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 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 7.18% |
$28.3K - $36.5K
|
1.49K
$436K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
94+ 2.6% |
$26.6K - $34.3K
|
3.71K
$1.08M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
93New |
$26.3K - $33.9K
|
93
$27.2K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
87+ 7.12% |
$24.6K - $31.8K
|
1.31K
$382K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
85+ 6.13% |
$24.1K - $31K
|
1.47K
$430K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
85+ 4.55% |
$24.1K - $31K
|
1.95K
$570K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82+ 5.71% |
$23.2K - $29.9K
|
1.52K
$443K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
81+ 5.39% |
$22.9K - $29.6K
|
1.58K
$462K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
81+ 6.33% |
$22.9K - $29.6K
|
1.36K
$397K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
81+ 2.62% |
$22.9K - $29.6K
|
3.18K
$928K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
79+ 4.42% |
$22.4K - $28.8K
|
1.87K
$545K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
79+ 6.01% |
$22.4K - $28.8K
|
1.39K
$407K
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
78+ 3.97% |
$22.1K - $28.5K
|
2.04K
$596K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
72+ 0.2% |
$20.4K - $26.3K
|
36.5K
$10.7M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
72+ 5.35% |
$20.4K - $26.3K
|
1.42K
$414K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
69+ 2.35% |
$19.5K - $25.2K
|
3K
$877K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
69+ 1.79% |
$19.5K - $25.2K
|
3.92K
$1.14M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
68+ 19.83% |
$19.3K - $24.8K
|
411
$120K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
67New |
$19K - $24.5K
|
67
$19.6K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67+ 4.92% |
$19K - $24.5K
|
1.43K
$417K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
66+ 4.98% |
$18.7K - $24.1K
|
1.39K
$406K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
66+ 4.05% |
$18.7K - $24.1K
|
1.7K
$495K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
65+ 1.96% |
$18.4K - $23.7K
|
3.38K
$987K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
65New |
$18.4K - $23.7K
|
65
$19K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
65+ 0.23% |
$18.4K - $23.7K
|
27.7K
$8.1M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
64+ 17.78% |
$18.1K - $23.4K
|
424
$124K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
61+ 5.79% |
$17.3K - $22.3K
|
1.11K
$325K
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
61+ 3.38% |
$17.3K - $22.3K
|
1.87K
$545K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
60New |
$17K - $21.9K
|
60
$17.5K
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
60+ 1.63% |
$17K - $21.9K
|
3.75K
$1.09M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
60+ 0.58% |
$17K - $21.9K
|
10.4K
$3.04M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 1.02% |
$17K - $21.9K
|
5.97K
$1.74M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
60+ 5.43% |
$17K - $21.9K
|
1.17K
$340K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
59New |
$16.7K - $21.5K
|
59
$17.2K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
59+ 1.75% |
$16.7K - $21.5K
|
3.43K
$1M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
58+ 39.19% |
$16.4K - $21.2K
|
206
$60.1K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58+ 2.65% |
$16.4K - $21.2K
|
2.24K
$655K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
56+ 2.12% |
$15.9K - $20.4K
|
2.7K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
56New |
$15.9K - $20.4K
|
56
$16.3K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$15.3K - $19.7K
|
54
$15.8K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
54+ 4.84% |
$15.3K - $19.7K
|
1.17K
$342K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53+ 2.56% |
$15K - $19.3K
|
2.12K
$620K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
53+ 7.3% |
$15K - $19.3K
|
779
$227K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
51+ 5.2% |
$14.4K - $18.6K
|
1.03K
$301K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
51+ 1.44% |
$14.4K - $18.6K
|
3.59K
$1.05M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
51+ 6.9% |
$14.4K - $18.6K
|
790
$231K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
50+ 2.03% |
$14.2K - $18.3K
|
2.51K
$733K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 12.82% |
$14.2K - $18.3K
|
440
$128K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
47+ 6.25% |
$13.3K - $17.2K
|
799
$233K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
46+ 5.92% |
$13K - $16.8K
|
823
$240K
|