Purchases and Sales Made in Q4 2023 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5- 0.31% |
$1.19K - $1.54K
|
1.63K
$496K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5- 4.85% |
$1.19K - $1.54K
|
98
$29.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.71% |
$1.43K - $1.85K
|
841
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7- 1.38% |
$1.67K - $2.15K
|
499
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 43.75% |
$1.67K - $2.15K
|
9
$2.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-8- 3.54% |
$1.9K - $2.46K
|
218
$66.3K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8- 0.98% |
$1.9K - $2.46K
|
806
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.58% |
$2.14K - $2.77K
|
562
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9- 1.02% |
$2.14K - $2.77K
|
870
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 1.4% |
$2.14K - $2.77K
|
634
$193K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10- 0.2% |
$2.38K - $3.08K
|
5.01K
$1.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 66.67% |
$2.38K - $3.08K
|
5
$1.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10- 0.24% |
$2.38K - $3.08K
|
4.25K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11- 1.04% |
$2.62K - $3.39K
|
1.04K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 17.19% |
$2.62K - $3.39K
|
53
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-12- 18.46% |
$2.86K - $3.69K
|
53
$16.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 4.76% |
$3.09K - $4K
|
260
$79.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-13- 0.45% |
$3.09K - $4K
|
2.88K
$875K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-13- 3.8% |
$3.09K - $4K
|
329
$100K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14- 31.11% |
$3.33K - $4.31K
|
31
$9.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 6.58% |
$3.57K - $4.62K
|
213
$64.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15- 1.08% |
$3.57K - $4.62K
|
1.37K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-16- 7.11% |
$3.81K - $4.92K
|
209
$63.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-17- 8.81% |
$4.05K - $5.23K
|
176
$53.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-18- 0.45% |
$4.28K - $5.54K
|
3.96K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-18- 0.89% |
$4.28K - $5.54K
|
2.01K
$610K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.92% |
$4.52K - $5.85K
|
2.05K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-19- 2.28% |
$4.52K - $5.85K
|
814
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-19- 1.29% |
$4.52K - $5.85K
|
1.46K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20- 0.32% |
$4.76K - $6.16K
|
6.31K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-21- 0.25% |
$5K - $6.46K
|
8.36K
$2.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-22- 1.82% |
$5.24K - $6.77K
|
1.19K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-23- 0.07% |
$5.47K - $7.08K
|
32.7K
$9.94M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-23- 67.65% |
$5.47K - $7.08K
|
11
$3.35K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-25- 3.22% |
$5.95K - $7.7K
|
751
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-26- 42.62% |
$6.19K - $8K
|
35
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-26- 1.86% |
$6.19K - $8K
|
1.37K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27- 1.18% |
$6.43K - $8.31K
|
2.26K
$688K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 3.12% |
$6.9K - $8.93K
|
901
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-30- 2.73% |
$7.14K - $9.23K
|
1.07K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 27.83% |
$7.62K - $9.85K
|
83
$25.2K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 27.83% |
$7.62K - $9.85K
|
83
$25.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-33- 0.6% |
$7.85K - $10.2K
|
5.46K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-35- 3.23% |
$8.33K - $10.8K
|
1.05K
$319K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-35- 1.16% |
$8.33K - $10.8K
|
2.97K
$904K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-36- 0.12% |
$8.57K - $11.1K
|
30.6K
$9.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-36- 23.38% |
$8.57K - $11.1K
|
118
$35.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 1.55% |
$8.57K - $11.1K
|
2.29K
$696K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-37- 3.21% |
$8.81K - $11.4K
|
1.12K
$339K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-37- 1.44% |
$8.81K - $11.4K
|
2.54K
$771K
|