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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
572New |
$157K - $178K
|
572
$171K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
564+ 33.55% |
$155K - $176K
|
2.25K
$670K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
550+ 5.68% |
$151K - $172K
|
10.2K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
540+ 57.14% |
$148K - $168K
|
1.49K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
518+ 719.44% |
$142K - $162K
|
590
$176K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
506New |
$139K - $158K
|
506
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
502+ 13.82% |
$138K - $157K
|
4.14K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
500+ 50.0% |
$137K - $156K
|
1.5K
$448K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
476+ 26.03% |
$131K - $148K
|
2.31K
$688K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
470+ 8.62% |
$129K - $147K
|
5.93K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
462+ 80.49% |
$127K - $144K
|
1.04K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
448+ 40.88% |
$123K - $140K
|
1.54K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
443+ 0.92% |
$121K - $138K
|
48.6K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
440+ 112.82% |
$121K - $137K
|
830
$248K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
440+ 12.87% |
$121K - $137K
|
3.86K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
436+ 8.04% |
$120K - $136K
|
5.86K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
432+ 56.77% |
$118K - $135K
|
1.19K
$356K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
421+ 18.98% |
$115K - $131K
|
2.64K
$788K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
415+ 3.56% |
$114K - $129K
|
12.1K
$3.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
415+ 57.96% |
$114K - $129K
|
1.13K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
408+ 9.5% |
$112K - $127K
|
4.7K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
403New |
$110K - $126K
|
403
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
403+ 5.55% |
$110K - $126K
|
7.67K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
399+ 138.06% |
$109K - $124K
|
688
$205K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
389New |
$107K - $121K
|
389
$116K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
366+ 6100.0% |
$100K - $114K
|
372
$111K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
365+ 13.82% |
$100K - $114K
|
3.01K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
350+ 18.13% |
$96K - $109K
|
2.28K
$681K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
331+ 91.69% |
$90.7K - $103K
|
692
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
330+ 17.85% |
$90.5K - $103K
|
2.18K
$650K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
326+ 18.11% |
$89.4K - $102K
|
2.13K
$635K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
324+ 6.28% |
$88.8K - $101K
|
5.48K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
317+ 12.87% |
$86.9K - $98.9K
|
2.78K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
315+ 5.47% |
$86.4K - $98.2K
|
6.07K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
310+ 9.09% |
$85K - $96.7K
|
3.72K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
308+ 1.08% |
$84.4K - $96K
|
28.9K
$8.64M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
292+ 5.01% |
$80.1K - $91.1K
|
6.12K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
288+ 0.46% |
$79K - $89.8K
|
63.2K
$18.9M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
283+ 15.64% |
$77.6K - $88.2K
|
2.09K
$624K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
279+ 1.08% |
$76.5K - $87K
|
26K
$7.77M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
279+ 33.74% |
$76.5K - $87K
|
1.11K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
273+ 2.34% |
$74.8K - $85.1K
|
11.9K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
269+ 0.22% |
$73.7K - $83.9K
|
123K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
262+ 5.61% |
$71.8K - $81.7K
|
4.93K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
251+ 9.89% |
$68.8K - $78.3K
|
2.79K
$833K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
251+ 33.03% |
$68.8K - $78.3K
|
1.01K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
249+ 18.02% |
$68.3K - $77.6K
|
1.63K
$487K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
246+ 5.7% |
$67.4K - $76.7K
|
4.56K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
245+ 7.62% |
$67.2K - $76.4K
|
3.46K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
245+ 18.73% |
$67.2K - $76.4K
|
1.55K
$464K
|