Latest Institutional Transactions on United Rentals, Inc. (URI)
This table provides information on the latest institutional transactions involving United Rentals, Inc. (URI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 1.78% |
$23.2K - $30.8K
|
2.23K
$1.82M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-231K- 98.46% |
$137M - $182M
|
3.61K
$2.94M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
57+ 2.07% |
$33.9K - $45K
|
2.81K
$2.3M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19+ 4.03% |
$11.3K - $15K
|
490
$400K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.03% |
$594 - $790
|
98
$80K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-139- 8.92% |
$82.6K - $110K
|
1.42K
$1.16M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4- 0.12% |
$2.38K - $3.16K
|
3.2K
$2.62M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
46+ 10.93% |
$27.3K - $36.3K
|
467
$381K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.09K+ 26.54% |
$649K - $862K
|
5.21K
$4.25M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
237+ 50.11% |
$141K - $187K
|
710
$580K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
27+ 5.84% |
$16K - $21.3K
|
489
$399K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1+ 0.3% |
$594 - $790
|
332
$271K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-380- 20.21% |
$226K - $300K
|
1.5K
$1.23M
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 1.55% |
$2.97K - $3.95K
|
327
$267K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.69% |
$28.5K - $37.9K
|
7.02K
$5.73M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.97K - $3.95K
|
5
$4.08K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-93- 16.55% |
$55.3K - $73.4K
|
469
$383K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.7KNew |
$8.71M - $11.6M
|
14.7K
$12M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
22+ 11.34% |
$13.1K - $17.4K
|
216
$176K
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
488+ 2.03% |
$290K - $385K
|
24.6K
$20.1M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.7KNew |
$3.39M - $4.5M
|
5.7K
$4.66M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-106- 2.32% |
$63K - $83.7K
|
4.47K
$3.65M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.9KNew |
$1.13M - $1.5M
|
1.9K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-957- 4.96% |
$569K - $756K
|
18.3K
$15M
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.23KNew |
$1.32M - $1.76M
|
2.23K
$1.82M
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.72K- 30.85% |
$1.02M - $1.36M
|
3.86K
$3.15M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 2.8% |
$23.2K - $30.8K
|
1.35K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 8.33% |
$5.94K - $7.9K
|
110
$89.8K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
321+ 51.44% |
$191K - $253K
|
945
$772K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
624+ 31.79% |
$371K - $493K
|
2.59K
$2.11M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.33K- 41.66% |
$1.39M - $1.84M
|
3.27K
$2.67M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.27% |
$594 - $790
|
373
$305K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$594 - $790
|
1
$817
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9+ 1.72% |
$5.35K - $7.11K
|
532
$435K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 10.53% |
$1.19K - $1.58K
|
17
$13.9K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
246+ 61.5% |
$146K - $194K
|
646
$528K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
63+ 21.07% |
$37.4K - $49.7K
|
362
$296K
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-231- 4.97% |
$137K - $182K
|
4.42K
$3.61M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.1K- 52.91% |
$1.25M - $1.66M
|
1.87K
$1.53M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-105- 12.03% |
$62.4K - $82.9K
|
768
$627K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
26New |
$15.4K - $20.5K
|
26
$21.2K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 2.99% |
$5.35K - $7.11K
|
310
$253K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3- 12.5% |
$1.78K - $2.37K
|
21
$17.2K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
17K+ 33.32% |
$10.1M - $13.4M
|
68K
$55.5M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
589New |
$350K - $465K
|
589
$481K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17+ 212.5% |
$10.1K - $13.4K
|
25
$20.4K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-160- 23.74% |
$95.1K - $126K
|
514
$420K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
923+ 187.6% |
$548K - $729K
|
1.42K
$1.16M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-805- 22.73% |
$478K - $636K
|
2.74K
$2.23M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
158+ 28.88% |
$93.9K - $125K
|
705
$576K
|