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 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 60.0% |
$2.13K - $2.47K
|
40
$6.06K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.58KNew |
$650K - $754K
|
4.58K
$694K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19New |
$2.7K - $3.13K
|
19
$2.88K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-8- 0.25% |
$1.14K - $1.32K
|
3.23K
$489K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-16.2K- 86.11% |
$2.31M - $2.67M
|
2.62K
$397K
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-16.4K- 60.39% |
$2.33M - $2.7M
|
10.8K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.1KNew |
$1.86M - $2.15M
|
13.1K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Jlp Asset Management, LLC
New York, NY |
BUY
|
- |
3.1K+ 40.26% |
$440K - $511K
|
10.8K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.53KNew |
$217K - $252K
|
1.53K
$232K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.4K+ 21.54% |
$199K - $231K
|
7.9K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46KNew |
$207K - $240K
|
1.46K
$221K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-84- 4.57% |
$11.9K - $13.8K
|
1.76K
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
75New |
$10.6K - $12.4K
|
75
$11.4K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.69K+ 3.38% |
$803K - $963K
|
174K
$26.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
51New |
$7.19K - $8.62K
|
51
$7.73K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.72KClosed |
$383K - $460K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.25KNew |
$176K - $211K
|
1.25K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
50+ 1000.0% |
$7.05K - $8.46K
|
55
$8.33K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Management LLC
New York, NY |
BUY
|
PUT |
17KNew |
$2.4M - $2.87M
|
17K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-8- 61.54% |
$1.13K - $1.35K
|
5
$758
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
46.3KNew |
$6.53M - $7.83M
|
46.3K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-30.4K- 95.96% |
$4.28M - $5.14M
|
1.28K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
724+ 1366.04% |
$102K - $122K
|
777
$118K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.76KNew |
$389K - $466K
|
2.76K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-141K- 65.67% |
$19.9M - $23.9M
|
73.9K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.26KNew |
$177K - $212K
|
1.26K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
1.3KNew |
$183K - $220K
|
1.3K
$197K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-701- 44.71% |
$98.9K - $119K
|
867
$131K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
195New |
$27.5K - $33K
|
195
$29.5K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-557- 21.56% |
$78.6K - $94.2K
|
2.03K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.25MNew |
$176M - $212M
|
1.25M
$190M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.79KNew |
$252K - $302K
|
1.79K
$271K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.33KNew |
$187K - $224K
|
1.33K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
45.6K+ 17.92% |
$6.43M - $7.72M
|
300K
$45.5M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.58K- 50.87% |
$646K - $775K
|
4.43K
$671K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.25KNew |
$176K - $211K
|
1.25K
$189K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-400- 12.05% |
$56.4K - $67.6K
|
2.92K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-279Closed |
$39.3K - $47.2K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$14.1K - $16.9K
|
100
$15.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43.2KNew |
$6.09M - $7.3M
|
43.2K
$6.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-35- 2.11% |
$4.94K - $5.92K
|
1.62K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$141 - $169
|
1
$152
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
57New |
$8.04K - $9.64K
|
57
$8.64K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $222K
|
1.31K
$199K
|
|
| Q4 2022 | |||||||
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
67.5KNew |
$9.81M - $12.1M
|
67.5K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
2.43KNew |
$354K - $437K
|
2.43K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-14.3K- 99.53% |
$2.07M - $2.56M
|
68
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$2.76K - $3.41K
|
19
$2.88K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-32.8K- 58.47% |
$4.77M - $5.89M
|
23.3K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-16.6K- 89.36% |
$2.41M - $2.97M
|
1.97K
$299K
|
|