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 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-300- 13.92% |
$71.4K - $92.3K
|
1.86K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-301- 79.84% |
$71.6K - $92.6K
|
76
$23K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-307- 14.37% |
$73.1K - $94.5K
|
1.83K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-310- 6.9% |
$73.8K - $95.4K
|
4.18K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-311- 10.37% |
$74K - $95.7K
|
2.69K
$814K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-350- 25.05% |
$83.3K - $108K
|
1.05K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-358- 0.33% |
$85.2K - $110K
|
109K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-367- 26.65% |
$87.3K - $113K
|
1.01K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-369- 5.8% |
$87.8K - $114K
|
5.99K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-372- 7.41% |
$88.5K - $115K
|
4.65K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-372- 10.96% |
$88.5K - $115K
|
3.02K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-375- 16.16% |
$89.2K - $115K
|
1.95K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-377- 29.02% |
$89.7K - $116K
|
922
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-392- 34.0% |
$93.3K - $121K
|
761
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-398- 3.6% |
$94.7K - $123K
|
10.7K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-420- 76.5% |
$100K - $129K
|
129
$39.1K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-421- 15.95% |
$100K - $130K
|
2.22K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-435- 3.03% |
$104K - $134K
|
13.9K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-450- 9.51% |
$107K - $139K
|
4.28K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-463- 12.8% |
$110K - $143K
|
3.15K
$955K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-467- 1.29% |
$111K - $144K
|
35.8K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-492- 30.31% |
$117K - $151K
|
1.13K
$343K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-503- 1.4% |
$120K - $155K
|
35.3K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-504- 4.2% |
$120K - $155K
|
11.5K
$3.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-507- 89.1% |
$121K - $156K
|
62
$18.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-511- 20.88% |
$122K - $157K
|
1.94K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-516- 12.72% |
$123K - $159K
|
3.54K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-524- 10.37% |
$125K - $161K
|
4.53K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-526- 15.67% |
$125K - $162K
|
2.83K
$857K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-547- 0.44% |
$130K - $168K
|
123K
$37.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-550- 29.16% |
$131K - $169K
|
1.34K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-550- 29.16% |
$131K - $169K
|
1.34K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-566- 5.67% |
$135K - $174K
|
9.42K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-569- 14.65% |
$135K - $175K
|
3.31K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-598- 3.01% |
$142K - $184K
|
19.3K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-600- 0.38% |
$143K - $185K
|
159K
$48.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-604- 2.51% |
$144K - $186K
|
23.4K
$7.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-609- 4.31% |
$145K - $187K
|
13.5K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-624- 0.07% |
$149K - $192K
|
943K
$286M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-628- 9.97% |
$149K - $193K
|
5.67K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-644- 0.69% |
$153K - $198K
|
92.4K
$28M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-647- 3.13% |
$154K - $199K
|
20K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-672- 4.13% |
$160K - $207K
|
15.6K
$4.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-699- 7.17% |
$166K - $215K
|
9.05K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-759- 2.78% |
$181K - $234K
|
26.6K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-765- 1.78% |
$182K - $235K
|
42.1K
$12.8M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-831Closed |
$198K - $256K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-835- 6.18% |
$199K - $257K
|
12.7K
$3.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-879- 23.8% |
$209K - $271K
|
2.82K
$853K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-913- 24.5% |
$217K - $281K
|
2.81K
$852K
|