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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-300- 1.99% |
$20.2K - $23.5K
|
14.8K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-334- 4.3% |
$22.5K - $26.2K
|
7.43K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-446- 24.83% |
$30.1K - $35K
|
1.35K
$99.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-471- 24.8% |
$31.8K - $36.9K
|
1.43K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-485- 10.51% |
$32.7K - $38K
|
4.13K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-500- 50.0% |
$33.7K - $39.2K
|
500
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-510- 5.0% |
$34.4K - $40K
|
9.7K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-513- 81.56% |
$34.6K - $40.2K
|
116
$8.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-522- 4.38% |
$35.2K - $40.9K
|
11.4K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-542- 40.42% |
$36.6K - $42.5K
|
799
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-550- 6.42% |
$37.1K - $43.1K
|
8.02K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-582- 98.64% |
$39.3K - $45.6K
|
8
$590
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-676- 4.86% |
$45.6K - $53K
|
13.2K
$977K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-727- 2.86% |
$49K - $57K
|
24.7K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-813- 40.65% |
$54.8K - $63.7K
|
1.19K
$87.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.02K- 10.86% |
$68.9K - $80K
|
8.38K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.21K- 1.6% |
$81.3K - $94.5K
|
73.9K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.25K- 36.77% |
$84.1K - $97.8K
|
2.14K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 43.22% |
$120K - $139K
|
2.33K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 50.89% |
$125K - $145K
|
1.79K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.6K- 21.08% |
$175K - $204K
|
9.73K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.85K- 20.48% |
$260K - $302K
|
14.9K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.37K- 39.84% |
$294K - $342K
|
6.59K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-4.39K- 35.98% |
$296K - $344K
|
7.82K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.72K- 50.17% |
$453K - $527K
|
6.67K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.02K- 2.39% |
$541K - $629K
|
328K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 39.95% |
$761K - $885K
|
17K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-15.1K- 7.69% |
$1.02M - $1.18M
|
181K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-16.9K- 9.53% |
$1.14M - $1.33M
|
161K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-19.2K- 2.25% |
$1.3M - $1.51M
|
835K
$61.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-21.4K- 45.36% |
$1.44M - $1.68M
|
25.8K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Applied Fundamental Research, LLC
Cambridge, MA |
SELL
|
- |
-36.2K- 59.08% |
$2.44M - $2.84M
|
25.1K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-63K- 14.47% |
$4.25M - $4.94M
|
372K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-68.6K- 9.74% |
$4.63M - $5.38M
|
635K
$46.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-95.3K- 17.54% |
$6.43M - $7.47M
|
448K
$33.1M
|