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 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-145- 17.26% |
$34.5K - $44.6K
|
695
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
490+ 8.97% |
$117K - $151K
|
5.95K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-922- 52.93% |
$219K - $284K
|
820
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 4.76% |
$3.09K - $4K
|
260
$79.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
700New |
$167K - $215K
|
700
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
25.8KNew |
$6.15M - $7.95M
|
25.8K
$7.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-75- 0.33% |
$17.8K - $23.1K
|
22.7K
$6.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$23.8K - $30.8K
|
100
$30.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 53.25% |
$39K - $50.5K
|
144
$43.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28+ 3.25% |
$6.66K - $8.62K
|
889
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
73+ 40.11% |
$17.4K - $22.5K
|
255
$77.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.95K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 2.57% |
$11.9K - $15.4K
|
1.9K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24+ 2.42% |
$5.71K - $7.39K
|
1.02K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35New |
$8.33K - $10.8K
|
35
$10.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-879- 23.8% |
$209K - $271K
|
2.82K
$856K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
729New |
$173K - $224K
|
729
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.84KNew |
$675K - $873K
|
2.84K
$863K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-228- 2.58% |
$54.3K - $70.2K
|
8.6K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 98.92% |
$21.9K - $28.3K
|
1
$304
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 44.44% |
$1.9K - $2.46K
|
26
$7.91K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
668New |
$159K - $206K
|
668
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
424New |
$101K - $131K
|
424
$129K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-524- 10.37% |
$125K - $161K
|
4.53K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
300+ 32.29% |
$71.4K - $92.3K
|
1.23K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-205- 22.53% |
$48.8K - $63.1K
|
705
$214K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-44- 30.56% |
$10.5K - $13.5K
|
100
$30.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
8+ 0.92% |
$1.9K - $2.46K
|
874
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5- 0.31% |
$1.19K - $1.54K
|
1.63K
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$3.09K - $4K
|
13
$3.95K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.66K- 82.15% |
$1.35M - $1.74M
|
1.23K
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14- 31.11% |
$3.33K - $4.31K
|
31
$9.43K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.3KNew |
$546K - $706K
|
2.3K
$698K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-207- 15.0% |
$49.3K - $63.7K
|
1.17K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.91K- 46.08% |
$930K - $1.2M
|
4.57K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
116New |
$27.6K - $35.7K
|
116
$35.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
844New |
$201K - $260K
|
844
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 5.6% |
$262K - $339K
|
20.7K
$6.31M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
750New |
$178K - $231K
|
750
$228K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
109+ 5450.0% |
$25.9K - $33.6K
|
111
$33.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-507- 89.1% |
$121K - $156K
|
62
$18.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2.1K+ 2100.0% |
$500K - $646K
|
2.2K
$669K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12New |
$2.86K - $3.69K
|
12
$3.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
659New |
$157K - $203K
|
659
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
300+ 30.0% |
$71.4K - $92.3K
|
1.3K
$395K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
723+ 21.38% |
$172K - $223K
|
4.1K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$8.81K - $11.4K
|
37
$11.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
752New |
$179K - $231K
|
752
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
28+ 7.59% |
$6.66K - $8.62K
|
397
$121K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-8- 3.54% |
$1.9K - $2.46K
|
218
$66.3K
|