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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
636New |
$184K - $229K
|
636
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
604+ 81.07% |
$175K - $218K
|
1.35K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
603+ 2.93% |
$174K - $217K
|
21.2K
$6.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
590+ 3.21% |
$171K - $213K
|
19K
$5.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
588+ 10.14% |
$170K - $212K
|
6.39K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
583+ 2.65% |
$169K - $210K
|
22.6K
$6.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
581+ 28.05% |
$168K - $209K
|
2.65K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
564+ 1.2% |
$163K - $203K
|
47.4K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
563+ 2.52% |
$163K - $203K
|
22.9K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
554+ 13.92% |
$160K - $200K
|
4.54K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
550+ 8.4% |
$159K - $198K
|
7.1K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
531+ 2.73% |
$154K - $191K
|
20K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
531+ 5.76% |
$154K - $191K
|
9.75K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
499+ 2.1% |
$144K - $180K
|
24.3K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
494+ 8.46% |
$143K - $178K
|
6.34K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
489+ 7.67% |
$141K - $176K
|
6.87K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
476+ 60.25% |
$138K - $171K
|
1.27K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
467+ 3.41% |
$135K - $168K
|
14.1K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
454+ 9.73% |
$131K - $164K
|
5.12K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
451+ 7.89% |
$130K - $162K
|
6.17K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
449+ 108.98% |
$130K - $162K
|
861
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
448+ 12.1% |
$130K - $161K
|
4.15K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
430+ 12.72% |
$124K - $155K
|
3.81K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
428+ 66.36% |
$124K - $154K
|
1.07K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
427+ 2.73% |
$124K - $154K
|
16.1K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
419+ 16.01% |
$121K - $151K
|
3.04K
$886K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
418New |
$121K - $151K
|
418
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
418New |
$121K - $151K
|
418
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
416+ 83.2% |
$120K - $150K
|
916
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
410+ 1.67% |
$119K - $148K
|
24.9K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
407+ 2.07% |
$118K - $147K
|
20.1K
$5.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
406+ 10.07% |
$117K - $146K
|
4.44K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
406+ 11.59% |
$117K - $146K
|
3.91K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
400+ 1.75% |
$116K - $144K
|
23.3K
$6.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
399New |
$115K - $144K
|
399
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
374+ 22.94% |
$108K - $135K
|
2K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
367+ 4.13% |
$106K - $132K
|
9.26K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
366New |
$106K - $132K
|
366
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
358New |
$104K - $129K
|
358
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
353+ 50.94% |
$102K - $127K
|
1.05K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
353+ 1.1% |
$102K - $127K
|
32.4K
$9.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
350+ 19.55% |
$101K - $126K
|
2.14K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
347+ 3.55% |
$100K - $125K
|
10.1K
$2.95M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
346+ 11.3% |
$100K - $125K
|
3.41K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
344+ 15.36% |
$99.5K - $124K
|
2.58K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
338New |
$97.8K - $122K
|
338
$98.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
331+ 4.38% |
$95.8K - $119K
|
7.9K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
324+ 2.28% |
$93.7K - $117K
|
14.5K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
321+ 3.38% |
$92.9K - $116K
|
9.81K
$2.87M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$91.7K - $114K
|
317
$92.5K
|