Purchases and Sales Made in Q2 2024 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q2 2024. 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 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.54% |
$3.08K - $3.56K
|
925
$810K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$3.08K - $3.56K
|
5
$4.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5+ 0.72% |
$3.08K - $3.56K
|
704
$616K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$3.08K - $3.56K
|
5.15K
$4.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.53% |
$3.08K - $3.56K
|
956
$837K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 62.5% |
$3.08K - $3.56K
|
13
$11.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
4New |
$2.46K - $2.85K
|
4
$3.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$2.46K - $2.85K
|
4
$3.5K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
4+ 50.0% |
$2.46K - $2.85K
|
12
$10.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 80.0% |
$2.46K - $2.85K
|
9
$7.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 8.89% |
$2.46K - $2.85K
|
49
$42.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$2.46K - $2.85K
|
4
$3.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 5.33% |
$2.46K - $2.85K
|
79
$69.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 400.0% |
$2.46K - $2.85K
|
5
$4.38K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$2.46K - $2.85K
|
2.12K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4+ 1.26% |
$2.46K - $2.85K
|
321
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.21% |
$1.85K - $2.14K
|
1.43K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3New |
$1.85K - $2.14K
|
3
$2.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.72% |
$1.85K - $2.14K
|
422
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 11.54% |
$1.85K - $2.14K
|
29
$25.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.96% |
$1.85K - $2.14K
|
317
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 6.0% |
$1.85K - $2.14K
|
53
$46.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3+ 0.08% |
$1.85K - $2.14K
|
3.91K
$3.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2+ 0.02% |
$1.23K - $1.43K
|
8.68K
$7.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 16.67% |
$1.23K - $1.43K
|
14
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
2+ 0.01% |
$1.23K - $1.43K
|
15.3K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2+ 0.37% |
$1.23K - $1.43K
|
547
$479K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.46% |
$1.23K - $1.43K
|
437
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.55% |
$1.23K - $1.43K
|
363
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2+ 0.39% |
$1.23K - $1.43K
|
513
$449K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.19% |
$1.23K - $1.43K
|
1.06K
$923K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.38% |
$1.23K - $1.43K
|
523
$458K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.35% |
$1.23K - $1.43K
|
567
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2+ 0.31% |
$1.23K - $1.43K
|
649
$568K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 33.33% |
$1.23K - $1.43K
|
8
$7K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.39% |
$616 - $713
|
255
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
1+ 0.05% |
$616 - $713
|
1.95K
$1.71M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1+ 0.25% |
$616 - $713
|
409
$358K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$616 - $713
|
7
$6.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$616 - $713
|
1
$875
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.12% |
$616 - $713
|
830
$726K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.18% |
$616 - $713
|
567
$496K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 1.67% |
$616 - $713
|
61
$53.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.25% |
$616 - $713
|
409
$358K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 16.67% |
$616 - $713
|
7
$6.13K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.1% |
$616 - $713
|
1.01K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 20.0% |
$616 - $713
|
6
$5.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.67% |
$616 - $713
|
61
$53.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1New |
$616 - $713
|
1
$875
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1+ 0.23% |
$616 - $713
|
434
$380K
|