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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-116- 16.93% |
$27.6K - $35.7K
|
569
$172K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-121- 1.06% |
$28.8K - $37.2K
|
11.3K
$3.42M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-127- 10.38% |
$30.2K - $39.1K
|
1.1K
$332K
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-130- 6.13% |
$30.9K - $40K
|
1.99K
$602K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-135- 6.53% |
$32.1K - $41.6K
|
1.93K
$585K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-135- 10.3% |
$32.1K - $41.6K
|
1.18K
$356K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-137- 3.08% |
$32.6K - $42.2K
|
4.31K
$1.3M
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-137- 1.93% |
$32.6K - $42.2K
|
6.97K
$2.11M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 10.51% |
$32.6K - $42.2K
|
1.17K
$353K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-138Closed |
$32.8K - $42.5K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-139- 9.05% |
$33.1K - $42.8K
|
1.4K
$423K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-145- 17.26% |
$34.5K - $44.6K
|
695
$211K
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-146- 3.87% |
$34.7K - $44.9K
|
3.62K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-155- 2.98% |
$36.9K - $47.7K
|
5.05K
$1.53M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-158- 6.19% |
$37.6K - $48.6K
|
2.4K
$726K
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-160- 9.98% |
$38.1K - $49.2K
|
1.44K
$437K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 53.25% |
$39K - $50.5K
|
144
$43.6K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-164- 39.71% |
$39K - $50.5K
|
249
$75.4K
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-166- 14.69% |
$39.5K - $51.1K
|
964
$292K
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-174- 19.04% |
$41.4K - $53.6K
|
740
$224K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-175- 19.64% |
$41.6K - $53.9K
|
716
$217K
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-180- 5.03% |
$42.8K - $55.4K
|
3.4K
$1.03M
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-184- 4.16% |
$43.8K - $56.6K
|
4.24K
$1.28M
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-186- 6.58% |
$44.3K - $57.3K
|
2.64K
$800K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-194- 9.13% |
$46.2K - $59.7K
|
1.93K
$585K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 0.69% |
$47.6K - $61.6K
|
28.6K
$8.67M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.04% |
$47.6K - $61.6K
|
9.6K
$2.91M
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-201- 1.72% |
$47.8K - $61.9K
|
11.5K
$3.48M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-204- 20.56% |
$48.5K - $62.8K
|
788
$239K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-205- 22.53% |
$48.8K - $63.1K
|
705
$214K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-207- 15.0% |
$49.3K - $63.7K
|
1.17K
$355K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-207- 15.0% |
$49.3K - $63.7K
|
1.17K
$355K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-207- 7.81% |
$49.3K - $63.7K
|
2.44K
$740K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-213- 4.7% |
$50.7K - $65.6K
|
4.32K
$1.31M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-213- 4.78% |
$50.7K - $65.6K
|
4.24K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-222- 0.66% |
$52.8K - $68.3K
|
33.5K
$10.1M
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-227- 8.86% |
$54K - $69.9K
|
2.33K
$707K
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-228- 2.58% |
$54.3K - $70.2K
|
8.6K
$2.6M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-236- 5.06% |
$56.2K - $72.6K
|
4.43K
$1.34M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-238- 7.33% |
$56.6K - $73.3K
|
3.01K
$911K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-252- 0.55% |
$60K - $77.6K
|
45.2K
$13.7M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-263- 25.71% |
$62.6K - $81K
|
760
$230K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-266- 0.59% |
$63.3K - $81.9K
|
44.5K
$13.5M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-267- 23.06% |
$63.5K - $82.2K
|
891
$270K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-274- 4.81% |
$65.2K - $84.3K
|
5.42K
$1.64M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-284- 25.56% |
$67.6K - $87.4K
|
827
$250K
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-285- 1.69% |
$67.8K - $87.7K
|
16.6K
$5.02M
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-288- 0.62% |
$68.5K - $88.6K
|
46.3K
$14M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-293- 7.28% |
$69.7K - $90.2K
|
3.73K
$1.13M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-296- 13.8% |
$70.4K - $91.1K
|
1.85K
$560K
|