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
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 4.55% |
$289 - $360
|
23
$7.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.46% |
$289 - $360
|
218
$66.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$289 - $360
|
1
$305
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.09% |
$289 - $360
|
1.08K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.06% |
$289 - $360
|
1.58K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.14% |
$289 - $360
|
706
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.98% |
$289 - $360
|
103
$31.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.02% |
$289 - $360
|
4.27K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 1.64% |
$289 - $360
|
60
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 5.26% |
$289 - $360
|
18
$5.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1- 8.33% |
$289 - $360
|
11
$3.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.09% |
$289 - $360
|
1.16K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1- 0.1% |
$289 - $360
|
1.02K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1- -0.0% |
$289 - $360
|
38K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.11% |
$289 - $360
|
920
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.24% |
$289 - $360
|
423
$129K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1- 0.09% |
$289 - $360
|
1.07K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 4.08% |
$579 - $720
|
47
$14.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 1.0% |
$579 - $720
|
199
$60.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.03% |
$579 - $720
|
7.41K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2- 0.17% |
$579 - $720
|
1.2K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$579 - $720
|
2.25K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.82% |
$579 - $720
|
243
$74.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 2.27% |
$868 - $1.08K
|
129
$39.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 11.54% |
$868 - $1.08K
|
23
$7.02K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-3- 0.31% |
$868 - $1.08K
|
976
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 66.67% |
$1.16K - $1.44K
|
2
$611
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 26.67% |
$1.16K - $1.44K
|
11
$3.36K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 1.09% |
$1.45K - $1.8K
|
455
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 6.85% |
$1.45K - $1.8K
|
68
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 9.52% |
$1.74K - $2.16K
|
57
$17.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 2.63% |
$2.03K - $2.52K
|
259
$79.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 3.08% |
$2.31K - $2.88K
|
252
$76.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 13.11% |
$2.31K - $2.88K
|
53
$16.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 3.62% |
$2.31K - $2.88K
|
213
$65K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 1.27% |
$2.6K - $3.24K
|
698
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-9- 0.19% |
$2.6K - $3.24K
|
4.62K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.65% |
$2.6K - $3.24K
|
1.38K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-9- 0.8% |
$2.6K - $3.24K
|
1.11K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.09% |
$2.89K - $3.6K
|
907
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.34% |
$2.89K - $3.6K
|
734
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10- 0.4% |
$2.89K - $3.6K
|
2.5K
$764K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10- 0.6% |
$2.89K - $3.6K
|
1.66K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-11- 0.26% |
$3.18K - $3.96K
|
4.27K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-11- 0.03% |
$3.18K - $3.96K
|
41.4K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11- 0.3% |
$3.18K - $3.96K
|
3.6K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.94% |
$3.18K - $3.96K
|
1.16K
$354K
|