Purchases and Sales Made in Q2 2024 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
21+ 6.23% |
$12.9K - $15K
|
358
$235K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21New |
$12.9K - $15K
|
21
$13.8K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
21+ 1.01% |
$12.9K - $15K
|
2.11K
$1.39M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20+ 0.91% |
$12.3K - $14.3K
|
2.22K
$1.46M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20New |
$12.3K - $14.3K
|
20
$13.1K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
19+ 1.19% |
$11.7K - $13.5K
|
1.62K
$1.06M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
19+ 380.0% |
$11.7K - $13.5K
|
24
$15.8K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17+ 0.44% |
$10.5K - $12.1K
|
3.84K
$2.52M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 11.27% |
$9.86K - $11.4K
|
158
$104K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
16+ 2.62% |
$9.86K - $11.4K
|
627
$412K
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
16+ 1.15% |
$9.86K - $11.4K
|
1.41K
$929K
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
16+ 4.69% |
$9.86K - $11.4K
|
357
$235K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
15New |
$9.24K - $10.7K
|
15
$9.86K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 2.44% |
$9.24K - $10.7K
|
630
$414K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
14+ 0.26% |
$8.63K - $9.98K
|
5.35K
$3.52M
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14+ 2.35% |
$8.63K - $9.98K
|
611
$402K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 3.85% |
$8.63K - $9.98K
|
378
$248K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
13+ 1.25% |
$8.01K - $9.26K
|
1.05K
$689K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13+ 15.12% |
$8.01K - $9.26K
|
99
$65.1K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13New |
$8.01K - $9.26K
|
13
$8.54K
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
12+ 2.93% |
$7.39K - $8.55K
|
422
$277K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
12+ 1.69% |
$7.39K - $8.55K
|
720
$473K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 3.97% |
$7.39K - $8.55K
|
314
$206K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$7.39K - $8.55K
|
12
$7.89K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11+ 2.46% |
$6.78K - $7.84K
|
459
$302K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
11New |
$6.78K - $7.84K
|
11
$7.23K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 1.68% |
$6.78K - $7.84K
|
667
$438K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 7.25% |
$6.16K - $7.13K
|
148
$97.3K
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
10New |
$6.16K - $7.13K
|
10
$6.57K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.13% |
$5.55K - $6.41K
|
6.9K
$4.54M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 1.18% |
$5.55K - $6.41K
|
774
$509K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9+ 0.33% |
$5.55K - $6.41K
|
2.73K
$1.8M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 1.1% |
$4.93K - $5.7K
|
733
$482K
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
8+ 0.08% |
$4.93K - $5.7K
|
9.45K
$6.21M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
7+ 0.96% |
$4.31K - $4.99K
|
734
$482K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 0.49% |
$4.31K - $4.99K
|
1.44K
$948K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$4.31K - $4.99K
|
7
$4.6K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 2.26% |
$4.31K - $4.99K
|
317
$208K
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7+ 1.98% |
$4.31K - $4.99K
|
361
$237K
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
7+ 1.54% |
$4.31K - $4.99K
|
462
$304K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 43.75% |
$4.31K - $4.99K
|
23
$15.1K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.46% |
$3.7K - $4.28K
|
1.31K
$863K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.87% |
$3.7K - $4.28K
|
695
$457K
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
BUY
|
- |
6+ 0.51% |
$3.7K - $4.28K
|
1.17K
$772K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$3.08K - $3.56K
|
5
$3.29K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$3.08K - $3.56K
|
5.15K
$3.39M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.77% |
$3.08K - $3.56K
|
653
$429K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$3.08K - $3.56K
|
5
$3.29K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 62.5% |
$3.08K - $3.56K
|
13
$8.54K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.54% |
$3.08K - $3.56K
|
925
$608K
|