Moneta Group Investment Advisors LLC Public Storage Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Public Storage stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,029 shares of PSA stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,029

Previous 3,837 5.0%

Holding current value

$1.21 Million

Previous $1.1 Million 32.91%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$283.13 - $365.01 $54,360 - $70,081	192 Added 5.0%	4,029 $1.47 Million
Q2 2024 Aug 13, 2024	BUY	$257.73 - $293.34 $14,432 - $16,427	56 Added 1.48%	3,837 $1.1 Million
Q1 2024 Aug 13, 2024	SELL	$274.16 - $311.83 $9,869 - $11,225	-36 Reduced 0.94%	3,781 $1.1 Million
Q4 2023 Feb 15, 2024	BUY	$237.99 - $307.8 $10,947 - $14,158	46 Added 1.22%	3,817 $1.16 Million
Q3 2023 Nov 15, 2023	SELL	$263.15 - $301.64 $1,842 - $2,111	-7 Reduced 0.19%	3,771 $993,000
Q2 2023 Aug 15, 2023	BUY	$280.01 - $314.05 $629,182 - $705,670	2,247 Added 146.77%	3,778 $1.1 Million
Q1 2023 May 15, 2023	BUY	$271.18 - $311.46 $136,674 - $156,975	504 Added 49.07%	1,531 $462,000
Q4 2022 Feb 16, 2023	SELL	$276.09 - $311.54 $60,739 - $68,538	-220 Reduced 17.64%	1,027 $287,000
Q4 2022 Feb 16, 2023	SELL	$276.09 - $311.54 $344 Million - $388 Million	-1,245,721 Reduced 99.9%	1,247 $349,000
Q4 2022 Feb 15, 2023	BUY	$276.09 - $311.54 $344 Million - $388 Million	1,245,851 Added 111535.45%	1,246,968 $349 Million
Q3 2022 Nov 14, 2022	SELL	$18.47 - $344.52 $1,810 - $33,762	-98 Reduced 8.07%	1,117 $327,000
Q2 2022 Aug 15, 2022	BUY	$297.48 - $419.9 $32,127 - $45,349	108 Added 9.76%	1,215 $380,000
Q1 2022 May 11, 2022	SELL	$342.38 - $396.47 $32,183 - $37,268	-94 Reduced 7.83%	1,107 $432,000
Q4 2021 Feb 11, 2022	SELL	$295.26 - $374.56 $3,247 - $4,120	-11 Reduced 0.91%	1,201 $450,000
Q3 2021 Nov 12, 2021	BUY	$296.74 - $331.04 $296 - $331	1 Added 0.08%	1,212 $360,000
Q2 2021 Aug 13, 2021	BUY	$251.94 - $304.75 $2,771 - $3,352	11 Added 0.92%	1,211 $364,000
Q1 2021 May 14, 2021	BUY	$213.82 - $247.99 $256,584 - $297,588	1,200 New	1,200 $296,000
Q4 2019 Feb 11, 2020	SELL	$204.25 - $247.33 $332,314 - $402,405	-1,627 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$236.45 - $264.74 $2,600 - $2,912	11 Added 0.68%	1,627 $399,000
Q2 2019 Aug 16, 2019	SELL	$214.35 - $245.21 $763,514 - $873,438	-3,562 Reduced 68.79%	1,616 $385,000
Q2 2019 Aug 13, 2019	BUY	$214.35 - $245.21 $763,514 - $873,438	3,562 Added 220.42%	5,178 $385,000
Q1 2019 May 16, 2019	BUY	$195.06 - $224.24 $83,290 - $95,750	427 Added 35.91%	1,616 $352,000
Q1 2019 May 15, 2019	SELL	$195.06 - $224.24 $84,070 - $96,647	-431 Reduced 26.6%	1,189 $352,000
Q4 2018 Feb 11, 2019	BUY	$195.68 - $216.23 $195 - $216	1 Added 0.06%	1,620 $328,000
Q3 2018 Nov 13, 2018	BUY	$199.49 - $232.71 $598 - $698	3 Added 0.19%	1,619 $326,000
Q2 2018 Aug 15, 2018	SELL	$192.75 - $229.0 $6,746 - $8,015	-35 Reduced 2.12%	1,616 $367,000
Q2 2018 Aug 14, 2018	SELL	$192.75 - $229.0 $13,107 - $15,572	-68 Reduced 3.96%	1,651 $355,000
Q1 2018 May 14, 2018	BUY	$180.49 - $206.77 $18,590 - $21,297	103 Added 6.37%	1,719 $345,000
Q3 2017 Nov 13, 2017	BUY	$196.29 - $218.31 $317,204 - $352,788	1,616	1,616 $346,000

Others Institutions Holding PSA

# of Institutions

1,221

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.8B
Description
Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...

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Moneta Group Investment Advisors LLC Public Storage Transaction History