Institutional Ownership Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
909
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
908
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
900
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
882
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 1.5%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
855
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
845
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
810
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
760
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
568
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
535
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
495
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
430
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
411
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
409
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
398
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
390
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
372
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
363
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 236.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
344
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 46.38%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
328
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 142.96%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
318
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
308
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
288
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
268
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
265
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|