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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.85K- 11.55% |
$239K - $288K
|
29.5K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.96K- 36.39% |
$122K - $146K
|
3.42K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
23.5KNew |
$1.46M - $1.75M
|
23.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$785K - $942K
|
12.6K
$777K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
363+ 4.88% |
$22.6K - $27.1K
|
7.8K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
58New |
$3.61K - $4.33K
|
58
$3.57K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
395+ 14.59% |
$24.6K - $29.5K
|
3.1K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.33K+ 20.12% |
$82.5K - $99.1K
|
7.92K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.9K+ 1.42% |
$738K - $886K
|
847K
$52.2M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
412+ 12.18% |
$25.6K - $30.8K
|
3.8K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 21.21% |
$436 - $523
|
40
$2.46K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
738+ 197.86% |
$45.9K - $55.1K
|
1.11K
$68.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
379+ 4.76% |
$23.6K - $28.3K
|
8.35K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$498 - $598
|
8
$493
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.22K- 33.16% |
$263K - $316K
|
8.51K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 14.29% |
$124 - $149
|
12
$739
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-30- 4.93% |
$1.87K - $2.24K
|
579
$35.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64.1K- 91.93% |
$3.99M - $4.79M
|
5.63K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
97+ 0.9% |
$6.04K - $7.25K
|
10.9K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 50.0% |
$62.2 - $74.7
|
3
$185
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
16.9KNew |
$1.05M - $1.26M
|
16.9K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 166.67% |
$311 - $374
|
8
$493
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 24.18% |
$1.37K - $1.64K
|
69
$4.25K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 37.13% |
$3.86K - $4.63K
|
105
$6.47K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 91.67% |
$684 - $822
|
1
$61.6
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15New |
$933 - $1.12K
|
15
$924
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 18.0% |
$1.12K - $1.34K
|
82
$5.05K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
211+ 55.82% |
$13.1K - $15.8K
|
589
$36.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 2.91% |
$1.62K - $1.94K
|
919
$56.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-12- 0.28% |
$747 - $897
|
4.26K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-36.6K- 9.83% |
$2.28M - $2.73M
|
335K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-249- 17.44% |
$15.5K - $18.6K
|
1.18K
$72.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.1K+ 23.84% |
$1.56M - $1.88M
|
130K
$8.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-115- 1.88% |
$7.16K - $8.59K
|
6K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.53K- 34.22% |
$157K - $189K
|
4.86K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-786- 18.23% |
$48.9K - $58.7K
|
3.53K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 1.1% |
$311 - $374
|
461
$28.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18- 51.43% |
$1.12K - $1.34K
|
17
$1.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.06K+ 32.66% |
$65.8K - $79K
|
4.3K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12New |
$747 - $897
|
12
$739
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-24.5K- 3.85% |
$1.52M - $1.83M
|
611K
$37.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.61KNew |
$100K - $120K
|
1.61K
$99K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.96% |
$62.2 - $74.7
|
105
$6.47K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13.5K- 98.47% |
$837K - $1M
|
209
$12.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
458New |
$28.5K - $34.2K
|
458
$28.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.77% |
$187 - $224
|
393
$24.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$187 - $224
|
4
$246
|
|
|
Apr 02, 2025
Q1 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-117- 3.9% |
$7.28K - $8.74K
|
2.89K
$178K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25+ 3.96% |
$1.69K - $1.96K
|
656
$40.4K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.84K- 70.16% |
$596K - $693K
|
3.76K
$232K
|
|