Latest Institutional Transactions on Amerco Com Ser N (UHALB)
This table provides information on the latest institutional transactions involving Amerco Com Ser N (UHALB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-123- 0.44% |
N/A
|
28.1K
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-80- 5.84% |
N/A
|
1.29K
$0
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
N/A
|
14
$0
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-750- 20.78% |
N/A
|
2.86K
$0
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.24% |
N/A
|
1.43K
$0
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-258- 5.94% |
N/A
|
4.08K
$0
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-939- 19.56% |
N/A
|
3.86K
$0
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.96K- 35.54% |
N/A
|
10.8K
$0
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-188K- 3.04% |
N/A
|
5.99M
$0
|
|
Apr 30, 2025
Q1 2025
|
Applied Fundamental Research, LLC
Cambridge, MA |
BUY
|
- |
64.1K+ 49.29% |
N/A
|
194K
$0
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.79K+ 2.05% |
N/A
|
89.2K
$0
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.07% |
N/A
|
7.57K
$0
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-16.2K- 9.32% |
N/A
|
158K
$0
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.12K+ 131.84% |
N/A
|
12.5K
$0
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
933+ 7.18% |
N/A
|
13.9K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.52K- 3.74% |
N/A
|
90.6K
$0
|
|
Apr 29, 2025
Q1 2025
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-1.98K- 4.1% |
N/A
|
46.2K
$0
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-6.48K- 4.23% |
N/A
|
147K
$0
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.9K- 3.66% |
N/A
|
49.9K
$0
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-117- 2.12% |
N/A
|
5.39K
$0
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
255+ 236.11% |
N/A
|
363
$0
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.81K- 17.09% |
N/A
|
13.7K
$0
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.2K- 17.41% |
N/A
|
5.71K
$0
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
505+ 0.29% |
N/A
|
178K
$0
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-6.96K- 76.03% |
N/A
|
2.2K
$0
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
74+ 1.25% |
N/A
|
5.99K
$0
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.56% |
N/A
|
38
$0
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-156- 50.0% |
N/A
|
156
$0
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
61+ 29.47% |
N/A
|
268
$0
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10+ 12.35% |
N/A
|
91
$0
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42New |
N/A
|
42
$0
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-84- 1.71% |
N/A
|
4.84K
$0
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.22K+ 28.56% |
N/A
|
5.5K
$0
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
44.3KNew |
N/A
|
44.3K
$0
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-831- 2.2% |
N/A
|
37K
$0
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 8.09% |
N/A
|
125
$0
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.98K- 5.79% |
N/A
|
32.3K
$0
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
496+ 45.84% |
N/A
|
1.58K
$0
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-650- 8.88% |
N/A
|
6.67K
$0
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 0.18% |
N/A
|
15.3K
$0
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
N/A
|
5
$0
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.09K+ 11.18% |
N/A
|
30.8K
$0
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 1.0% |
N/A
|
909
$0
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 33.33% |
N/A
|
18
$0
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.2K+ 13.33% |
N/A
|
27.2K
$0
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.09K+ 13.09% |
N/A
|
9.39K
$0
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.48K- 17.53% |
N/A
|
25.8K
$0
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-6- 66.67% |
N/A
|
3
$0
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
78+ 0.85% |
N/A
|
9.28K
$0
|