Purchases and Sales Made in Q1 2023 in Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERCO COM SER N.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.82K+ 32.02% |
N/A
|
24K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.18K+ 7.4% |
N/A
|
75.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Robotti Robert
New York, NY |
BUY
|
- |
5K+ 25.25% |
N/A
|
24.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.8K+ 94.27% |
N/A
|
9.89K
$0
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$0
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.37K+ 12.86% |
N/A
|
38.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.28K+ 2.42% |
N/A
|
181K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.15KNew |
N/A
|
4.15K
$0
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.07KNew |
N/A
|
4.07K
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 170.85% |
N/A
|
5.52K
$0
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.47KNew |
N/A
|
3.47K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.15K+ 8.6% |
N/A
|
39.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3K+ 4.39% |
N/A
|
71.4K
$0
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.9K+ 2.12% |
N/A
|
139K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.34K+ 7.47% |
N/A
|
33.6K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
2.15K+ 0.18% |
N/A
|
1.21M
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.98K+ 5.77% |
N/A
|
36.3K
$0
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.96K+ 46.09% |
N/A
|
6.21K
$0
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.68KNew |
N/A
|
1.68K
$0
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$0
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.2K+ 5.07% |
N/A
|
24.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.15K+ 4.29% |
N/A
|
28K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.14K+ 4.47% |
N/A
|
26.5K
$0
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
1K+ 8.35% |
N/A
|
13K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
982+ 17.62% |
N/A
|
6.56K
$0
|
|
|
May 09, 2023
Q1 2023
|
Oppenheimer & Close, LLC
|
BUY
|
- |
925+ 2.02% |
N/A
|
46.7K
$0
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
830+ 22.01% |
N/A
|
4.6K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
817+ 2.06% |
N/A
|
40.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
799+ 10.12% |
N/A
|
8.69K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
677+ 2.71% |
N/A
|
25.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
650+ 2.63% |
N/A
|
25.4K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
630New |
N/A
|
630
$0
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
620+ 11.29% |
N/A
|
6.11K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
602+ 0.6% |
N/A
|
100K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
555+ 7.33% |
N/A
|
8.12K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
504New |
N/A
|
504
$0
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
497+ 3.83% |
N/A
|
13.5K
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
495New |
N/A
|
495
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
481+ 2.04% |
N/A
|
24.1K
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
462+ 2.81% |
N/A
|
16.9K
$0
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366+ 4.77% |
N/A
|
8.03K
$0
|
|
|
May 15, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
360New |
N/A
|
360
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
354New |
N/A
|
354
$0
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 6.69% |
N/A
|
4.78K
$0
|