Purchases and Sales Made in Q3 2023 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
260+ 10.31% |
$14.2K - $16.1K
|
2.78K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224+ 6.02% |
$12.2K - $13.9K
|
3.94K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 35.29% |
$8.19K - $9.32K
|
575
$39.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
134+ 68.02% |
$7.31K - $8.32K
|
331
$22.8K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
89+ 47.85% |
$4.86K - $5.53K
|
275
$19K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
66+ 71.74% |
$3.6K - $4.1K
|
158
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 5.66% |
$2.07K - $2.36K
|
709
$48.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
29+ 1.48% |
$1.58K - $1.8K
|
1.99K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 71.05% |
$1.47K - $1.68K
|
65
$4.49K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
26+ 0.85% |
$1.42K - $1.61K
|
3.09K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.22% |
$1.09K - $1.24K
|
9.15K
$631K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.04K - $1.18K
|
19
$1.31K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 20.22% |
$982 - $1.12K
|
107
$7.38K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
17+ 12.5% |
$928 - $1.06K
|
153
$10.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 63.64% |
$764 - $869
|
36
$2.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.1% |
$546 - $621
|
9.84K
$679K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$491 - $559
|
9
$621
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
7+ 1.45% |
$382 - $435
|
490
$33.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 10.53% |
$218 - $248
|
42
$2.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$109 - $124
|
7
$483
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$54.6 - $62.1
|
21
$1.45K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 1.03% |
$54.6 - $62.1
|
96
$6.62K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$109 - $124
|
6.34K
$437K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.64% |
$109 - $124
|
53
$3.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 12.0% |
$164 - $186
|
22
$1.52K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 33.33% |
$327 - $373
|
12
$828
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 13.13% |
$709 - $807
|
86
$5.93K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16- 0.4% |
$873 - $994
|
3.94K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 34.55% |
$1.04K - $1.18K
|
36
$2.48K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-22- 19.47% |
$1.2K - $1.37K
|
91
$6.28K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 92.59% |
$1.36K - $1.55K
|
2
$138
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 19.86% |
$1.58K - $1.8K
|
117
$8.07K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 26.02% |
$1.75K - $1.99K
|
91
$6.28K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-45- 14.06% |
$2.46K - $2.79K
|
275
$19K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-45- 14.06% |
$2.46K - $2.79K
|
275
$19K
|
|
|
Nov 15, 2023
Q3 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-52- 3.45% |
$2.84K - $3.23K
|
1.46K
$100K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 27.31% |
$3.38K - $3.85K
|
165
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 27.31% |
$3.38K - $3.85K
|
165
$11.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-74- 11.69% |
$4.04K - $4.6K
|
559
$38.6K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 1.6% |
$5.46K - $6.21K
|
6.13K
$423K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-140- 14.88% |
$7.64K - $8.69K
|
801
$55.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-140- 0.9% |
$7.64K - $8.69K
|
15.4K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-150- 5.78% |
$8.19K - $9.32K
|
2.45K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-224- 0.84% |
$12.2K - $13.9K
|
26.3K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-227- 2.14% |
$12.4K - $14.1K
|
10.4K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-243- 3.59% |
$13.3K - $15.1K
|
6.53K
$450K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-247- 6.42% |
$13.5K - $15.3K
|
3.6K
$249K
|