Purchases and Sales Made in Q2 2024 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q2 2024. 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 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
400+ 3.31% |
$24.7K - $27.6K
|
12.5K
$769K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390New |
$24.1K - $27K
|
390
$24K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
376+ 11.48% |
$23.2K - $26K
|
3.65K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
318+ 102.58% |
$19.6K - $22K
|
628
$38.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
298+ 2.79% |
$18.4K - $20.6K
|
11K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
226+ 2.43% |
$14K - $15.6K
|
9.53K
$587K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
199+ 143.17% |
$12.3K - $13.8K
|
338
$20.8K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
197+ 1.55% |
$12.2K - $13.6K
|
12.9K
$796K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170+ 894.74% |
$10.5K - $11.7K
|
189
$11.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150+ 48.7% |
$9.26K - $10.4K
|
458
$28.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
139+ 52.06% |
$8.58K - $9.61K
|
406
$25K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$6.36K - $7.12K
|
103
$6.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
100New |
$6.17K - $6.91K
|
100
$6.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
91+ 0.95% |
$5.62K - $6.29K
|
9.72K
$599K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
66+ 0.58% |
$4.07K - $4.56K
|
11.4K
$700K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 156.0% |
$2.41K - $2.7K
|
64
$3.94K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 1250.0% |
$1.54K - $1.73K
|
27
$1.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 11.74% |
$1.54K - $1.73K
|
238
$14.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21+ 7.75% |
$1.3K - $1.45K
|
292
$18K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
21+ 3.74% |
$1.3K - $1.45K
|
583
$35.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18+ 0.41% |
$1.11K - $1.24K
|
4.4K
$271K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 650.0% |
$802 - $898
|
15
$924
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.35% |
$802 - $898
|
3.71K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 52.17% |
$741 - $829
|
35
$2.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12+ 0.68% |
$741 - $829
|
1.78K
$110K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 91.67% |
$679 - $760
|
23
$1.42K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
5+ 1.45% |
$309 - $346
|
350
$21.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$247 - $276
|
4
$246
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4New |
$247 - $276
|
4
$246
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4New |
$247 - $276
|
4
$246
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 23.08% |
$185 - $207
|
16
$986
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 2.02% |
$123 - $138
|
101
$6.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$61.7 - $69.1
|
6
$370
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$61.7 - $69.1
|
3
$185
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$61.7 - $69.1
|
1
$61.6
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1+ 0.07% |
$61.7 - $69.1
|
1.35K
$83.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.1% |
$61.7 - $69.1
|
998
$61.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 44.44% |
$247 - $276
|
5
$308
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7- 0.12% |
$432 - $484
|
5.91K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12- 0.41% |
$741 - $829
|
2.94K
$181K
|
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-16- 0.81% |
$988 - $1.11K
|
1.95K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-16- 0.72% |
$988 - $1.11K
|
2.22K
$137K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30- 6.25% |
$1.85K - $2.07K
|
450
$27.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-36- 0.94% |
$2.22K - $2.49K
|
3.8K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-40- 2.08% |
$2.47K - $2.76K
|
1.88K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-60- 0.43% |
$3.7K - $4.15K
|
14.1K
$865K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-65- 90.28% |
$4.01K - $4.49K
|
7
$431
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-65- 3.12% |
$4.01K - $4.49K
|
2.02K
$124K
|