Purchases and Sales Made in Q4 2024 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q4 2024. 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 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
27+ 3.32% |
$7.81K - $9.73K
|
840
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 5.35% |
$7.23K - $9.01K
|
492
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
25New |
$7.23K - $9.01K
|
25
$7.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
25+ 100.0% |
$7.23K - $9.01K
|
50
$14.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
24+ 3.4% |
$6.94K - $8.65K
|
730
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
24+ 1.01% |
$6.94K - $8.65K
|
2.4K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
23+ 3.32% |
$6.65K - $8.28K
|
716
$207K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23New |
$6.65K - $8.28K
|
23
$6.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$6.65K - $8.28K
|
23
$6.65K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 0.53% |
$6.08K - $7.56K
|
3.98K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21New |
$6.08K - $7.56K
|
21
$6.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 24.14% |
$6.08K - $7.56K
|
108
$31.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.15% |
$5.79K - $7.2K
|
13.5K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20New |
$5.79K - $7.2K
|
20
$5.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 2.2% |
$5.79K - $7.2K
|
928
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 1.19% |
$5.79K - $7.2K
|
1.71K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$5.5K - $6.84K
|
19
$5.49K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
19+ 0.01% |
$5.5K - $6.84K
|
233K
$67.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 1.08% |
$5.21K - $6.48K
|
1.69K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18+ 1.2% |
$5.21K - $6.48K
|
1.51K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
17New |
$4.92K - $6.12K
|
17
$4.91K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
15New |
$4.34K - $5.4K
|
15
$4.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.74% |
$4.34K - $5.4K
|
2.05K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.16% |
$4.34K - $5.4K
|
9.32K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
15+ 2.35% |
$4.34K - $5.4K
|
652
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
15+ 1.03% |
$4.34K - $5.4K
|
1.47K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
14+ 1.7% |
$4.05K - $5.04K
|
839
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
14+ 0.81% |
$4.05K - $5.04K
|
1.75K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 1.52% |
$3.47K - $4.32K
|
803
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$3.47K - $4.32K
|
5K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 13.75% |
$3.18K - $3.96K
|
91
$26.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11New |
$3.18K - $3.96K
|
11
$3.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.37% |
$3.18K - $3.96K
|
3.02K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10+ 1.18% |
$2.89K - $3.6K
|
859
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$2.89K - $3.6K
|
10
$2.89K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
9+ 0.52% |
$2.6K - $3.24K
|
1.74K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
9+ 0.14% |
$2.6K - $3.24K
|
6.55K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.82% |
$2.6K - $3.24K
|
1.1K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 15.09% |
$2.31K - $2.88K
|
61
$17.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8+ 0.74% |
$2.31K - $2.88K
|
1.09K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 34.78% |
$2.31K - $2.88K
|
31
$8.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 1.01% |
$2.03K - $2.52K
|
703
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7+ 0.44% |
$2.03K - $2.52K
|
1.59K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7+ 0.11% |
$2.03K - $2.52K
|
6.3K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.73% |
$2.03K - $2.52K
|
411
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 70.0% |
$2.03K - $2.52K
|
17
$4.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
7+ 0.87% |
$2.03K - $2.52K
|
810
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.91% |
$2.03K - $2.52K
|
778
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 8.05% |
$2.03K - $2.52K
|
94
$27.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.15% |
$1.74K - $2.16K
|
4.06K
$1.17M
|