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 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-19- 50.0% |
$7.58K - $11K
|
19
$12.5K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-19- 82.61% |
$7.58K - $11K
|
4
$2.63K
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-19- 1.52% |
$7.58K - $11K
|
1.23K
$810K
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-20- 1.99% |
$7.98K - $11.6K
|
985
$647K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-20- 86.96% |
$7.98K - $11.6K
|
3
$1.97K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-22- 0.18% |
$8.78K - $12.8K
|
12.4K
$8.13M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22Closed |
$8.78K - $12.8K
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22- 1.5% |
$8.78K - $12.8K
|
1.45K
$952K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.26% |
$9.18K - $13.4K
|
1.8K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-24- 1.18% |
$9.58K - $13.9K
|
2.02K
$1.32M
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-25- 0.2% |
$9.98K - $14.5K
|
12.4K
$8.15M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 1.18% |
$9.98K - $14.5K
|
2.1K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-28- 1.36% |
$11.2K - $16.3K
|
2.03K
$1.34M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-29- 0.62% |
$11.6K - $16.8K
|
4.68K
$3.08M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-29- 4.1% |
$11.6K - $16.8K
|
678
$446K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-29- 2.9% |
$11.6K - $16.8K
|
972
$639K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-30- 0.26% |
$12K - $17.4K
|
11.4K
$7.51M
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-30- 0.51% |
$12K - $17.4K
|
5.9K
$3.88M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-30- 23.08% |
$12K - $17.4K
|
100
$65.7K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 3.5% |
$12K - $17.4K
|
828
$544K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-31- 6.81% |
$12.4K - $18K
|
424
$279K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32- 52.46% |
$12.8K - $18.6K
|
29
$19.1K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-33- 68.75% |
$13.2K - $19.2K
|
15
$9.86K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-33- 32.04% |
$13.2K - $19.2K
|
70
$46K
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-35- 1.11% |
$14K - $20.3K
|
3.12K
$2.05M
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-35- 0.38% |
$14K - $20.3K
|
9.07K
$5.96M
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-35- 0.33% |
$14K - $20.3K
|
10.6K
$6.97M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-38- 2.81% |
$15.2K - $22.1K
|
1.31K
$864K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-38- 9.6% |
$15.2K - $22.1K
|
358
$235K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-39- 3.35% |
$15.6K - $22.6K
|
1.12K
$739K
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-40- 1.24% |
$16K - $23.2K
|
3.19K
$2.09M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-41- 4.16% |
$16.4K - $23.8K
|
945
$621K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-41- 7.58% |
$16.4K - $23.8K
|
500
$329K
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-43- 2.3% |
$17.2K - $25K
|
1.83K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-43- 1.37% |
$17.2K - $25K
|
3.1K
$2.04M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-45- 2.38% |
$18K - $26.1K
|
1.85K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-45- 6.14% |
$18K - $26.1K
|
688
$452K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45- 11.11% |
$18K - $26.1K
|
360
$237K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-45- 0.87% |
$18K - $26.1K
|
5.12K
$3.37M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45- 11.11% |
$18K - $26.1K
|
360
$237K
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-49- 9.86% |
$19.6K - $28.4K
|
448
$294K
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-49- 8.67% |
$19.6K - $28.4K
|
516
$339K
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-50- 6.44% |
$20K - $29K
|
726
$477K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 14.29% |
$20K - $29K
|
300
$197K
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-50- 0.91% |
$20K - $29K
|
5.42K
$3.56M
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-51- 0.25% |
$20.4K - $29.6K
|
20.7K
$13.6M
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 0.73% |
$20.7K - $30.2K
|
7.06K
$4.64M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-53- 3.35% |
$21.1K - $30.8K
|
1.53K
$1M
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-57- 0.64% |
$22.7K - $33.1K
|
8.83K
$5.8M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 9.72% |
$23.1K - $33.7K
|
539
$354K
|