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 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-14- 0.16% |
$3.84K - $4.37K
|
8.9K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-14- 3.7% |
$3.84K - $4.37K
|
364
$109K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-15- 5.45% |
$4.11K - $4.68K
|
260
$77.6K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-16- 2.24% |
$4.39K - $4.99K
|
699
$209K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16- 2.12% |
$4.39K - $4.99K
|
739
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-17- 1.96% |
$4.66K - $5.3K
|
852
$254K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-17- 0.15% |
$4.66K - $5.3K
|
11.3K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-19- 0.55% |
$5.21K - $5.92K
|
3.45K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-19- 0.44% |
$5.21K - $5.92K
|
4.28K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-19- 0.28% |
$5.21K - $5.92K
|
6.68K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19- 2.47% |
$5.21K - $5.92K
|
751
$224K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 10.53% |
$5.48K - $6.24K
|
170
$50.7K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-22- 0.92% |
$6.03K - $6.86K
|
2.37K
$709K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.31% |
$6.03K - $6.86K
|
1.66K
$494K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 32.0% |
$6.58K - $7.48K
|
51
$15.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-25- 0.71% |
$6.85K - $7.8K
|
3.51K
$1.05M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-27- 0.1% |
$7.4K - $8.42K
|
26.2K
$7.83M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 8.64% |
$7.68K - $8.73K
|
296
$88.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 4.24% |
$7.95K - $9.04K
|
655
$196K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29- 0.09% |
$7.95K - $9.04K
|
33.7K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 7.14% |
$8.22K - $9.35K
|
390
$116K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-31- 1.5% |
$8.5K - $9.67K
|
2.04K
$609K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-32- 0.72% |
$8.77K - $9.98K
|
4.41K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-34- 1.34% |
$9.32K - $10.6K
|
2.51K
$749K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36- 0.94% |
$9.87K - $11.2K
|
3.78K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-36- 0.19% |
$9.87K - $11.2K
|
18.5K
$5.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-36- 0.78% |
$9.87K - $11.2K
|
4.55K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-36- 1.96% |
$9.87K - $11.2K
|
1.81K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 44.71% |
$10.4K - $11.8K
|
47
$14K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 7.12% |
$11K - $12.5K
|
522
$156K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-41- 0.89% |
$11.2K - $12.8K
|
4.59K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-43- 4.03% |
$11.8K - $13.4K
|
1.02K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-45- 2.02% |
$12.3K - $14K
|
2.19K
$653K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-46- 1.58% |
$12.6K - $14.3K
|
2.86K
$853K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-47- 1.06% |
$12.9K - $14.7K
|
4.38K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 2.67% |
$12.9K - $14.7K
|
1.71K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-48- 90.57% |
$13.2K - $15K
|
5
$1.49K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-48- 3.5% |
$13.2K - $15K
|
1.33K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-50- 9.43% |
$13.7K - $15.6K
|
480
$143K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-50- 1.37% |
$13.7K - $15.6K
|
3.59K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-51- 2.83% |
$14K - $15.9K
|
1.75K
$524K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-52- 2.37% |
$14.3K - $16.2K
|
2.15K
$641K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-56- 1.3% |
$15.4K - $17.5K
|
4.27K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-59- 0.62% |
$16.2K - $18.4K
|
9.46K
$2.82M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-60- 3.99% |
$16.4K - $18.7K
|
1.45K
$431K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-61- 2.07% |
$16.7K - $19K
|
2.89K
$861K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-67- 6.0% |
$18.4K - $20.9K
|
1.05K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-68- 6.44% |
$18.6K - $21.2K
|
988
$295K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-69- 0.43% |
$18.9K - $21.5K
|
15.9K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-69- 3.91% |
$18.9K - $21.5K
|
1.69K
$506K
|