Purchases and Sales Made in Q2 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 400.0% |
$3.36K - $3.77K
|
15
$4.48K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 48.0% |
$3.36K - $3.77K
|
37
$11K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11+ 0.26% |
$3.08K - $3.45K
|
4.29K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11New |
$3.08K - $3.45K
|
11
$3.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11+ 0.63% |
$3.08K - $3.45K
|
1.77K
$528K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
11New |
$3.08K - $3.45K
|
11
$3.28K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11New |
$3.08K - $3.45K
|
11
$3.28K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11+ 3.18% |
$3.08K - $3.45K
|
357
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 30.3% |
$2.8K - $3.14K
|
43
$12.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10+ 0.53% |
$2.8K - $3.14K
|
1.9K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.77% |
$2.8K - $3.14K
|
575
$172K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8+ 0.4% |
$2.24K - $2.51K
|
2.01K
$601K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8+ 0.25% |
$2.24K - $2.51K
|
3.26K
$973K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8+ 0.18% |
$2.24K - $2.51K
|
4.35K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.78% |
$1.96K - $2.2K
|
908
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.09% |
$1.96K - $2.2K
|
7.92K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 1.02% |
$1.96K - $2.2K
|
692
$207K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.54% |
$1.96K - $2.2K
|
1.31K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
6+ 0.02% |
$1.68K - $1.88K
|
24.4K
$7.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 6.74% |
$1.68K - $1.88K
|
95
$28.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4New |
$1.12K - $1.26K
|
4
$1.19K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.12K - $1.26K
|
1.24K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4+ 0.47% |
$1.12K - $1.26K
|
858
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.89% |
$840 - $942
|
339
$101K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
3+ 1.03% |
$840 - $942
|
293
$87.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$840 - $942
|
3
$895
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.02% |
$840 - $942
|
298
$88.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 3.19% |
$840 - $942
|
97
$29K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.09% |
$560 - $628
|
2.13K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$560 - $628
|
2
$597
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.8% |
$560 - $628
|
253
$75.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 3.57% |
$560 - $628
|
58
$17.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 100.0% |
$560 - $628
|
4
$1.19K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2+ 0.16% |
$560 - $628
|
1.25K
$374K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.11% |
$560 - $628
|
1.75K
$522K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.14% |
$560 - $628
|
1.44K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.23% |
$280 - $314
|
82
$24.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$280 - $314
|
1.87K
$558K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.72% |
$280 - $314
|
59
$17.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.95% |
$280 - $314
|
106
$31.6K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.05% |
$280 - $314
|
1.92K
$574K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 1.56% |
$280 - $314
|
65
$19.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.1% |
$280 - $314
|
960
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 16.67% |
$280 - $314
|
7
$2.09K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.56% |
$280 - $314
|
181
$54K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.11% |
$280 - $314
|
877
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.09% |
$280 - $314
|
1.11K
$332K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 6.67% |
$280 - $314
|
14
$4.18K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.04% |
$280 - $314
|
2.58K
$769K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 16.67% |
$560 - $628
|
10
$2.98K
|