Purchases and Sales Made in Q4 2023 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
39New |
$1.3K - $1.85K
|
39
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
38New |
$1.26K - $1.8K
|
38
$1.58K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34New |
$1.13K - $1.61K
|
34
$1.42K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 35.71% |
$998 - $1.42K
|
114
$4.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$965 - $1.38K
|
29
$1.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 100.0% |
$799 - $1.14K
|
48
$2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
21New |
$699 - $996
|
21
$876
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 24.71% |
$699 - $996
|
106
$4.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
19New |
$632 - $901
|
19
$792
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16New |
$532 - $759
|
16
$667
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$532 - $759
|
16
$667
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
16New |
$532 - $759
|
16
$667
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$333 - $474
|
10
$417
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 16.67% |
$300 - $427
|
63
$2.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.91% |
$266 - $379
|
886
$36.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.45% |
$66.6 - $94.9
|
140
$5.84K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7- 0.12% |
$233 - $332
|
5.61K
$234K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 6.96% |
$266 - $379
|
107
$4.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-20- 0.29% |
$666 - $949
|
6.88K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-20- 58.82% |
$666 - $949
|
14
$584
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-22- 68.75% |
$732 - $1.04K
|
10
$417
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-22- 0.01% |
$732 - $1.04K
|
214K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 13.81% |
$832 - $1.19K
|
156
$6.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-32- 1.26% |
$1.06K - $1.52K
|
2.5K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 15.81% |
$1.13K - $1.61K
|
181
$7.55K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 11.68% |
$1.43K - $2.04K
|
325
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52- 9.03% |
$1.73K - $2.47K
|
524
$21.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.53% |
$3.33K - $4.74K
|
18.9K
$790K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-108- 0.97% |
$3.59K - $5.12K
|
11.1K
$461K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-108- 0.79% |
$3.59K - $5.12K
|
13.6K
$568K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-110- 73.33% |
$3.66K - $5.22K
|
40
$1.67K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-122- 0.85% |
$4.06K - $5.79K
|
14.2K
$590K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-131- 11.15% |
$4.36K - $6.21K
|
1.04K
$43.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-175- 2.11% |
$5.82K - $8.3K
|
8.13K
$339K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-208- 12.84% |
$6.92K - $9.87K
|
1.41K
$58.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-210- 33.33% |
$6.99K - $9.96K
|
420
$17.5K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-236- 44.03% |
$7.85K - $11.2K
|
300
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-247- 2.8% |
$8.22K - $11.7K
|
8.58K
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-285- 0.21% |
$9.48K - $13.5K
|
135K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-313- 2.58% |
$10.4K - $14.8K
|
11.8K
$493K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-316- 40.83% |
$10.5K - $15K
|
458
$19.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-318- 52.56% |
$10.6K - $15.1K
|
287
$12K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-329- 1.9% |
$10.9K - $15.6K
|
17K
$707K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-337- 1.03% |
$11.2K - $16K
|
32.2K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-366- 5.08% |
$12.2K - $17.4K
|
6.84K
$285K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-368- 12.22% |
$12.2K - $17.5K
|
2.64K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-437- 3.89% |
$14.5K - $20.7K
|
10.8K
$450K
|