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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.05% |
$9.39K - $10.6K
|
3.27K
$969K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 10.58% |
$9.11K - $10.3K
|
345
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32+ 56.14% |
$8.83K - $9.97K
|
89
$26.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
30+ 0.59% |
$8.28K - $9.35K
|
5.09K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29+ 1.54% |
$8.01K - $9.03K
|
1.92K
$567K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$8.01K - $9.03K
|
29
$8.59K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
26New |
$7.18K - $8.1K
|
26
$7.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
25+ 0.69% |
$6.9K - $7.79K
|
3.65K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.97% |
$6.9K - $7.79K
|
2.6K
$771K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
25+ 2.38% |
$6.9K - $7.79K
|
1.08K
$318K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25+ 1.42% |
$6.9K - $7.79K
|
1.78K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
24+ 1.09% |
$6.63K - $7.48K
|
2.22K
$658K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 23.76% |
$6.63K - $7.48K
|
125
$37K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
23+ 2.24% |
$6.35K - $7.17K
|
1.05K
$311K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
22+ 2.15% |
$6.07K - $6.85K
|
1.05K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 41.51% |
$6.07K - $6.85K
|
75
$22.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21+ 2.46% |
$5.8K - $6.54K
|
875
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.94% |
$5.52K - $6.23K
|
2.15K
$637K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
18+ 0.52% |
$4.97K - $5.61K
|
3.51K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 257.14% |
$4.97K - $5.61K
|
25
$7.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 1.8% |
$4.69K - $5.3K
|
959
$284K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 40.0% |
$4.42K - $4.98K
|
56
$16.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
15+ 0.53% |
$4.14K - $4.67K
|
2.85K
$844K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 7.04% |
$4.14K - $4.67K
|
228
$67.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 1.13% |
$4.14K - $4.67K
|
1.34K
$397K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 6.28% |
$3.87K - $4.36K
|
237
$70.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12New |
$3.31K - $3.74K
|
12
$3.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12+ 0.85% |
$3.31K - $3.74K
|
1.42K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
12+ 1.66% |
$3.31K - $3.74K
|
734
$217K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
11+ 0.81% |
$3.04K - $3.43K
|
1.37K
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$3.04K - $3.43K
|
11
$3.26K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.43% |
$2.76K - $3.12K
|
2.31K
$684K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.01% |
$2.76K - $3.12K
|
196K
$58.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9+ 1.11% |
$2.48K - $2.8K
|
821
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$2.48K - $2.8K
|
9
$2.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8New |
$2.21K - $2.49K
|
8
$2.37K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8+ 0.03% |
$2.21K - $2.49K
|
24.7K
$7.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 7.62% |
$2.21K - $2.49K
|
113
$33.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 2.71% |
$1.93K - $2.18K
|
265
$78.5K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 17.5% |
$1.93K - $2.18K
|
47
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.18% |
$1.93K - $2.18K
|
3.91K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$1.66K - $1.87K
|
6
$1.78K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
5+ 0.54% |
$1.38K - $1.56K
|
934
$277K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 62.5% |
$1.38K - $1.56K
|
13
$3.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5+ 0.39% |
$1.38K - $1.56K
|
1.29K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.15% |
$1.1K - $1.25K
|
2.7K
$799K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 1.11% |
$1.1K - $1.25K
|
364
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$1.1K - $1.25K
|
4
$1.18K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4+ 2.9% |
$1.1K - $1.25K
|
142
$42K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4+ 0.45% |
$1.1K - $1.25K
|
901
$267K
|