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 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-141- 65.58% |
$39.5K - $44.3K
|
74
$22.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-143- 8.38% |
$40K - $44.9K
|
1.56K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-154- 3.63% |
$43.1K - $48.4K
|
4.09K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-154- 5.17% |
$43.1K - $48.4K
|
2.82K
$854K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-157- 71.36% |
$44K - $49.3K
|
63
$19.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-163- 16.86% |
$45.6K - $51.2K
|
804
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-166- 0.81% |
$46.5K - $52.1K
|
20.4K
$6.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-167- 1.28% |
$46.8K - $52.4K
|
12.9K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-173- 1.46% |
$48.4K - $54.3K
|
11.6K
$3.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-173- 0.62% |
$48.4K - $54.3K
|
27.9K
$8.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-178- 5.01% |
$49.8K - $55.9K
|
3.38K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-180- 25.35% |
$50.4K - $56.5K
|
530
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-181- 18.51% |
$50.7K - $56.8K
|
797
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-182- 1.32% |
$51K - $57.2K
|
13.7K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-187- 4.14% |
$52.4K - $58.7K
|
4.33K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-189- 16.24% |
$52.9K - $59.4K
|
975
$295K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-192- 2.19% |
$53.8K - $60.3K
|
8.57K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-198- 0.55% |
$55.4K - $62.2K
|
35.9K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-199- 16.76% |
$55.7K - $62.5K
|
988
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-200- 13.3% |
$56K - $62.8K
|
1.3K
$395K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-202- 1.51% |
$56.6K - $63.4K
|
13.2K
$4M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-202- 22.17% |
$56.6K - $63.4K
|
709
$215K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-208- 5.01% |
$58.2K - $65.3K
|
3.94K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-212- 16.75% |
$59.4K - $66.6K
|
1.05K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-214- 1.79% |
$59.9K - $67.2K
|
11.7K
$3.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-214- 11.3% |
$59.9K - $67.2K
|
1.68K
$508K
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-215- 1.17% |
$60.2K - $67.5K
|
18.2K
$5.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-215- 10.9% |
$60.2K - $67.5K
|
1.76K
$532K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-221- 15.85% |
$61.9K - $69.4K
|
1.17K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-223- 10.38% |
$62.4K - $70K
|
1.93K
$583K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-226- 10.51% |
$63.3K - $71K
|
1.93K
$583K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-234- 8.28% |
$65.5K - $73.5K
|
2.59K
$785K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-234- 5.8% |
$65.5K - $73.5K
|
3.8K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-237- 2.26% |
$66.4K - $74.4K
|
10.3K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-239- 3.68% |
$66.9K - $75.1K
|
6.25K
$1.89M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-245- 1.45% |
$68.6K - $76.9K
|
16.7K
$5.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-246- 3.75% |
$68.9K - $77.3K
|
6.32K
$1.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-258- 4.14% |
$72.2K - $81K
|
5.98K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-262- 1.12% |
$73.4K - $82.3K
|
23.2K
$7.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-281- 7.64% |
$78.7K - $88.2K
|
3.4K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-284- 20.68% |
$79.5K - $89.2K
|
1.09K
$330K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-294- 3.31% |
$82.3K - $92.3K
|
8.58K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-294- 11.88% |
$82.3K - $92.3K
|
2.18K
$660K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 8.89% |
$84K - $94.2K
|
3.08K
$931K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-300- 5.02% |
$84K - $94.2K
|
5.68K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-306- 1.35% |
$85.7K - $96.1K
|
22.3K
$6.76M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-308- 7.0% |
$86.2K - $96.7K
|
4.09K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-311- 26.47% |
$87.1K - $97.7K
|
864
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-315- 5.29% |
$88.2K - $98.9K
|
5.64K
$1.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-330- 2.68% |
$92.4K - $104K
|
12K
$3.62M
|