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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
254New |
$159K - $207K
|
254
$207K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-415- 29.86% |
$260K - $338K
|
975
$796K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
247New |
$155K - $201K
|
247
$202K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13- 2.36% |
$8.16K - $10.6K
|
539
$440K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
75New |
$47.1K - $61.1K
|
75
$61.3K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
250New |
$157K - $204K
|
250
$204K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
161+ 26.97% |
$101K - $131K
|
758
$619K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-107- 3.0% |
$67.1K - $87.1K
|
3.46K
$2.82M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$4.39K - $5.7K
|
7
$5.72K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-49- 1.26% |
$30.7K - $39.9K
|
3.84K
$3.14M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
269New |
$169K - $219K
|
269
$220K
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
998New |
$626K - $812K
|
998
$815K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25- 50.0% |
$15.7K - $20.4K
|
25
$20.4K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$2.51K - $3.26K
|
4
$3.27K
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-74- 6.3% |
$46.4K - $60.2K
|
1.1K
$898K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-7- 10.29% |
$4.39K - $5.7K
|
61
$49.8K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
255New |
$160K - $208K
|
255
$208K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 5.06% |
$2.51K - $3.26K
|
75
$61.3K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20+ 80.0% |
$12.5K - $16.3K
|
45
$36.8K
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
287New |
$180K - $234K
|
287
$234K
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
38New |
$23.8K - $30.9K
|
38
$31K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-202- 67.33% |
$127K - $164K
|
98
$80K
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
269New |
$169K - $219K
|
269
$220K
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-30- 9.55% |
$18.8K - $24.4K
|
284
$232K
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-105- 1.94% |
$65.9K - $85.5K
|
5.32K
$4.34M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
496+ 17.76% |
$311K - $404K
|
3.29K
$2.69M
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
274New |
$172K - $223K
|
274
$224K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
255New |
$160K - $208K
|
255
$208K
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 12.35% |
$31.4K - $40.7K
|
355
$290K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-40- 11.63% |
$25.1K - $32.6K
|
304
$248K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
253New |
$159K - $206K
|
253
$207K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1- 0.4% |
$627 - $814
|
252
$206K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 12.31% |
$8.39M - $10.9M
|
122K
$99.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 8.31% |
$3.05M - $3.95M
|
63.3K
$51.7M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 12.25% |
$46.4K - $60.2K
|
530
$433K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$627 - $814
|
1
$817
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.63% |
$1.25K - $1.63K
|
321
$262K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
276New |
$173K - $225K
|
276
$225K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$627 - $814
|
1
$817
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-56- 12.28% |
$35.1K - $45.6K
|
400
$327K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
51New |
$32K - $41.5K
|
51
$41.7K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-71- 47.33% |
$44.5K - $57.8K
|
79
$64.5K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2- 0.12% |
$1.25K - $1.63K
|
1.62K
$1.32M
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
300New |
$188K - $244K
|
300
$245K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
135New |
$84.7K - $110K
|
135
$110K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
252New |
$158K - $205K
|
252
$206K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$2.51K - $3.26K
|
4
$3.27K
|
|
Q2 2024 | |||||||
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.8KClosed |
$1.11M - $1.28M
|
0
$0
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$7.39K - $8.55K
|
12
$9.8K
|