Purchases and Sales Made in Q3 2023 in Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
41+ 3.73% |
N/A
|
1.14K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24+ 17.78% |
N/A
|
159
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 16.42% |
N/A
|
156
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 8.45% |
N/A
|
154
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
N/A
|
9
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.61% |
N/A
|
1.31K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 9.09% |
N/A
|
48
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.05% |
N/A
|
3.83K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
N/A
|
7.73K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.06% |
N/A
|
1.59K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4- 0.79% |
N/A
|
500
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 3.59% |
N/A
|
161
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
N/A
|
4.38K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-8- 0.03% |
N/A
|
26.5K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-15- 0.18% |
N/A
|
8.29K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-19- 0.29% |
N/A
|
6.49K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 0.05% |
N/A
|
40.9K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.16% |
N/A
|
12.4K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21- 0.52% |
N/A
|
4.03K
$0
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 41.94% |
N/A
|
36
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 41.94% |
N/A
|
36
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 0.42% |
N/A
|
6.41K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 2.33% |
N/A
|
1.51K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 2.24% |
N/A
|
1.96K
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 2.24% |
N/A
|
1.96K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-110- 0.28% |
N/A
|
38.7K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-149- 0.62% |
N/A
|
23.9K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-160- 0.78% |
N/A
|
20.4K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-181- 1.1% |
N/A
|
16.2K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-236- 0.42% |
N/A
|
56.1K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-271- 4.25% |
N/A
|
6.11K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-339- 4.47% |
N/A
|
7.24K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-407- 1.9% |
N/A
|
21K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-462- 0.15% |
N/A
|
312K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-517- 0.74% |
N/A
|
69.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-552- 3.02% |
N/A
|
17.7K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-676- 1.77% |
N/A
|
37.5K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 16.48% |
N/A
|
4.05K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-952- 2.64% |
N/A
|
35.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.34K- 10.18% |
N/A
|
11.8K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.37K- 0.86% |
N/A
|
159K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 1.56% |
N/A
|
106K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.73K- 9.77% |
N/A
|
16K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-1.83K- 9.23% |
N/A
|
17.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.97K- 11.65% |
N/A
|
14.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.3K- 1.97% |
N/A
|
115K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.34K- 3.67% |
N/A
|
61.4K
$0
|