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 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
65+ 4.66% |
$18.2K - $20.4K
|
1.46K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63+ 5.91% |
$17.6K - $19.8K
|
1.13K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
62+ 48.44% |
$17.4K - $19.5K
|
190
$57.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60New |
$16.8K - $18.8K
|
60
$18.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
60+ 200.0% |
$16.8K - $18.8K
|
90
$27.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
57+ 4.04% |
$16K - $17.9K
|
1.47K
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
55+ 0.98% |
$15.4K - $17.3K
|
5.68K
$1.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
51+ 0.19% |
$14.3K - $16K
|
27.3K
$8.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
46+ 6.6% |
$12.9K - $14.4K
|
743
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
45+ 4.19% |
$12.6K - $14.1K
|
1.12K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
43+ 0.64% |
$12K - $13.5K
|
6.75K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
41+ 4100.0% |
$11.5K - $12.9K
|
42
$12.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
40New |
$11.2K - $12.6K
|
40
$12.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
40+ 1.26% |
$11.2K - $12.6K
|
3.22K
$973K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
40+ 0.97% |
$11.2K - $12.6K
|
4.17K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 5.95% |
$10.6K - $11.9K
|
677
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35New |
$9.8K - $11K
|
35
$10.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
35+ 4.69% |
$9.8K - $11K
|
782
$237K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$9.52K - $10.7K
|
34
$10.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
34+ 4.68% |
$9.52K - $10.7K
|
761
$230K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 2.85% |
$9.24K - $10.4K
|
1.19K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
32+ 3.04% |
$8.96K - $10K
|
1.08K
$328K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
32+ 4.55% |
$8.96K - $10K
|
735
$222K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
32+ 5.3% |
$8.96K - $10K
|
636
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 5.15% |
$8.68K - $9.74K
|
633
$192K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
31New |
$8.68K - $9.74K
|
31
$9.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 2.12% |
$8.4K - $9.42K
|
1.45K
$438K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 28.87% |
$7.84K - $8.79K
|
125
$37.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
28+ 0.57% |
$7.84K - $8.79K
|
4.95K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 8.97% |
$7.56K - $8.48K
|
328
$99.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 0.28% |
$7.56K - $8.48K
|
9.83K
$2.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
26+ 2.68% |
$7.28K - $8.17K
|
995
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 71.43% |
$7K - $7.85K
|
60
$18.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
23+ 0.8% |
$6.44K - $7.22K
|
2.89K
$876K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
22+ 3.0% |
$6.16K - $6.91K
|
755
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.4% |
$5.6K - $6.28K
|
4.99K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 1.84% |
$5.6K - $6.28K
|
1.11K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
20+ 0.58% |
$5.6K - $6.28K
|
3.46K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$5.6K - $6.28K
|
20
$6.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
20+ 1.86% |
$5.6K - $6.28K
|
1.1K
$331K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.69% |
$5.04K - $5.65K
|
2.63K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
17+ 2.05% |
$4.76K - $5.34K
|
845
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 6.13% |
$4.48K - $5.02K
|
277
$83.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
16+ 0.98% |
$4.48K - $5.02K
|
1.64K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$4.2K - $4.71K
|
15
$4.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 5.77% |
$4.2K - $4.71K
|
275
$83.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 375.0% |
$4.2K - $4.71K
|
19
$5.75K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 81.25% |
$3.64K - $4.08K
|
29
$8.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 5.26% |
$3.36K - $3.77K
|
240
$72.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
12+ 2.68% |
$3.36K - $3.77K
|
459
$139K
|