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 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144+ 77.84% |
$57.5K - $83.6K
|
329
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
143+ 2042.86% |
$57.1K - $83K
|
150
$98.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
140+ 14.49% |
$55.9K - $81.3K
|
1.11K
$727K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
140New |
$55.9K - $81.3K
|
140
$92K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
140+ 5.8% |
$55.9K - $81.3K
|
2.55K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
136+ 0.71% |
$54.3K - $78.9K
|
19.3K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
135New |
$53.9K - $78.4K
|
135
$88.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
135+ 2.84% |
$53.9K - $78.4K
|
4.9K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
134+ 26.8% |
$53.5K - $77.8K
|
634
$417K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
131+ 7.65% |
$52.3K - $76K
|
1.84K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
124+ 22.63% |
$49.5K - $72K
|
672
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
124+ 6.06% |
$49.5K - $72K
|
2.17K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
118+ 7.88% |
$47.1K - $68.5K
|
1.62K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
112+ 1.57% |
$44.7K - $65K
|
7.23K
$4.75M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
110+ 9.49% |
$43.9K - $63.9K
|
1.27K
$834K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
107+ 3.58% |
$42.7K - $62.1K
|
3.09K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
101+ 10.36% |
$40.3K - $58.6K
|
1.08K
$707K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$39.9K - $58K
|
100
$65.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
98+ 5.46% |
$39.1K - $56.9K
|
1.89K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
94+ 8.3% |
$37.5K - $54.6K
|
1.23K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92+ 2.96% |
$36.7K - $53.4K
|
3.2K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
91+ 0.84% |
$36.3K - $52.8K
|
10.9K
$7.17M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
91New |
$36.3K - $52.8K
|
91
$59.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 16.39% |
$35.5K - $51.7K
|
632
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
84+ 10.74% |
$33.5K - $48.8K
|
866
$569K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 8.77% |
$33.5K - $48.8K
|
1.04K
$685K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
81+ 3.93% |
$32.3K - $47K
|
2.14K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
79+ 17.14% |
$31.5K - $45.9K
|
540
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
77+ 12.5% |
$30.7K - $44.7K
|
693
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
73+ 5.56% |
$29.1K - $42.4K
|
1.39K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
63New |
$25.1K - $36.6K
|
63
$41.4K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
62+ 4.45% |
$24.7K - $36K
|
1.46K
$957K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
61+ 12.25% |
$24.3K - $35.4K
|
559
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 1525.0% |
$24.3K - $35.4K
|
65
$42.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
61+ 0.38% |
$24.3K - $35.4K
|
16.2K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
60+ 1.76% |
$23.9K - $34.8K
|
3.48K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60New |
$23.9K - $34.8K
|
60
$39.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
59+ 10.61% |
$23.5K - $34.2K
|
615
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
59+ 4.02% |
$23.5K - $34.2K
|
1.53K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
59+ 8.98% |
$23.5K - $34.2K
|
716
$471K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58+ 109.43% |
$23.1K - $33.7K
|
111
$73K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
57+ 0.84% |
$22.7K - $33.1K
|
6.88K
$4.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
57+ 0.81% |
$22.7K - $33.1K
|
7.09K
$4.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
57+ 0.84% |
$22.7K - $33.1K
|
6.8K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
56+ 7.17% |
$22.3K - $32.5K
|
837
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
53+ 9.38% |
$21.1K - $30.8K
|
618
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
50+ 2.11% |
$20K - $29K
|
2.43K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 10.82% |
$20K - $29K
|
512
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
49+ 2.97% |
$19.6K - $28.4K
|
1.7K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
49+ 7.7% |
$19.6K - $28.4K
|
685
$450K
|