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 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
896+ 29.24% |
$265K - $336K
|
3.96K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
888+ 10.66% |
$262K - $333K
|
9.22K
$2.8M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
828New |
$244K - $310K
|
828
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
821+ 57.65% |
$242K - $308K
|
2.25K
$682K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
819+ 10.85% |
$242K - $307K
|
8.37K
$2.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
819+ 3.74% |
$242K - $307K
|
22.7K
$6.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
818+ 2.66% |
$242K - $306K
|
31.6K
$9.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
813New |
$240K - $305K
|
813
$247K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
811+ 25.05% |
$239K - $304K
|
4.05K
$1.23M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
810New |
$239K - $303K
|
810
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
794New |
$234K - $297K
|
794
$241K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
793+ 46.95% |
$234K - $297K
|
2.48K
$754K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
792+ 4.04% |
$234K - $297K
|
20.4K
$6.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
784New |
$231K - $294K
|
784
$238K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
780New |
$230K - $292K
|
780
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
777New |
$229K - $291K
|
777
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
774+ 67.01% |
$229K - $290K
|
1.93K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
751New |
$222K - $281K
|
751
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
739New |
$218K - $277K
|
739
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
730+ 0.1% |
$216K - $273K
|
725K
$220M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
728New |
$215K - $273K
|
728
$221K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
719+ 95.74% |
$212K - $269K
|
1.47K
$446K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
714New |
$211K - $267K
|
714
$217K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
706New |
$208K - $264K
|
706
$214K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
703New |
$208K - $263K
|
703
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
702New |
$207K - $263K
|
702
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
700New |
$207K - $262K
|
700
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
692New |
$204K - $259K
|
692
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
684New |
$202K - $256K
|
684
$208K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
675+ 3.76% |
$199K - $253K
|
18.6K
$5.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
672New |
$198K - $252K
|
672
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
670New |
$198K - $251K
|
670
$203K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
666+ 62.65% |
$197K - $249K
|
1.73K
$525K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
662New |
$195K - $248K
|
662
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
661New |
$195K - $248K
|
661
$201K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
655New |
$193K - $245K
|
655
$199K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
654+ 48.99% |
$193K - $245K
|
1.99K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
652New |
$193K - $244K
|
652
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
646New |
$191K - $242K
|
646
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
644+ 10.11% |
$190K - $241K
|
7.01K
$2.13M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
643New |
$190K - $241K
|
643
$195K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
641New |
$189K - $240K
|
641
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
637New |
$188K - $239K
|
637
$193K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
628New |
$185K - $235K
|
628
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
626+ 0.98% |
$185K - $234K
|
64.2K
$19.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
625New |
$185K - $234K
|
625
$190K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
622New |
$184K - $233K
|
622
$189K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
617New |
$182K - $231K
|
617
$187K
|
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
610New |
$180K - $228K
|
610
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
609New |
$180K - $228K
|
609
$185K
|