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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
117New |
$30.2K - $34.3K
|
117
$35.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
709New |
$183K - $208K
|
709
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5- 0.27% |
$1.29K - $1.47K
|
1.85K
$562K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.78% |
$515 - $587
|
259
$78.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-110- 66.67% |
$28.4K - $32.3K
|
55
$16.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.54K- 20.0% |
$1.69M - $1.92M
|
26.2K
$7.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.79K- 38.01% |
$719K - $818K
|
4.55K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-25- 86.21% |
$6.44K - $7.33K
|
4
$1.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
736New |
$190K - $216K
|
736
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
9.5KNew |
$2.45M - $2.79M
|
9.5K
$2.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4New |
$1.03K - $1.17K
|
4
$1.22K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.86K- 44.99% |
$480K - $547K
|
2.28K
$693K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$8.25K - $9.39K
|
32
$9.73K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 99.84% |
$326K - $371K
|
2
$608
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
44.2KNew |
$11.4M - $13M
|
44.2K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-47- 3.02% |
$12.1K - $13.8K
|
1.51K
$459K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-108- 3.12% |
$27.8K - $31.7K
|
3.36K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
800New |
$206K - $235K
|
800
$243K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-84- 9.79% |
$21.6K - $24.6K
|
774
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-23- 2.24% |
$5.93K - $6.75K
|
1K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 7.58% |
$9.54K - $10.9K
|
451
$137K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
389New |
$100K - $114K
|
389
$118K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
273New |
$70.4K - $80.1K
|
273
$83K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
136New |
$35.1K - $39.9K
|
136
$41.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$1.8K - $2.05K
|
7
$2.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$3.87K - $4.4K
|
15
$4.56K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$14.2K - $16.1K
|
55
$16.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
39+ 1.7% |
$10.1K - $11.4K
|
2.33K
$708K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-48- 3.09% |
$12.4K - $14.1K
|
1.51K
$458K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
118New |
$30.4K - $34.6K
|
118
$35.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 4.17% |
$258 - $293
|
23
$7K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 15.72% |
$25.8K - $29.3K
|
736
$224K
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-377- 31.16% |
$97.2K - $111K
|
833
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-105- 9.13% |
$27.1K - $30.8K
|
1.05K
$318K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
108New |
$27.8K - $31.7K
|
108
$32.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
242+ 29.69% |
$62.4K - $71K
|
1.06K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 7.69% |
$258 - $293
|
14
$4.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6New |
$1.55K - $1.76K
|
6
$1.83K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 5.81% |
$51.5K - $58.7K
|
3.24K
$987K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 13.51% |
$1.29K - $1.47K
|
42
$12.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
125New |
$32.2K - $36.7K
|
125
$38K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-22- 10.95% |
$5.67K - $6.45K
|
179
$54.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
88+ 7.18% |
$22.7K - $25.8K
|
1.31K
$399K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$1.03K - $1.17K
|
732
$223K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.8K+ 466.67% |
$768K - $873K
|
3.4K
$1.03M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-193- 81.78% |
$52.9K - $60.2K
|
43
$13.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.67% |
$274 - $312
|
61
$18.6K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-422- 3.67% |
$116K - $132K
|
11.1K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-48- 90.57% |
$13.2K - $15K
|
5
$1.52K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-26K- 87.47% |
$7.13M - $8.11M
|
3.72K
$1.13M
|
|