Purchases and Sales Made in Q2 2023 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.96% |
$327 - $445
|
103
$97.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 2.63% |
$327 - $445
|
37
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$327 - $445
|
1.86K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.16% |
$327 - $445
|
633
$600K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 10.53% |
$653 - $891
|
17
$16.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2- 0.09% |
$653 - $891
|
2.13K
$2.02M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.38% |
$653 - $891
|
521
$494K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 0.28% |
$980 - $1.34K
|
1.05K
$998K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 20.0% |
$980 - $1.34K
|
12
$11.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 1.38% |
$980 - $1.34K
|
214
$203K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 60.0% |
$980 - $1.34K
|
2
$1.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3- 2.27% |
$980 - $1.34K
|
129
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 16.67% |
$980 - $1.34K
|
15
$14.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4- 0.31% |
$1.31K - $1.78K
|
1.29K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4- 0.1% |
$1.31K - $1.78K
|
4.2K
$3.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 21.05% |
$1.31K - $1.78K
|
15
$14.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 7.02% |
$1.31K - $1.78K
|
53
$50.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 16.67% |
$1.31K - $1.78K
|
20
$19K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.23% |
$1.31K - $1.78K
|
1.71K
$1.62M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 4.44% |
$1.31K - $1.78K
|
86
$81.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-5- 0.29% |
$1.63K - $2.23K
|
1.74K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-5- 0.36% |
$1.63K - $2.23K
|
1.39K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.66% |
$1.63K - $2.23K
|
747
$708K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-6- 0.03% |
$1.96K - $2.67K
|
22.1K
$20.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6- 0.34% |
$1.96K - $2.67K
|
1.74K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 4.49% |
$2.29K - $3.12K
|
149
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 7.69% |
$2.61K - $3.56K
|
96
$91K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 1.16% |
$2.94K - $4.01K
|
765
$725K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 1.51% |
$2.94K - $4.01K
|
588
$557K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-9- 0.07% |
$2.94K - $4.01K
|
12.7K
$12.1M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-10- 1.5% |
$3.27K - $4.45K
|
657
$623K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 1.21% |
$3.27K - $4.45K
|
818
$775K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 58.82% |
$3.27K - $4.45K
|
7
$6.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 16.67% |
$3.27K - $4.45K
|
50
$47.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-10- 6.25% |
$3.27K - $4.45K
|
150
$142K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-10- 0.24% |
$3.27K - $4.45K
|
4.14K
$3.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-10- 0.24% |
$3.27K - $4.45K
|
4.11K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12- 0.58% |
$3.92K - $5.34K
|
2.06K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 1.18% |
$3.92K - $5.34K
|
1K
$951K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12- 2.07% |
$3.92K - $5.34K
|
568
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-13- 0.6% |
$4.24K - $5.79K
|
2.17K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-15- 0.43% |
$4.9K - $6.68K
|
3.44K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-17- 0.69% |
$5.55K - $7.57K
|
2.45K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18- 1.81% |
$5.88K - $8.02K
|
977
$926K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-19- 3.45% |
$6.2K - $8.46K
|
531
$503K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20- 0.47% |
$6.53K - $8.91K
|
4.2K
$3.98M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-20- 0.88% |
$6.53K - $8.91K
|
2.25K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 18.52% |
$6.53K - $8.91K
|
88
$83.4K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-20- 2.99% |
$6.53K - $8.91K
|
650
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-21- 0.87% |
$6.86K - $9.35K
|
2.41K
$2.28M
|