Purchases and Sales Made in Q1 2025 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q1 2025. 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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
379+ 4.76% |
$23.6K - $28.3K
|
8.35K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
372+ 100.81% |
$23.1K - $27.8K
|
741
$45.6K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
372+ 104.79% |
$23.1K - $27.8K
|
727
$44.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
363+ 4.88% |
$22.6K - $27.1K
|
7.8K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
355+ 3.11% |
$22.1K - $26.5K
|
11.8K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
352+ 5.49% |
$21.9K - $26.3K
|
6.76K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
295New |
$18.4K - $22K
|
295
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
291+ 6.0% |
$18.1K - $21.7K
|
5.14K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
257+ 2.64% |
$16K - $19.2K
|
9.99K
$615K
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
225+ 3.13% |
$14K - $16.8K
|
7.42K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
211+ 55.82% |
$13.1K - $15.8K
|
589
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
192+ 14.22% |
$11.9K - $14.3K
|
1.54K
$95K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
187+ 105.06% |
$11.6K - $14K
|
365
$22.5K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
159New |
$9.89K - $11.9K
|
159
$9.79K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
148+ 822.22% |
$9.21K - $11.1K
|
166
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
125+ 0.84% |
$7.78K - $9.34K
|
14.9K
$919K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
97+ 0.9% |
$6.04K - $7.25K
|
10.9K
$671K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
67New |
$4.17K - $5.01K
|
67
$4.13K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
65New |
$4.04K - $4.86K
|
65
$4K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
58New |
$3.61K - $4.33K
|
58
$3.57K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
47+ 4700.0% |
$2.92K - $3.51K
|
48
$2.96K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 5.76% |
$2.86K - $3.44K
|
845
$52.1K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33New |
$2.05K - $2.47K
|
33
$2.03K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 2.91% |
$1.62K - $1.94K
|
919
$56.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 95.45% |
$1.31K - $1.57K
|
43
$2.65K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19New |
$1.18K - $1.42K
|
19
$1.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18+ 105.88% |
$1.12K - $1.34K
|
35
$2.16K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15+ 500.0% |
$933 - $1.12K
|
18
$1.11K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15New |
$933 - $1.12K
|
15
$924
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12New |
$747 - $897
|
12
$739
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$498 - $598
|
8
$493
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 21.21% |
$436 - $523
|
40
$2.46K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 4.81% |
$311 - $374
|
109
$6.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 1.1% |
$311 - $374
|
461
$28.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 166.67% |
$311 - $374
|
8
$493
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.71% |
$124 - $149
|
283
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 3.7% |
$124 - $149
|
56
$3.45K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$62.2 - $74.7
|
1
$61.6
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$62.2 - $74.7
|
1
$61.6
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.13% |
$62.2 - $74.7
|
750
$46.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 50.0% |
$62.2 - $74.7
|
3
$185
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 6.67% |
$62.2 - $74.7
|
16
$986
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.96% |
$62.2 - $74.7
|
105
$6.47K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 14.29% |
$124 - $149
|
12
$739
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2- 0.28% |
$124 - $149
|
713
$43.9K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-6- 5.94% |
$373 - $448
|
95
$5.85K
|