Purchases and Sales Made in Q1 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2023. The information is specifically focused on institutions that hold shares of Public Storage.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
559+ 385.52% |
$152K - $174K
|
704
$205K
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
559+ 63.31% |
$152K - $174K
|
1.44K
$420K
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
548+ 21.54% |
$149K - $171K
|
3.09K
$902K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
536+ 18.68% |
$145K - $167K
|
3.41K
$993K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
516+ 12.91% |
$140K - $161K
|
4.51K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
513+ 30.87% |
$139K - $160K
|
2.18K
$634K
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
510+ 0.78% |
$138K - $159K
|
65.6K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
504+ 49.07% |
$137K - $157K
|
1.53K
$446K
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
498+ 10.57% |
$135K - $155K
|
5.21K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
497+ 29.98% |
$135K - $155K
|
2.16K
$628K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
461+ 4.93% |
$125K - $144K
|
9.8K
$2.86M
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
458+ 14.59% |
$124K - $143K
|
3.6K
$1.05M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
458+ 8.83% |
$124K - $143K
|
5.64K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
439+ 16.64% |
$119K - $137K
|
3.08K
$897K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
434+ 0.6% |
$118K - $135K
|
72.5K
$21.1M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
433+ 13.19% |
$117K - $135K
|
3.72K
$1.08M
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
432+ 34.62% |
$117K - $135K
|
1.68K
$490K
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
403+ 6.33% |
$109K - $126K
|
6.77K
$1.97M
|
|
May 04, 2023
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
402+ 1.9% |
$109K - $125K
|
21.5K
$6.28M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.86% |
$108K - $125K
|
47.1K
$13.7M
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
400+ 1.99% |
$108K - $125K
|
20.5K
$5.98M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
400+ 32.79% |
$108K - $125K
|
1.62K
$472K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
395+ 3.23% |
$107K - $123K
|
12.6K
$3.68M
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
377+ 15.74% |
$102K - $117K
|
2.77K
$808K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
374+ 14.72% |
$101K - $116K
|
2.92K
$850K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
370+ 15.4% |
$100K - $115K
|
2.77K
$809K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
358+ 56.38% |
$97.1K - $112K
|
993
$290K
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
352+ 1.64% |
$95.5K - $110K
|
21.8K
$6.35M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
351+ 31.76% |
$95.2K - $109K
|
1.46K
$425K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
348+ 5.93% |
$94.4K - $108K
|
6.22K
$1.81M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
339+ 7.6% |
$91.9K - $106K
|
4.8K
$1.4M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
334+ 0.89% |
$90.6K - $104K
|
37.8K
$11M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
326+ 269.42% |
$88.4K - $102K
|
447
$130K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
318+ 29.09% |
$86.2K - $99K
|
1.41K
$411K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318+ 8.01% |
$86.2K - $99K
|
4.29K
$1.25M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
316+ 2.09% |
$85.7K - $98.4K
|
15.5K
$4.51M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
311+ 11.99% |
$84.3K - $96.9K
|
2.9K
$847K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
311+ 16.92% |
$84.3K - $96.9K
|
2.15K
$627K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
309+ 5.77% |
$83.8K - $96.2K
|
5.67K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
300+ 11.7% |
$81.4K - $93.4K
|
2.87K
$835K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
300+ 9.41% |
$81.4K - $93.4K
|
3.49K
$1.02M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
300+ 2.29% |
$81.4K - $93.4K
|
13.4K
$3.91M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
299+ 22.1% |
$81.1K - $93.1K
|
1.65K
$482K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
298+ 18.07% |
$80.8K - $92.8K
|
1.95K
$568K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
296+ 35.15% |
$80.3K - $92.2K
|
1.14K
$332K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
281+ 18.86% |
$76.2K - $87.5K
|
1.77K
$516K
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
278+ 2.47% |
$75.4K - $86.6K
|
11.5K
$3.37M
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
269+ 32.25% |
$72.9K - $83.8K
|
1.1K
$322K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
268+ 40.48% |
$72.7K - $83.5K
|
930
$271K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
256+ 22.78% |
$69.4K - $79.7K
|
1.38K
$402K
|