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 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
248+ 2.94% |
$71.8K - $89.3K
|
8.7K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
236+ 12.11% |
$68.3K - $85K
|
2.19K
$667K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
228New |
$66K - $82.1K
|
228
$69.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
225+ 7.74% |
$65.1K - $81K
|
3.13K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
225New |
$65.1K - $81K
|
225
$68.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
221+ 6.95% |
$63.9K - $79.6K
|
3.4K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
214+ 4.4% |
$61.9K - $77.1K
|
5.08K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
214+ 2.11% |
$61.9K - $77.1K
|
10.3K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 8.49% |
$60.8K - $75.6K
|
2.68K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
208+ 7.07% |
$60.2K - $74.9K
|
3.15K
$962K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 6.58% |
$58.4K - $72.8K
|
3.27K
$998K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 1.6% |
$57.9K - $72K
|
12.7K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.43% |
$57.9K - $72K
|
47.1K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
199+ 1.73% |
$57.6K - $71.7K
|
11.7K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
191New |
$55.3K - $68.8K
|
191
$58.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
183+ 7.62% |
$52.9K - $65.9K
|
2.59K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
182+ 13.81% |
$52.7K - $65.6K
|
1.5K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
180+ 12.01% |
$52.1K - $64.8K
|
1.68K
$513K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
178+ 301.69% |
$51.5K - $64.1K
|
237
$72.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
167+ 8.3% |
$48.3K - $60.2K
|
2.18K
$665K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
167+ 0.17% |
$48.3K - $60.2K
|
100K
$30.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
155+ 7.23% |
$44.8K - $55.8K
|
2.3K
$702K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
153+ 1.26% |
$44.3K - $55.1K
|
12.3K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 29.59% |
$43.4K - $54K
|
657
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
150+ 5.04% |
$43.4K - $54K
|
3.13K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
149+ 24.11% |
$43.1K - $53.7K
|
767
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
148+ 11.11% |
$42.8K - $53.3K
|
1.48K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
145+ 2.4% |
$42K - $52.2K
|
6.18K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 156.04% |
$41.1K - $51.1K
|
233
$71.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
142+ 9.23% |
$41.1K - $51.1K
|
1.68K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
140+ 3.53% |
$40.5K - $50.4K
|
4.11K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
139+ 17.08% |
$40.2K - $50.1K
|
953
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
138+ 9.91% |
$39.9K - $49.7K
|
1.53K
$467K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
138+ 5.82% |
$39.9K - $49.7K
|
2.51K
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
137+ 5.86% |
$39.6K - $49.3K
|
2.48K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
133+ 10.18% |
$38.5K - $47.9K
|
1.44K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
131+ 8.0% |
$37.9K - $47.2K
|
1.77K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
129+ 1.41% |
$37.3K - $46.5K
|
9.3K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
129+ 1.7% |
$37.3K - $46.5K
|
7.71K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
126+ 14.55% |
$36.5K - $45.4K
|
992
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126New |
$36.5K - $45.4K
|
126
$38.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
126New |
$36.5K - $45.4K
|
126
$38.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
120+ 1.46% |
$34.7K - $43.2K
|
8.36K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
117+ 3.12% |
$33.9K - $42.1K
|
3.86K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
113+ 0.03% |
$32.7K - $40.7K
|
411K
$125M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
112+ 6.12% |
$32.4K - $40.3K
|
1.94K
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
105+ 70.0% |
$30.4K - $37.8K
|
255
$77.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
101+ 49.03% |
$29.2K - $36.4K
|
307
$93.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
100+ 16.39% |
$28.9K - $36K
|
710
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
98+ 6.71% |
$28.4K - $35.3K
|
1.56K
$476K
|