Purchases and Sales Made in Q2 2023 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 200.0% |
$3.27K - $4.45K
|
15
$9.86K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.65% |
$2.94K - $4.01K
|
1.4K
$920K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
9+ 0.29% |
$2.94K - $4.01K
|
3.16K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.12% |
$2.61K - $3.56K
|
6.72K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8+ 0.01% |
$2.61K - $3.56K
|
60.8K
$40M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
7+ 0.46% |
$2.29K - $3.12K
|
1.53K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6New |
$1.96K - $2.67K
|
6
$3.94K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.43% |
$1.96K - $2.67K
|
1.41K
$927K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$1.96K - $2.67K
|
6
$3.94K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.87% |
$1.63K - $2.23K
|
581
$382K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 83.33% |
$1.63K - $2.23K
|
11
$7.23K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
BUY
|
- |
5+ 0.32% |
$1.63K - $2.23K
|
1.58K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.56% |
$1.63K - $2.23K
|
893
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.63K - $2.23K
|
5
$3.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$1.63K - $2.23K
|
5
$3.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
5New |
$1.63K - $2.23K
|
5
$3.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.68% |
$1.63K - $2.23K
|
741
$487K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.55% |
$1.31K - $1.78K
|
725
$477K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 0.75% |
$1.31K - $1.78K
|
537
$353K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 2.78% |
$1.31K - $1.78K
|
148
$97.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 2.78% |
$1.31K - $1.78K
|
148
$97.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$1.31K - $1.78K
|
4
$2.63K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4+ 0.23% |
$1.31K - $1.78K
|
1.78K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 22.22% |
$1.31K - $1.78K
|
22
$14.5K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 6.52% |
$980 - $1.34K
|
49
$32.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 3.61% |
$980 - $1.34K
|
86
$56.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 0.34% |
$980 - $1.34K
|
892
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3+ 0.57% |
$980 - $1.34K
|
532
$350K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.36% |
$653 - $891
|
561
$369K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.11% |
$653 - $891
|
1.83K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2New |
$653 - $891
|
2
$1.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2+ 0.24% |
$653 - $891
|
842
$553K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 18.18% |
$653 - $891
|
13
$8.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$653 - $891
|
12.1K
$7.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.82% |
$653 - $891
|
112
$73.6K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.35% |
$327 - $445
|
287
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.92% |
$327 - $445
|
110
$72.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$327 - $445
|
1
$657
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.35% |
$327 - $445
|
287
$189K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 50.0% |
$327 - $445
|
3
$1.97K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 1.52% |
$327 - $445
|
67
$44K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$327 - $445
|
252
$166K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 0.13% |
$327 - $445
|
786
$517K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$327 - $445
|
1
$657
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.16% |
$327 - $445
|
633
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$327 - $445
|
1.86K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.96% |
$327 - $445
|
103
$67.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 2.63% |
$327 - $445
|
37
$24.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1- 0.04% |
$327 - $445
|
2.47K
$1.62M
|