Latest Institutional Transactions on Amerco (UHAL)
This table provides information on the latest institutional transactions involving Amerco (UHAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2020
Q2 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5Closed |
$1.25K - $1.74K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-2Closed |
$502 - $694
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2Closed |
$502 - $694
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.75KClosed |
$1.44M - $2M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-6Closed |
$1.51K - $2.08K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-100Closed |
$24.2K - $38.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-29.9KClosed |
$7.22M - $11.6M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-588Closed |
$142K - $227K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
496New |
$120K - $192K
|
496
$30.6K
|
|
May 13, 2020
Q1 2020
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.16KClosed |
$280K - $448K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-609Closed |
$147K - $235K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-556Closed |
$134K - $215K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-30Closed |
$7.25K - $11.6K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-24Closed |
$5.8K - $9.28K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.03KClosed |
$490K - $785K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-664Closed |
$160K - $257K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 42.11% |
$3.87K - $6.18K
|
54
$3.33K
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-15Closed |
$3.62K - $5.8K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Indaba Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-62.3KClosed |
$22M - $26.4M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
SELL
|
- |
-976Closed |
$344K - $414K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21Closed |
$7.41K - $8.91K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.45KClosed |
$513K - $617K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-532Closed |
$181K - $210K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-3Closed |
$1.02K - $1.19K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-51.3KClosed |
$17.5M - $20.3M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$1.6M - $1.86M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-16.2KClosed |
$5.51M - $6.4M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.5KClosed |
$512K - $594K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-1.05KClosed |
$357K - $415K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-6.98KClosed |
$2.37M - $2.76M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-45Closed |
$15.3K - $17.8K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3Closed |
$1.02K - $1.19K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Unigestion Holding Sa
|
SELL
|
- |
-4.76KClosed |
$1.62M - $1.88M
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-3.28KClosed |
$1.12M - $1.3M
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-37Closed |
$12.6K - $14.6K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-35Closed |
$11.9K - $13.8K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-1.1KClosed |
$403K - $443K
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-1.1KClosed |
$403K - $443K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4Closed |
$1.47K - $1.61K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-894Closed |
$328K - $360K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-1.17KClosed |
$428K - $470K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-200Closed |
$73.3K - $80.5K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10Closed |
$3.66K - $4.03K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.87KClosed |
$1.05M - $1.15M
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-30Closed |
$11K - $12.1K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-22Closed |
$8.06K - $8.86K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-1Closed |
$366 - $403
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Leisure Capital Management
|
SELL
|
- |
-1.63KClosed |
$597K - $656K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10Closed |
$3.66K - $4.03K
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-784Closed |
$255K - $302K
|
0
$0
|