Purchases and Sales Made in Q4 2024 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
52New |
$3.51K - $4.08K
|
52
$3.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
50+ 0.59% |
$3.37K - $3.92K
|
8.51K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$3.37K - $3.92K
|
50
$3.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
48+ 7.89% |
$3.24K - $3.76K
|
656
$48.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$2.9K - $3.37K
|
43
$3.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$2.77K - $3.21K
|
41
$3.03K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 23.94% |
$2.29K - $2.67K
|
176
$13K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
30+ 176.47% |
$2.02K - $2.35K
|
47
$3.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.42K - $1.65K
|
21
$1.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17New |
$1.15K - $1.33K
|
17
$1.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 3.28% |
$1.01K - $1.18K
|
473
$34.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 57.14% |
$810 - $941
|
33
$2.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10+ 1.42% |
$675 - $784
|
715
$52.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.87% |
$607 - $706
|
1.05K
$77.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 8.89% |
$540 - $627
|
98
$7.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$405 - $470
|
7.39K
$546K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$337 - $392
|
5
$369
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$202 - $235
|
3
$221
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 16.67% |
$135 - $157
|
14
$1.03K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 4.76% |
$67.5 - $78.4
|
22
$1.62K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$73.8
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 50.0% |
$67.5 - $78.4
|
3
$221
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$73.8
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$73.8
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 6.25% |
$67.5 - $78.4
|
15
$1.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.89% |
$135 - $157
|
104
$7.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 0.7% |
$202 - $235
|
425
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5- 1.75% |
$337 - $392
|
281
$20.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.75% |
$337 - $392
|
280
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10- 0.26% |
$675 - $784
|
3.87K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 47.83% |
$742 - $862
|
12
$886
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-21- 3.6% |
$1.42K - $1.65K
|
562
$41.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 18.7% |
$1.55K - $1.8K
|
100
$7.38K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-32- 0.44% |
$2.16K - $2.51K
|
7.2K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.34% |
$2.77K - $3.21K
|
3.01K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-57- 5.16% |
$3.85K - $4.47K
|
1.05K
$77.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-78- 0.72% |
$5.26K - $6.12K
|
10.8K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-96- 2.18% |
$6.48K - $7.53K
|
4.31K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-100- 1.61% |
$6.75K - $7.84K
|
6.12K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-132- 3.92% |
$8.9K - $10.3K
|
3.24K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-156- 3.52% |
$10.5K - $12.2K
|
4.27K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-168- 0.9% |
$11.3K - $13.2K
|
18.6K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-171- 2.92% |
$11.5K - $13.4K
|
5.69K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-181- 2.76% |
$12.2K - $14.2K
|
6.38K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 8.91% |
$13.5K - $15.7K
|
2.05K
$151K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-231- 7.15% |
$15.6K - $18.1K
|
3K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-266- 26.21% |
$17.9K - $20.9K
|
749
$55.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-285- 3.45% |
$19.2K - $22.3K
|
7.97K
$588K
|