Latest Institutional Transactions on Extra Space Storage Inc. (EXR)
This table provides information on the latest institutional transactions involving Extra Space Storage Inc. (EXR) 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
106+ 26.17% |
$14K - $16.9K
|
511
$77.4K
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.98KNew |
$925K - $1.11M
|
6.98K
$1.06M
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-783- 66.24% |
$104K - $125K
|
399
$60.4K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.74K- 20.01% |
$1.16M - $1.39M
|
34.9K
$5.29M
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.68K- 37.81% |
$487K - $586K
|
6.05K
$916K
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-185- 16.96% |
$24.5K - $29.5K
|
906
$137K
|
|
Aug 06, 2024
Q2 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
1.35KNew |
$179K - $215K
|
1.35K
$205K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 6.79% |
$7.95K - $9.56K
|
944
$143K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
350New |
$46.4K - $55.8K
|
350
$53K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-95- 4.83% |
$12.6K - $15.1K
|
1.87K
$284K
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.29KNew |
$701K - $843K
|
5.29K
$802K
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.65K+ 70.27% |
$219K - $263K
|
4K
$606K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
512New |
$67.8K - $81.6K
|
512
$77.6K
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
395+ 29.15% |
$52.3K - $62.9K
|
1.75K
$265K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
38KNew |
$5.03M - $6.05M
|
38K
$5.75M
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.48KNew |
$196K - $236K
|
1.48K
$224K
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-14.9K- 37.9% |
$1.97M - $2.37M
|
24.4K
$3.69M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
17New |
$2.25K - $2.71K
|
17
$2.58K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$397 - $478
|
3
$455
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 95.86% |
$276K - $332K
|
90
$13.6K
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 9.09% |
$172K - $207K
|
15.6K
$2.36M
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-5.25K- 25.57% |
$695K - $836K
|
15.3K
$2.31M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
65New |
$8.61K - $10.4K
|
65
$9.85K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 1.76% |
$397 - $478
|
173
$26.2K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
32+ 25.6% |
$4.24K - $5.1K
|
157
$23.8K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-292- 13.11% |
$38.7K - $46.5K
|
1.94K
$293K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
617New |
$81.7K - $98.3K
|
617
$93.5K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
163New |
$21.6K - $26K
|
163
$24.7K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
12New |
$1.59K - $1.91K
|
12
$1.82K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 8.33% |
$132 - $159
|
11
$1.67K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9New |
$1.19K - $1.43K
|
9
$1.36K
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.54KNew |
$204K - $246K
|
1.54K
$234K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-771- 10.67% |
$102K - $123K
|
6.46K
$978K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$3.97K - $4.78K
|
30
$4.55K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 16.25% |
$1.72K - $2.07K
|
93
$14.1K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 1.77% |
$5.3K - $6.37K
|
2.3K
$348K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.07K- 65.76% |
$1.07M - $1.29M
|
4.2K
$636K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 14.29% |
$132 - $159
|
8
$1.21K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 20.33% |
$39.7K - $47.8K
|
1.18K
$178K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$132 - $159
|
1
$152
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66New |
$8.74K - $10.5K
|
66
$10K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 5.2% |
$6.62K - $7.97K
|
911
$138K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
391+ 4.66% |
$51.8K - $62.3K
|
8.78K
$1.33M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-84- 3.54% |
$11.1K - $13.4K
|
2.29K
$346K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
261+ 15.96% |
$34.6K - $41.6K
|
1.9K
$287K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
6.45KNew |
$854K - $1.03M
|
6.45K
$977K
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-25- 1.78% |
$3.31K - $3.98K
|
1.38K
$209K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 20.27% |
$1.99K - $2.39K
|
59
$8.94K
|
|
Q1 2024 | |||||||
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 3.09% |
$280K - $334K
|
67.7K
$10.3M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-16- 1.12% |
$2.21K - $2.63K
|
1.41K
$214K
|