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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 11.54% |
$868 - $1.08K
|
23
$7K
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-3- 0.07% |
$868 - $1.08K
|
4.07K
$1.24M
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 2.27% |
$868 - $1.08K
|
129
$39.2K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 26.67% |
$1.16K - $1.44K
|
11
$3.35K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4- 19.05% |
$1.16K - $1.44K
|
17
$5.17K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.59% |
$1.16K - $1.44K
|
678
$206K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 66.67% |
$1.16K - $1.44K
|
2
$608
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 1.09% |
$1.45K - $1.8K
|
455
$138K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 6.85% |
$1.45K - $1.8K
|
68
$20.7K
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5- 0.43% |
$1.45K - $1.8K
|
1.15K
$348K
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.6% |
$1.74K - $2.16K
|
1K
$304K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 9.52% |
$1.74K - $2.16K
|
57
$17.3K
|
|
Feb 12, 2025
Q4 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.02% |
$2.03K - $2.52K
|
28.5K
$8.67M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 2.63% |
$2.03K - $2.52K
|
259
$78.8K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 13.11% |
$2.31K - $2.88K
|
53
$16.1K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 3.62% |
$2.31K - $2.88K
|
213
$64.8K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 3.08% |
$2.31K - $2.88K
|
252
$76.7K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-9- 0.8% |
$2.6K - $3.24K
|
1.11K
$338K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9- 0.51% |
$2.6K - $3.24K
|
1.75K
$533K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 1.27% |
$2.6K - $3.24K
|
698
$212K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.65% |
$2.6K - $3.24K
|
1.38K
$421K
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-9- 0.19% |
$2.6K - $3.24K
|
4.62K
$1.4M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10- 0.6% |
$2.89K - $3.6K
|
1.66K
$504K
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-10- 0.54% |
$2.89K - $3.6K
|
1.83K
$556K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.09% |
$2.89K - $3.6K
|
907
$276K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-10- 1.24% |
$2.89K - $3.6K
|
798
$243K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.34% |
$2.89K - $3.6K
|
734
$223K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10- 0.4% |
$2.89K - $3.6K
|
2.5K
$761K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.94% |
$2.89K - $3.6K
|
1.06K
$322K
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11- 0.3% |
$3.18K - $3.96K
|
3.6K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-11- 7.1% |
$3.18K - $3.96K
|
144
$43.8K
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-11- 0.03% |
$3.18K - $3.96K
|
41.4K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.41% |
$3.18K - $3.96K
|
2.65K
$805K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11- 1.21% |
$3.18K - $3.96K
|
898
$273K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-11- 0.26% |
$3.18K - $3.96K
|
4.27K
$1.3M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.94% |
$3.18K - $3.96K
|
1.16K
$353K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-12- 0.19% |
$3.47K - $4.32K
|
6.25K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14- 93.33% |
$4.05K - $5.04K
|
1
$304
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 32.56% |
$4.05K - $5.04K
|
29
$8.82K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-15- 1.08% |
$4.34K - $5.4K
|
1.37K
$416K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 3.41% |
$4.34K - $5.4K
|
425
$129K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15- 0.05% |
$4.34K - $5.4K
|
28.4K
$8.64M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-18- 2.43% |
$5.21K - $6.48K
|
723
$220K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-18- 1.36% |
$5.21K - $6.48K
|
1.31K
$397K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-19- 1.81% |
$5.5K - $6.84K
|
1.03K
$313K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-20- 0.77% |
$5.79K - $7.2K
|
2.58K
$785K
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-20- 2.63% |
$5.79K - $7.2K
|
740
$225K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 2.27% |
$5.79K - $7.2K
|
863
$263K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 3.93% |
$6.37K - $7.92K
|
538
$164K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.52% |
$6.65K - $8.28K
|
1.49K
$454K
|