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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500New |
$142K - $183K
|
500
$152K
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-54- 0.89% |
$15.3K - $19.7K
|
6.04K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-34K- 9.18% |
$9.63M - $12.4M
|
336K
$102M
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
235+ 123.68% |
$66.5K - $85.8K
|
425
$129K
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
550New |
$156K - $201K
|
550
$167K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13- 1.07% |
$3.68K - $4.75K
|
1.2K
$363K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-3.5K- 70.0% |
$991K - $1.28M
|
1.5K
$455K
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
68+ 19.83% |
$19.3K - $24.8K
|
411
$125K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3- 0.35% |
$849 - $1.1K
|
864
$262K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.61KNew |
$739K - $953K
|
2.61K
$792K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.13K+ 49.95% |
$1.17M - $1.51M
|
12.4K
$3.76M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
1.1KNew |
$311K - $402K
|
1.1K
$334K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
627New |
$178K - $229K
|
627
$190K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
221+ 11.21% |
$62.6K - $80.7K
|
2.19K
$665K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
712New |
$202K - $260K
|
712
$216K
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
667New |
$189K - $243K
|
667
$202K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10.1K- 52.61% |
$2.87M - $3.7M
|
9.12K
$2.77M
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
655New |
$185K - $239K
|
655
$199K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
666New |
$189K - $243K
|
666
$202K
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
23+ 1.73% |
$6.51K - $8.4K
|
1.35K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 2.06% |
$1.42K - $1.83K
|
248
$75.2K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
666New |
$189K - $243K
|
666
$202K
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.65K+ 16.3% |
$749K - $966K
|
18.9K
$5.73M
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
668New |
$189K - $244K
|
668
$203K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
56New |
$15.9K - $20.4K
|
56
$17K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
69.2K+ 1362.35% |
$19.6M - $25.3M
|
74.3K
$22.5M
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
655New |
$185K - $239K
|
655
$199K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
27New |
$7.64K - $9.86K
|
27
$8.19K
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.33KNew |
$376K - $484K
|
1.33K
$403K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-20- 0.16% |
$5.66K - $7.3K
|
12.5K
$3.79M
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.04KNew |
$294K - $380K
|
1.04K
$315K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.23K- 60.77% |
$1.2M - $1.54M
|
2.73K
$827K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
142New |
$40.2K - $51.8K
|
142
$43.1K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.24K- 29.64% |
$351K - $452K
|
2.94K
$892K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-431- 9.98% |
$122K - $157K
|
3.89K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
93New |
$26.3K - $33.9K
|
93
$28.2K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
56+ 2.12% |
$15.9K - $20.4K
|
2.7K
$818K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
554New |
$157K - $202K
|
554
$168K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.41K- 26.57% |
$398K - $514K
|
3.89K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
561New |
$159K - $205K
|
561
$170K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
7.4K+ 164.44% |
$2.1M - $2.7M
|
11.9K
$3.61M
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
20.7K+ 103.02% |
$5.87M - $7.56M
|
40.8K
$12.4M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.72K- 73.38% |
$487K - $628K
|
624
$189K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-164- 2.44% |
$46.4K - $59.9K
|
6.56K
$1.99M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 38.3% |
$5.1K - $6.57K
|
65
$19.7K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-807- 2.4% |
$228K - $295K
|
32.9K
$9.97M
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 13.56% |
$2.27K - $2.92K
|
67
$20.3K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
580New |
$164K - $212K
|
580
$176K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-59- 2.79% |
$16.7K - $21.5K
|
2.06K
$624K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
639New |
$181K - $233K
|
639
$194K
|