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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
190+ 0.41% |
N/A
|
46.3K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
162+ 3.29% |
N/A
|
5.09K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
143+ 4.13% |
N/A
|
3.61K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
135New |
N/A
|
135
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
126+ 0.44% |
N/A
|
28.9K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
119+ 64.32% |
N/A
|
304
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
111+ 0.34% |
N/A
|
32.4K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106+ 2.63% |
N/A
|
4.13K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
98New |
N/A
|
98
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
90+ 90.91% |
N/A
|
189
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
81New |
N/A
|
81
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 76.19% |
N/A
|
185
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74+ 15.16% |
N/A
|
562
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
74+ 0.45% |
N/A
|
16.6K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
66+ 0.76% |
N/A
|
8.7K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
62New |
N/A
|
62
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
50+ 0.31% |
N/A
|
16K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48+ 0.34% |
N/A
|
14K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
45+ 0.1% |
N/A
|
46.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
45+ 1.73% |
N/A
|
2.64K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
39+ 0.3% |
N/A
|
13.2K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
39+ 0.57% |
N/A
|
6.84K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33+ 0.69% |
N/A
|
4.79K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 46.94% |
N/A
|
72
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 15.0% |
N/A
|
161
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
21New |
N/A
|
21
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Third Avenue Management LLC
New York, NY |
BUY
|
- |
19+ 0.01% |
N/A
|
285K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
N/A
|
18
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 27.27% |
N/A
|
70
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 8.33% |
N/A
|
143
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10+ 2.51% |
N/A
|
409
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 88.89% |
N/A
|
17
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 1.29% |
N/A
|
471
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.1% |
N/A
|
3.83K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 5.26% |
N/A
|
40
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 6.06% |
N/A
|
35
$0
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.06% |
N/A
|
1.59K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4- 0.05% |
N/A
|
7.96K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.14% |
N/A
|
4.16K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.62% |
N/A
|
1.45K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
N/A
|
1.98K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19- 0.12% |
N/A
|
15.9K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-28- 0.43% |
N/A
|
6.54K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-29- 39.19% |
N/A
|
45
$0
|