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 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
295+ 203.45% |
$70.2K - $90.8K
|
440
$134K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
293New |
$69.7K - $90.2K
|
293
$89K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
287+ 4.48% |
$68.3K - $88.3K
|
6.69K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
275New |
$65.4K - $84.6K
|
275
$83.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
273+ 31.06% |
$65K - $84K
|
1.15K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
259+ 18.21% |
$61.6K - $79.7K
|
1.68K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
252+ 7.63% |
$60K - $77.6K
|
3.55K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
239+ 8.62% |
$56.9K - $73.6K
|
3.01K
$915K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
237+ 25.57% |
$56.4K - $72.9K
|
1.16K
$353K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
236New |
$56.2K - $72.6K
|
236
$71.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
235+ 20.19% |
$55.9K - $72.3K
|
1.4K
$425K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
228+ 1.91% |
$54.3K - $70.2K
|
12.2K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
227+ 11.08% |
$54K - $69.9K
|
2.28K
$691K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
221+ 6.71% |
$52.6K - $68K
|
3.51K
$1.07M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
221+ 9.47% |
$52.6K - $68K
|
2.56K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
207+ 1.66% |
$49.3K - $63.7K
|
12.7K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 16.86% |
$48.1K - $62.2K
|
1.4K
$425K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
201+ 9.01% |
$47.8K - $61.9K
|
2.43K
$739K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.42% |
$47.6K - $61.6K
|
48K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
200+ 0.32% |
$47.6K - $61.6K
|
62.9K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$47.6K - $61.6K
|
200
$60.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
198+ 3.52% |
$47.1K - $60.9K
|
5.83K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
197New |
$46.9K - $60.6K
|
197
$59.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
195+ 0.8% |
$46.4K - $60K
|
24.6K
$7.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
193New |
$45.9K - $59.4K
|
193
$58.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
192+ 7.41% |
$45.7K - $59.1K
|
2.78K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
185New |
$44K - $56.9K
|
185
$56.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
181+ 6.35% |
$43.1K - $55.7K
|
3.03K
$921K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
179+ 18.42% |
$42.6K - $55.1K
|
1.15K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
173+ 21.87% |
$41.2K - $53.2K
|
964
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
172+ 11.94% |
$40.9K - $52.9K
|
1.61K
$489K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
171New |
$40.7K - $52.6K
|
171
$51.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
165+ 0.94% |
$39.3K - $50.8K
|
17.6K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
165+ 8.17% |
$39.3K - $50.8K
|
2.18K
$663K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
162+ 12.68% |
$38.6K - $49.9K
|
1.44K
$437K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 12.1% |
$38.1K - $49.2K
|
1.48K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
159+ 1.47% |
$37.8K - $48.9K
|
11K
$3.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
158+ 13.74% |
$37.6K - $48.6K
|
1.31K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
157+ 0.34% |
$37.4K - $48.3K
|
46.2K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
144+ 0.28% |
$34.3K - $44.3K
|
51.3K
$15.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
141+ 1.59% |
$33.6K - $43.4K
|
9.02K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
140+ 285.71% |
$33.3K - $43.1K
|
189
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
138+ 17.14% |
$32.8K - $42.5K
|
943
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
137+ 3.05% |
$32.6K - $42.2K
|
4.63K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
130+ 1.41% |
$30.9K - $40K
|
9.37K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
125+ 2.09% |
$29.7K - $38.5K
|
6.12K
$1.86M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
123New |
$29.3K - $37.9K
|
123
$37.3K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 1.4% |
$28.6K - $36.9K
|
8.69K
$2.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
119+ 0.56% |
$28.3K - $36.6K
|
21.3K
$6.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
116New |
$27.6K - $35.7K
|
116
$35.2K
|