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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$3.05M - $3.79M
|
10.5K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 5.35% |
$7.23K - $9.01K
|
492
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 0.26% |
$1.45K - $1.8K
|
1.96K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
476+ 60.25% |
$138K - $171K
|
1.27K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-74- 2.29% |
$21.4K - $26.7K
|
3.16K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Presima Inc.
|
SELL
|
- |
-64.1K- 89.5% |
$18.5M - $23.1M
|
7.52K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 11.54% |
$868 - $1.08K
|
23
$6.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-110- 1.6% |
$31.8K - $39.6K
|
6.75K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-80- 10.62% |
$23.1K - $28.8K
|
673
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.12K+ 97.52% |
$1.19M - $1.48M
|
8.35K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-184- 0.36% |
$53.2K - $66.3K
|
51.4K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 1.52% |
$3.47K - $4.32K
|
803
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 48.18% |
$19.1K - $23.8K
|
203
$61.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-572- 3.03% |
$165K - $206K
|
18.3K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4+ 0.1% |
$1.16K - $1.44K
|
4K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
892+ 85.93% |
$258K - $321K
|
1.93K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-74- 9.18% |
$21.4K - $26.7K
|
732
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
67+ 1.96% |
$19.4K - $24.1K
|
3.49K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.29K- 8.75% |
$372K - $463K
|
13.4K
$4.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-28- 3.66% |
$8.1K - $10.1K
|
737
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
590+ 3.21% |
$171K - $213K
|
19K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.02K+ 4.21% |
$1.16M - $1.45M
|
99.5K
$30.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-3- 0.31% |
$868 - $1.08K
|
976
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15- 0.05% |
$4.34K - $5.4K
|
28.4K
$8.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 30.0% |
$868 - $1.08K
|
13
$3.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
248+ 2.94% |
$71.8K - $89.3K
|
8.7K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.6K- 4.89% |
$1.33M - $1.66M
|
89.4K
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 8.53% |
$21.1K - $26.3K
|
929
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
180+ 12.01% |
$52.1K - $64.8K
|
1.68K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
57New |
$16.5K - $20.5K
|
57
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 9.52% |
$1.74K - $2.16K
|
57
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 3.11% |
$7.23K - $9.01K
|
780
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.47K- 10.29% |
$1M - $1.25M
|
30.3K
$9.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.2K- 71.8% |
$2.94M - $3.67M
|
4K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-9- 0.8% |
$2.6K - $3.24K
|
1.11K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-32- 1.91% |
$9.26K - $11.5K
|
1.65K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-156- 3.61% |
$45.1K - $56.2K
|
4.17K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 1.64% |
$289 - $360
|
60
$18.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
98+ 6.71% |
$28.4K - $35.3K
|
1.56K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-292- 6.92% |
$84.5K - $105K
|
3.93K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33+ 4.3% |
$9.55K - $11.9K
|
801
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.58% |
$579 - $720
|
346
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
268+ 8.51% |
$77.5K - $96.5K
|
3.42K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-326- 17.16% |
$94.3K - $117K
|
1.57K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3+ 0.57% |
$868 - $1.08K
|
530
$161K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
563+ 2.52% |
$163K - $203K
|
22.9K
$6.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24- 1.6% |
$6.94K - $8.65K
|
1.48K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-183- 5.68% |
$52.9K - $65.9K
|
3.04K
$921K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
749New |
$217K - $270K
|
749
$227K
|