Purchases and Sales Made in Q1 2023 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERCO .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.44K+ 23.63% |
$78.1K - $100K
|
7.54K
$464K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.34K+ 760.23% |
$72.5K - $93.2K
|
1.51K
$93.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.31K+ 1439.56% |
$71K - $91.3K
|
1.4K
$86.3K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.21KNew |
$65.6K - $84.4K
|
1.21K
$74.6K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1K+ 20.59% |
$54.4K - $69.9K
|
5.88K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
841+ 36.69% |
$45.6K - $58.6K
|
3.13K
$193K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
795+ 47.35% |
$43.1K - $55.4K
|
2.47K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
607+ 18.23% |
$32.9K - $42.3K
|
3.94K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
537+ 10.84% |
$29.1K - $37.4K
|
5.49K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
440+ 55.07% |
$23.8K - $30.7K
|
1.24K
$76.3K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
370+ 6.21% |
$20K - $25.8K
|
6.33K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
361+ 429.76% |
$19.6K - $25.2K
|
445
$27.4K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
351+ 42.24% |
$19K - $24.5K
|
1.18K
$72.8K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
200+ 1.32% |
$10.8K - $13.9K
|
15.3K
$945K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$10.8K - $13.9K
|
200
$12.3K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
197New |
$10.7K - $13.7K
|
197
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
193New |
$10.5K - $13.4K
|
193
$11.9K
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
186New |
$10.1K - $13K
|
186
$11.5K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
127New |
$6.88K - $8.85K
|
127
$7.82K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
122+ 16.49% |
$6.61K - $8.5K
|
862
$53.1K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
113+ 0.72% |
$6.12K - $7.87K
|
15.7K
$968K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
101+ 2.58% |
$5.47K - $7.04K
|
4.02K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64+ 88.89% |
$3.47K - $4.46K
|
136
$8.38K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45New |
$2.44K - $3.14K
|
45
$2.77K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
34+ 25.19% |
$1.84K - $2.37K
|
169
$10.4K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
32New |
$1.73K - $2.23K
|
32
$1.97K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
30New |
$1.63K - $2.09K
|
30
$1.85K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 111.54% |
$1.57K - $2.02K
|
55
$3.39K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 9.86% |
$1.14K - $1.46K
|
234
$14.4K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
19+ 0.3% |
$1.03K - $1.32K
|
6.34K
$390K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 29.63% |
$867 - $1.11K
|
70
$4.31K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9New |
$488 - $627
|
9
$554
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 33.33% |
$488 - $627
|
36
$2.22K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 700.0% |
$379 - $488
|
8
$493
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 19.05% |
$217 - $279
|
25
$1.54K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4+ 1.69% |
$217 - $279
|
241
$14.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$108 - $139
|
2
$123
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1New |
$54.2 - $69.7
|
1
$61.6
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.56% |
$54.2 - $69.7
|
40
$2.46K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 0.54% |
$54.2 - $69.7
|
186
$11.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2- 2.15% |
$108 - $139
|
91
$5.61K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 11.76% |
$108 - $139
|
15
$924
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 17.65% |
$163 - $209
|
14
$862
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 0.49% |
$217 - $279
|
818
$50.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 71.43% |
$271 - $348
|
2
$123
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 9.84% |
$325 - $418
|
55
$3.39K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-6- 24.0% |
$325 - $418
|
19
$1.17K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 54.55% |
$325 - $418
|
5
$308
|