Purchases and Sales Made in Q4 2023 in Public Storage (PSA)

PSA Quotes by TradingView

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
Chilton Capital Management LLC

Houston, TX
BUY
 -
829
+ 1.24%
$197K - $255K
67.7K $20.5M
Feb 14, 2024 Q4 2023
Schwallier Wealth Management LLC

Grand Rapids, MI
BUY
 -
825
New
$196K - $254K
825 $250K
Feb 02, 2024 Q4 2023
Alexander Randolph Advisory, Inc.

Mclean, VA
BUY
 -
803
New
$191K - $247K
803 $243K
Jan 30, 2024 Q4 2023
Svb Wealth LLC

Boston, MA
BUY
 -
803
New
$191K - $247K
803 $243K
Feb 13, 2024 Q4 2023
Vinva Investment Management LTD

Sydney, C3
BUY
 -
797
+ 17.22%
$190K - $245K
5.43K $1.64M
Feb 13, 2024 Q4 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
795
+ 18.25%
$189K - $245K
5.15K $1.56M
Jan 11, 2024 Q4 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
790
+ 15.65%
$188K - $243K
5.84K $1.77M
Jan 22, 2024 Q4 2023
Sigma Investment Counselors Inc

BUY
 -
785
+ 8.82%
$187K - $242K
9.69K $2.93M
Jan 08, 2024 Q4 2023
First Affirmative Financial Network

BUY
 -
783
New
$186K - $241K
783 $237K
Feb 08, 2024 Q4 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
777
+ 3.85%
$185K - $239K
20.9K $6.34M
Feb 09, 2024 Q4 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
762
New
$181K - $235K
762 $231K
Jan 29, 2024 Q4 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
762
New
$181K - $235K
762 $231K
Feb 14, 2024 Q4 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
757
+ 6.95%
$180K - $233K
11.6K $3.53M
Jan 10, 2024 Q4 2023
Marshall Financial Group LLC

BUY
 -
757
+ 11.63%
$180K - $233K
7.27K $2.2M
Jan 23, 2024 Q4 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
755
New
$180K - $232K
755 $229K
Feb 14, 2024 Q4 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
754
New
$179K - $232K
754 $228K
Feb 14, 2024 Q4 2023
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
753
New
$179K - $232K
753 $228K
Jan 10, 2024 Q4 2023
Burke & Herbert Bank & Trust CO

BUY
 -
752
New
$179K - $231K
752 $228K
Apr 01, 2024 Q4 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
752
+ 8.52%
$179K - $231K
9.58K $2.9M
Feb 14, 2024 Q4 2023
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
751
New
$179K - $231K
751 $227K
Jan 23, 2024 Q4 2023
White Lighthouse Investment Management Inc.

BUY
 -
750
New
$178K - $231K
750 $227K
Feb 05, 2024 Q4 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
748
New
$178K - $230K
748 $227K
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
744
+ 64.58%
$177K - $229K
1.9K $574K
Feb 06, 2024 Q4 2023
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
743
New
$177K - $229K
743 $225K
Feb 06, 2024 Q4 2023
Rogco, LP

Claremore, OK
BUY
 -
740
+ 25.2%
$176K - $228K
3.68K $1.11M
Feb 09, 2024 Q4 2023
Renaissance Group LLC

Covington, KY
BUY
 -
737
New
$175K - $227K
737 $223K
Feb 06, 2024 Q4 2023
Summit Global Investments

Bountiful, UT
BUY
 -
730
+ 17.52%
$174K - $225K
4.9K $1.48M
Feb 07, 2024 Q4 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
729
New
$173K - $224K
729 $221K
Feb 07, 2024 Q4 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
725
New
$173K - $223K
725 $220K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
723
+ 21.38%
$172K - $223K
4.1K $1.24M
Feb 08, 2024 Q4 2023
Independent Advisor Alliance

BUY
 -
718
New
$171K - $221K
718 $217K
Jan 29, 2024 Q4 2023
Conning Inc.

BUY
 -
718
+ 8.56%
$171K - $221K
9.11K $2.76M
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

BUY
 -
715
New
$170K - $220K
715 $217K
Feb 14, 2024 Q4 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
715
New
$170K - $220K
715 $217K
Feb 06, 2024 Q4 2023
Metis Global Partners, LLC

BUY
 -
711
+ 4.06%
$169K - $219K
18.2K $5.52M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
710
+ 15.65%
$169K - $219K
5.25K $1.59M
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
703
New
$167K - $216K
703 $213K
Feb 12, 2024 Q4 2023
Pingora Partners LLC

Wilson, WY
BUY
 -
700
New
$167K - $215K
700 $212K
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
700
New
$167K - $215K
700 $212K
Feb 12, 2024 Q4 2023
Qtron Investments LLC

Boston, MA
BUY
 -
700
+ 87.83%
$167K - $215K
1.5K $453K
Jan 24, 2024 Q4 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
698
New
$166K - $215K
698 $211K
Feb 12, 2024 Q4 2023
Treasurer Of The State Of North Carolina

BUY
 -
690
+ 0.95%
$164K - $212K
73.5K $22.3M
Feb 14, 2024 Q4 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
BUY
 -
690
+ 5.68%
$164K - $212K
12.8K $3.89M
Feb 05, 2024 Q4 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
689
New
$164K - $212K
689 $209K
Feb 02, 2024 Q4 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
670
New
$159K - $206K
670 $203K
Feb 06, 2024 Q4 2023
Ajo Vista, LLC

Boston, MA
BUY
 -
668
New
$159K - $206K
668 $202K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
665
New
$158K - $205K
665 $201K
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
662
New
$158K - $204K
662 $201K
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

BUY
 -
661
New
$157K - $203K
661 $200K

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