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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
428+ 7.55% |
$120K - $134K
|
6.09K
$1.84M
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
426+ 2.05% |
$119K - $134K
|
21.2K
$6.41M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
423+ 48.73% |
$118K - $133K
|
1.29K
$391K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
422+ 26.59% |
$118K - $133K
|
2.01K
$608K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
409+ 61.14% |
$115K - $128K
|
1.08K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
403+ 13.28% |
$113K - $127K
|
3.44K
$1.04M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 5.51% |
$112K - $126K
|
7.67K
$2.32M
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
400+ 5.8% |
$112K - $126K
|
7.3K
$2.21M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
398+ 3.15% |
$111K - $125K
|
13K
$3.94M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
394New |
$110K - $124K
|
394
$119K
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
383+ 3.53% |
$107K - $120K
|
11.2K
$3.4M
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
358+ 0.66% |
$100K - $112K
|
54.8K
$16.6M
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
356New |
$99.7K - $112K
|
356
$108K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
348+ 1.32% |
$97.4K - $109K
|
26.8K
$8.1M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
344New |
$96.3K - $108K
|
344
$104K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
334+ 133.6% |
$93.5K - $105K
|
584
$177K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
334+ 133.6% |
$93.5K - $105K
|
584
$177K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
333New |
$93.2K - $105K
|
333
$101K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
330+ 38.33% |
$92.4K - $104K
|
1.19K
$360K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
330New |
$92.4K - $104K
|
330
$99.9K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
319+ 26.08% |
$89.3K - $100K
|
1.54K
$467K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
318+ 32.02% |
$89K - $99.9K
|
1.31K
$397K
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
312+ 14.48% |
$87.4K - $98K
|
2.47K
$747K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
311+ 1.27% |
$87.1K - $97.7K
|
24.8K
$7.5M
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
302+ 24.77% |
$84.6K - $94.8K
|
1.52K
$460K
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
300+ 0.97% |
$84K - $94.2K
|
31.2K
$9.44M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
292New |
$81.8K - $91.7K
|
292
$88.4K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
286+ 6.3% |
$80.1K - $89.8K
|
4.82K
$1.46M
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
283+ 2.98% |
$79.2K - $88.9K
|
9.76K
$2.95M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
281+ 6.09% |
$78.7K - $88.2K
|
4.9K
$1.48M
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
277+ 2.4% |
$77.6K - $87K
|
11.8K
$3.58M
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
267+ 10.38% |
$74.8K - $83.9K
|
2.84K
$859K
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
265+ 1.13% |
$74.2K - $83.2K
|
23.8K
$7.2M
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
265+ 16.32% |
$74.2K - $83.2K
|
1.89K
$572K
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
256+ 29.91% |
$71.7K - $80.4K
|
1.11K
$337K
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
242+ 3.89% |
$67.8K - $76K
|
6.46K
$1.96M
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
233+ 0.79% |
$65.2K - $73.2K
|
29.7K
$8.99M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
230New |
$64.4K - $72.2K
|
230
$69.6K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
228+ 89.41% |
$63.8K - $71.6K
|
483
$146K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 18.41% |
$63K - $70.7K
|
1.45K
$438K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
224+ 0.68% |
$62.7K - $70.3K
|
33.2K
$10M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
224+ 1.79% |
$62.7K - $70.3K
|
12.7K
$3.85M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
221+ 1.33% |
$61.9K - $69.4K
|
16.8K
$5.1M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
221+ 26.03% |
$61.9K - $69.4K
|
1.07K
$324K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
219+ 5.89% |
$61.3K - $68.8K
|
3.94K
$1.19M
|
|
Aug 07, 2023
Q2 2023
|
American Assets Capital Advisers, LLC
|
BUY
|
- |
219+ 2.29% |
$61.3K - $68.8K
|
9.78K
$2.96M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
196New |
$54.9K - $61.6K
|
196
$59.3K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
191+ 1.36% |
$53.5K - $60K
|
14.3K
$4.32M
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
186+ 10.69% |
$52.1K - $58.4K
|
1.93K
$583K
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
179+ 5.79% |
$50.1K - $56.2K
|
3.27K
$990K
|