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 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-36- 23.38% |
$8.57K - $11.1K
|
118
$34.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-37- 1.44% |
$8.81K - $11.4K
|
2.54K
$740K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-37- 3.21% |
$8.81K - $11.4K
|
1.12K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-38- 4.83% |
$9.04K - $11.7K
|
749
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-40- 4.82% |
$9.52K - $12.3K
|
790
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-44- 3.11% |
$10.5K - $13.5K
|
1.37K
$401K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-44- 30.56% |
$10.5K - $13.5K
|
100
$29.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-47- 0.12% |
$11.2K - $14.5K
|
38.9K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-49- 1.05% |
$11.7K - $15.1K
|
4.62K
$1.35M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-50- 1.12% |
$11.9K - $15.4K
|
4.4K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 2.57% |
$11.9K - $15.4K
|
1.9K
$553K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-50- 0.28% |
$11.9K - $15.4K
|
18K
$5.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 5.5% |
$11.9K - $15.4K
|
859
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-51- 98.08% |
$12.1K - $15.7K
|
1
$292
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-55- 1.49% |
$13.1K - $16.9K
|
3.64K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-56- 0.21% |
$13.3K - $17.2K
|
26.7K
$7.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-59- 7.4% |
$14K - $18.2K
|
738
$215K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 1.15% |
$14.3K - $18.5K
|
5.16K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-60- 7.82% |
$14.3K - $18.5K
|
707
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-61- 5.73% |
$14.5K - $18.8K
|
1K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-62- 4.92% |
$14.8K - $19.1K
|
1.2K
$350K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-65- 11.73% |
$15.5K - $20K
|
489
$143K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-66- 0.32% |
$15.7K - $20.3K
|
20.6K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-67- 3.67% |
$15.9K - $20.6K
|
1.76K
$514K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-67- 3.58% |
$15.9K - $20.6K
|
1.81K
$527K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-67- 2.9% |
$15.9K - $20.6K
|
2.24K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-71- 11.01% |
$16.9K - $21.9K
|
574
$168K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-72- 4.26% |
$17.1K - $22.2K
|
1.62K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-72- 6.22% |
$17.1K - $22.2K
|
1.09K
$317K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-73- 50.34% |
$17.4K - $22.5K
|
72
$21K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 5.06% |
$17.8K - $23.1K
|
1.41K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-75- 0.33% |
$17.8K - $23.1K
|
22.7K
$6.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-80- 2.23% |
$19K - $24.6K
|
3.51K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-81- 5.11% |
$19.3K - $24.9K
|
1.51K
$439K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-82- 2.91% |
$19.5K - $25.2K
|
2.73K
$798K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 3.75% |
$19.5K - $25.2K
|
2.1K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-82- 1.82% |
$19.5K - $25.2K
|
4.43K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-84- 2.87% |
$20K - $25.9K
|
2.84K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-86- 98.85% |
$20.5K - $26.5K
|
1
$292
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-87- 69.6% |
$20.7K - $26.8K
|
38
$11.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-89- 9.74% |
$21.2K - $27.4K
|
825
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 98.92% |
$21.9K - $28.3K
|
1
$292
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-92- 3.84% |
$21.9K - $28.3K
|
2.3K
$672K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-93- 10.9% |
$22.1K - $28.6K
|
760
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-93- 2.44% |
$22.1K - $28.6K
|
3.72K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-94- 4.59% |
$22.4K - $28.9K
|
1.95K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-94- 4.77% |
$22.4K - $28.9K
|
1.88K
$548K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-95- 9.07% |
$22.6K - $29.2K
|
952
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-99- 8.2% |
$23.6K - $30.5K
|
1.11K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-100- 1.1% |
$23.8K - $30.8K
|
8.98K
$2.62M
|