Latest Institutional Transactions on Public Storage (PSA)
This table provides information on the latest institutional transactions involving Public Storage (PSA) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-11- 0.03% |
$3.18K - $3.96K
|
41.4K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1- -0.0% |
$289 - $360
|
38K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-130- 10.07% |
$37.6K - $46.8K
|
1.16K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 5.09% |
$18.5K - $23.1K
|
1.32K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-502- 19.61% |
$145K - $181K
|
2.06K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
499+ 2.1% |
$144K - $180K
|
24.3K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$6.65K - $8.28K
|
23
$6.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-15- 1.08% |
$4.34K - $5.4K
|
1.37K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.95K- 18.66% |
$565K - $703K
|
8.51K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 25.29% |
$495K - $616K
|
8.47K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 1.58% |
$1.59M - $1.99M
|
355K
$108M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
9+ 0.14% |
$2.6K - $3.24K
|
6.55K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
731+ 399.45% |
$212K - $263K
|
914
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 12.43% |
$409K - $510K
|
9.97K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-931- 0.71% |
$269K - $335K
|
130K
$39.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 1.08% |
$5.21K - $6.48K
|
1.69K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-315- 15.28% |
$91.1K - $113K
|
1.75K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
225New |
$65.1K - $81K
|
225
$68.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.36K+ 40.43% |
$394K - $491K
|
4.73K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
B&I Capital Ag
|
SELL
|
- |
-735- 1.54% |
$213K - $265K
|
47K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
139+ 17.08% |
$40.2K - $50.1K
|
953
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.06% |
$289 - $360
|
1.58K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$382K - $475K
|
1.32K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
939+ 23.74% |
$272K - $338K
|
4.9K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-122- 7.2% |
$35.3K - $43.9K
|
1.57K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-260- 3.04% |
$75.2K - $93.7K
|
8.29K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.4K- 0.4% |
$3.29M - $4.1M
|
2.8M
$850M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.43% |
$57.9K - $72K
|
47.1K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-423- 3.29% |
$122K - $152K
|
12.4K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.71K- 5.62% |
$783K - $974K
|
45.4K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-59- 3.16% |
$17.1K - $21.3K
|
1.81K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-24- 1.58% |
$6.94K - $8.65K
|
1.49K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.24K+ 33.89% |
$649K - $808K
|
8.86K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-23- 0.21% |
$6.65K - $8.28K
|
11.1K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.52K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 0.53% |
$6.08K - $7.56K
|
3.98K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
793+ 60.58% |
$229K - $286K
|
2.1K
$638K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-165- 0.75% |
$47.7K - $59.4K
|
21.8K
$6.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-813- 13.69% |
$235K - $293K
|
5.13K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-126K- 32.4% |
$36.5M - $45.5M
|
264K
$79.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-232- 0.51% |
$67.1K - $83.6K
|
45.1K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-215- 7.4% |
$62.2K - $77.4K
|
2.69K
$816K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-221K- 99.67% |
$63.8M - $79.4M
|
739
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 5.26% |
$289 - $360
|
18
$5.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.93K+ 7.06% |
$558K - $695K
|
29.3K
$8.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
188KNew |
$54.3M - $67.6M
|
188K
$56.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
314+ 17.33% |
$90.8K - $113K
|
2.13K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 3.08% |
$2.31K - $2.88K
|
252
$76.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.09% |
$2.89K - $3.6K
|
907
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-190- 1.79% |
$55K - $68.4K
|
10.4K
$3.16M
|