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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
3.01K+ 202.55% |
$717K - $928K
|
4.5K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3KNew |
$713K - $922K
|
3K
$911K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.87K+ 362.63% |
$684K - $884K
|
3.66K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.87K+ 1.75% |
$683K - $883K
|
167K
$50.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.84KNew |
$675K - $873K
|
2.84K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.8K+ 14.16% |
$667K - $863K
|
22.6K
$6.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.78KNew |
$662K - $857K
|
2.78K
$847K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.75K+ 19.87% |
$655K - $847K
|
16.6K
$5.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
2.69K+ 16.69% |
$639K - $827K
|
18.8K
$5.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2.62K+ 99.13% |
$624K - $807K
|
5.27K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
2.58K+ 62.45% |
$613K - $793K
|
6.7K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.55K+ 34.08% |
$607K - $785K
|
10K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.55KNew |
$606K - $783K
|
2.55K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.53KNew |
$602K - $778K
|
2.53K
$769K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.44K+ 1.67% |
$580K - $751K
|
149K
$45.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.4K+ 51.03% |
$571K - $739K
|
7.11K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.37K+ 20.81% |
$563K - $728K
|
13.7K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.36K+ 1275.68% |
$562K - $726K
|
2.55K
$774K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.34K+ 23.41% |
$556K - $719K
|
12.3K
$3.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.34KNew |
$556K - $719K
|
2.34K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.34K+ 45.26% |
$556K - $719K
|
7.5K
$2.28M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.33KNew |
$554K - $717K
|
2.33K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.33K+ 15.12% |
$554K - $716K
|
17.7K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$546K - $707K
|
2.3K
$698K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.3KNew |
$546K - $706K
|
2.3K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.29K+ 205.19% |
$546K - $706K
|
3.41K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
2.29K+ 31.61% |
$544K - $704K
|
9.52K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$541K - $700K
|
2.27K
$692K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 14.72% |
$541K - $699K
|
17.7K
$5.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.18K+ 57.76% |
$519K - $671K
|
5.95K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.17K+ 72.58% |
$517K - $669K
|
5.17K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.11K+ 19.14% |
$503K - $651K
|
13.2K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.07KNew |
$494K - $638K
|
2.07K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.07K+ 5.53% |
$493K - $637K
|
39.5K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.96K+ 40.25% |
$467K - $605K
|
6.84K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.93KNew |
$458K - $593K
|
1.93K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.92KNew |
$458K - $592K
|
1.92K
$585K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.9K+ 66.71% |
$453K - $585K
|
4.75K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.9K+ 23.37% |
$453K - $585K
|
10K
$3.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.88K+ 119.17% |
$448K - $580K
|
3.47K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$446K - $577K
|
1.88K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.86K+ 43.54% |
$442K - $571K
|
6.12K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.84KNew |
$438K - $567K
|
1.84K
$560K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.83K+ 12.9% |
$436K - $565K
|
16K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.8KNew |
$428K - $554K
|
1.8K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.8K+ 48.65% |
$428K - $554K
|
5.5K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
1.8K+ 207.74% |
$428K - $554K
|
2.67K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.74K+ 2.84% |
$414K - $535K
|
63K
$19.2M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 68.22% |
$412K - $532K
|
4.27K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.73K+ 31.15% |
$411K - $532K
|
7.27K
$2.21M
|