Purchases and Sales Made in Q3 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
28+ 0.67% |
$7.37K - $8.45K
|
4.2K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
28+ 0.36% |
$7.37K - $8.45K
|
7.78K
$2.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 3.13% |
$7.11K - $8.14K
|
891
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
26+ 0.29% |
$6.84K - $7.84K
|
8.88K
$2.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
26+ 1.73% |
$6.84K - $7.84K
|
1.53K
$457K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
25+ 0.86% |
$6.58K - $7.54K
|
2.92K
$874K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
25+ 3.93% |
$6.58K - $7.54K
|
661
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25+ 3.28% |
$6.58K - $7.54K
|
787
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24+ 0.97% |
$6.32K - $7.24K
|
2.49K
$746K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
23+ 1.47% |
$6.05K - $6.94K
|
1.59K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23+ 2.04% |
$6.05K - $6.94K
|
1.15K
$345K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
23+ 1.93% |
$6.05K - $6.94K
|
1.21K
$363K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
22+ 1.14% |
$5.79K - $6.64K
|
1.95K
$583K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 0.95% |
$5.79K - $6.64K
|
2.33K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 3.1% |
$5.53K - $6.33K
|
698
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.67% |
$5.26K - $6.03K
|
3.01K
$900K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 11.56% |
$5.26K - $6.03K
|
193
$57.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.68% |
$4.74K - $5.43K
|
2.65K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18+ 3.69% |
$4.74K - $5.43K
|
506
$151K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
18+ 1.83% |
$4.74K - $5.43K
|
1K
$300K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18+ 5.56% |
$4.74K - $5.43K
|
342
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 2.85% |
$4.21K - $4.83K
|
577
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16New |
$4.21K - $4.83K
|
16
$4.79K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
15+ 1.1% |
$3.95K - $4.52K
|
1.38K
$414K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
14+ 0.96% |
$3.68K - $4.22K
|
1.48K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
13+ 2.83% |
$3.42K - $3.92K
|
472
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
13+ 0.83% |
$3.42K - $3.92K
|
1.58K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12New |
$3.16K - $3.62K
|
12
$3.59K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 1.46% |
$2.89K - $3.32K
|
764
$229K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.51% |
$2.89K - $3.32K
|
2.19K
$654K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11+ 1.06% |
$2.89K - $3.32K
|
1.05K
$314K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 275.0% |
$2.89K - $3.32K
|
15
$4.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.51% |
$2.89K - $3.32K
|
2.19K
$654K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
10+ 0.23% |
$2.63K - $3.02K
|
4.43K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10New |
$2.63K - $3.02K
|
10
$2.99K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
10+ 1.17% |
$2.63K - $3.02K
|
866
$259K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10New |
$2.63K - $3.02K
|
10
$2.99K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.91% |
$2.63K - $3.02K
|
1.11K
$333K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.44% |
$2.37K - $2.71K
|
2.04K
$609K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
9New |
$2.37K - $2.71K
|
9
$2.69K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.76% |
$2.11K - $2.41K
|
1.06K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8New |
$2.11K - $2.41K
|
8
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 8.86% |
$1.84K - $2.11K
|
86
$25.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$1.84K - $2.11K
|
7
$2.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 63.64% |
$1.84K - $2.11K
|
18
$5.39K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6+ 0.7% |
$1.58K - $1.81K
|
864
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 6.0% |
$1.58K - $1.81K
|
106
$31.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 54.55% |
$1.58K - $1.81K
|
17
$5.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
6+ 0.15% |
$1.58K - $1.81K
|
3.88K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5+ 0.0% |
$1.32K - $1.51K
|
123K
$37M
|