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 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.43MNew |
$394M - $444M
|
1.43M
$391M
|
|
|
Feb 14, 2023
Q4 2022
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.71K+ 10.97% |
$471K - $531K
|
17.2K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
60.6KNew |
$16.7M - $18.9M
|
60.6K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$337K - $380K
|
1.22K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.98KNew |
$547K - $618K
|
1.98K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.22KNew |
$612K - $690K
|
2.22K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
33.9KNew |
$9.35M - $10.5M
|
33.9K
$9.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-176- 65.67% |
$48.6K - $54.8K
|
92
$25.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 6.49% |
$27.6K - $31.2K
|
1.44K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-106K- 92.1% |
$29.2M - $32.9M
|
9.06K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34+ 100.0% |
$9.39K - $10.6K
|
68
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
517+ 8.8% |
$143K - $161K
|
6.39K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.02K- 57.72% |
$1.11M - $1.25M
|
2.94K
$807K
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
88.1KNew |
$24.3M - $27.4M
|
88.1K
$24.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.29KNew |
$2.29M - $2.58M
|
8.29K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 77.78% |
$1.93K - $2.18K
|
2
$549
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40New |
$11K - $12.5K
|
40
$11K
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
500+ 4.55% |
$138K - $156K
|
11.5K
$3.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-400- 3.85% |
$110K - $125K
|
9.98K
$2.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Hill Winds Capital LP
|
SELL
|
- |
-9K- 22.5% |
$2.48M - $2.8M
|
31K
$8.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$311K - $350K
|
1.13K
$309K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
11+ 0.81% |
$3.04K - $3.43K
|
1.37K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$3.04K - $3.43K
|
11
$3.02K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
258New |
$71.2K - $80.4K
|
258
$70.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.19KNew |
$604K - $682K
|
2.19K
$600K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
797+ 2.91% |
$220K - $248K
|
28.2K
$7.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
35+ 0.83% |
$9.66K - $10.9K
|
4.25K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
60+ 187.5% |
$16.6K - $18.7K
|
92
$25.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3- 0.35% |
$828 - $935
|
864
$237K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
34New |
$9.39K - $10.6K
|
34
$9.32K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.63K+ 23.84% |
$451K - $508K
|
8.48K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
240New |
$66.3K - $74.8K
|
240
$65.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4+ 0.45% |
$1.1K - $1.25K
|
901
$247K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$2.48K - $2.8K
|
9
$2.47K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
190+ 15.0% |
$52.5K - $59.2K
|
1.46K
$400K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 1.83% |
$10.5K - $11.8K
|
2.04K
$560K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-589- 1.99% |
$163K - $183K
|
29.1K
$7.98M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$8.01K - $9.03K
|
29
$7.95K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$55.2K - $62.3K
|
200
$54.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$1.66K - $1.87K
|
6
$1.65K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$828 - $935
|
3
$823
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-923Closed |
$17K - $318K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.12K- 7.82% |
$39.2K - $730K
|
25K
$6.86M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.06KNew |
$38K - $710K
|
2.06K
$565K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-90- 4.14% |
$1.66K - $31K
|
2.09K
$572K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 2.2% |
$222 - $4.13K
|
557
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-55- 93.22% |
$1.02K - $18.9K
|
4
$1.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 3.88% |
$7.39K - $138K
|
10.7K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$18.5 - $345
|
6.17K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-312- 14.19% |
$5.76K - $107K
|
1.89K
$517K
|
|