Purchases and Sales Made in Q4 2023 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12New |
$4.79K - $6.97K
|
12
$7.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11+ 0.48% |
$4.39K - $6.39K
|
2.29K
$1.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 366.67% |
$4.39K - $6.39K
|
14
$9.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 166.67% |
$3.99K - $5.8K
|
16
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$3.99K - $5.8K
|
53.8K
$35.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.73% |
$3.59K - $5.22K
|
530
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$3.19K - $4.64K
|
8
$5.26K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8+ 0.35% |
$3.19K - $4.64K
|
2.32K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.56% |
$3.19K - $4.64K
|
1.44K
$948K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 8.0% |
$3.19K - $4.64K
|
108
$71K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
8+ 1.44% |
$3.19K - $4.64K
|
563
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 0.91% |
$2.39K - $3.48K
|
663
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.35% |
$2.39K - $3.48K
|
1.72K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 300.0% |
$2.39K - $3.48K
|
8
$5.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$2.39K - $3.48K
|
6
$3.94K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$2.39K - $3.48K
|
6
$3.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.23% |
$2.39K - $3.48K
|
2.59K
$1.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 3.41% |
$2.39K - $3.48K
|
182
$120K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$2.39K - $3.48K
|
6
$3.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 6.59% |
$2.39K - $3.48K
|
97
$63.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
6+ 1.17% |
$2.39K - $3.48K
|
517
$340K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5New |
$2K - $2.9K
|
5
$3.29K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 2.27% |
$2K - $2.9K
|
225
$148K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5+ 1.21% |
$2K - $2.9K
|
418
$275K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$2K - $2.9K
|
5
$3.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5+ 0.88% |
$2K - $2.9K
|
573
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.88% |
$1.6K - $2.32K
|
459
$302K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4+ 0.27% |
$1.6K - $2.32K
|
1.51K
$992K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.28% |
$1.6K - $2.32K
|
1.42K
$933K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$1.6K - $2.32K
|
4
$2.63K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$1.2K - $1.74K
|
3
$1.97K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.12% |
$1.2K - $1.74K
|
2.48K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3New |
$1.2K - $1.74K
|
3
$1.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3+ 0.35% |
$1.2K - $1.74K
|
870
$572K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.6% |
$1.2K - $1.74K
|
506
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.49% |
$1.2K - $1.74K
|
620
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.2% |
$1.2K - $1.74K
|
1.52K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 60.0% |
$1.2K - $1.74K
|
8
$5.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3New |
$1.2K - $1.74K
|
3
$1.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.5% |
$1.2K - $1.74K
|
600
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3+ 2.94% |
$1.2K - $1.74K
|
105
$69K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.36% |
$798 - $1.16K
|
565
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 8.0% |
$798 - $1.16K
|
27
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.84% |
$798 - $1.16K
|
240
$158K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2+ 0.31% |
$798 - $1.16K
|
646
$425K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2New |
$798 - $1.16K
|
2
$1.31K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.84% |
$798 - $1.16K
|
240
$158K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 100.0% |
$798 - $1.16K
|
4
$2.63K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 13.33% |
$798 - $1.16K
|
17
$11.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 50.0% |
$399 - $580
|
3
$1.97K
|