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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.06K+ 5.3% |
$306K - $380K
|
21K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.05KNew |
$304K - $378K
|
1.05K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.01KNew |
$293K - $364K
|
1.01K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.01K+ 66.62% |
$292K - $364K
|
2.53K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
999+ 70.65% |
$289K - $360K
|
2.41K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
987+ 67.05% |
$286K - $356K
|
2.46K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
984New |
$285K - $354K
|
984
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
980+ 3.59% |
$284K - $353K
|
28.3K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
955New |
$276K - $344K
|
955
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
939+ 23.74% |
$272K - $338K
|
4.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
925+ 13.36% |
$268K - $333K
|
7.85K
$2.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
911New |
$264K - $328K
|
911
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
906New |
$262K - $326K
|
906
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
906New |
$262K - $326K
|
906
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
900+ 2.44% |
$260K - $324K
|
37.8K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
892+ 85.93% |
$258K - $321K
|
1.93K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
881+ 6.92% |
$255K - $317K
|
13.6K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
830+ 2.04% |
$240K - $299K
|
41.6K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
812+ 51.39% |
$235K - $292K
|
2.39K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
809+ 26.47% |
$234K - $291K
|
3.87K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
807New |
$233K - $291K
|
807
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
797+ 2.48% |
$231K - $287K
|
32.9K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
795+ 4.28% |
$230K - $286K
|
19.4K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
793+ 60.58% |
$229K - $286K
|
2.1K
$639K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
751New |
$217K - $271K
|
751
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
750+ 291.83% |
$217K - $270K
|
1.01K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
750+ 9.11% |
$217K - $270K
|
8.98K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
749New |
$217K - $270K
|
749
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
747+ 3.5% |
$216K - $269K
|
22.1K
$6.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
739New |
$214K - $266K
|
739
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
736+ 10.13% |
$213K - $265K
|
8K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
731+ 399.45% |
$212K - $263K
|
914
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
729+ 2.99% |
$211K - $263K
|
25.1K
$7.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
723New |
$209K - $260K
|
723
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
716New |
$207K - $258K
|
716
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
697New |
$202K - $251K
|
697
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
685+ 2.66% |
$198K - $247K
|
26.4K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
669New |
$194K - $241K
|
669
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
645+ 51.52% |
$187K - $232K
|
1.9K
$577K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
643+ 12.08% |
$186K - $232K
|
5.97K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
636New |
$184K - $229K
|
636
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
604+ 81.07% |
$175K - $218K
|
1.35K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
603+ 2.93% |
$174K - $217K
|
21.2K
$6.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
590+ 3.21% |
$171K - $213K
|
19K
$5.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
588+ 10.14% |
$170K - $212K
|
6.39K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
583+ 2.65% |
$169K - $210K
|
22.6K
$6.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
581+ 28.05% |
$168K - $209K
|
2.65K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
564+ 1.2% |
$163K - $203K
|
47.4K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
563+ 2.52% |
$163K - $203K
|
22.9K
$6.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
554+ 13.92% |
$160K - $200K
|
4.54K
$1.38M
|