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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
96+ 0.2% |
$27.8K - $34.6K
|
49.2K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
85+ 10.91% |
$24.6K - $30.6K
|
864
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 4.32% |
$21.7K - $27K
|
1.81K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74+ 9.97% |
$21.4K - $26.7K
|
816
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 8.53% |
$21.1K - $26.3K
|
929
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
71+ 0.23% |
$20.5K - $25.6K
|
30.6K
$9.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
71+ 4.19% |
$20.5K - $25.6K
|
1.77K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
71+ 0.78% |
$20.5K - $25.6K
|
9.14K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
69+ 1.56% |
$20K - $24.9K
|
4.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
69+ 8.4% |
$20K - $24.9K
|
890
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
67+ 1.96% |
$19.4K - $24.1K
|
3.49K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 48.18% |
$19.1K - $23.8K
|
203
$62K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
66+ 0.28% |
$19.1K - $23.8K
|
23.4K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 5.09% |
$18.5K - $23.1K
|
1.32K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
57New |
$16.5K - $20.5K
|
57
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54+ 6.86% |
$15.6K - $19.5K
|
841
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 5.45% |
$15.6K - $19.5K
|
1.05K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 7.6% |
$15.3K - $19.1K
|
750
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
52+ 7.48% |
$15K - $18.7K
|
747
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
51+ 0.72% |
$14.8K - $18.4K
|
7.15K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 135.14% |
$14.5K - $18K
|
87
$26.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 3.8% |
$14.5K - $18K
|
1.37K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
49+ 3.41% |
$14.2K - $17.7K
|
1.49K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
48New |
$13.9K - $17.3K
|
48
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44+ 4.21% |
$12.7K - $15.8K
|
1.09K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42+ 4.76% |
$12.2K - $15.1K
|
925
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
41+ 5.37% |
$11.9K - $14.8K
|
804
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
41+ 12.54% |
$11.9K - $14.8K
|
368
$112K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
40+ 3.39% |
$11.6K - $14.4K
|
1.22K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
40+ 13.65% |
$11.6K - $14.4K
|
333
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
38+ 3.41% |
$11K - $13.7K
|
1.15K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
38+ 1.7% |
$11K - $13.7K
|
2.28K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
37New |
$10.7K - $13.3K
|
37
$11.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37New |
$10.7K - $13.3K
|
37
$11.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
36+ 2.55% |
$10.4K - $13K
|
1.45K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33+ 4.3% |
$9.55K - $11.9K
|
801
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33+ 0.32% |
$9.55K - $11.9K
|
10.5K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
32New |
$9.26K - $11.5K
|
32
$9.77K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
29New |
$8.39K - $10.4K
|
29
$8.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
28New |
$8.1K - $10.1K
|
28
$8.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27+ 2.93% |
$7.81K - $9.73K
|
947
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 5.35% |
$7.23K - $9.01K
|
492
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
25New |
$7.23K - $9.01K
|
25
$7.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
24+ 3.4% |
$6.94K - $8.65K
|
730
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
24+ 1.01% |
$6.94K - $8.65K
|
2.4K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$6.65K - $8.28K
|
23
$7.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
23+ 3.32% |
$6.65K - $8.28K
|
716
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 24.14% |
$6.08K - $7.56K
|
108
$33K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 0.53% |
$6.08K - $7.56K
|
3.98K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.15% |
$5.79K - $7.2K
|
13.5K
$4.13M
|