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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 3.17% |
$27.6K - $32.9K
|
6.11K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
63+ 4.69% |
$8.7K - $10.4K
|
1.41K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 10.71% |
$1.66K - $1.97K
|
100
$15.4K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-68- 4.23% |
$9.39K - $11.2K
|
1.54K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.27% |
$690 - $822
|
1.83K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$324K - $386K
|
2.35K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$124K - $148K
|
900
$139K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
35New |
$4.83K - $5.75K
|
35
$5.39K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
412+ 21.95% |
$56.9K - $67.7K
|
2.29K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-40- 2.74% |
$5.52K - $6.58K
|
1.42K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
765New |
$106K - $126K
|
765
$118K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$828 - $986
|
1
$154
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.28KNew |
$867K - $1.03M
|
6.28K
$968K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-995- 96.04% |
$137K - $164K
|
41
$6.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-44- 2.34% |
$6.08K - $7.23K
|
1.84K
$283K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18New |
$2.49K - $2.96K
|
18
$2.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4New |
$552 - $658
|
4
$616
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.31K+ 159.79% |
$319K - $380K
|
3.75K
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 26.98% |
$195K - $232K
|
3.82K
$588K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$6.9K - $8.22K
|
50
$7.7K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-115- 0.74% |
$15.9K - $18.9K
|
15.5K
$2.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.33K+ 171.56% |
$874K - $1.04M
|
10K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$1.83M - $2.18M
|
13.2K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-43- 2.54% |
$5.94K - $7.07K
|
1.65K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
575+ 9.94% |
$79.4K - $94.5K
|
6.36K
$980K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-63- 49.22% |
$8.7K - $10.4K
|
65
$10K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-34- 89.47% |
$4.69K - $5.59K
|
4
$616
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3Closed |
$414 - $493
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
409+ 0.65% |
$56.5K - $67.2K
|
63.2K
$9.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.54KNew |
$626K - $746K
|
4.54K
$698K
|
|
|
Apr 12, 2024
Q1 2024
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-44.9K- 17.82% |
$6.2M - $7.39M
|
207K
$31.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
650New |
$89.7K - $107K
|
650
$100K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16.3K- 90.23% |
$2.25M - $2.67M
|
1.76K
$271K
|
|
| Q4 2023 | |||||||
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.3K+ 37.05% |
$237K - $373K
|
8.5K
$1.31M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.16K- 48.81% |
$223K - $350K
|
2.26K
$349K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$206 - $324
|
2
$308
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
204New |
$21K - $33.1K
|
204
$31.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
164New |
$16.9K - $26.6K
|
164
$25.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.58KNew |
$162K - $256K
|
1.58K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133New |
$13.7K - $21.6K
|
133
$20.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.13K- 8.87% |
$426K - $670K
|
42.4K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
6.87KNew |
$708K - $1.11M
|
6.87K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
37.7KNew |
$3.89M - $6.12M
|
37.7K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-21.1K- 94.03% |
$2.18M - $3.43M
|
1.34K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.3KNew |
$2.4M - $3.78M
|
23.3K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
49New |
$5.05K - $7.95K
|
49
$7.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
3.9KNew |
$402K - $632K
|
3.9K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-150- 37.97% |
$15.5K - $24.3K
|
245
$37.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8K+ 264.3% |
$1.83M - $2.88M
|
24.5K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.94K- 89.78% |
$303K - $477K
|
335
$51.6K
|
|