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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
236+ 12.11% |
$68.3K - $85K
|
2.19K
$662K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
228New |
$66K - $82.1K
|
228
$69.1K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
225+ 7.74% |
$65.1K - $81K
|
3.13K
$949K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
221+ 6.95% |
$63.9K - $79.6K
|
3.4K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
214+ 2.11% |
$61.9K - $77.1K
|
10.3K
$3.13M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 8.49% |
$60.8K - $75.6K
|
2.68K
$813K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
208+ 7.07% |
$60.2K - $74.9K
|
3.15K
$954K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 6.58% |
$58.4K - $72.8K
|
3.27K
$990K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.43% |
$57.9K - $72K
|
47.1K
$14.3M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 1.6% |
$57.9K - $72K
|
12.7K
$3.86M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
183+ 7.62% |
$52.9K - $65.9K
|
2.59K
$783K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
182+ 13.81% |
$52.7K - $65.6K
|
1.5K
$454K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
180+ 12.01% |
$52.1K - $64.8K
|
1.68K
$509K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
178+ 301.69% |
$51.5K - $64.1K
|
237
$71.8K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
167+ 0.17% |
$48.3K - $60.2K
|
100K
$30.4M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
167+ 8.3% |
$48.3K - $60.2K
|
2.18K
$660K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
155+ 7.23% |
$44.8K - $55.8K
|
2.3K
$697K
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
153+ 1.26% |
$44.3K - $55.1K
|
12.3K
$3.72M
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
150+ 5.04% |
$43.4K - $54K
|
3.13K
$947K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 29.59% |
$43.4K - $54K
|
657
$199K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
149+ 24.11% |
$43.1K - $53.7K
|
767
$232K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
145+ 2.4% |
$42K - $52.2K
|
6.18K
$1.87M
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
142+ 9.23% |
$41.1K - $51.1K
|
1.68K
$509K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 156.04% |
$41.1K - $51.1K
|
233
$70.6K
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
140+ 3.53% |
$40.5K - $50.4K
|
4.11K
$1.24M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
139+ 17.08% |
$40.2K - $50.1K
|
953
$289K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
138+ 9.91% |
$39.9K - $49.7K
|
1.53K
$463K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
138+ 5.82% |
$39.9K - $49.7K
|
2.51K
$760K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
137+ 5.86% |
$39.6K - $49.3K
|
2.48K
$750K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
133+ 10.18% |
$38.5K - $47.9K
|
1.44K
$436K
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
131+ 8.0% |
$37.9K - $47.2K
|
1.77K
$536K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
129+ 1.7% |
$37.3K - $46.5K
|
7.71K
$2.33M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
129+ 1.41% |
$37.3K - $46.5K
|
9.3K
$2.82M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126New |
$36.5K - $45.4K
|
126
$38.2K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
126+ 14.55% |
$36.5K - $45.4K
|
992
$300K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
120+ 1.46% |
$34.7K - $43.2K
|
8.36K
$2.53M
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
113+ 0.03% |
$32.7K - $40.7K
|
411K
$124M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
105+ 70.0% |
$30.4K - $37.8K
|
255
$77.2K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
101+ 49.03% |
$29.2K - $36.4K
|
307
$93K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
98+ 6.71% |
$28.4K - $35.3K
|
1.56K
$472K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
96+ 0.2% |
$27.8K - $34.6K
|
49.2K
$14.9M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
85+ 10.91% |
$24.6K - $30.6K
|
864
$262K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 4.32% |
$21.7K - $27K
|
1.81K
$549K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74+ 9.97% |
$21.4K - $26.7K
|
816
$247K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 8.53% |
$21.1K - $26.3K
|
929
$281K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
71+ 0.23% |
$20.5K - $25.6K
|
30.6K
$9.28M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
71+ 0.78% |
$20.5K - $25.6K
|
9.14K
$2.77M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
69+ 1.56% |
$20K - $24.9K
|
4.5K
$1.36M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
69+ 8.4% |
$20K - $24.9K
|
890
$270K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
67+ 1.96% |
$19.4K - $24.1K
|
3.49K
$1.06M
|