Purchases and Sales Made in Q4 2023 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-20- 13.16% |
$974 - $1.45K
|
132
$8.13K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32- 0.81% |
$1.56K - $2.31K
|
3.91K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 5.91% |
$1.66K - $2.46K
|
541
$33.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44- 5.49% |
$2.14K - $3.18K
|
757
$46.6K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-45Closed |
$2.19K - $3.25K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 72.31% |
$2.29K - $3.4K
|
18
$1.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 0.58% |
$2.44K - $3.61K
|
8.57K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-52- 0.82% |
$2.53K - $3.76K
|
6.29K
$387K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-59- 50.43% |
$2.87K - $4.26K
|
58
$3.57K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-59- 0.96% |
$2.87K - $4.26K
|
6.07K
$374K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-89- 2.88% |
$4.34K - $6.43K
|
3K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-100- 4.67% |
$4.87K - $7.23K
|
2.04K
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-100- 4.09% |
$4.87K - $7.23K
|
2.35K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-107- 15.09% |
$5.21K - $7.73K
|
602
$37.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-129- 1.24% |
$6.28K - $9.32K
|
10.3K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-248- 20.36% |
$12.1K - $17.9K
|
970
$59.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-262- 3.78% |
$12.8K - $18.9K
|
6.67K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-280- 50.09% |
$13.6K - $20.2K
|
279
$17.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-304- 3.03% |
$14.8K - $22K
|
9.73K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-355- 3.39% |
$17.3K - $25.7K
|
10.1K
$623K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-375- 4.02% |
$18.3K - $27.1K
|
8.95K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-436- 25.41% |
$21.2K - $31.5K
|
1.28K
$78.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-440- 3.45% |
$21.4K - $31.8K
|
12.3K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-460- 23.1% |
$22.4K - $33.2K
|
1.53K
$94.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-466- 10.8% |
$22.7K - $33.7K
|
3.85K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-478- 12.7% |
$23.3K - $34.5K
|
3.29K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-507- 1.37% |
$24.7K - $36.6K
|
36.5K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-559- 4.85% |
$27.2K - $40.4K
|
11K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-575- 22.6% |
$28K - $41.6K
|
1.97K
$121K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-864- 20.37% |
$42.1K - $62.4K
|
3.38K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-929- 8.05% |
$45.3K - $67.1K
|
10.6K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Applied Fundamental Research, LLC
Cambridge, MA |
SELL
|
- |
-1K- 1.77% |
$48.7K - $72.3K
|
55.5K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03K- 26.12% |
$50.2K - $74.4K
|
2.91K
$179K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.06K- 38.04% |
$51.5K - $76.5K
|
1.72K
$106K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.11K- 16.94% |
$53.9K - $79.9K
|
5.42K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.17K- 32.33% |
$56.8K - $84.2K
|
2.44K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.18K- 44.92% |
$57.3K - $85.1K
|
1.44K
$88.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-1.5K- 26.38% |
$73.1K - $108K
|
4.19K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.96K- 2.68% |
$95.5K - $142K
|
71.1K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Robotti Robert
New York, NY |
SELL
|
- |
-2K- 38.46% |
$97.4K - $145K
|
3.2K
$197K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.05K- 13.69% |
$99.7K - $148K
|
12.9K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.38K- 19.32% |
$116K - $172K
|
9.92K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-2.4K- 13.62% |
$117K - $173K
|
15.2K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.41K- 14.84% |
$118K - $174K
|
13.9K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.25K- 21.27% |
$158K - $235K
|
12K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.78K- 3.6% |
$184K - $273K
|
101K
$6.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-4.11K- 40.92% |
$200K - $297K
|
5.94K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.27K- 1.08% |
$208K - $308K
|
392K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
- |
-4.49K- 52.3% |
$219K - $324K
|
4.09K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.77K- 52.56% |
$232K - $345K
|
4.3K
$265K
|