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 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
130+ 1.58% |
$8.77K - $10.2K
|
8.38K
$516K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-5.36K- 18.38% |
$362K - $420K
|
23.8K
$1.47M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-156- 1.14% |
$10.5K - $12.2K
|
13.5K
$831K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
517New |
$34.9K - $40.5K
|
517
$31.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.72K- 50.17% |
$453K - $527K
|
6.67K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 39.95% |
$761K - $885K
|
17K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10- 0.26% |
$675 - $784
|
3.87K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$3.37K - $3.92K
|
50
$3.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 8.89% |
$540 - $627
|
98
$6.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
76K+ 33.91% |
$5.12M - $5.96M
|
300K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.84KNew |
$461K - $536K
|
6.84K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Orvieto Partners, L.P.
Boston, MA |
BUY
|
- |
11KNew |
$742K - $862K
|
11K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
BUY
|
- |
202K+ 45.02% |
$13.7M - $15.9M
|
652K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
100K+ 16.67% |
$6.75M - $7.84M
|
700K
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.99KNew |
$202K - $234K
|
2.99K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-513- 81.56% |
$34.6K - $40.2K
|
116
$7.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-21.4K- 45.36% |
$1.44M - $1.68M
|
25.8K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.82KNew |
$325K - $378K
|
4.82K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
52New |
$3.51K - $4.08K
|
52
$3.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.6KNew |
$175K - $204K
|
2.6K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.21K- 1.6% |
$81.3K - $94.5K
|
73.9K
$4.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 0.7% |
$202 - $235
|
425
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Applied Fundamental Research, LLC
Cambridge, MA |
SELL
|
- |
-36.2K- 59.08% |
$2.44M - $2.84M
|
25.1K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.23K+ 46.16% |
$285K - $332K
|
13.4K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$61.6
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.85K- 20.48% |
$260K - $302K
|
14.9K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-500- 50.0% |
$33.7K - $39.2K
|
500
$30.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$337 - $392
|
5
$308
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57.1KNew |
$3.85M - $4.48M
|
57.1K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 8.91% |
$13.5K - $15.7K
|
2.05K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$2.9K - $3.37K
|
43
$2.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$202 - $235
|
3
$185
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
95New |
$6.41K - $7.45K
|
95
$5.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7.1KNew |
$479K - $557K
|
7.1K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.42K - $1.65K
|
21
$1.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-582- 98.64% |
$39.3K - $45.6K
|
8
$493
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-550- 6.42% |
$37.1K - $43.1K
|
8.02K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-727- 2.86% |
$49K - $57K
|
24.7K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
3.17KNew |
$214K - $249K
|
3.17K
$196K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 20.0% |
$67.5K - $78.4K
|
6K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 3.28% |
$1.01K - $1.18K
|
473
$29.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.34% |
$2.77K - $3.21K
|
3.01K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$2.77K - $3.21K
|
41
$2.53K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
51.3KNew |
$3.07M - $3.99M
|
51.3K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-237- 12.61% |
$14.2K - $18.5K
|
1.64K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$305K - $397K
|
5.1K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.58KNew |
$154K - $201K
|
2.58K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$174K - $226K
|
2.9K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$168K - $218K
|
2.8K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
107+ 6.76% |
$6.41K - $8.33K
|
1.69K
$104K
|
|