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 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
71+ 0.78% |
$20.5K - $25.6K
|
9.14K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
70New |
$20.3K - $25.2K
|
70
$20.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
69+ 8.4% |
$20K - $24.9K
|
890
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
69+ 1.56% |
$20K - $24.9K
|
4.5K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
67+ 1.96% |
$19.4K - $24.1K
|
3.49K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 48.18% |
$19.1K - $23.8K
|
203
$58.3K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
66+ 0.28% |
$19.1K - $23.8K
|
23.4K
$6.72M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
64+ 5.06% |
$18.5K - $23.1K
|
1.33K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 5.09% |
$18.5K - $23.1K
|
1.32K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
62+ 7.53% |
$17.9K - $22.3K
|
885
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
60New |
$17.4K - $21.6K
|
60
$17.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
60+ 1.95% |
$17.4K - $21.6K
|
3.14K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
59+ 2.96% |
$17.1K - $21.3K
|
2.05K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
57+ 28.64% |
$16.5K - $20.5K
|
256
$73.6K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
57New |
$16.5K - $20.5K
|
57
$16.4K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
55+ 2.69% |
$15.9K - $19.8K
|
2.1K
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 5.45% |
$15.6K - $19.5K
|
1.05K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54+ 6.86% |
$15.6K - $19.5K
|
841
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 7.6% |
$15.3K - $19.1K
|
750
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
52New |
$15K - $18.7K
|
52
$14.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
52+ 7.48% |
$15K - $18.7K
|
747
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
51+ 0.72% |
$14.8K - $18.4K
|
7.15K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 3.8% |
$14.5K - $18K
|
1.37K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$14.5K - $18K
|
50
$14.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 135.14% |
$14.5K - $18K
|
87
$25K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
49+ 3.41% |
$14.2K - $17.7K
|
1.49K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
48New |
$13.9K - $17.3K
|
48
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
44New |
$12.7K - $15.8K
|
44
$12.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44+ 4.21% |
$12.7K - $15.8K
|
1.09K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42+ 4.76% |
$12.2K - $15.1K
|
925
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
41+ 12.54% |
$11.9K - $14.8K
|
368
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
41+ 5.37% |
$11.9K - $14.8K
|
804
$231K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.35% |
$11.9K - $14.8K
|
3.07K
$881K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$11.6K - $14.4K
|
40
$11.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
40+ 3.39% |
$11.6K - $14.4K
|
1.22K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
40New |
$11.6K - $14.4K
|
40
$11.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
40+ 13.65% |
$11.6K - $14.4K
|
333
$95.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 0.92% |
$11.3K - $14K
|
4.3K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
38+ 1.7% |
$11K - $13.7K
|
2.28K
$654K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
38+ 3.41% |
$11K - $13.7K
|
1.15K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
37New |
$10.7K - $13.3K
|
37
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37New |
$10.7K - $13.3K
|
37
$10.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
36+ 2.55% |
$10.4K - $13K
|
1.45K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33+ 0.32% |
$9.55K - $11.9K
|
10.5K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33+ 4.3% |
$9.55K - $11.9K
|
801
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
32New |
$9.26K - $11.5K
|
32
$9.19K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
29New |
$8.39K - $10.4K
|
29
$8.33K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
28New |
$8.1K - $10.1K
|
28
$8.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
27+ 3.32% |
$7.81K - $9.73K
|
840
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27+ 2.93% |
$7.81K - $9.73K
|
947
$272K
|