Purchases and Sales Made in Q4 2022 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q4 2022. 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 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.12% |
$1.1K - $1.25K
|
3.36K
$994K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 30.77% |
$1.1K - $1.25K
|
17
$5.03K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.24% |
$828 - $935
|
1.23K
$365K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
3+ 7.14% |
$828 - $935
|
45
$13.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$828 - $935
|
3
$888
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$552 - $623
|
2
$592
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2+ 0.24% |
$552 - $623
|
852
$252K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.25% |
$276 - $312
|
81
$24K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.22% |
$276 - $312
|
83
$24.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1+ 0.11% |
$276 - $312
|
934
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 3.23% |
$276 - $312
|
32
$9.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$276 - $312
|
2
$592
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.07% |
$276 - $312
|
1.41K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$276 - $312
|
849
$251K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.07% |
$276 - $312
|
1.44K
$425K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.72% |
$276 - $312
|
59
$17.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.0% |
$276 - $312
|
26.5K
$7.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.29% |
$276 - $312
|
346
$102K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3- 0.35% |
$828 - $935
|
864
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3- 0.11% |
$828 - $935
|
2.75K
$814K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.31% |
$1.1K - $1.25K
|
1.3K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.36% |
$1.1K - $1.25K
|
1.12K
$332K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 1.35% |
$1.38K - $1.56K
|
366
$108K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6- 0.6% |
$1.66K - $1.87K
|
997
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-6- 0.46% |
$1.66K - $1.87K
|
1.3K
$385K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 20.0% |
$1.66K - $1.87K
|
24
$7.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6- 0.54% |
$1.66K - $1.87K
|
1.11K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 77.78% |
$1.93K - $2.18K
|
2
$592
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 53.85% |
$1.93K - $2.18K
|
6
$1.78K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-7- 4.27% |
$1.93K - $2.18K
|
157
$46.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-8- 0.33% |
$2.21K - $2.49K
|
2.38K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-9- 0.18% |
$2.48K - $2.8K
|
4.86K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 8.41% |
$2.48K - $2.8K
|
98
$29K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-12- 1.52% |
$3.31K - $3.74K
|
778
$230K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-13- 0.92% |
$3.59K - $4.05K
|
1.39K
$413K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-14- 9.52% |
$3.87K - $4.36K
|
133
$39.4K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 93.33% |
$3.87K - $4.36K
|
1
$296
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-14- 0.83% |
$3.87K - $4.36K
|
1.67K
$494K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-14- 3.42% |
$3.87K - $4.36K
|
395
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 16.47% |
$3.87K - $4.36K
|
71
$21K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 15.46% |
$4.14K - $4.67K
|
82
$24.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 1.32% |
$4.42K - $4.98K
|
1.19K
$354K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 8.79% |
$4.42K - $4.98K
|
166
$49.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17- 1.4% |
$4.69K - $5.3K
|
1.2K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 6.32% |
$4.69K - $5.3K
|
252
$74.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 3.44% |
$4.97K - $5.61K
|
505
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-18- 0.5% |
$4.97K - $5.61K
|
3.59K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 12.12% |
$5.52K - $6.23K
|
145
$42.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 3.42% |
$5.52K - $6.23K
|
565
$167K
|