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 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-32.3KClosed |
$5.69M - $6.83M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-1.23KClosed |
$217K - $260K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-164Closed |
$28.9K - $34.7K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-332Closed |
$58.4K - $70.2K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.5KClosed |
$616K - $740K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
First Bank & Trust
|
SELL
|
- |
-15Closed |
$2.64K - $3.17K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
American Assets Investment Management, LLC
|
SELL
|
- |
-10KClosed |
$1.76M - $2.11M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-60Closed |
$10.6K - $12.7K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.35KClosed |
$413K - $496K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-448Closed |
$78.8K - $94.7K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-10.7KClosed |
$1.88M - $2.26M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Farmers Trust CO
|
SELL
|
- |
-14.8KClosed |
$2.61M - $3.13M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.13KClosed |
$375K - $450K
|
0
$0
|
|
Q1 2020 | |||||||
May 21, 2020
Q1 2020
|
Capital Advisors Inc
|
SELL
|
- |
-42.8KClosed |
$6.88M - $9.97M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1KClosed |
$161K - $233K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
CALL |
-750KClosed |
$120M - $175M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-23.4K- 89.31% |
$3.76M - $5.45M
|
2.8K
$829K
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$161 - $233
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20.6KClosed |
$3.31M - $4.79M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-200Closed |
$32.1K - $46.6K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-291Closed |
$46.7K - $67.8K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Santori & Peters, Inc.
|
SELL
|
- |
-992Closed |
$159K - $231K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-8.42KClosed |
$1.35M - $1.96M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-692Closed |
$111K - $161K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-4Closed |
$642 - $931
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-58Closed |
$9.32K - $13.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-461Closed |
$74K - $107K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-338Closed |
$54.3K - $78.7K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-66Closed |
$10.6K - $15.4K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
6New |
$964 - $1.4K
|
6
$1.78K
|
|
Apr 09, 2020
Q1 2020
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.49KClosed |
$239K - $347K
|
0
$0
|
|
Q4 2019 | |||||||
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40.8KNew |
$8.33M - $10.1M
|
40.8K
$12.1M
|
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
27.3KNew |
$5.58M - $6.75M
|
27.3K
$8.08M
|
|
Feb 14, 2020
Q4 2019
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-933Closed |
$191K - $231K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11KClosed |
$227K - $275K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-194KClosed |
$39.5M - $47.9M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.08KClosed |
$834K - $1.01M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
33New |
$6.74K - $8.16K
|
33
$9.77K
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-1.35KClosed |
$276K - $334K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Wrapmanager Inc
|
SELL
|
- |
-893Closed |
$182K - $221K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-500Closed |
$102K - $124K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.05KClosed |
$419K - $508K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Banco Santander, S.A.
|
SELL
|
- |
-3.45KClosed |
$705K - $853K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.55KClosed |
$1.54M - $1.87M
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-902Closed |
$184K - $223K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Csenge Advisory Group
|
SELL
|
- |
-1.43KClosed |
$291K - $353K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
2KNew |
$409K - $495K
|
2K
$592K
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-96.6KClosed |
$19.7M - $23.9M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Keudell
|
SELL
|
- |
-1.14KClosed |
$233K - $282K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.71KClosed |
$962K - $1.17M
|
0
$0
|