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 |
---|---|---|---|---|---|---|---|
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
|
Destination Wealth Management
|
SELL
|
- |
-1Closed |
$366 - $403
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-22Closed |
$8.06K - $8.86K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10Closed |
$3.66K - $4.03K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Leisure Capital Management
|
SELL
|
- |
-1.63KClosed |
$597K - $656K
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-784Closed |
$255K - $302K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5Closed |
$1.63K - $1.92K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10.7KClosed |
$3.48M - $4.12M
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-27Closed |
$8.79K - $10.4K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Harbor Spring Capital, LLC
New York, NY |
SELL
|
- |
-116KClosed |
$37M - $41M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-34Closed |
$10.8K - $12K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-2.7KClosed |
$861K - $955K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-3.62KClosed |
$1.16M - $1.28M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25Closed |
$7.97K - $8.84K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-12KClosed |
$3.83M - $4.25M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-600Closed |
$191K - $212K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-60Closed |
$19.1K - $21.2K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-177Closed |
$56.4K - $62.6K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-172Closed |
$54.8K - $60.8K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-314Closed |
$100K - $111K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-660Closed |
$210K - $233K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20Closed |
$6.38K - $7.07K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-2Closed |
$638 - $707
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Ledyard National Bank
|
SELL
|
- |
-10Closed |
$3.19K - $3.54K
|
0
$0
|
|
Q3 2018 | |||||||
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
171New |
$59.2K - $65.6K
|
171
$12.1K
|
|
Nov 13, 2018
Q3 2018
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-70Closed |
$24.2K - $26.8K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.95KClosed |
$675K - $748K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10Closed |
$3.46K - $3.84K
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Congress Asset Management CO
|
SELL
|
- |
-7.96KClosed |
$2.75M - $3.05M
|
0
$0
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-37Closed |
$12.8K - $14.2K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-626Closed |
$202K - $227K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Nicholas Company, Inc.
|
SELL
|
- |
-119KClosed |
$38.5M - $43.2M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Gratus Capital LLC
|
SELL
|
- |
-1.31KClosed |
$423K - $475K
|
0
$0
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-532Closed |
$172K - $193K
|
0
$0
|
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
175New |
$56.5K - $63.4K
|
175
$12.4K
|
|
Q1 2018 | |||||||
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.74K+ 33981.82% |
$1.23M - $1.44M
|
3.75K
$266K
|
|
May 15, 2018
Q1 2018
|
Newtyn Management, LLC
New York, NY |
SELL
|
- |
-44.2KClosed |
$14.5M - $17M
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Royce & Associates LP
|
SELL
|
- |
-7.54KClosed |
$2.48M - $2.9M
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
BUY
|
- |
304+ 2.95% |
$99.9K - $117K
|
10.6K
$752K
|