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 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
116New |
$27.6K - $35.7K
|
116
$35.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
116+ 7.48% |
$27.6K - $35.7K
|
1.67K
$506K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
115+ 37.7% |
$27.4K - $35.4K
|
420
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
113New |
$26.9K - $34.8K
|
113
$34.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
112+ 11.72% |
$26.7K - $34.5K
|
1.07K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
112+ 12.89% |
$26.7K - $34.5K
|
981
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
111+ 8.65% |
$26.4K - $34.2K
|
1.39K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
111+ 7.68% |
$26.4K - $34.2K
|
1.56K
$473K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
109+ 90.08% |
$25.9K - $33.6K
|
230
$69.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
109+ 5450.0% |
$25.9K - $33.6K
|
111
$33.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
106New |
$25.2K - $32.6K
|
106
$32.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
106+ 11.79% |
$25.2K - $32.6K
|
1.01K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
104+ 8.36% |
$24.8K - $32K
|
1.35K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
102+ 1.02% |
$24.3K - $31.4K
|
10.1K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
100New |
$23.8K - $30.8K
|
100
$30.4K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
96New |
$22.8K - $29.5K
|
96
$29.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
94+ 2.24% |
$22.4K - $28.9K
|
4.3K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
92+ 2.05% |
$21.9K - $28.3K
|
4.59K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
91+ 165.45% |
$21.7K - $28K
|
146
$44.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
90+ 3.03% |
$21.4K - $27.7K
|
3.06K
$928K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
90+ 6.44% |
$21.4K - $27.7K
|
1.49K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
89+ 8.6% |
$21.2K - $27.4K
|
1.12K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
88+ 2.45% |
$20.9K - $27.1K
|
3.68K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
88+ 5.91% |
$20.9K - $27.1K
|
1.58K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
87+ 5.29% |
$20.7K - $26.8K
|
1.73K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
87+ 2.05% |
$20.7K - $26.8K
|
4.34K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
81+ 3.38% |
$19.3K - $24.9K
|
2.47K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
79+ 4.74% |
$18.8K - $24.3K
|
1.75K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
77+ 1.38% |
$18.3K - $23.7K
|
5.64K
$1.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
75New |
$17.8K - $23.1K
|
75
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
75+ 0.26% |
$17.8K - $23.1K
|
29K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
74+ 4.42% |
$17.6K - $22.8K
|
1.75K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
73+ 40.11% |
$17.4K - $22.5K
|
255
$77.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
71New |
$16.9K - $21.9K
|
71
$21.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
69+ 3.82% |
$16.4K - $21.2K
|
1.87K
$569K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69+ 0.61% |
$16.4K - $21.2K
|
11.4K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66+ 4.21% |
$15.7K - $20.3K
|
1.63K
$496K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 20.63% |
$15.5K - $20K
|
380
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
62+ 0.15% |
$14.8K - $19.1K
|
41.1K
$12.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
57+ 0.21% |
$13.6K - $17.5K
|
27.7K
$8.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 6.28% |
$13.6K - $17.5K
|
964
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 20.0% |
$12.9K - $16.6K
|
324
$98.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 100.0% |
$11.9K - $15.4K
|
100
$30.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
48+ 2.67% |
$11.4K - $14.8K
|
1.85K
$561K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
46+ 1.22% |
$10.9K - $14.2K
|
3.82K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
45+ 27.95% |
$10.7K - $13.9K
|
206
$62.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
45+ 2.84% |
$10.7K - $13.9K
|
1.63K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 107.32% |
$10.5K - $13.5K
|
85
$25.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 6.3% |
$10.5K - $13.5K
|
742
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
43New |
$10.2K - $13.2K
|
43
$13.1K
|