Latest Institutional Purchases of Public Storage (PSA)
This list provides information on the latest institutional transactions involving Public Storage (PSA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 24.14% |
$6.08K - $7.56K
|
108
$31.1K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20New |
$5.79K - $7.2K
|
20
$5.75K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.15% |
$5.79K - $7.2K
|
13.5K
$3.89M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 2.2% |
$5.79K - $7.2K
|
928
$267K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$5.5K - $6.84K
|
19
$5.46K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18+ 1.2% |
$5.21K - $6.48K
|
1.51K
$435K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 1.08% |
$5.21K - $6.48K
|
1.69K
$486K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
17New |
$4.92K - $6.12K
|
17
$4.89K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
15New |
$4.34K - $5.4K
|
15
$4.31K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.74% |
$4.34K - $5.4K
|
2.05K
$590K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
15+ 2.35% |
$4.34K - $5.4K
|
652
$187K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.16% |
$4.34K - $5.4K
|
9.32K
$2.68M
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
15+ 1.03% |
$4.34K - $5.4K
|
1.47K
$423K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
14+ 0.81% |
$4.05K - $5.04K
|
1.75K
$503K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
14+ 1.7% |
$4.05K - $5.04K
|
839
$241K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$3.47K - $4.32K
|
5K
$1.44M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.37% |
$3.18K - $3.96K
|
3.02K
$867K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 13.75% |
$3.18K - $3.96K
|
91
$26.2K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11New |
$3.18K - $3.96K
|
11
$3.16K
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10+ 1.18% |
$2.89K - $3.6K
|
859
$247K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$2.89K - $3.6K
|
10
$2.88K
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
9+ 0.14% |
$2.6K - $3.24K
|
6.55K
$1.88M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8+ 0.74% |
$2.31K - $2.88K
|
1.09K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 70.0% |
$2.03K - $2.52K
|
17
$4.89K
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.91% |
$2.03K - $2.52K
|
778
$224K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7+ 0.11% |
$2.03K - $2.52K
|
6.3K
$1.81M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 1.01% |
$2.03K - $2.52K
|
703
$202K
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
7+ 0.87% |
$2.03K - $2.52K
|
810
$233K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7+ 0.44% |
$2.03K - $2.52K
|
1.59K
$457K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.73% |
$2.03K - $2.52K
|
411
$118K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.27% |
$1.74K - $2.16K
|
2.23K
$642K
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6+ 0.86% |
$1.74K - $2.16K
|
706
$203K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 75.0% |
$1.74K - $2.16K
|
14
$4.03K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$1.74K - $2.16K
|
6
$1.73K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.44K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.26% |
$1.45K - $1.8K
|
1.96K
$564K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.44K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.44K
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.42% |
$1.16K - $1.44K
|
949
$273K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 3.45% |
$1.16K - $1.44K
|
120
$34.5K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 26.67% |
$1.16K - $1.44K
|
19
$5.46K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 26.67% |
$1.16K - $1.44K
|
19
$5.46K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.34% |
$1.16K - $1.44K
|
1.19K
$341K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4+ 0.1% |
$1.16K - $1.44K
|
4K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.55% |
$868 - $1.08K
|
552
$159K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3+ 0.23% |
$868 - $1.08K
|
1.32K
$380K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 1.07% |
$868 - $1.08K
|
284
$81.7K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
3New |
$868 - $1.08K
|
3
$863
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3New |
$868 - $1.08K
|
3
$863
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.18% |
$868 - $1.08K
|
257
$73.9K
|