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, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
108New |
$29.8K - $33.6K
|
108
$31.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
107+ 12.92% |
$29.5K - $33.3K
|
935
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
106+ 0.25% |
$29.3K - $33K
|
43K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
106+ 3.2% |
$29.3K - $33K
|
3.42K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
105+ 0.47% |
$29K - $32.7K
|
22.5K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
104New |
$28.7K - $32.4K
|
104
$30.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
103+ 11.88% |
$28.4K - $32.1K
|
970
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
101+ 9.1% |
$27.9K - $31.5K
|
1.21K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
101New |
$27.9K - $31.5K
|
101
$29.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.99% |
$27.6K - $31.2K
|
10.2K
$3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
99+ 9.61% |
$27.3K - $30.8K
|
1.13K
$332K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 66.67% |
$24.8K - $28K
|
225
$66.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
86+ 0.85% |
$23.7K - $26.8K
|
10.2K
$3M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
84New |
$23.2K - $26.2K
|
84
$24.7K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
84+ 4.63% |
$23.2K - $26.2K
|
1.9K
$558K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83+ 7.69% |
$22.9K - $25.9K
|
1.16K
$342K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82+ 14.83% |
$22.6K - $25.5K
|
635
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80New |
$22.1K - $24.9K
|
80
$23.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
80+ 2.83% |
$22.1K - $24.9K
|
2.91K
$857K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 16.74% |
$22.1K - $24.9K
|
558
$164K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
77+ 3.67% |
$21.3K - $24K
|
2.18K
$640K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
73+ 1.59% |
$20.2K - $22.7K
|
4.68K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
71+ 32.13% |
$19.6K - $22.1K
|
292
$85.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
70+ 1.72% |
$19.3K - $21.8K
|
4.13K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
69+ 4.96% |
$19.1K - $21.5K
|
1.46K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
68+ 2.21% |
$18.8K - $21.2K
|
3.14K
$925K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 19.58% |
$18.2K - $20.6K
|
403
$119K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
60+ 187.5% |
$16.6K - $18.7K
|
92
$27.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
59New |
$16.3K - $18.4K
|
59
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
58+ 2.27% |
$16K - $18.1K
|
2.61K
$768K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58+ 5.08% |
$16K - $18.1K
|
1.2K
$353K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
56+ 3.87% |
$15.5K - $17.4K
|
1.5K
$442K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
54+ 0.44% |
$14.9K - $16.8K
|
12.4K
$3.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
53New |
$14.6K - $16.5K
|
53
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
51+ 1.15% |
$14.1K - $15.9K
|
4.48K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
51+ 6.26% |
$14.1K - $15.9K
|
866
$255K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 100.0% |
$13.8K - $15.6K
|
100
$29.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
50+ 5.32% |
$13.8K - $15.6K
|
989
$291K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
47+ 4.0% |
$13K - $14.6K
|
1.22K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47+ 6.31% |
$13K - $14.6K
|
792
$233K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
45New |
$12.4K - $14K
|
45
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40New |
$11K - $12.5K
|
40
$11.8K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40New |
$11K - $12.5K
|
40
$11.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
37+ 3.33% |
$10.2K - $11.5K
|
1.15K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36New |
$9.94K - $11.2K
|
36
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
36+ 0.87% |
$9.94K - $11.2K
|
4.16K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
35+ 0.83% |
$9.66K - $10.9K
|
4.25K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
35+ 2.17% |
$9.66K - $10.9K
|
1.65K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34+ 100.0% |
$9.39K - $10.6K
|
68
$20K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
34New |
$9.39K - $10.6K
|
34
$10K
|