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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
286+ 3.09% |
$82.7K - $89.8K
|
9.54K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
53+ 5.84% |
$15.3K - $16.6K
|
960
$263K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
721New |
$208K - $226K
|
721
$198K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$289 - $314
|
1
$274
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
46+ 2.92% |
$13.3K - $14.4K
|
1.62K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$1.16K - $1.26K
|
4
$1.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-42- 5.72% |
$12.1K - $13.2K
|
692
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
427+ 3.49% |
$123K - $134K
|
12.7K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
139New |
$40.2K - $43.6K
|
139
$38.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 28.57% |
$2.89K - $3.14K
|
25
$6.86K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 90.0% |
$15.6K - $17K
|
6
$1.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
936New |
$270K - $294K
|
936
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$14.4K - $15.7K
|
50
$13.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 2800.0% |
$8.09K - $8.79K
|
29
$7.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
370+ 1.13% |
$107K - $116K
|
33.2K
$9.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$289 - $314
|
1
$274
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-37- 12.05% |
$10.7K - $11.6K
|
270
$74.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
815New |
$236K - $256K
|
815
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
2.11KNew |
$609K - $662K
|
2.11K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$8.67K - $9.42K
|
30
$8.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 13.59% |
$28.9K - $31.4K
|
636
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 15.22% |
$24.3K - $26.4K
|
636
$174K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.03KNew |
$587K - $637K
|
2.03K
$557K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 2.88% |
$2.02K - $2.2K
|
236
$64.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
799New |
$231K - $251K
|
799
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-311- 65.34% |
$89.9K - $97.6K
|
165
$45.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$2.6K - $2.83K
|
9
$2.47K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-127- 12.4% |
$36.7K - $39.9K
|
897
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
669New |
$193K - $210K
|
669
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
750New |
$217K - $235K
|
750
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-66- 32.51% |
$19.1K - $20.7K
|
137
$37.6K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 4.23% |
$86.7K - $94.2K
|
6.8K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 3.94% |
$4.33K - $4.71K
|
366
$100K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-221- 23.89% |
$63.9K - $69.4K
|
704
$193K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-690- 2.33% |
$199K - $217K
|
29K
$7.95M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7New |
$2.02K - $2.2K
|
7
$1.92K
|
|
| Q4 2024 | |||||||
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
34.6KNew |
$10M - $12.5M
|
34.6K
$9.49M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$579 - $720
|
2
$549
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2New |
$579 - $720
|
2
$549
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$11.6K - $14.4K
|
40
$11K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-341- 19.42% |
$98.7K - $123K
|
1.42K
$388K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
15New |
$4.34K - $5.4K
|
15
$4.11K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
911New |
$264K - $328K
|
911
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 2.89% |
$8.25M - $10.3M
|
959K
$263M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.5K- 31.91% |
$2.17M - $2.7M
|
16K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-537- 41.89% |
$155K - $193K
|
745
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 70.0% |
$2.03K - $2.52K
|
17
$4.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-2.93KClosed |
$847K - $1.05M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
406+ 11.59% |
$117K - $146K
|
3.91K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
16.7K+ 871.9% |
$4.82M - $6M
|
18.6K
$5.09M
|
|