Purchases and Sales Made in Q1 2024 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2024. 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 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
14+ 0.62% |
$3.84K - $4.37K
|
2.29K
$683K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13New |
$3.56K - $4.05K
|
13
$3.88K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13+ 1.49% |
$3.56K - $4.05K
|
884
$264K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
13+ 0.69% |
$3.56K - $4.05K
|
1.91K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$3.29K - $3.74K
|
5.02K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 20.34% |
$3.29K - $3.74K
|
71
$21.2K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12New |
$3.29K - $3.74K
|
12
$3.58K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12New |
$3.29K - $3.74K
|
12
$3.58K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.77% |
$3.02K - $3.43K
|
1.43K
$428K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 6.96% |
$3.02K - $3.43K
|
169
$50.4K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
10New |
$2.74K - $3.12K
|
10
$2.98K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 1.31% |
$2.74K - $3.12K
|
772
$230K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10+ 0.39% |
$2.74K - $3.12K
|
2.57K
$766K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.86% |
$2.74K - $3.12K
|
1.17K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
9+ 0.8% |
$2.47K - $2.81K
|
1.13K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9+ 0.81% |
$2.47K - $2.81K
|
1.13K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
9+ 1.31% |
$2.47K - $2.81K
|
694
$207K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.97% |
$2.19K - $2.49K
|
833
$249K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8+ 0.76% |
$2.19K - $2.49K
|
1.06K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.51% |
$2.19K - $2.49K
|
1.58K
$473K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.64% |
$1.92K - $2.18K
|
1.1K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$1.37K - $1.56K
|
5
$1.49K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 33.33% |
$1.37K - $1.56K
|
20
$5.97K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.63% |
$1.37K - $1.56K
|
795
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.65% |
$1.37K - $1.56K
|
779
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5New |
$1.37K - $1.56K
|
5
$1.49K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 1.0% |
$1.37K - $1.56K
|
504
$150K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5+ 0.58% |
$1.37K - $1.56K
|
874
$261K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.27% |
$1.37K - $1.56K
|
1.85K
$553K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.53% |
$1.37K - $1.56K
|
948
$283K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 66.67% |
$1.1K - $1.25K
|
10
$2.98K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.18% |
$1.1K - $1.25K
|
2.19K
$653K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.84% |
$1.1K - $1.25K
|
482
$144K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 16.0% |
$1.1K - $1.25K
|
29
$8.66K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$1.1K - $1.25K
|
4
$1.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.21% |
$822 - $935
|
1.41K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 27.27% |
$822 - $935
|
14
$4.18K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$822 - $935
|
3
$895
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.27% |
$822 - $935
|
240
$71.6K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.18% |
$822 - $935
|
257
$76.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.08% |
$822 - $935
|
3.56K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 1.75% |
$822 - $935
|
174
$51.9K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 33.33% |
$822 - $935
|
12
$3.58K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2New |
$548 - $624
|
2
$597
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.14% |
$548 - $624
|
1.4K
$418K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 8.33% |
$548 - $624
|
26
$7.76K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.55% |
$548 - $624
|
131
$39.1K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$548 - $624
|
21.1K
$6.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 25.0% |
$548 - $624
|
10
$2.98K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 1.32% |
$548 - $624
|
153
$45.7K
|