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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 2.0% |
$357 - $480
|
51
$40.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$357 - $480
|
1
$791
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.26% |
$357 - $480
|
387
$306K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.19% |
$357 - $480
|
83
$65.7K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 6.67% |
$357 - $480
|
14
$11.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.91% |
$357 - $480
|
109
$86.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.95% |
$357 - $480
|
104
$82.3K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 6.67% |
$357 - $480
|
14
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$357 - $480
|
2K
$1.58M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.38% |
$713 - $959
|
521
$412K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2- 0.11% |
$713 - $959
|
1.74K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$713 - $959
|
5.77K
$4.56M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.83% |
$713 - $959
|
238
$188K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 50.0% |
$713 - $959
|
2
$1.58K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.27% |
$713 - $959
|
156
$123K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 6.12% |
$1.07K - $1.44K
|
46
$36.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 21.43% |
$1.07K - $1.44K
|
11
$8.7K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.5% |
$1.07K - $1.44K
|
597
$472K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3- 1.84% |
$1.07K - $1.44K
|
160
$127K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-3- 9.09% |
$1.07K - $1.44K
|
30
$23.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-3- 0.52% |
$1.07K - $1.44K
|
572
$452K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4- 0.04% |
$1.43K - $1.92K
|
10.9K
$8.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4- 0.28% |
$1.43K - $1.92K
|
1.44K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4- 0.03% |
$1.43K - $1.92K
|
12.9K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4- 0.32% |
$1.43K - $1.92K
|
1.25K
$989K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5- 0.51% |
$1.78K - $2.4K
|
979
$774K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-5- 1.08% |
$1.78K - $2.4K
|
460
$364K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.33% |
$1.78K - $2.4K
|
1.5K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7- 1.24% |
$2.5K - $3.36K
|
556
$440K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7- 0.22% |
$2.5K - $3.36K
|
3.15K
$2.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 8.42% |
$2.85K - $3.84K
|
87
$68.8K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8- 0.48% |
$2.85K - $3.84K
|
1.65K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 11.59% |
$2.85K - $3.84K
|
61
$48.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.23% |
$2.85K - $3.84K
|
3.47K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 12.86% |
$3.21K - $4.32K
|
61
$48.3K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-9- 1.49% |
$3.21K - $4.32K
|
597
$472K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-9- 0.26% |
$3.21K - $4.32K
|
3.45K
$2.73M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 5.88% |
$3.21K - $4.32K
|
144
$114K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 2.0% |
$3.57K - $4.8K
|
490
$388K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 19.64% |
$3.92K - $5.28K
|
45
$35.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 2.69% |
$4.28K - $5.75K
|
434
$343K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.19% |
$4.28K - $5.75K
|
995
$787K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-18- 0.33% |
$6.42K - $8.63K
|
5.48K
$4.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 1.68% |
$6.42K - $8.63K
|
1.06K
$835K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18- 5.96% |
$6.42K - $8.63K
|
284
$225K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-19- 0.84% |
$6.78K - $9.11K
|
2.25K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 2.18% |
$6.78K - $9.11K
|
851
$673K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 25.0% |
$7.13K - $9.59K
|
60
$47.5K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
SELL
|
- |
-20- 2.06% |
$7.13K - $9.59K
|
950
$751K
|