Purchases and Sales Made in Q4 2022 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
23New |
$1.16K - $13.4K
|
23
$1.65K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20New |
$1.01K - $11.7K
|
20
$1.43K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16+ 13.45% |
$805 - $9.35K
|
135
$9.67K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$805 - $9.35K
|
16
$1.15K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 125.0% |
$755 - $8.76K
|
27
$1.93K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11New |
$554 - $6.43K
|
11
$788
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 266.67% |
$403 - $4.67K
|
11
$788
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 4.29% |
$302 - $3.51K
|
146
$10.5K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 250.0% |
$252 - $2.92K
|
7
$501
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4New |
$201 - $2.34K
|
4
$286
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 21.43% |
$151 - $1.75K
|
17
$1.22K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3New |
$151 - $1.75K
|
3
$215
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 13.33% |
$101 - $1.17K
|
17
$1.22K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$101 - $1.17K
|
2
$143
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$50.3 - $584
|
1
$71.6
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.63% |
$50.3 - $584
|
39
$2.79K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 12.5% |
$50.3 - $584
|
9
$644
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 1.06% |
$50.3 - $584
|
93
$6.66K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 4.55% |
$50.3 - $584
|
21
$1.5K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1- 0.54% |
$50.3 - $584
|
185
$13.2K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 50.0% |
$50.3 - $584
|
1
$71.6
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 13.33% |
$201 - $2.34K
|
26
$1.86K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.98% |
$252 - $2.92K
|
247
$17.7K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 42.86% |
$302 - $3.51K
|
8
$573
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-19- 0.13% |
$956 - $11.1K
|
15.1K
$1.08M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-25- 54.35% |
$1.26K - $14.6K
|
21
$1.5K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28- 4.92% |
$1.41K - $16.4K
|
541
$38.7K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 95.74% |
$2.26K - $26.3K
|
2
$143
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 5.11% |
$2.37K - $27.5K
|
872
$62.4K
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-52- 57.78% |
$2.62K - $30.4K
|
38
$2.72K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-121- 57.08% |
$6.09K - $70.7K
|
91
$6.52K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-121Closed |
$6.09K - $70.7K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-139- 43.57% |
$6.99K - $81.2K
|
180
$12.9K
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-219- 2.59% |
$11K - $128K
|
8.23K
$589K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-231- 6.49% |
$11.6K - $135K
|
3.33K
$238K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-301- 3.89% |
$15.1K - $176K
|
7.44K
$533K
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
SELL
|
- |
-314- 66.67% |
$15.8K - $183K
|
157
$11.2K
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-378- 5.16% |
$19K - $221K
|
6.95K
$498K
|
|
Feb 14, 2023
Q4 2022
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-400- 0.53% |
$20.1K - $234K
|
75.1K
$5.37M
|
|
Jan 03, 2023
Q4 2022
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-421- 3.37% |
$21.2K - $246K
|
12.1K
$863K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-430- 4.77% |
$21.6K - $251K
|
8.59K
$615K
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-545- 10.45% |
$27.4K - $318K
|
4.67K
$334K
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-574- 3.56% |
$28.9K - $335K
|
15.5K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-600- 7.24% |
$30.2K - $351K
|
7.69K
$551K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-768- 48.15% |
$38.6K - $449K
|
827
$59.2K
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.06K- 18.25% |
$53.2K - $618K
|
4.74K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.26K- 18.83% |
$63.6K - $738K
|
5.45K
$390K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 66.32% |
$64.4K - $748K
|
650
$46.5K
|