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 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.09% |
$2.89K - $3.6K
|
907
$262K
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-10- 0.54% |
$2.89K - $3.6K
|
1.83K
$529K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-11- 0.26% |
$3.18K - $3.96K
|
4.27K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-11- 7.1% |
$3.18K - $3.96K
|
144
$41.6K
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-11- 0.03% |
$3.18K - $3.96K
|
41.4K
$12M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11- 0.3% |
$3.18K - $3.96K
|
3.6K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.94% |
$3.18K - $3.96K
|
1.16K
$335K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11- 1.21% |
$3.18K - $3.96K
|
898
$260K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-11- 0.36% |
$3.18K - $3.96K
|
3.02K
$871K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.41% |
$3.18K - $3.96K
|
2.65K
$764K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-12- 0.19% |
$3.47K - $4.32K
|
6.25K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 32.56% |
$4.05K - $5.04K
|
29
$8.38K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14- 93.33% |
$4.05K - $5.04K
|
1
$289
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 3.41% |
$4.34K - $5.4K
|
425
$123K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-15- 1.08% |
$4.34K - $5.4K
|
1.37K
$395K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15- 0.05% |
$4.34K - $5.4K
|
28.4K
$8.21M
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-18- 1.36% |
$5.21K - $6.48K
|
1.31K
$377K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-18- 2.43% |
$5.21K - $6.48K
|
723
$209K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-19- 1.81% |
$5.5K - $6.84K
|
1.03K
$298K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-20- 0.77% |
$5.79K - $7.2K
|
2.58K
$746K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 2.27% |
$5.79K - $7.2K
|
863
$249K
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-20- 2.63% |
$5.79K - $7.2K
|
740
$214K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 3.93% |
$6.37K - $7.92K
|
538
$155K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.52% |
$6.65K - $8.28K
|
1.49K
$432K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-23- 0.21% |
$6.65K - $8.28K
|
11.1K
$3.2M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-24- 0.57% |
$6.94K - $8.65K
|
4.18K
$1.21M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24- 1.6% |
$6.94K - $8.65K
|
1.48K
$427K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-24- 1.68% |
$6.94K - $8.65K
|
1.41K
$407K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24- 1.7% |
$6.94K - $8.65K
|
1.39K
$400K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-24- 1.58% |
$6.94K - $8.65K
|
1.49K
$431K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-24- 24.24% |
$6.94K - $8.65K
|
75
$21.7K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25- 0.73% |
$7.23K - $9.01K
|
3.39K
$979K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 1.07% |
$7.23K - $9.01K
|
2.31K
$668K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 3.11% |
$7.23K - $9.01K
|
780
$225K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 1.46% |
$7.23K - $9.01K
|
1.68K
$487K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-28- 51.85% |
$8.1K - $10.1K
|
26
$7.51K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-28- 3.66% |
$8.1K - $10.1K
|
737
$213K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29- 1.89% |
$8.39K - $10.4K
|
1.5K
$434K
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-29- 0.22% |
$8.39K - $10.4K
|
13.1K
$3.79M
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-30- 1.19% |
$8.68K - $10.8K
|
2.48K
$717K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-32- 1.91% |
$9.26K - $11.5K
|
1.65K
$475K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33- 0.04% |
$9.55K - $11.9K
|
76.8K
$22.2M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-34- 3.3% |
$9.84K - $12.2K
|
996
$288K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-34- 0.7% |
$9.84K - $12.2K
|
4.83K
$1.39M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-36- 2.2% |
$10.4K - $13K
|
1.6K
$463K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38- 2.86% |
$11K - $13.7K
|
1.29K
$373K
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-39- 4.84% |
$11.3K - $14K
|
766
$221K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 11.02% |
$11.6K - $14.4K
|
323
$93.3K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-45- 0.71% |
$13K - $16.2K
|
6.3K
$1.82M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-47- 1.96% |
$13.6K - $16.9K
|
2.35K
$678K
|