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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-243- 5.39% |
$70.3K - $87.5K
|
4.27K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 26.67% |
$1.16K - $1.44K
|
19
$5.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20New |
$5.79K - $7.2K
|
20
$5.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
338New |
$97.8K - $122K
|
338
$92.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
366New |
$106K - $132K
|
366
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 2.27% |
$868 - $1.08K
|
129
$35.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
71+ 0.78% |
$20.5K - $25.6K
|
9.14K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
126+ 14.55% |
$36.5K - $45.4K
|
992
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
48New |
$13.9K - $17.3K
|
48
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 3.93% |
$6.37K - $7.92K
|
538
$148K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.03% |
$579 - $720
|
7.41K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
588+ 10.14% |
$170K - $212K
|
6.39K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.13KNew |
$617K - $769K
|
2.13K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-478- 3.82% |
$138K - $172K
|
12K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
28New |
$8.1K - $10.1K
|
28
$7.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.12K- 99.8% |
$1.48M - $1.84M
|
10
$2.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 156.04% |
$41.1K - $51.1K
|
233
$63.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 2.2% |
$5.79K - $7.2K
|
928
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.64KNew |
$1.63M - $2.03M
|
5.64K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 11.02% |
$11.6K - $14.4K
|
323
$88.6K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$1.22M - $1.52M
|
4.23K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-19- 1.81% |
$5.5K - $6.84K
|
1.03K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.2% |
$579 - $720
|
169
$46.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 19.42% |
$57.9K - $72K
|
830
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.87KNew |
$1.99M - $2.47M
|
6.87K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
636New |
$184K - $229K
|
636
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.69KNew |
$777K - $967K
|
2.69K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-28- 51.85% |
$8.1K - $10.1K
|
26
$7.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.65% |
$2.6K - $3.24K
|
1.38K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 3.62% |
$2.31K - $2.88K
|
213
$58.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-751- 0.97% |
$217K - $271K
|
76.6K
$21M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.2KNew |
$15.7M - $19.5M
|
54.2K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-69- 1.32% |
$20K - $24.9K
|
5.17K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
350+ 19.55% |
$101K - $126K
|
2.14K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126New |
$36.5K - $45.4K
|
126
$34.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.5KNew |
$1.59M - $1.98M
|
5.5K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
23+ 3.32% |
$6.65K - $8.28K
|
716
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.8K- 22.44% |
$520K - $647K
|
6.21K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-74- 9.18% |
$21.4K - $26.7K
|
732
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 8.53% |
$21.1K - $26.3K
|
929
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.37K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
57New |
$16.5K - $20.5K
|
57
$15.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33+ 4.3% |
$9.55K - $11.9K
|
801
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.58% |
$579 - $720
|
346
$94.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3+ 0.57% |
$868 - $1.08K
|
530
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
749New |
$217K - $270K
|
749
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$579 - $720
|
2
$549
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-176- 36.82% |
$50.9K - $63.4K
|
302
$82.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.7KNew |
$781K - $973K
|
2.7K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 66.67% |
$1.16K - $1.44K
|
2
$549
|
|