Latest Institutional Transactions on Cube Smart (CUBE)
This table provides information on the latest institutional transactions involving Cube Smart (CUBE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50New |
$2.01K - $2.16K
|
50
$1.98K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2KNew |
$773K - $831K
|
19.2K
$760K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.6K+ 588.93% |
$747K - $803K
|
21.7K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
963+ 9.83% |
$38.7K - $41.6K
|
10.8K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-158- 0.69% |
$6.36K - $6.83K
|
22.7K
$896K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.32K- 24.67% |
$174K - $187K
|
13.2K
$522K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67+ 70.53% |
$2.7K - $2.9K
|
162
$6.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$1.01K - $1.08K
|
25
$989
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
20.3KNew |
$818K - $879K
|
20.3K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-49.6K- 10.16% |
$2M - $2.15M
|
439K
$17.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 15.07% |
$443 - $476
|
62
$2.45K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
53+ 2.42% |
$2.13K - $2.29K
|
2.25K
$88.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
76.4KNew |
$3.07M - $3.3M
|
76.4K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
975+ 103.5% |
$39.2K - $42.1K
|
1.92K
$75.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-8.57K- 5.77% |
$345K - $370K
|
140K
$5.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.22% |
$1.01K - $1.08K
|
11.4K
$451K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
4+ 40.0% |
$161 - $173
|
14
$554
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.22K+ 23.58% |
$371K - $399K
|
48.3K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 446.2% |
$59.1K - $63.5K
|
1.8K
$71.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-32.3K- 96.52% |
$1.3M - $1.4M
|
1.17K
$46.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.73K- 1.99% |
$69.4K - $74.6K
|
85.1K
$3.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-90.9K- 97.66% |
$3.66M - $3.93M
|
2.18K
$86.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 240.0% |
$483 - $519
|
17
$673
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-120K- 36.27% |
$4.82M - $5.18M
|
210K
$8.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 1.42% |
$15.1K - $16.2K
|
26K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.06K+ 28.3% |
$284K - $305K
|
32K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.02K - $3.24K
|
75
$2.97K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 1.69% |
$121 - $130
|
181
$7.16K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
103New |
$4.14K - $4.45K
|
103
$4.08K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.14K+ 0.43% |
$126K - $136K
|
730K
$28.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.05K- 18.65% |
$123K - $132K
|
13.3K
$526K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-91- 1.9% |
$3.66K - $3.93K
|
4.69K
$186K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 13.68% |
$44.9K - $48.3K
|
7.05K
$279K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
213New |
$8.57K - $9.21K
|
213
$8.43K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$402 - $432
|
10
$396
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 633.33% |
$764 - $821
|
22
$871
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
266+ 40.67% |
$10.7K - $11.5K
|
920
$36.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
120+ 68.18% |
$4.83K - $5.19K
|
296
$11.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6K+ 882.79% |
$242K - $260K
|
6.68K
$264K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 35.34% |
$1.65K - $1.77K
|
75
$2.97K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.3KNew |
$254K - $272K
|
6.3K
$249K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
356+ 170.33% |
$14.3K - $15.4K
|
565
$22.4K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
103New |
$4.3K - $5.46K
|
103
$4.08K
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
17.9KNew |
$748K - $951K
|
17.9K
$709K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
5.35KNew |
$223K - $284K
|
5.35K
$212K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.16KNew |
$90K - $114K
|
2.16K
$85.4K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 11.04% |
$68.8K - $87.4K
|
13.3K
$526K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.13% |
$41.7 - $53
|
768
$30.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.73K- 0.9% |
$156K - $198K
|
410K
$16.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
4.09KNew |
$171K - $217K
|
4.09K
$162K
|
|