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 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
103+ 50.74% |
$30.4K - $38.6K
|
306
$92.9K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
102+ 3.75% |
$30.1K - $38.2K
|
2.82K
$856K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
102New |
$30.1K - $38.2K
|
102
$31K
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.05% |
$29.5K - $37.5K
|
9.6K
$2.91M
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
100+ 222.22% |
$29.5K - $37.5K
|
145
$44K
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
100+ 8.1% |
$29.5K - $37.5K
|
1.34K
$405K
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
98+ 5.03% |
$28.9K - $36.7K
|
2.05K
$622K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 7.74% |
$28.6K - $36.3K
|
1.35K
$410K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
94+ 2.61% |
$27.8K - $35.2K
|
3.69K
$1.12M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
94+ 3.5% |
$27.8K - $35.2K
|
2.78K
$843K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
92+ 0.32% |
$27.2K - $34.5K
|
28.6K
$8.68M
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
90+ 0.04% |
$26.6K - $33.7K
|
211K
$64.2M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
90+ 6.21% |
$26.6K - $33.7K
|
1.54K
$468K
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
88+ 0.64% |
$26K - $33K
|
13.8K
$4.18M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
88+ 5.31% |
$26K - $33K
|
1.74K
$530K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 4.73% |
$25.1K - $31.8K
|
1.88K
$571K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$23.6K - $30K
|
80
$24.3K
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
79+ 0.81% |
$23.3K - $29.6K
|
9.84K
$2.99M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
77+ 2.94% |
$22.7K - $28.8K
|
2.7K
$819K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 46.3% |
$22.1K - $28.1K
|
237
$72K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
73+ 5.61% |
$21.6K - $27.3K
|
1.38K
$417K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
71New |
$21K - $26.6K
|
71
$21.6K
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
70New |
$20.7K - $26.2K
|
70
$21.3K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
70New |
$20.7K - $26.2K
|
70
$21.3K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
70+ 1.79% |
$20.7K - $26.2K
|
3.98K
$1.21M
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
69+ 5.36% |
$20.4K - $25.8K
|
1.36K
$412K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68New |
$20.1K - $25.5K
|
68
$20.6K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
67+ 2.39% |
$19.8K - $25.1K
|
2.87K
$871K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
63+ 2.21% |
$18.6K - $23.6K
|
2.91K
$884K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
61+ 2.61% |
$18K - $22.8K
|
2.4K
$729K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
61New |
$18K - $22.8K
|
61
$18.5K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
60+ 2.09% |
$17.7K - $22.5K
|
2.93K
$889K
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
59+ 1.8% |
$17.4K - $22.1K
|
3.34K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
56+ 3.35% |
$16.5K - $21K
|
1.73K
$524K
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
56+ 6.83% |
$16.5K - $21K
|
876
$266K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
55+ 0.66% |
$16.2K - $20.6K
|
8.45K
$2.56M
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
54+ 2.69% |
$15.9K - $20.2K
|
2.06K
$625K
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
52+ 0.5% |
$15.4K - $19.5K
|
10.4K
$3.14M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
51+ 1.68% |
$15.1K - $19.1K
|
3.09K
$938K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51+ 4.19% |
$15.1K - $19.1K
|
1.27K
$385K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50New |
$14.8K - $18.7K
|
50
$15.2K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 119.05% |
$14.8K - $18.7K
|
92
$27.9K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 142.86% |
$14.8K - $18.7K
|
85
$25.8K
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
45+ 0.24% |
$13.3K - $16.9K
|
19.1K
$5.81M
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
44+ 38.94% |
$13K - $16.5K
|
157
$47.7K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
42+ 0.28% |
$12.4K - $15.7K
|
15K
$4.55M
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
42+ 1.9% |
$12.4K - $15.7K
|
2.25K
$683K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40+ 18.78% |
$11.8K - $15K
|
253
$76.8K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
36+ 5.36% |
$10.6K - $13.5K
|
708
$215K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
34+ 0.38% |
$10K - $12.7K
|
9.09K
$2.76M
|