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 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
660+ 4.53% |
$157K - $203K
|
15.2K
$4.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
659New |
$157K - $203K
|
659
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
627+ 41.86% |
$149K - $193K
|
2.13K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
582New |
$139K - $179K
|
582
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
576+ 10.38% |
$137K - $177K
|
6.13K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
573+ 4.33% |
$136K - $176K
|
13.8K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
540+ 11.92% |
$129K - $166K
|
5.07K
$1.54M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
515+ 42.92% |
$123K - $159K
|
1.72K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
508+ 5.22% |
$121K - $156K
|
10.2K
$3.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
506+ 2.39% |
$120K - $156K
|
21.7K
$6.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
504+ 26.11% |
$120K - $155K
|
2.43K
$737K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
495+ 15.16% |
$118K - $152K
|
3.76K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
490+ 8.97% |
$117K - $151K
|
5.95K
$1.8M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
484+ 9.44% |
$115K - $149K
|
5.61K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
478+ 22.08% |
$114K - $147K
|
2.64K
$801K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
470+ 35.1% |
$112K - $145K
|
1.81K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
464+ 54.65% |
$110K - $143K
|
1.31K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
463+ 32.15% |
$110K - $143K
|
1.9K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
424New |
$101K - $131K
|
424
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
421+ 0.94% |
$100K - $130K
|
45.4K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
419+ 10.74% |
$99.7K - $129K
|
4.32K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
414+ 1.24% |
$98.5K - $127K
|
33.7K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
407+ 31.09% |
$96.9K - $125K
|
1.72K
$520K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
405+ 16.26% |
$96.4K - $125K
|
2.9K
$877K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
404+ 1.56% |
$96.1K - $124K
|
26.2K
$7.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
400+ 23.26% |
$95.2K - $123K
|
2.12K
$642K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
390New |
$92.8K - $120K
|
390
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
383+ 47.82% |
$91.2K - $118K
|
1.18K
$359K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
378New |
$90K - $116K
|
378
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
376+ 45.3% |
$89.5K - $116K
|
1.21K
$365K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
373+ 22.93% |
$88.8K - $115K
|
2K
$606K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
366+ 6.79% |
$87.1K - $113K
|
5.75K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
360+ 3.8% |
$85.7K - $111K
|
9.83K
$2.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
355New |
$84.5K - $109K
|
355
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
353+ 15.07% |
$84K - $109K
|
2.7K
$817K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
349+ 1.23% |
$83.1K - $107K
|
28.6K
$8.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
349New |
$83.1K - $107K
|
349
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
349New |
$83.1K - $107K
|
349
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
345+ 18.27% |
$82.1K - $106K
|
2.23K
$676K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
345+ 139.11% |
$82.1K - $106K
|
593
$180K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
343+ 0.75% |
$81.6K - $106K
|
46.1K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
333+ 1.65% |
$79.3K - $102K
|
20.5K
$6.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
314+ 17.26% |
$74.7K - $96.6K
|
2.13K
$646K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
302+ 24.03% |
$71.9K - $93K
|
1.56K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
302+ 8.59% |
$71.9K - $93K
|
3.82K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
301+ 34.17% |
$71.6K - $92.6K
|
1.18K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
300+ 32.29% |
$71.4K - $92.3K
|
1.23K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
300+ 30.0% |
$71.4K - $92.3K
|
1.3K
$394K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
296+ 13.65% |
$70.4K - $91.1K
|
2.46K
$746K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
295+ 203.45% |
$70.2K - $90.8K
|
440
$133K
|