Purchases and Sales Made in Q3 2024 in Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB) during Q3 2024. 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 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.9KNew |
N/A
|
3.9K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.86K+ 2.1% |
N/A
|
188K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28KNew |
N/A
|
3.28K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.23KNew |
N/A
|
3.23K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.96KNew |
N/A
|
2.96K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.94K+ 55.8% |
N/A
|
8.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.92K+ 31.03% |
N/A
|
12.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32K+ 2.58% |
N/A
|
92K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.29K+ 44.13% |
N/A
|
7.48K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.25K+ 1.31% |
N/A
|
174K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.96K+ 5.84% |
N/A
|
35.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.79K+ 0.65% |
N/A
|
278K
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.58K+ 4.31% |
N/A
|
38.3K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
BUY
|
- |
1.54K+ 0.48% |
N/A
|
321K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.52K+ 4.27% |
N/A
|
37.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 1.35% |
N/A
|
113K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.44K+ 0.9% |
N/A
|
162K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.44K+ 8.76% |
N/A
|
17.9K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.15K+ 4.29% |
N/A
|
27.8K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 28.54% |
N/A
|
5K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
999+ 6.33% |
N/A
|
16.8K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
951+ 1.52% |
N/A
|
63.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
860+ 7.9% |
N/A
|
11.8K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
850+ 0.77% |
N/A
|
111K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
762+ 0.07% |
N/A
|
1.03M
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
700+ 3.45% |
N/A
|
21K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
672+ 13.26% |
N/A
|
5.74K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
630New |
N/A
|
630
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
569+ 964.41% |
N/A
|
628
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
568New |
N/A
|
568
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
527New |
N/A
|
527
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
427+ 5.41% |
N/A
|
8.32K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
423+ 8.32% |
N/A
|
5.51K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
422+ 50.0% |
N/A
|
1.27K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
406+ 0.27% |
N/A
|
153K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
324+ 2.72% |
N/A
|
12.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
319+ 4.44% |
N/A
|
7.5K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 937.5% |
N/A
|
332
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
300+ 3.85% |
N/A
|
8.09K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 4.45% |
N/A
|
7.04K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
288+ 685.71% |
N/A
|
330
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
278+ 0.89% |
N/A
|
31.6K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
266+ 5.37% |
N/A
|
5.22K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
246+ 1.48% |
N/A
|
16.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
235New |
N/A
|
235
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
207+ 0.88% |
N/A
|
23.8K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
194+ 0.5% |
N/A
|
38.6K
$0
|