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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.79K+ 25.39% |
$1.68M - $2.09M
|
28.6K
$8.7M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 66.67% |
$1.16K - $1.44K
|
2
$608
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-18- 2.43% |
$5.21K - $6.48K
|
723
$220K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 32.56% |
$4.05K - $5.04K
|
29
$8.82K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 7.6% |
$15.3K - $19.1K
|
750
$228K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-215- 15.31% |
$62.2K - $77.4K
|
1.19K
$362K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 1.19% |
$5.79K - $7.2K
|
1.71K
$519K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-418- 40.62% |
$121K - $151K
|
611
$186K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.08K+ 1267.06% |
$312K - $388K
|
1.16K
$353K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
41+ 12.54% |
$11.9K - $14.8K
|
368
$112K
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
9+ 0.52% |
$2.6K - $3.24K
|
1.74K
$528K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 4.92% |
$14.5K - $18K
|
966
$294K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.09% |
$289 - $360
|
1.16K
$354K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-24- 1.68% |
$6.94K - $8.65K
|
1.41K
$428K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33- 0.04% |
$9.55K - $11.9K
|
76.8K
$23.4M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
105+ 70.0% |
$30.4K - $37.8K
|
255
$77.6K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 26.67% |
$1.16K - $1.44K
|
11
$3.35K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.19% |
$1.16K - $1.44K
|
2.13K
$648K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 15.09% |
$2.31K - $2.88K
|
61
$18.6K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
52+ 7.48% |
$15K - $18.7K
|
747
$227K
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-491- 2.15% |
$142K - $177K
|
22.4K
$6.8M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.2KNew |
$7.58M - $9.44M
|
26.2K
$7.97M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-370- 6.89% |
$107K - $133K
|
5K
$1.52M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 1.6% |
$868 - $1.08K
|
191
$58.1K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-110- 8.63% |
$31.8K - $39.6K
|
1.17K
$354K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 1.6% |
$57.9K - $72K
|
12.7K
$3.87M
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-6K- 20.56% |
$1.74M - $2.16M
|
23.2K
$7.05M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.01K- 3.88% |
$582K - $725K
|
49.8K
$15.2M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11New |
$3.18K - $3.96K
|
11
$3.35K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
36+ 2.55% |
$10.4K - $13K
|
1.45K
$440K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-870- 18.47% |
$252K - $313K
|
3.84K
$1.17M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-45- 0.71% |
$13K - $16.2K
|
6.3K
$1.92M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$91.7K - $114K
|
317
$96.4K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
178+ 301.69% |
$51.5K - $64.1K
|
237
$72.1K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29- 1.89% |
$8.39K - $10.4K
|
1.5K
$457K
|
|
Q3 2024 | |||||||
Feb 24, 2025
Q3 2024
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
4.03K+ 1.41% |
$1.14M - $1.47M
|
291K
$88.5M
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-3.61K- 4.0% |
$1.02M - $1.32M
|
86.6K
$26.3M
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-9.96K- 93.3% |
$2.82M - $3.64M
|
715
$217K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-29- 0.23% |
$8.21K - $10.6K
|
12.3K
$3.75M
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
60New |
$17K - $21.9K
|
60
$18.3K
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-175- 26.64% |
$49.5K - $63.9K
|
482
$147K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-489- 21.78% |
$138K - $178K
|
1.76K
$534K
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
10.8KNew |
$3.06M - $3.95M
|
10.8K
$3.29M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
43+ 24.57% |
$12.2K - $15.7K
|
218
$66.3K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
273+ 42.26% |
$77.3K - $99.6K
|
919
$280K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-802- 6.43% |
$227K - $293K
|
11.7K
$3.55M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
594New |
$168K - $217K
|
594
$181K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3- 2.08% |
$849 - $1.1K
|
141
$42.9K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$2.27K - $2.92K
|
8
$2.43K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$849 - $1.1K
|
3
$913
|