Purchases and Sales Made in Q4 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q4 2023. 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 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$8.81K - $11.4K
|
37
$11.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
36+ 7.98% |
$8.57K - $11.1K
|
487
$148K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36+ 1.77% |
$8.57K - $11.1K
|
2.07K
$628K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35New |
$8.33K - $10.8K
|
35
$10.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
35New |
$8.33K - $10.8K
|
35
$10.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 3.17% |
$8.33K - $10.8K
|
1.14K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
34+ 87.18% |
$8.09K - $10.5K
|
73
$22.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
32+ 0.63% |
$7.62K - $9.85K
|
5.1K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31+ 442.86% |
$7.38K - $9.54K
|
38
$11.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
31+ 0.37% |
$7.38K - $9.54K
|
8.49K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30+ 22.22% |
$7.14K - $9.23K
|
165
$50K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
30+ 1.29% |
$7.14K - $9.23K
|
2.36K
$714K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
BUY
|
- |
29+ 1.89% |
$6.9K - $8.93K
|
1.56K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
29+ 2.09% |
$6.9K - $8.93K
|
1.41K
$428K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
29+ 0.55% |
$6.9K - $8.93K
|
5.32K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 1.06% |
$6.66K - $8.62K
|
2.68K
$811K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
28+ 7.59% |
$6.66K - $8.62K
|
397
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28+ 3.25% |
$6.66K - $8.62K
|
889
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27+ 2.08% |
$6.43K - $8.31K
|
1.32K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 0.41% |
$6.43K - $8.31K
|
6.62K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
25+ 1.92% |
$5.95K - $7.7K
|
1.33K
$402K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
25+ 3.93% |
$5.95K - $7.7K
|
661
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24+ 2.42% |
$5.71K - $7.39K
|
1.02K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
23+ 3.48% |
$5.47K - $7.08K
|
684
$207K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 0.64% |
$4.76K - $6.16K
|
3.14K
$950K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
19+ 0.98% |
$4.52K - $5.85K
|
1.97K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19+ 37.25% |
$4.52K - $5.85K
|
70
$21.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
18+ 3.12% |
$4.28K - $5.54K
|
595
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.3% |
$3.57K - $4.62K
|
5.01K
$1.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.88% |
$3.33K - $4.31K
|
1.61K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$3.33K - $4.31K
|
14
$4.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 0.38% |
$3.09K - $4K
|
3.45K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.94K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.94K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
13+ 2.2% |
$3.09K - $4K
|
604
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12New |
$2.86K - $3.69K
|
12
$3.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.43% |
$2.62K - $3.39K
|
2.55K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11New |
$2.62K - $3.39K
|
11
$3.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 1.18% |
$2.62K - $3.39K
|
945
$286K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
11New |
$2.62K - $3.39K
|
11
$3.33K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
10+ 1.09% |
$2.38K - $3.08K
|
926
$280K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10+ 100.0% |
$2.38K - $3.08K
|
20
$6.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 1.31% |
$2.38K - $3.08K
|
774
$234K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$2.38K - $3.08K
|
10
$3.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9+ 0.84% |
$2.14K - $2.77K
|
1.08K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9New |
$2.14K - $2.77K
|
9
$2.73K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8+ 0.27% |
$1.9K - $2.46K
|
2.95K
$893K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
8+ 0.92% |
$1.9K - $2.46K
|
874
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
8+ 1.03% |
$1.9K - $2.46K
|
785
$238K
|