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 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$357 - $480
|
251
$238K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.26% |
$357 - $480
|
387
$367K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 2.0% |
$357 - $480
|
51
$48.3K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$357 - $480
|
3
$2.84K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$357 - $480
|
1
$948
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.91% |
$357 - $480
|
109
$103K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$357 - $480
|
2K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 6.67% |
$357 - $480
|
14
$13.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.19% |
$357 - $480
|
83
$78.7K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 6.67% |
$357 - $480
|
14
$13.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.95% |
$357 - $480
|
104
$98.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 50.0% |
$713 - $959
|
2
$1.9K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$713 - $959
|
5.77K
$5.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2- 0.11% |
$713 - $959
|
1.74K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.27% |
$713 - $959
|
156
$148K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.38% |
$713 - $959
|
521
$494K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.83% |
$713 - $959
|
238
$226K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 6.12% |
$1.07K - $1.44K
|
46
$43.6K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.5% |
$1.07K - $1.44K
|
597
$566K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3- 1.84% |
$1.07K - $1.44K
|
160
$152K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 21.43% |
$1.07K - $1.44K
|
11
$10.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-3- 9.09% |
$1.07K - $1.44K
|
30
$28.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-3- 0.52% |
$1.07K - $1.44K
|
572
$542K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4- 0.03% |
$1.43K - $1.92K
|
12.9K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4- 0.04% |
$1.43K - $1.92K
|
10.9K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4- 0.28% |
$1.43K - $1.92K
|
1.44K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4- 0.32% |
$1.43K - $1.92K
|
1.25K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.33% |
$1.78K - $2.4K
|
1.5K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-5- 1.08% |
$1.78K - $2.4K
|
460
$436K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5- 0.51% |
$1.78K - $2.4K
|
979
$928K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7- 0.22% |
$2.5K - $3.36K
|
3.15K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7- 1.24% |
$2.5K - $3.36K
|
556
$527K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 11.59% |
$2.85K - $3.84K
|
61
$57.8K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8- 0.48% |
$2.85K - $3.84K
|
1.65K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.23% |
$2.85K - $3.84K
|
3.47K
$3.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 8.42% |
$2.85K - $3.84K
|
87
$82.5K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 12.86% |
$3.21K - $4.32K
|
61
$57.8K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 5.88% |
$3.21K - $4.32K
|
144
$136K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-9- 0.26% |
$3.21K - $4.32K
|
3.45K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-9- 1.49% |
$3.21K - $4.32K
|
597
$566K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 2.0% |
$3.57K - $4.8K
|
490
$464K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 19.64% |
$3.92K - $5.28K
|
45
$42.7K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.19% |
$4.28K - $5.75K
|
995
$943K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 2.69% |
$4.28K - $5.75K
|
434
$411K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 1.68% |
$6.42K - $8.63K
|
1.06K
$1M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18- 5.96% |
$6.42K - $8.63K
|
284
$269K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-18- 0.33% |
$6.42K - $8.63K
|
5.48K
$5.2M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-19- 0.84% |
$6.78K - $9.11K
|
2.25K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 2.18% |
$6.78K - $9.11K
|
851
$807K
|