74- 14.71% |
$21K - $27K
|
429
$128K
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-76- 1.83% |
$21.5K - $27.7K
|
4.07K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-78- 6.99% |
$22.1K - $28.5K
|
1.04K
$310K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-82- 9.62% |
$23.2K - $29.9K
|
770
$230K
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-83- 22.07% |
$23.5K - $30.3K
|
293
$87.4K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-84- 31.46% |
$23.8K - $30.7K
|
183
$54.6K
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-88- 12.05% |
$24.9K - $32.1K
|
642
$191K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.66% |
$25.5K - $32.9K
|
13.5K
$4.02M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-94- 0.76% |
$26.6K - $34.3K
|
12.3K
$3.66M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-96- 1.73% |
$27.2K - $35K
|
5.46K
$1.63M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 2.88% |
$27.2K - $35K
|
3.23K
$964K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-97- 6.44% |
$27.5K - $35.4K
|
1.41K
$420K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-98- 1.79% |
$27.7K - $35.8K
|
5.37K
$1.6M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-99- 17.49% |
$28K - $36.1K
|
467
$139K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-102- 0.14% |
$28.9K - $37.2K
|
71.4K
$21.3M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-103- 4.82% |
$29.2K - $37.6K
|
2.04K
$607K
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-106- 5.45% |
$30K - $38.7K
|
1.84K
$548K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-109- 0.57% |
$30.9K - $39.8K
|
18.9K
$5.63M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-115- 13.39% |
$32.6K - $42K
|
744
$222K
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-116- 3.03% |
$32.8K - $42.3K
|
3.71K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-116- 12.49% |
$32.8K - $42.3K
|
813
$242K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-117- 4.95% |
$33.1K - $42.7K
|
2.25K
$671K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-118- 13.07% |
$33.4K - $43.1K
|
785
$234K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-120- 14.53% |
$34K - $43.8K
|
706
$211K
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-120- 6.5% |
$34K - $43.8K
|
1.73K
$515K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 0.09% |
$34.3K - $44.2K
|
131K
$39.2M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-122- 1.46% |
$34.5K - $44.5K
|
8.24K
$2.46M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-137- 11.97% |
$38.8K - $50K
|
1.01K
$301K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-139- 0.27% |
$39.4K - $50.7K
|
51.8K
$15.5M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-140- 20.03% |
$39.6K - $51.1K
|
559
$167K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-149- 4.78% |
$42.2K - $54.4K
|
2.97K
$885K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-149- 0.47% |
$42.2K - $54.4K
|
31.6K
$9.44M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-153- 57.95% |
$43.3K - $55.8K
|
111
$33.1K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-153- 17.98% |
$43.3K - $55.8K
|
698
$208K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-156- 12.23% |
$44.2K - $56.9K
|
1.12K
$334K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-164- 2.44% |
$46.4K - $59.9K
|
6.56K
$1.96M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-166- 5.4% |
$47K - $60.6K
|
2.91K
$867K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-169- 0.22% |
$47.8K - $61.7K
|
78.2K
$23.3M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-179- 8.61% |
$50.7K - $65.3K
|
1.9K
$567K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-179- 78.17% |
$50.7K - $65.3K
|
50
$14.9K
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-180- 5.41% |
$51K - $65.7K
|
3.15K
$938K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-183- 3.39% |
$51.8K - $66.8K
|
5.22K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-184- 88.04% |
$52.1K - $67.2K
|
25
$7.46K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-184- 2.15% |
$52.1K - $67.2K
|
8.36K
$2.49M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-185- 4.5% |
$52.4K - $67.5K
|
3.93K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-187- 9.6% |
$52.9K - $68.3K
|
1.76K
$525K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-190- 0.59% |
$53.8K - $69.4K
|
32.1K
$9.56M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-195- 43.33% |
$55.2K - $71.2K
|
255
$76K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-198- 10.5% |
$56.1K - $72.3K
|
1.69K
$503K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-200- 0.32% |
$56.6K - $73K
|
62.4K
$18.6M
|