Purchases and Sales Made in Q1 2023 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q1 2023. The information is specifically focused on institutions that hold shares of UNITED RENTALS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
26+ 1.42% |
$9.27K - $12.5K
|
1.86K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26+ 0.43% |
$9.27K - $12.5K
|
6.13K
$5.81M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24+ 1.21% |
$8.56K - $11.5K
|
2K
$1.9M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
23+ 19.66% |
$8.2K - $11K
|
140
$133K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
23+ 0.23% |
$8.2K - $11K
|
9.96K
$9.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
23+ 0.27% |
$8.2K - $11K
|
8.7K
$8.24M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 0.98% |
$7.13K - $9.59K
|
2.05K
$1.95M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
20+ 1.68% |
$7.13K - $9.59K
|
1.21K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 22.73% |
$7.13K - $9.59K
|
108
$102K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.84% |
$6.42K - $8.63K
|
995
$943K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17+ 39.53% |
$6.06K - $8.15K
|
60
$56.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
16+ 6.2% |
$5.71K - $7.67K
|
274
$260K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15+ 1.7% |
$5.35K - $7.19K
|
895
$848K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15+ 0.7% |
$5.35K - $7.19K
|
2.17K
$2.06M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12+ 2.11% |
$4.28K - $5.75K
|
581
$551K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.2% |
$4.28K - $5.75K
|
1.02K
$962K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$3.92K - $5.28K
|
11
$10.4K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$3.57K - $4.8K
|
10
$9.48K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 142.86% |
$3.57K - $4.8K
|
17
$16.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9+ 6.67% |
$3.21K - $4.32K
|
144
$136K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.41% |
$3.21K - $4.32K
|
2.18K
$2.07M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 1.18% |
$3.21K - $4.32K
|
774
$734K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8New |
$2.85K - $3.84K
|
8
$7.58K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 1.94% |
$2.85K - $3.84K
|
420
$398K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
7New |
$2.5K - $3.36K
|
7
$6.64K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.78% |
$2.5K - $3.36K
|
902
$855K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 33.33% |
$2.14K - $2.88K
|
24
$22.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6New |
$2.14K - $2.88K
|
6
$5.69K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6New |
$2.14K - $2.88K
|
6
$5.69K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$1.78K - $2.4K
|
5
$4.74K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.61% |
$1.78K - $2.4K
|
828
$785K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4+ 0.1% |
$1.43K - $1.92K
|
4.2K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4+ 0.37% |
$1.43K - $1.92K
|
1.07K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4New |
$1.43K - $1.92K
|
4
$3.79K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.23% |
$1.43K - $1.92K
|
1.71K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 10.53% |
$1.43K - $1.92K
|
42
$39.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 18.75% |
$1.07K - $1.44K
|
19
$18K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 150.0% |
$1.07K - $1.44K
|
5
$4.74K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$1.07K - $1.44K
|
3
$2.84K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$713 - $959
|
2
$1.9K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.27% |
$713 - $959
|
752
$713K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$713 - $959
|
2
$1.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 66.67% |
$713 - $959
|
5
$4.74K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.39% |
$713 - $959
|
516
$489K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 5.56% |
$713 - $959
|
38
$36K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 15.38% |
$713 - $959
|
15
$14.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 11.76% |
$713 - $959
|
19
$18K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1+ 0.17% |
$357 - $480
|
593
$562K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.79% |
$357 - $480
|
57
$54K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1New |
$357 - $480
|
1
$948
|