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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-771- 10.67% |
$102K - $123K
|
6.46K
$994K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$3.97K - $4.78K
|
30
$4.62K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 16.25% |
$1.72K - $2.07K
|
93
$14.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.07K- 65.76% |
$1.07M - $1.29M
|
4.2K
$647K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 14.29% |
$132 - $159
|
8
$1.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 20.33% |
$39.7K - $47.8K
|
1.18K
$181K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$132 - $159
|
1
$154
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66New |
$8.74K - $10.5K
|
66
$10.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 5.2% |
$6.62K - $7.97K
|
911
$140K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-84- 3.54% |
$11.1K - $13.4K
|
2.29K
$352K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
261+ 15.96% |
$34.6K - $41.6K
|
1.9K
$292K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-25- 1.78% |
$3.31K - $3.98K
|
1.38K
$213K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 20.27% |
$1.99K - $2.39K
|
59
$9.09K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 3.09% |
$280K - $334K
|
67.7K
$10.4M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-16- 1.12% |
$2.21K - $2.63K
|
1.41K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-207- 5.84% |
$28.6K - $34K
|
3.34K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-98- 4.17% |
$13.5K - $16.1K
|
2.25K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
PUT |
150KNew |
$20.7M - $24.7M
|
150K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$552 - $658
|
4
$616
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.55KNew |
$213K - $254K
|
1.55K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-15.2K- 45.24% |
$2.1M - $2.5M
|
18.4K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
54New |
$7.46K - $8.88K
|
54
$8.32K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 1.88% |
$13.8K - $16.4K
|
5.23K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-89.7K- 80.3% |
$12.4M - $14.8M
|
22K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14New |
$1.93K - $2.3K
|
14
$2.16K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
10.5KNew |
$1.45M - $1.73M
|
10.5K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-604- 19.25% |
$83.4K - $99.3K
|
2.53K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 22.73% |
$6.9K - $8.22K
|
170
$26.2K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-23- 0.15% |
$3.18K - $3.78K
|
15K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-212- 7.57% |
$29.3K - $34.9K
|
2.59K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
64New |
$8.84K - $10.5K
|
64
$9.86K
|
|
|
May 14, 2024
Q1 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
492+ 0.98% |
$67.9K - $80.9K
|
50.5K
$7.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-55- 0.14% |
$7.59K - $9.04K
|
37.9K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$385K - $459K
|
2.79K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.95K- 60.0% |
$683K - $814K
|
3.3K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
300New |
$41.4K - $49.3K
|
300
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.47K+ 6.18% |
$340K - $405K
|
42.3K
$6.52M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.96KNew |
$270K - $322K
|
1.96K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$4.97K - $5.92K
|
36
$5.54K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-52- 82.54% |
$7.18K - $8.55K
|
11
$1.69K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$552 - $658
|
4
$616
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-149- 0.27% |
$20.6K - $24.5K
|
55.2K
$8.51M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 55.56% |
$1.38K - $1.64K
|
8
$1.23K
|
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$276K - $329K
|
2K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-210- 12.42% |
$29K - $34.5K
|
1.48K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-15.5K- 86.11% |
$2.14M - $2.55M
|
2.5K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-597- 0.2% |
$82.4K - $98.1K
|
298K
$45.9M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500New |
$69K - $82.2K
|
500
$77K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
37.8KNew |
$5.22M - $6.22M
|
37.8K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2.8K- 19.23% |
$387K - $460K
|
11.8K
$1.81M
|
|