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 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-21- 3.6% |
$1.42K - $1.65K
|
562
$35K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 18.7% |
$1.55K - $1.8K
|
100
$6.23K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-32- 0.44% |
$2.16K - $2.51K
|
7.2K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.34% |
$2.77K - $3.21K
|
3.01K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-57- 5.16% |
$3.85K - $4.47K
|
1.05K
$65.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-78- 0.72% |
$5.26K - $6.12K
|
10.8K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-96- 2.18% |
$6.48K - $7.53K
|
4.31K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-100- 1.61% |
$6.75K - $7.84K
|
6.12K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-132- 3.92% |
$8.9K - $10.3K
|
3.24K
$202K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-156- 1.14% |
$10.5K - $12.2K
|
13.5K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-156- 3.52% |
$10.5K - $12.2K
|
4.27K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-168- 0.9% |
$11.3K - $13.2K
|
18.6K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-171- 2.92% |
$11.5K - $13.4K
|
5.69K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-181- 2.76% |
$12.2K - $14.2K
|
6.38K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 8.91% |
$13.5K - $15.7K
|
2.05K
$127K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-231- 7.15% |
$15.6K - $18.1K
|
3K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-266- 26.21% |
$17.9K - $20.9K
|
749
$46.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-285- 3.45% |
$19.2K - $22.3K
|
7.97K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-289- 6.95% |
$19.5K - $22.7K
|
3.87K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-300- 1.99% |
$20.2K - $23.5K
|
14.8K
$922K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-334- 4.3% |
$22.5K - $26.2K
|
7.43K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-446- 24.83% |
$30.1K - $35K
|
1.35K
$84.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-471- 24.8% |
$31.8K - $36.9K
|
1.43K
$89K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-485- 10.51% |
$32.7K - $38K
|
4.13K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-500- 50.0% |
$33.7K - $39.2K
|
500
$31.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-510- 5.0% |
$34.4K - $40K
|
9.7K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-513- 81.56% |
$34.6K - $40.2K
|
116
$7.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-522- 4.38% |
$35.2K - $40.9K
|
11.4K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-542- 40.42% |
$36.6K - $42.5K
|
799
$49.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-550- 6.42% |
$37.1K - $43.1K
|
8.02K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-582- 98.64% |
$39.3K - $45.6K
|
8
$499
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-676- 4.86% |
$45.6K - $53K
|
13.2K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-727- 2.86% |
$49K - $57K
|
24.7K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-813- 40.65% |
$54.8K - $63.7K
|
1.19K
$74K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.02K- 10.86% |
$68.9K - $80K
|
8.38K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.21K- 1.6% |
$81.3K - $94.5K
|
73.9K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.25K- 36.77% |
$84.1K - $97.8K
|
2.14K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 43.22% |
$120K - $139K
|
2.33K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 50.89% |
$125K - $145K
|
1.79K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.6K- 21.08% |
$175K - $204K
|
9.73K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.71K- 7.85% |
$183K - $213K
|
31.8K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.85K- 20.48% |
$260K - $302K
|
14.9K
$932K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.37K- 39.84% |
$294K - $342K
|
6.59K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-4.39K- 35.98% |
$296K - $344K
|
7.82K
$487K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-5.36K- 18.38% |
$362K - $420K
|
23.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.72K- 50.17% |
$453K - $527K
|
6.67K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.02K- 2.39% |
$541K - $629K
|
328K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 39.95% |
$761K - $885K
|
17K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-15.1K- 7.69% |
$1.02M - $1.18M
|
181K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-16.9K- 9.53% |
$1.14M - $1.33M
|
161K
$10M
|