Latest Institutional Purchases of Extra Space Storage Inc. (EXR)
This list provides information on the latest institutional transactions involving Extra Space Storage Inc. (EXR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66New |
$8.74K - $10.5K
|
66
$9.09K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
65New |
$8.61K - $10.4K
|
65
$8.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
63New |
$8.34K - $10K
|
63
$8.67K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36+ 144.0% |
$4.77K - $5.74K
|
61
$8.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
32+ 25.6% |
$4.24K - $5.1K
|
157
$21.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$3.97K - $4.78K
|
30
$4.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
17New |
$2.25K - $2.71K
|
17
$2.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 16.25% |
$1.72K - $2.07K
|
93
$12.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
12New |
$1.59K - $1.91K
|
12
$1.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9New |
$1.19K - $1.43K
|
9
$1.24K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.34% |
$795 - $956
|
1.78K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5New |
$662 - $797
|
5
$688
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3New |
$397 - $478
|
3
$413
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$397 - $478
|
3
$413
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2+ 0.38% |
$265 - $319
|
530
$73K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$132 - $159
|
1
$138
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 14.29% |
$132 - $159
|
8
$1.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$132 - $159
|
1
$138
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
PUT |
150KNew |
$20.7M - $24.7M
|
150K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
37.8KNew |
$5.22M - $6.22M
|
37.8K
$5.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$1.83M - $2.18M
|
13.2K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
10.5KNew |
$1.45M - $1.73M
|
10.5K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.33K+ 171.56% |
$874K - $1.04M
|
10K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.28KNew |
$867K - $1.03M
|
6.28K
$865K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.54KNew |
$626K - $746K
|
4.54K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$385K - $459K
|
2.79K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$324K - $386K
|
2.35K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.31K+ 159.79% |
$319K - $380K
|
3.75K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$276K - $329K
|
2K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.96KNew |
$270K - $322K
|
1.96K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$124K - $148K
|
900
$124K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
765New |
$106K - $126K
|
765
$105K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
650New |
$89.7K - $107K
|
650
$89.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
575+ 9.94% |
$79.4K - $94.5K
|
6.36K
$876K
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500New |
$69K - $82.2K
|
500
$68.8K
|
|
|
May 14, 2024
Q1 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
492+ 0.98% |
$67.9K - $80.9K
|
50.5K
$6.95M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
412+ 21.95% |
$56.9K - $67.7K
|
2.29K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
409+ 0.65% |
$56.5K - $67.2K
|
63.2K
$8.7M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
64New |
$8.84K - $10.5K
|
64
$8.81K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
63+ 4.69% |
$8.7K - $10.4K
|
1.41K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
54New |
$7.46K - $8.88K
|
54
$7.43K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$4.97K - $5.92K
|
36
$4.96K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18New |
$2.49K - $2.96K
|
18
$2.48K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14New |
$1.93K - $2.3K
|
14
$1.93K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.27% |
$690 - $822
|
1.83K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$552 - $658
|
4
$551
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$552 - $658
|
4
$551
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4New |
$552 - $658
|
4
$551
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
219KNew |
$22.6M - $35.6M
|
219K
$30.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
54KNew |
$5.56M - $8.75M
|
54K
$7.43M
|
|