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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1- 0.02% |
$327 - $445
|
5.71K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$327 - $445
|
3.18K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 10.53% |
$653 - $891
|
17
$12.8K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.38% |
$653 - $891
|
521
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2- 0.09% |
$653 - $891
|
2.13K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3- 2.27% |
$980 - $1.34K
|
129
$97.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 20.0% |
$980 - $1.34K
|
12
$9.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 1.38% |
$980 - $1.34K
|
214
$161K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 0.28% |
$980 - $1.34K
|
1.05K
$793K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 60.0% |
$980 - $1.34K
|
2
$1.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 16.67% |
$980 - $1.34K
|
15
$11.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4- 0.31% |
$1.31K - $1.78K
|
1.29K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 16.67% |
$1.31K - $1.78K
|
20
$15.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 21.05% |
$1.31K - $1.78K
|
15
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4- 0.1% |
$1.31K - $1.78K
|
4.2K
$3.16M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 4.44% |
$1.31K - $1.78K
|
86
$64.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.23% |
$1.31K - $1.78K
|
1.71K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 7.02% |
$1.31K - $1.78K
|
53
$39.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.66% |
$1.63K - $2.23K
|
747
$562K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-5- 0.29% |
$1.63K - $2.23K
|
1.74K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-5- 0.36% |
$1.63K - $2.23K
|
1.39K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6- 0.34% |
$1.96K - $2.67K
|
1.74K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-6- 0.03% |
$1.96K - $2.67K
|
22.1K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 4.49% |
$2.29K - $3.12K
|
149
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 7.69% |
$2.61K - $3.56K
|
96
$72.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 1.51% |
$2.94K - $4.01K
|
588
$443K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-9- 0.07% |
$2.94K - $4.01K
|
12.7K
$9.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 1.16% |
$2.94K - $4.01K
|
765
$576K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 58.82% |
$3.27K - $4.45K
|
7
$5.27K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-10- 6.25% |
$3.27K - $4.45K
|
150
$113K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-10- 0.24% |
$3.27K - $4.45K
|
4.14K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 16.67% |
$3.27K - $4.45K
|
50
$37.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 1.21% |
$3.27K - $4.45K
|
818
$616K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-10- 0.24% |
$3.27K - $4.45K
|
4.11K
$3.09M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-10- 1.5% |
$3.27K - $4.45K
|
657
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 1.18% |
$3.92K - $5.34K
|
1K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12- 0.58% |
$3.92K - $5.34K
|
2.06K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12- 2.07% |
$3.92K - $5.34K
|
568
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-13- 0.6% |
$4.24K - $5.79K
|
2.17K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-15- 0.43% |
$4.9K - $6.68K
|
3.44K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-17- 0.69% |
$5.55K - $7.57K
|
2.45K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18- 1.81% |
$5.88K - $8.02K
|
977
$736K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-19- 3.45% |
$6.2K - $8.46K
|
531
$400K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-20- 2.99% |
$6.53K - $8.91K
|
650
$489K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20- 0.47% |
$6.53K - $8.91K
|
4.2K
$3.16M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-20- 0.88% |
$6.53K - $8.91K
|
2.25K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 18.52% |
$6.53K - $8.91K
|
88
$66.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-21- 0.87% |
$6.86K - $9.35K
|
2.41K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21- 1.67% |
$6.86K - $9.35K
|
1.23K
$929K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21- 25.93% |
$6.86K - $9.35K
|
60
$45.2K
|