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 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
5+ 1.45% |
$309 - $346
|
350
$27.3K
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-310- 3.5% |
$19.1K - $21.4K
|
8.56K
$667K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$6.36K - $7.12K
|
103
$8.02K
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
2.48K+ 22.66% |
$153K - $171K
|
13.4K
$1.05M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.39KNew |
$209K - $234K
|
3.39K
$264K
|
|
Aug 02, 2024
Q2 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-895- 21.63% |
$55.2K - $61.9K
|
3.24K
$253K
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-3.48K- 0.74% |
$215K - $240K
|
468K
$36.5M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.35K+ 1204.46% |
$83.3K - $93.2K
|
1.46K
$114K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-104- 1.2% |
$6.42K - $7.19K
|
8.53K
$664K
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-258- 5.47% |
$15.9K - $17.8K
|
4.46K
$347K
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
4.41K+ 66.94% |
$272K - $304K
|
11K
$856K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$61.7 - $69.1
|
1
$77.9
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-625- 8.88% |
$38.6K - $43.2K
|
6.41K
$499K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
458New |
$28.3K - $31.7K
|
458
$35.7K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7- 0.12% |
$432 - $484
|
5.91K
$460K
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.62KNew |
$285K - $319K
|
4.62K
$360K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 52.17% |
$741 - $829
|
35
$2.73K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
66+ 0.58% |
$4.07K - $4.56K
|
11.4K
$885K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 1250.0% |
$1.54K - $1.73K
|
27
$2.1K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$61.7 - $69.1
|
6
$467
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390New |
$24.1K - $27K
|
390
$30.4K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18+ 0.41% |
$1.11K - $1.24K
|
4.4K
$343K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-328- 7.49% |
$20.2K - $22.7K
|
4.05K
$316K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-336- 1.58% |
$20.7K - $23.2K
|
21K
$1.63M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
139+ 52.06% |
$8.58K - $9.61K
|
406
$31.6K
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
8.21K+ 1.23% |
$507K - $567K
|
677K
$52.7M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 2.02% |
$123 - $138
|
101
$7.87K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-65- 3.12% |
$4.01K - $4.49K
|
2.02K
$157K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.24K+ 63.3% |
$200K - $224K
|
8.35K
$650K
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-608- 10.72% |
$37.5K - $42K
|
5.07K
$394K
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-36- 0.94% |
$2.22K - $2.49K
|
3.8K
$296K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170+ 894.74% |
$10.5K - $11.7K
|
189
$14.7K
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-85- 2.0% |
$5.25K - $5.87K
|
4.17K
$325K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
4.03KNew |
$248K - $278K
|
4.03K
$313K
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$292K - $327K
|
4.73K
$368K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12+ 0.68% |
$741 - $829
|
1.78K
$139K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150+ 48.7% |
$9.26K - $10.4K
|
458
$35.7K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.12K- 21.47% |
$131K - $147K
|
7.76K
$604K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
199+ 143.17% |
$12.3K - $13.8K
|
338
$26.3K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4New |
$247 - $276
|
4
$312
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 156.0% |
$2.41K - $2.7K
|
64
$4.98K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 650.0% |
$802 - $898
|
15
$1.17K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.4K+ 70.91% |
$3.14M - $3.59M
|
122K
$9.46M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90New |
$5.6K - $6.4K
|
90
$7.01K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
59+ 0.97% |
$3.67K - $4.2K
|
6.13K
$478K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.14KNew |
$569K - $650K
|
9.14K
$712K
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$229K - $262K
|
3.69K
$287K
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-286- 2.34% |
$17.8K - $20.3K
|
11.9K
$928K
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-633- 65.26% |
$39.4K - $45K
|
337
$26.2K
|