Purchases and Sales Made in Q1 2024 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q1 2024. The information is specifically focused on institutions that hold shares of CubeSmart.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
59+ 0.86% |
$2.52K - $2.82K
|
6.94K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50New |
$2.14K - $2.39K
|
50
$2.12K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 17.5% |
$1.79K - $2.01K
|
282
$12K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 0.3% |
$1.71K - $1.91K
|
13.2K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
35+ 0.49% |
$1.5K - $1.67K
|
7.14K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
29+ 0.5% |
$1.24K - $1.39K
|
5.86K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25+ 4.77% |
$1.07K - $1.19K
|
549
$23.3K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.46% |
$983 - $1.1K
|
5.07K
$215K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 6.77% |
$940 - $1.05K
|
347
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20New |
$854 - $955
|
20
$848
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
16+ 1.93% |
$684 - $764
|
846
$35.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 12.15% |
$555 - $621
|
120
$5.09K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 32.5% |
$555 - $621
|
53
$2.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 25.0% |
$427 - $478
|
50
$2.12K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 4.42% |
$342 - $382
|
189
$8.01K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.79% |
$299 - $334
|
893
$37.8K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 0.95% |
$256 - $287
|
637
$27K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.72% |
$214 - $239
|
700
$29.7K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 3.39% |
$85.4 - $95.5
|
61
$2.59K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$42.7 - $47.8
|
1
$42.4
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9- 1.38% |
$384 - $430
|
644
$27.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 47.62% |
$427 - $478
|
11
$466
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 0.2% |
$427 - $478
|
4.94K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11- 0.08% |
$470 - $525
|
13.3K
$565K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16- 0.61% |
$684 - $764
|
2.63K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-18- 0.53% |
$769 - $860
|
3.35K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-25- 0.19% |
$1.07K - $1.19K
|
13.3K
$563K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-31- 1.63% |
$1.32K - $1.48K
|
1.87K
$79.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34Closed |
$1.45K - $1.62K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-36- 0.21% |
$1.54K - $1.72K
|
16.9K
$717K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-37- 4.29% |
$1.58K - $1.77K
|
825
$35K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92- 1.95% |
$3.93K - $4.39K
|
4.64K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-115- 1.07% |
$4.91K - $5.49K
|
10.7K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-123- 82.0% |
$5.25K - $5.87K
|
27
$1.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-151- 6.67% |
$6.45K - $7.21K
|
2.11K
$89.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-151- 2.83% |
$6.45K - $7.21K
|
5.18K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-151- 0.54% |
$6.45K - $7.21K
|
28K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-158- 48.92% |
$6.75K - $7.55K
|
165
$6.99K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-179- 1.31% |
$7.65K - $8.55K
|
13.4K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-182- 14.58% |
$7.78K - $8.69K
|
1.07K
$45.2K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183- 0.1% |
$7.82K - $8.74K
|
174K
$7.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-204- 4.17% |
$8.71K - $9.74K
|
4.69K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-259- 2.65% |
$11.1K - $12.4K
|
9.5K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-281- 4.07% |
$12K - $13.4K
|
6.63K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-288- 0.98% |
$12.3K - $13.8K
|
29.1K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-333- 63.55% |
$14.2K - $15.9K
|
191
$8.09K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-432- 1.52% |
$18.5K - $20.6K
|
27.9K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-450- 2.38% |
$19.2K - $21.5K
|
18.5K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-538- 2.98% |
$23K - $25.7K
|
17.5K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-573- 10.21% |
$24.5K - $27.4K
|
5.04K
$214K
|