Purchases and Sales Made in Q1 2023 in National Storage Affiliates Trust (NSA)
This table provides information about the institutional ownership of National Storage Affiliates Trust (NSA) during Q1 2023. The information is specifically focused on institutions that hold shares of National Storage Affiliates Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
110+ 0.26% |
$3.87K - $4.9K
|
42.2K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
96+ 0.52% |
$3.38K - $4.28K
|
18.6K
$720K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
92+ 2300.0% |
$3.24K - $4.1K
|
96
$3.72K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85New |
$2.99K - $3.79K
|
85
$3.29K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
82+ 0.88% |
$2.89K - $3.66K
|
9.41K
$364K
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
81+ 0.34% |
$2.85K - $3.61K
|
23.9K
$927K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76+ 53.15% |
$2.68K - $3.39K
|
219
$8.48K
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
60+ 26.09% |
$2.11K - $2.67K
|
290
$11.2K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60+ 36.36% |
$2.11K - $2.67K
|
225
$8.71K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
58+ 1.84% |
$2.04K - $2.59K
|
3.21K
$124K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
46+ 0.12% |
$1.62K - $2.05K
|
38.1K
$1.47M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
35New |
$1.23K - $1.56K
|
35
$1.35K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29+ 0.42% |
$1.02K - $1.29K
|
6.99K
$271K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 22.33% |
$810 - $1.03K
|
126
$4.88K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 4.44% |
$774 - $981
|
518
$20.1K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20+ 30.77% |
$704 - $892
|
85
$3.29K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17+ 7.23% |
$598 - $758
|
252
$9.75K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
17New |
$598 - $758
|
17
$658
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 20.0% |
$563 - $713
|
96
$3.72K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 1.45% |
$563 - $713
|
1.12K
$43.5K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.94% |
$352 - $446
|
525
$20.3K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 0.13% |
$317 - $401
|
7.15K
$277K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7New |
$246 - $312
|
7
$271
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$35.2 - $44.6
|
921
$35.7K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$35.2 - $44.6
|
72.2K
$2.79M
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-11- 0.42% |
$387 - $490
|
2.61K
$101K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 60.0% |
$528 - $669
|
10
$387
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 0.2% |
$634 - $802
|
8.88K
$344K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.94% |
$1.13K - $1.43K
|
290
$11.2K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 50.0% |
$1.16K - $1.47K
|
33
$1.28K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-36- 0.1% |
$1.27K - $1.6K
|
37.4K
$1.45M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 3.71% |
$1.76K - $2.23K
|
1.3K
$50.2K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-63- 94.03% |
$2.22K - $2.81K
|
4
$155
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-87- 0.77% |
$3.06K - $3.88K
|
11.2K
$433K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-98- 2.98% |
$3.45K - $4.37K
|
3.19K
$124K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 50.0% |
$3.52K - $4.46K
|
100
$3.87K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-155- 37.99% |
$5.46K - $6.91K
|
253
$9.79K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.93% |
$7.04K - $8.92K
|
21.3K
$825K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.88% |
$7.04K - $8.92K
|
22.4K
$867K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-240- 8.93% |
$8.45K - $10.7K
|
2.45K
$94.8K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-285- 1.14% |
$10K - $12.7K
|
24.7K
$955K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-307- 16.08% |
$10.8K - $13.7K
|
1.6K
$62K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-338- 1.63% |
$11.9K - $15.1K
|
20.4K
$791K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-360- 0.83% |
$12.7K - $16K
|
43.1K
$1.67M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-467- 0.39% |
$16.4K - $20.8K
|
120K
$4.65M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-475- 2.16% |
$16.7K - $21.2K
|
21.5K
$833K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-481- 3.86% |
$16.9K - $21.4K
|
12K
$463K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-576- 3.96% |
$20.3K - $25.7K
|
14K
$541K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-643- 28.71% |
$22.6K - $28.7K
|
1.6K
$61.8K
|