Purchases and Sales Made in Q3 2024 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11KNew |
$66.2K - $86.1K
|
1.11K
$76.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
921New |
$55.1K - $71.7K
|
921
$63.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
894+ 6.66% |
$53.5K - $69.6K
|
14.3K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
874+ 10.25% |
$52.3K - $68.1K
|
9.4K
$648K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
759+ 3.08% |
$45.4K - $59.1K
|
25.4K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
716+ 7.04% |
$42.9K - $55.8K
|
10.9K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
510+ 1.54% |
$30.5K - $39.7K
|
33.6K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
490+ 5.04% |
$29.3K - $38.2K
|
10.2K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
351+ 8775.0% |
$21K - $27.3K
|
355
$24.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
300New |
$18K - $23.4K
|
300
$20.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
275+ 5.43% |
$16.5K - $21.4K
|
5.34K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
260New |
$15.6K - $20.2K
|
260
$17.9K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
247+ 5.18% |
$14.8K - $19.2K
|
5.01K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
233+ 5.58% |
$14K - $18.1K
|
4.41K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
212+ 112.17% |
$12.7K - $16.5K
|
401
$27.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
204+ 5.16% |
$12.2K - $15.9K
|
4.16K
$287K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
180+ 13.33% |
$10.8K - $14K
|
1.53K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140+ 133.33% |
$8.38K - $10.9K
|
245
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
107+ 6.76% |
$6.41K - $8.33K
|
1.69K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101+ 2.16% |
$6.05K - $7.87K
|
4.79K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$5.99K - $7.79K
|
100
$6.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
95+ 1583.33% |
$5.69K - $7.4K
|
101
$6.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90New |
$5.39K - $7.01K
|
90
$6.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
87+ 16.7% |
$5.21K - $6.78K
|
608
$41.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
82+ 6.07% |
$4.91K - $6.39K
|
1.43K
$98.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
78+ 121.88% |
$4.67K - $6.07K
|
142
$9.79K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75New |
$4.49K - $5.84K
|
75
$5.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70New |
$4.19K - $5.45K
|
70
$4.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
53+ 0.89% |
$3.17K - $4.13K
|
6.02K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 1250.0% |
$2.99K - $3.89K
|
54
$3.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 19.75% |
$2.81K - $3.66K
|
285
$19.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46+ 13.14% |
$2.75K - $3.58K
|
396
$27.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 46.43% |
$2.34K - $3.04K
|
123
$8.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
21New |
$1.26K - $1.64K
|
21
$1.45K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20+ 16.53% |
$1.2K - $1.56K
|
141
$9.72K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17+ 1.7% |
$1.02K - $1.32K
|
1.02K
$70K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17New |
$1.02K - $1.32K
|
17
$1.17K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15New |
$898 - $1.17K
|
15
$1.03K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$419 - $545
|
1.34K
$92.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 40.0% |
$359 - $467
|
21
$1.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$359 - $467
|
6
$414
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3New |
$180 - $234
|
3
$207
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2New |
$120 - $156
|
2
$138
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2New |
$120 - $156
|
2
$138
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$120 - $156
|
2
$138
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$120 - $156
|
2
$138
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$59.9 - $77.9
|
21
$1.45K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 20.0% |
$59.9 - $77.9
|
6
$414
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.16% |
$59.9 - $77.9
|
629
$43.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|