Purchases and Sales Made in Q1 2024 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q1 2024. The information is specifically focused on institutions that hold shares of UNITED RENTALS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.4% |
$2.17K - $2.88K
|
1K
$660K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$2.17K - $2.88K
|
4
$2.63K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 100.0% |
$2.17K - $2.88K
|
8
$5.26K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.28% |
$2.17K - $2.88K
|
1.42K
$935K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.2% |
$2.17K - $2.88K
|
2.04K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4New |
$2.17K - $2.88K
|
4
$2.63K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 1.2% |
$1.62K - $2.16K
|
253
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.39% |
$1.62K - $2.16K
|
766
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.68% |
$1.62K - $2.16K
|
445
$292K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 16.67% |
$1.62K - $2.16K
|
21
$13.8K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 100.0% |
$1.62K - $2.16K
|
6
$3.94K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 0.43% |
$1.62K - $2.16K
|
693
$456K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3New |
$1.62K - $2.16K
|
3
$1.97K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2+ 0.14% |
$1.08K - $1.44K
|
1.38K
$909K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.23% |
$1.08K - $1.44K
|
880
$578K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.45% |
$1.08K - $1.44K
|
451
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2+ 0.25% |
$1.08K - $1.44K
|
802
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 100.0% |
$1.08K - $1.44K
|
4
$2.63K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$1.08K - $1.44K
|
461
$303K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2New |
$1.08K - $1.44K
|
2
$1.31K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$1.08K - $1.44K
|
5
$3.29K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2New |
$1.08K - $1.44K
|
2
$1.31K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.11% |
$1.08K - $1.44K
|
1.83K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.55% |
$1.08K - $1.44K
|
366
$241K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.12% |
$541 - $721
|
829
$545K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1+ 0.17% |
$541 - $721
|
607
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.43% |
$541 - $721
|
71
$46.7K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.18% |
$541 - $721
|
566
$372K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.36% |
$541 - $721
|
275
$181K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1New |
$541 - $721
|
1
$657
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$541 - $721
|
1
$657
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1+ 0.15% |
$541 - $721
|
647
$425K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$541 - $721
|
5
$3.29K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 0.17% |
$541 - $721
|
574
$377K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$541 - $721
|
1
$657
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 1.52% |
$541 - $721
|
65
$42.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 4.55% |
$541 - $721
|
21
$13.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$541 - $721
|
689
$453K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1- 0.14% |
$541 - $721
|
707
$465K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.28% |
$541 - $721
|
361
$237K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.17% |
$541 - $721
|
597
$392K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 3.7% |
$541 - $721
|
26
$17.1K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.92% |
$541 - $721
|
108
$71K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 1.0% |
$541 - $721
|
99
$65.1K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.09% |
$541 - $721
|
1.12K
$738K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 9.09% |
$541 - $721
|
10
$6.57K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2- 50.0% |
$1.08K - $1.44K
|
2
$1.31K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2- 0.45% |
$1.08K - $1.44K
|
446
$293K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2- 0.23% |
$1.08K - $1.44K
|
884
$581K
|