Purchases and Sales Made in Q4 2021 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
34+ 0.38% |
$10K - $12.7K
|
9.09K
$2.55M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 1.17% |
$9.15K - $11.6K
|
2.69K
$754K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 2.68% |
$8.56K - $10.9K
|
1.11K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
29+ 16.38% |
$8.56K - $10.9K
|
206
$57.8K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26+ 7.6% |
$7.68K - $9.74K
|
368
$103K
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
25+ 0.89% |
$7.38K - $9.36K
|
2.82K
$792K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
21New |
$6.2K - $7.87K
|
21
$5.89K
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
20+ 1.91% |
$5.91K - $7.49K
|
1.07K
$299K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 6.72% |
$5.02K - $6.37K
|
270
$75.7K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
17New |
$5.02K - $6.37K
|
17
$4.77K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17+ 0.28% |
$5.02K - $6.37K
|
6.12K
$1.72M
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 40.0% |
$4.72K - $5.99K
|
56
$15.7K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
16+ 1.24% |
$4.72K - $5.99K
|
1.3K
$365K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15New |
$4.43K - $5.62K
|
15
$4.21K
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14+ 1.28% |
$4.13K - $5.24K
|
1.11K
$311K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 14.94% |
$3.84K - $4.87K
|
100
$28K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$3.84K - $4.87K
|
4.09K
$1.15M
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
12+ 0.04% |
$3.54K - $4.49K
|
32.6K
$9.16M
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
12+ 0.04% |
$3.54K - $4.49K
|
32.6K
$9.16M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
11+ 2.57% |
$3.25K - $4.12K
|
439
$123K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
10+ 0.05% |
$2.95K - $3.75K
|
22.1K
$6.2M
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 1.38% |
$2.95K - $3.75K
|
736
$206K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 2.08% |
$2.95K - $3.75K
|
491
$138K
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
10+ 0.75% |
$2.95K - $3.75K
|
1.35K
$377K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
10New |
$2.95K - $3.75K
|
10
$2.8K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 9.76% |
$2.36K - $3K
|
90
$25.2K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$2.36K - $3K
|
1.21K
$338K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 12.73% |
$2.07K - $2.62K
|
62
$17.4K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.51% |
$2.07K - $2.62K
|
1.39K
$390K
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
5+ 0.47% |
$1.48K - $1.87K
|
1.07K
$300K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 16.13% |
$1.48K - $1.87K
|
36
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 45.45% |
$1.48K - $1.87K
|
16
$4.49K
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5+ 0.7% |
$1.48K - $1.87K
|
720
$202K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
5New |
$1.48K - $1.87K
|
5
$1.4K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.18K - $1.5K
|
4
$1.12K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$1.18K - $1.5K
|
4
$1.12K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 9.52% |
$1.18K - $1.5K
|
46
$12.9K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.56% |
$1.18K - $1.5K
|
261
$73.2K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.11% |
$1.18K - $1.5K
|
3.81K
$1.07M
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.25% |
$1.18K - $1.5K
|
324
$90.9K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.24% |
$886 - $1.12K
|
137
$38.4K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3+ 0.37% |
$886 - $1.12K
|
815
$229K
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3+ 0.24% |
$886 - $1.12K
|
1.23K
$344K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.46% |
$886 - $1.12K
|
659
$185K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.13% |
$591 - $749
|
1.52K
$427K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$591 - $749
|
2
$561
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.09% |
$591 - $749
|
2.35K
$658K
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2+ 0.27% |
$591 - $749
|
752
$211K
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.24% |
$591 - $749
|
820
$230K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.18% |
$295 - $375
|
546
$153K
|