Purchases and Sales Made in Q2 2023 in National Storage Affiliates Trust (NSA)
This table provides information about the institutional ownership of National Storage Affiliates Trust (NSA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
515+ 34.54% |
$17.4K - $22.1K
|
2.01K
$77.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
512New |
$17.3K - $22K
|
512
$19.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
443+ 0.6% |
$15K - $19K
|
74.2K
$2.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
405+ 2.53% |
$13.7K - $17.4K
|
16.4K
$636K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
405+ 2.53% |
$13.7K - $17.4K
|
16.4K
$636K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
400New |
$13.5K - $17.2K
|
400
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
382+ 4.06% |
$12.9K - $16.4K
|
9.79K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
BUY
|
- |
300+ 1.13% |
$10.1K - $12.9K
|
26.8K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
231+ 700.0% |
$7.81K - $9.92K
|
264
$10.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
198+ 1.32% |
$6.7K - $8.51K
|
15.2K
$588K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
127+ 0.24% |
$4.3K - $5.46K
|
53.5K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
104+ 41.27% |
$3.52K - $4.47K
|
356
$13.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$3.38K - $4.3K
|
100
$3.87K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
97New |
$3.28K - $4.17K
|
97
$3.75K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50+ 0.8% |
$1.69K - $2.15K
|
6.3K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25+ 0.35% |
$846 - $1.07K
|
7.23K
$280K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22New |
$744 - $945
|
22
$852
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
20New |
$676 - $859
|
20
$774
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 1.6% |
$609 - $773
|
1.14K
$44.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17New |
$575 - $730
|
17
$658
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$406 - $516
|
12
$465
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$338 - $430
|
10
$387
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 50.0% |
$237 - $301
|
21
$813
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 16.67% |
$101 - $129
|
21
$813
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 1.04% |
$33.8 - $43
|
97
$3.75K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- -0.0% |
$33.8 - $43
|
72.2K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-5- 0.02% |
$169 - $215
|
20.2K
$782K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10- 0.12% |
$338 - $430
|
8.65K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 19.05% |
$812 - $1.03K
|
102
$3.95K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-29- 0.24% |
$981 - $1.25K
|
11.9K
$462K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 3.26% |
$1.01K - $1.29K
|
891
$34.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-30- 13.04% |
$1.01K - $1.29K
|
200
$7.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-36- 0.13% |
$1.22K - $1.55K
|
26.9K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36- 16.44% |
$1.22K - $1.55K
|
183
$7.08K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-48- 18.11% |
$1.62K - $2.06K
|
217
$8.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-50- 0.1% |
$1.69K - $2.15K
|
51.3K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-61- 14.84% |
$2.06K - $2.62K
|
350
$13.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-67- 12.93% |
$2.27K - $2.88K
|
451
$17.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-75- 0.66% |
$2.54K - $3.22K
|
11.2K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 98.82% |
$2.84K - $3.61K
|
1
$38.7
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-97- 3.72% |
$3.28K - $4.17K
|
2.51K
$97.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135- 2.88% |
$4.57K - $5.8K
|
4.55K
$176K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 0.11% |
$4.8K - $6.1K
|
128K
$4.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-162- 6.62% |
$5.48K - $6.96K
|
2.29K
$88.5K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-187- 90.34% |
$6.32K - $8.03K
|
20
$774
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-208- 1.49% |
$7.03K - $8.94K
|
13.8K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-229- 2.43% |
$7.74K - $9.84K
|
9.2K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-233- 2.55% |
$7.88K - $10K
|
8.9K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-290- 0.47% |
$9.81K - $12.5K
|
61.1K
$2.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-299- 40.57% |
$10.1K - $12.8K
|
438
$17K
|