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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
188+ 26.07% |
$53.2K - $68.6K
|
909
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
188+ 0.05% |
$53.2K - $68.6K
|
362K
$109M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 26.46% |
$51.2K - $66.1K
|
865
$260K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
180+ 4.75% |
$51K - $65.7K
|
3.97K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
178New |
$50.4K - $65K
|
178
$53.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
173+ 12.88% |
$49K - $63.1K
|
1.52K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
173+ 2.79% |
$49K - $63.1K
|
6.38K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
166+ 0.92% |
$47K - $60.6K
|
18.2K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
160+ 1333.33% |
$45.3K - $58.4K
|
172
$51.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
159+ 1.45% |
$45K - $58K
|
11.1K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
150New |
$42.5K - $54.8K
|
150
$45.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
150+ 4.17% |
$42.5K - $54.8K
|
3.75K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
148+ 20.14% |
$41.9K - $54K
|
883
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
148+ 17.39% |
$41.9K - $54K
|
999
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
147+ 2.84% |
$41.6K - $53.7K
|
5.32K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
147+ 11.4% |
$41.6K - $53.7K
|
1.44K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 51.25% |
$40.5K - $52.2K
|
422
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
142New |
$40.2K - $51.8K
|
142
$42.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
139+ 0.53% |
$39.4K - $50.7K
|
26.2K
$7.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
138New |
$39.1K - $50.4K
|
138
$41.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
135+ 0.41% |
$38.2K - $49.3K
|
33.1K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
134+ 3.51% |
$37.9K - $48.9K
|
3.96K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
132+ 6.84% |
$37.4K - $48.2K
|
2.06K
$620K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
132+ 11.24% |
$37.4K - $48.2K
|
1.31K
$392K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
130+ 14.3% |
$36.8K - $47.5K
|
1.04K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
128+ 46.38% |
$36.2K - $46.7K
|
404
$121K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
125+ 5.17% |
$35.4K - $45.6K
|
2.54K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
125+ 15.76% |
$35.4K - $45.6K
|
918
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
125+ 10.8% |
$35.4K - $45.6K
|
1.28K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124+ 20.06% |
$35.1K - $45.3K
|
742
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
121+ 7.61% |
$34.3K - $44.2K
|
1.71K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
118New |
$33.4K - $43.1K
|
118
$35.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
117+ 3.95% |
$33.1K - $42.7K
|
3.08K
$925K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
117+ 9.97% |
$33.1K - $42.7K
|
1.29K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115+ 6.95% |
$32.6K - $42K
|
1.77K
$532K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
114+ 3.91% |
$32.3K - $41.6K
|
3.03K
$909K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
113+ 1.36% |
$32K - $41.2K
|
8.45K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
112+ 1.6% |
$31.7K - $40.9K
|
7.1K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
110New |
$31.1K - $40.2K
|
110
$33K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
110+ 244.44% |
$31.1K - $40.2K
|
155
$46.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
104New |
$29.4K - $38K
|
104
$31.2K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
103+ 2.04% |
$29.2K - $37.6K
|
5.16K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
101+ 5.15% |
$28.6K - $36.9K
|
2.06K
$620K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
101+ 4.22% |
$28.6K - $36.9K
|
2.49K
$749K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 7.18% |
$28.3K - $36.5K
|
1.49K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
94+ 2.6% |
$26.6K - $34.3K
|
3.71K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
93New |
$26.3K - $33.9K
|
93
$27.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
87+ 7.12% |
$24.6K - $31.8K
|
1.31K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
85+ 6.13% |
$24.1K - $31K
|
1.47K
$442K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
85+ 4.55% |
$24.1K - $31K
|
1.95K
$587K
|