Purchases and Sales Made in Q2 2023 in Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
497+ 2.06% |
N/A
|
24.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
478+ 7.93% |
N/A
|
6.5K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
447+ 3.1% |
N/A
|
14.9K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
420+ 6.76% |
N/A
|
6.63K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
416+ 1.97% |
N/A
|
21.5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
325+ 4.07% |
N/A
|
8.31K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
312+ 2.32% |
N/A
|
13.8K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
259New |
N/A
|
259
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
258New |
N/A
|
258
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
253+ 2.32% |
N/A
|
11.1K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
228+ 0.13% |
N/A
|
182K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
204+ 25.03% |
N/A
|
1.02K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
159+ 0.39% |
N/A
|
40.5K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
137+ 2740.0% |
N/A
|
142
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
120+ 3.12% |
N/A
|
3.97K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
101+ 48.79% |
N/A
|
308
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
98New |
N/A
|
98
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
50+ 0.05% |
N/A
|
108K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 2.6% |
N/A
|
1.3K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 19.64% |
N/A
|
134
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
22+ 2.04% |
N/A
|
1.1K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 100.0% |
N/A
|
44
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
18+ 22.22% |
N/A
|
99
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17+ 62.96% |
N/A
|
44
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
17+ 0.14% |
N/A
|
12.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 8.44% |
N/A
|
167
$0
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.45% |
N/A
|
444
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.7% |
N/A
|
36
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.52% |
N/A
|
190
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.05% |
N/A
|
1.91K
$0
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 23.46% |
N/A
|
62
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 23.46% |
N/A
|
62
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-23- 0.01% |
N/A
|
312K
$0
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 1.33% |
N/A
|
2.01K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 1.33% |
N/A
|
2.01K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-30- 0.42% |
N/A
|
7.15K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41- 0.93% |
N/A
|
4.39K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-71- 1.43% |
N/A
|
4.91K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-85- 0.48% |
N/A
|
17.8K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-90- 8.53% |
N/A
|
965
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-99- 15.71% |
N/A
|
531
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-113- 1.3% |
N/A
|
8.58K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-120- 0.34% |
N/A
|
35.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-167- 3.03% |
N/A
|
5.35K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-198- 1.48% |
N/A
|
13.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-203- 0.53% |
N/A
|
38.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-226- 62.78% |
N/A
|
134
$0
|