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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.69K+ 21.91% |
$402K - $520K
|
9.39K
$2.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$396K - $512K
|
1.66K
$505K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.61K+ 6.43% |
$382K - $495K
|
26.6K
$8.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.56K+ 9.7% |
$371K - $479K
|
17.6K
$5.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.51K+ 2.59% |
$358K - $463K
|
59.7K
$18.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
1.5K+ 5.04% |
$357K - $462K
|
31.3K
$9.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.47K+ 4.1% |
$350K - $452K
|
37.3K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.43KNew |
$341K - $441K
|
1.43K
$435K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.42K+ 34.01% |
$337K - $436K
|
5.58K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.41KNew |
$336K - $435K
|
1.41K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
1.41K+ 3.5% |
$335K - $433K
|
41.6K
$12.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$334K - $432K
|
1.41K
$427K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.38KNew |
$329K - $425K
|
1.38K
$420K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$326K - $421K
|
1.37K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.36K+ 10.63% |
$323K - $418K
|
14.1K
$4.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.34K+ 5.5% |
$319K - $413K
|
25.7K
$7.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.33K+ 18.63% |
$316K - $409K
|
8.46K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.3K+ 7.27% |
$309K - $400K
|
19.2K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.28K+ 102.31% |
$306K - $395K
|
2.54K
$771K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.28K+ 27.18% |
$305K - $394K
|
5.99K
$1.82M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 6.27% |
$304K - $393K
|
21.6K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.28K+ 1054.55% |
$304K - $393K
|
1.4K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.26K+ 30.41% |
$301K - $389K
|
5.42K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.26K+ 16.2% |
$299K - $386K
|
9K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.23KNew |
$292K - $378K
|
1.23K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.23K+ 15.94% |
$292K - $377K
|
8.91K
$2.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.21K+ 2.18% |
$288K - $373K
|
56.9K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.19KNew |
$284K - $367K
|
1.19K
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.17KNew |
$277K - $359K
|
1.17K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.15KNew |
$274K - $354K
|
1.15K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.15KNew |
$274K - $354K
|
1.15K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.12KNew |
$266K - $344K
|
1.12K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.12K+ 1.71% |
$266K - $344K
|
66.5K
$20.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
1.1K+ 5.8% |
$262K - $339K
|
20.1K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 29.95% |
$262K - $339K
|
4.78K
$1.45M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.1KNew |
$262K - $339K
|
1.1K
$334K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 5.6% |
$262K - $339K
|
20.7K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.09K+ 33.03% |
$260K - $336K
|
4.4K
$1.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.09KNew |
$258K - $334K
|
1.09K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.06KNew |
$251K - $325K
|
1.06K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.05KNew |
$251K - $324K
|
1.05K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.01KNew |
$241K - $311K
|
1.01K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1KNew |
$238K - $308K
|
1K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
983New |
$234K - $303K
|
983
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
942+ 5.13% |
$224K - $290K
|
19.3K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
939+ 41.26% |
$223K - $289K
|
3.22K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
938New |
$223K - $289K
|
938
$285K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
883+ 754.7% |
$210K - $272K
|
1K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
876New |
$208K - $270K
|
876
$266K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
871New |
$207K - $268K
|
871
$264K
|