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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.88K+ 119.17% |
$448K - $580K
|
3.47K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-550- 29.16% |
$131K - $169K
|
1.34K
$406K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.7K+ 2.5% |
$1.76M - $2.02M
|
274K
$83.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.31K- 62.39% |
$344K - $395K
|
789
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
800New |
$211K - $241K
|
800
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-165- 84.18% |
$43.4K - $49.8K
|
31
$9.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
900New |
$237K - $271K
|
900
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.77KNew |
$1.26M - $1.44M
|
4.77K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 9.91% |
$53.7K - $61.5K
|
2.26K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-333K- 38.66% |
$87.5M - $100M
|
528K
$161M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-67- 2.54% |
$17.6K - $20.2K
|
2.57K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-282- 27.01% |
$74.2K - $85.1K
|
762
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.93K- 60.68% |
$770K - $883K
|
1.9K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 23.26% |
$2.63K - $3.02K
|
33
$10K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.88K- 59.98% |
$2.34M - $2.68M
|
5.92K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
80+ 4.31% |
$21.1K - $24.1K
|
1.94K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 8.86% |
$1.84K - $2.11K
|
86
$26.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$404K - $463K
|
1.54K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.57KNew |
$412K - $472K
|
1.57K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
45New |
$11.8K - $13.6K
|
45
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62Closed |
$16.3K - $18.7K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-67- 1.56% |
$17.6K - $20.2K
|
4.23K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
22.2K+ 51.81% |
$5.84M - $6.69M
|
65K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Coatue Management LLC
New York, NY |
BUY
|
- |
22.6KNew |
$5.95M - $6.82M
|
22.6K
$6.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10New |
$2.63K - $3.02K
|
10
$3.04K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$474K - $543K
|
1.8K
$548K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
914New |
$241K - $276K
|
914
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-13- 27.66% |
$3.42K - $3.92K
|
34
$10.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.92KNew |
$1.3M - $1.48M
|
4.92K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
760New |
$200K - $229K
|
760
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27.2KNew |
$7.17M - $8.22M
|
27.2K
$8.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-937- 90.36% |
$247K - $283K
|
100
$30.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 75.0% |
$1.58K - $1.81K
|
2
$608
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
928+ 49.89% |
$244K - $280K
|
2.79K
$848K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-699- 17.22% |
$184K - $211K
|
3.36K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 6.0% |
$1.58K - $1.81K
|
106
$32.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
804New |
$212K - $243K
|
804
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-15- 78.95% |
$3.95K - $4.52K
|
4
$1.22K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.8K+ 44.59% |
$1.26M - $1.45M
|
15.6K
$4.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-90- 81.82% |
$23.7K - $27.1K
|
20
$6.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-412- 6.01% |
$108K - $124K
|
6.44K
$1.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-82- 2.37% |
$21.6K - $24.7K
|
3.38K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.02KNew |
$267K - $306K
|
1.02K
$309K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
184New |
$48.4K - $55.5K
|
184
$56K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.25K- 26.06% |
$329K - $378K
|
3.55K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.71KNew |
$2.55M - $2.93M
|
9.71K
$2.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-352- 1.32% |
$92.6K - $106K
|
26.4K
$8.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-278- 18.03% |
$73.2K - $83.9K
|
1.26K
$384K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
26+ 1.73% |
$6.84K - $7.84K
|
1.53K
$465K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
47New |
$12.4K - $14.2K
|
47
$14.3K
|
|