Purchases and Sales Made in Q2 2023 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
586+ 18.7% |
$30.2K - $37.5K
|
3.72K
$276K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
410+ 37.34% |
$21.1K - $26.3K
|
1.51K
$112K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
392+ 162.66% |
$20.2K - $25.1K
|
633
$47K
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
326+ 207.64% |
$16.8K - $20.9K
|
483
$35.9K
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
320New |
$16.5K - $20.5K
|
320
$23.8K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
279+ 4.9% |
$14.4K - $17.9K
|
5.98K
$444K
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
241+ 16.0% |
$12.4K - $15.4K
|
1.75K
$130K
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
207+ 0.85% |
$10.7K - $13.3K
|
24.4K
$1.82M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
134+ 72.04% |
$6.9K - $8.58K
|
320
$23.8K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
114+ 13.78% |
$5.87K - $7.3K
|
941
$69.9K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$5.15K - $6.41K
|
100
$7.43K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
89New |
$4.58K - $5.7K
|
89
$6.61K
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
82+ 0.35% |
$4.22K - $5.25K
|
23.3K
$1.73M
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
80New |
$4.12K - $5.12K
|
80
$5.94K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$1.6K - $1.99K
|
31
$2.3K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27New |
$1.39K - $1.73K
|
27
$2.01K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 1.45% |
$1.13K - $1.41K
|
1.54K
$114K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
22+ 24.18% |
$1.13K - $1.41K
|
113
$8.39K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 177.78% |
$824 - $1.02K
|
25
$1.86K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 1000.0% |
$515 - $641
|
11
$817
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 50.0% |
$309 - $384
|
18
$1.34K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$258 - $320
|
34K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5+ 0.12% |
$258 - $320
|
4.02K
$299K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 150.0% |
$155 - $192
|
5
$371
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$103 - $128
|
2
$149
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$51.5 - $64.1
|
57.8K
$4.29M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 5.0% |
$103 - $128
|
38
$2.82K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 5.56% |
$103 - $128
|
34
$2.52K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 66.67% |
$103 - $128
|
1
$74.3
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 50.0% |
$206 - $256
|
4
$297
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 2.99% |
$361 - $448
|
227
$16.9K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 2.99% |
$361 - $448
|
227
$16.9K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 10.06% |
$876 - $1.09K
|
152
$11.3K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-19- 12.26% |
$979 - $1.22K
|
136
$10.1K
|
|
Jul 24, 2023
Q2 2023
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-20- 0.32% |
$1.03K - $1.28K
|
6.25K
$464K
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-20- 0.51% |
$1.03K - $1.28K
|
3.92K
$291K
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-25- 0.95% |
$1.29K - $1.6K
|
2.6K
$193K
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-26- 0.6% |
$1.34K - $1.67K
|
4.31K
$320K
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-30- 0.42% |
$1.55K - $1.92K
|
7.09K
$526K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-37- 0.95% |
$1.91K - $2.37K
|
3.85K
$286K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 68.57% |
$2.47K - $3.07K
|
22
$1.63K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 28.07% |
$2.47K - $3.07K
|
123
$9.13K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-98- 72.06% |
$5.05K - $6.28K
|
38
$2.82K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 1.58% |
$5.15K - $6.41K
|
6.23K
$463K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-101- 52.33% |
$5.2K - $6.47K
|
92
$6.83K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-354- 10.52% |
$18.2K - $22.7K
|
3.01K
$224K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-362- 78.52% |
$18.6K - $23.2K
|
99
$7.35K
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-365- 10.64% |
$18.8K - $23.4K
|
3.06K
$228K
|