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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
47+ 0.76% |
$5.66K - $7.35K
|
6.21K
$826K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
35New |
$4.22K - $5.47K
|
35
$4.65K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31+ 13.42% |
$3.74K - $4.85K
|
262
$34.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
24+ 40.68% |
$2.89K - $3.75K
|
83
$11K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
23+ 0.92% |
$2.77K - $3.6K
|
2.52K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
18New |
$2.17K - $2.82K
|
18
$2.39K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
16New |
$1.93K - $2.5K
|
16
$2.13K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$1.81K - $2.35K
|
15
$1.99K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$1.33K - $1.72K
|
11
$1.46K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 58.82% |
$1.21K - $1.56K
|
27
$3.59K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$1.08K - $1.41K
|
9
$1.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9New |
$1.08K - $1.41K
|
9
$1.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$964 - $1.25K
|
8
$1.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$482 - $626
|
4
$532
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$241 - $313
|
2
$266
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
124K+ 54.7% |
$17.6M - $20.4M
|
350K
$46.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
113K+ 1494.37% |
$16.1M - $18.6M
|
121K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
40.8KNew |
$5.79M - $6.71M
|
40.8K
$5.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
15.2KNew |
$2.16M - $2.51M
|
15.2K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.1KNew |
$1.86M - $2.15M
|
13.1K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.32KNew |
$1.04M - $1.21M
|
7.32K
$973K
|
|
|
Aug 14, 2023
Q2 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$710K - $823K
|
5K
$665K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.58KNew |
$650K - $754K
|
4.58K
$608K
|
|
|
Jul 27, 2023
Q2 2023
|
Jlp Asset Management, LLC
New York, NY |
BUY
|
- |
3.1K+ 40.26% |
$440K - $511K
|
10.8K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.8KNew |
$397K - $461K
|
2.8K
$372K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.07KNew |
$294K - $341K
|
2.07K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2KNew |
$284K - $329K
|
2K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.61KNew |
$229K - $265K
|
1.61K
$214K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46KNew |
$207K - $240K
|
1.46K
$194K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.46KNew |
$207K - $240K
|
1.46K
$193K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.4K+ 21.54% |
$199K - $231K
|
7.9K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
158+ 7.41% |
$22.4K - $26K
|
2.29K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
131+ 6.35% |
$18.6K - $21.6K
|
2.19K
$292K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
75New |
$10.6K - $12.4K
|
75
$9.97K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19New |
$2.7K - $3.13K
|
19
$2.53K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 60.0% |
$2.13K - $2.47K
|
40
$5.32K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$1.14K - $1.32K
|
8
$1.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$710 - $823
|
5
$665
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.25MNew |
$176M - $212M
|
1.25M
$166M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
45.6K+ 17.92% |
$6.43M - $7.72M
|
300K
$39.9M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Management LLC
New York, NY |
BUY
|
PUT |
17KNew |
$2.4M - $2.87M
|
17K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.76KNew |
$389K - $466K
|
2.76K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.79KNew |
$252K - $302K
|
1.79K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.33KNew |
$187K - $224K
|
1.33K
$176K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $222K
|
1.31K
$174K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
1.3KNew |
$183K - $220K
|
1.3K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.26KNew |
$177K - $212K
|
1.26K
$167K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.25KNew |
$176K - $211K
|
1.25K
$166K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.25KNew |
$176K - $211K
|
1.25K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
724+ 1366.04% |
$102K - $122K
|
777
$103K
|
|