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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
209+ 5.69% |
$53.9K - $61.3K
|
3.88K
$1.17M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
136New |
$35.1K - $39.9K
|
136
$40.9K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
125New |
$32.2K - $36.7K
|
125
$37.6K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
118New |
$30.4K - $34.6K
|
118
$35.5K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
117New |
$30.2K - $34.3K
|
117
$35.2K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
108New |
$27.8K - $31.7K
|
108
$32.5K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
106+ 5.66% |
$27.3K - $31.1K
|
1.98K
$595K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 15.72% |
$25.8K - $29.3K
|
736
$221K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
88+ 7.18% |
$22.7K - $25.8K
|
1.31K
$395K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82+ 911.11% |
$21.1K - $24.1K
|
91
$27.4K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 3.44% |
$16.8K - $19.1K
|
1.96K
$588K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
62New |
$16K - $18.2K
|
62
$18.6K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$14.2K - $16.1K
|
55
$16.5K
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
51+ 6.76% |
$13.1K - $15K
|
805
$242K
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
39+ 1.7% |
$10.1K - $11.4K
|
2.33K
$700K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$8.25K - $9.39K
|
32
$9.63K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$7.99K - $9.09K
|
31
$9.32K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
25New |
$6.44K - $7.33K
|
25
$7.52K
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
24+ 6.17% |
$6.19K - $7.04K
|
413
$124K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20New |
$5.15K - $5.87K
|
20
$6.02K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$3.87K - $4.4K
|
15
$4.51K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 85.71% |
$3.09K - $3.52K
|
26
$7.82K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 233.33% |
$1.8K - $2.05K
|
10
$3.01K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$1.8K - $2.05K
|
7
$2.11K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 10.91% |
$1.55K - $1.76K
|
61
$18.3K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6New |
$1.55K - $1.76K
|
6
$1.8K
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5+ 0.45% |
$1.29K - $1.47K
|
1.12K
$338K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
5New |
$1.29K - $1.47K
|
5
$1.5K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 13.51% |
$1.29K - $1.47K
|
42
$12.6K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 28.57% |
$1.03K - $1.17K
|
18
$5.41K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4New |
$1.03K - $1.17K
|
4
$1.2K
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$1.03K - $1.17K
|
732
$220K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 8.82% |
$773 - $880
|
37
$11.1K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.78% |
$515 - $587
|
259
$77.9K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 2.08% |
$258 - $293
|
49
$14.7K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.09% |
$258 - $293
|
1.08K
$325K
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 3.03% |
$258 - $293
|
34
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$258 - $293
|
1
$301
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 7.69% |
$258 - $293
|
14
$4.21K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
BUY
|
- |
210K+ 498.55% |
$57.7M - $65.6M
|
253K
$76M
|
|
May 15, 2024
Q1 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
120K+ 1523.74% |
$33M - $37.6M
|
128K
$38.6M
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
56.1KNew |
$15.4M - $17.5M
|
56.1K
$16.9M
|
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
55.5KNew |
$15.2M - $17.3M
|
55.5K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
29.2KNew |
$8.01M - $9.11M
|
29.2K
$8.78M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.8K+ 585.9% |
$7.06M - $8.04M
|
30.2K
$9.07M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
25.2KNew |
$6.92M - $7.87M
|
25.2K
$7.59M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
22.9KNew |
$6.28M - $7.14M
|
22.9K
$6.89M
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
19.8K+ 57.01% |
$5.42M - $6.16M
|
54.4K
$16.4M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.5K+ 4.23% |
$3.15M - $3.58M
|
283K
$85.1M
|