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 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-7.93K- 96.92% |
$1.13M - $1.31M
|
252
$34.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$710 - $823
|
5
$688
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.32KNew |
$1.04M - $1.21M
|
7.32K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2KNew |
$284K - $329K
|
2K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$710K - $823K
|
5K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
113K+ 1494.37% |
$16.1M - $18.6M
|
121K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.61KNew |
$229K - $265K
|
1.61K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.04K- 25.58% |
$148K - $172K
|
3.04K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.8KNew |
$397K - $461K
|
2.8K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-293- 4.56% |
$41.6K - $48.3K
|
6.13K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
124K+ 54.7% |
$17.6M - $20.4M
|
350K
$48.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
15.2KNew |
$2.16M - $2.51M
|
15.2K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-292K- 22.2% |
$41.4M - $48M
|
1.02M
$141M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-115- 10.76% |
$16.3K - $18.9K
|
954
$131K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.46KNew |
$207K - $240K
|
1.46K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-548- 99.82% |
$77.8K - $90.2K
|
1
$138
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
40.8KNew |
$5.79M - $6.71M
|
40.8K
$5.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$1.14K - $1.32K
|
8
$1.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
131+ 6.35% |
$18.6K - $21.6K
|
2.19K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
324+ 3.05% |
$46K - $53.4K
|
11K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-52.8K- 71.43% |
$7.49M - $8.69M
|
21.1K
$2.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-123- 2.99% |
$17.5K - $20.3K
|
3.99K
$550K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
158+ 7.41% |
$22.4K - $26K
|
2.29K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 60.0% |
$2.13K - $2.47K
|
40
$5.51K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.58KNew |
$650K - $754K
|
4.58K
$630K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19New |
$2.7K - $3.13K
|
19
$2.62K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-8- 0.25% |
$1.14K - $1.32K
|
3.23K
$444K
|
|
|
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
$361K
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-16.4K- 60.39% |
$2.33M - $2.7M
|
10.8K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.1KNew |
$1.86M - $2.15M
|
13.1K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Jlp Asset Management, LLC
New York, NY |
BUY
|
- |
3.1K+ 40.26% |
$440K - $511K
|
10.8K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.53KNew |
$217K - $252K
|
1.53K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.4K+ 21.54% |
$199K - $231K
|
7.9K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46KNew |
$207K - $240K
|
1.46K
$201K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-84- 4.57% |
$11.9K - $13.8K
|
1.76K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
75New |
$10.6K - $12.4K
|
75
$10.3K
|
|
| Q1 2023 | |||||||
|
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
$171K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
50+ 1000.0% |
$7.05K - $8.46K
|
55
$7.57K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Management LLC
New York, NY |
BUY
|
PUT |
17KNew |
$2.4M - $2.87M
|
17K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-8- 61.54% |
$1.13K - $1.35K
|
5
$688
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
46.3KNew |
$6.53M - $7.83M
|
46.3K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-30.4K- 95.96% |
$4.28M - $5.14M
|
1.28K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
724+ 1366.04% |
$102K - $122K
|
777
$107K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.76KNew |
$389K - $466K
|
2.76K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-141K- 65.67% |
$19.9M - $23.9M
|
73.9K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.26KNew |
$177K - $212K
|
1.26K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
1.3KNew |
$183K - $220K
|
1.3K
$179K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-701- 44.71% |
$98.9K - $119K
|
867
$119K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
195New |
$27.5K - $33K
|
195
$26.8K
|
|