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 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
681+ 7.99% |
$188K - $212K
|
9.2K
$2.71M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
667New |
$184K - $208K
|
667
$196K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
656+ 13.15% |
$181K - $204K
|
5.64K
$1.66M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
656+ 15.5% |
$181K - $204K
|
4.89K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
654+ 34.6% |
$181K - $204K
|
2.54K
$749K
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
653+ 56.2% |
$180K - $203K
|
1.82K
$534K
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
623+ 11.35% |
$172K - $194K
|
6.11K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
616+ 18.21% |
$170K - $192K
|
4K
$1.18M
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
601+ 11.4% |
$166K - $187K
|
5.87K
$1.73M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
583New |
$161K - $182K
|
583
$172K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
581+ 16.46% |
$160K - $181K
|
4.11K
$1.21M
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
548+ 2.32% |
$151K - $171K
|
24.2K
$7.11M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
543+ 357.24% |
$150K - $169K
|
695
$205K
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
527+ 13.37% |
$145K - $164K
|
4.47K
$1.32M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
522New |
$144K - $163K
|
522
$154K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
517+ 8.8% |
$143K - $161K
|
6.39K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
510+ 23.97% |
$141K - $159K
|
2.64K
$776K
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
500+ 4.55% |
$138K - $156K
|
11.5K
$3.38M
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
500+ 10.08% |
$138K - $156K
|
5.46K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
495+ 1.03% |
$137K - $154K
|
48.6K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
494+ 13.56% |
$136K - $154K
|
4.14K
$1.22M
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
476+ 1.04% |
$131K - $148K
|
46.2K
$13.6M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
474+ 9.86% |
$131K - $148K
|
5.28K
$1.55M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
471+ 14.96% |
$130K - $147K
|
3.62K
$1.06M
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
436+ 22.26% |
$120K - $136K
|
2.4K
$705K
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
425+ 3.05% |
$117K - $132K
|
14.4K
$4.23M
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
410+ 30.1% |
$113K - $128K
|
1.77K
$521K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 492.77% |
$113K - $127K
|
492
$145K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
394+ 14.55% |
$109K - $123K
|
3.1K
$913K
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
385+ 1.67% |
$106K - $120K
|
23.4K
$6.89M
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
378+ 37.39% |
$104K - $118K
|
1.39K
$409K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
374+ 19.54% |
$103K - $117K
|
2.29K
$673K
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
362+ 3.05% |
$99.9K - $113K
|
12.2K
$3.6M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
361+ 0.43% |
$99.7K - $112K
|
84K
$24.7M
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
355+ 39.75% |
$98K - $111K
|
1.25K
$367K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
350+ 19.62% |
$96.6K - $109K
|
2.13K
$628K
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
317+ 1.6% |
$87.5K - $98.8K
|
20.1K
$5.91M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
308+ 30.26% |
$85K - $96K
|
1.33K
$390K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
308+ 87.01% |
$85K - $96K
|
662
$195K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
306+ 29.8% |
$84.5K - $95.3K
|
1.33K
$392K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
299+ 21.6% |
$82.6K - $93.2K
|
1.68K
$495K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
294+ 3.25% |
$81.2K - $91.6K
|
9.34K
$2.75M
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
292+ 7.36% |
$80.6K - $91K
|
4.26K
$1.25M
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
277+ 28.09% |
$76.5K - $86.3K
|
1.26K
$372K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
273+ 6.52% |
$75.4K - $85.1K
|
4.46K
$1.31M
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
266+ 37.62% |
$73.4K - $82.9K
|
973
$286K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
258New |
$71.2K - $80.4K
|
258
$75.9K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
250+ 8.64% |
$69K - $77.9K
|
3.14K
$925K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248New |
$68.5K - $77.3K
|
248
$73K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
246+ 124.24% |
$67.9K - $76.6K
|
444
$131K
|