Purchases and Sales Made in Q4 2024 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q4 2024. 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 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
19+ 0.01% |
$5.5K - $6.84K
|
233K
$70.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$5.5K - $6.84K
|
19
$5.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 1.08% |
$5.21K - $6.48K
|
1.69K
$514K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18+ 1.2% |
$5.21K - $6.48K
|
1.51K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
17New |
$4.92K - $6.12K
|
17
$5.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.74% |
$4.34K - $5.4K
|
2.05K
$624K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
15New |
$4.34K - $5.4K
|
15
$4.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
15+ 2.35% |
$4.34K - $5.4K
|
652
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.16% |
$4.34K - $5.4K
|
9.32K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
15+ 1.03% |
$4.34K - $5.4K
|
1.47K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
14+ 1.7% |
$4.05K - $5.04K
|
839
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
14+ 0.81% |
$4.05K - $5.04K
|
1.75K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$3.47K - $4.32K
|
5K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 1.52% |
$3.47K - $4.32K
|
803
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 13.75% |
$3.18K - $3.96K
|
91
$27.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.37% |
$3.18K - $3.96K
|
3.02K
$917K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11New |
$3.18K - $3.96K
|
11
$3.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$2.89K - $3.6K
|
10
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10+ 1.18% |
$2.89K - $3.6K
|
859
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
9+ 0.52% |
$2.6K - $3.24K
|
1.74K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
9+ 0.14% |
$2.6K - $3.24K
|
6.55K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.82% |
$2.6K - $3.24K
|
1.1K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 15.09% |
$2.31K - $2.88K
|
61
$18.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8+ 0.74% |
$2.31K - $2.88K
|
1.09K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 34.78% |
$2.31K - $2.88K
|
31
$9.43K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7+ 0.44% |
$2.03K - $2.52K
|
1.59K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.91% |
$2.03K - $2.52K
|
778
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 8.05% |
$2.03K - $2.52K
|
94
$28.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
7+ 0.87% |
$2.03K - $2.52K
|
810
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.73% |
$2.03K - $2.52K
|
411
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 1.01% |
$2.03K - $2.52K
|
703
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7+ 0.11% |
$2.03K - $2.52K
|
6.3K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 70.0% |
$2.03K - $2.52K
|
17
$5.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.27% |
$1.74K - $2.16K
|
2.23K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 75.0% |
$1.74K - $2.16K
|
14
$4.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$1.74K - $2.16K
|
6
$1.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6+ 0.86% |
$1.74K - $2.16K
|
706
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.15% |
$1.74K - $2.16K
|
4.06K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.52K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.52K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$1.45K - $1.8K
|
5
$1.52K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.26% |
$1.45K - $1.8K
|
1.96K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 0.26% |
$1.45K - $1.8K
|
1.96K
$596K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.19% |
$1.16K - $1.44K
|
2.13K
$648K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 26.67% |
$1.16K - $1.44K
|
19
$5.78K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.42% |
$1.16K - $1.44K
|
949
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 26.67% |
$1.16K - $1.44K
|
19
$5.78K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.34% |
$1.16K - $1.44K
|
1.19K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 3.45% |
$1.16K - $1.44K
|
120
$36.5K
|