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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.87% |
$3.7K - $4.28K
|
695
$659K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.77% |
$3.08K - $3.56K
|
653
$619K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$3.08K - $3.56K
|
5.15K
$4.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 62.5% |
$3.08K - $3.56K
|
13
$12.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.53% |
$3.08K - $3.56K
|
956
$906K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$3.08K - $3.56K
|
5
$4.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.54% |
$3.08K - $3.56K
|
925
$877K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$3.08K - $3.56K
|
5
$4.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5+ 0.72% |
$3.08K - $3.56K
|
704
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 5.33% |
$2.46K - $2.85K
|
79
$74.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 400.0% |
$2.46K - $2.85K
|
5
$4.74K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$2.46K - $2.85K
|
4
$3.79K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$2.46K - $2.85K
|
2.12K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$2.46K - $2.85K
|
4
$3.79K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4+ 1.26% |
$2.46K - $2.85K
|
321
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
4New |
$2.46K - $2.85K
|
4
$3.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 8.89% |
$2.46K - $2.85K
|
49
$46.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 80.0% |
$2.46K - $2.85K
|
9
$8.53K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
4+ 50.0% |
$2.46K - $2.85K
|
12
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 11.54% |
$1.85K - $2.14K
|
29
$27.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.21% |
$1.85K - $2.14K
|
1.43K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 6.0% |
$1.85K - $2.14K
|
53
$50.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3New |
$1.85K - $2.14K
|
3
$2.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3+ 0.08% |
$1.85K - $2.14K
|
3.91K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.72% |
$1.85K - $2.14K
|
422
$400K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.96% |
$1.85K - $2.14K
|
317
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 16.67% |
$1.23K - $1.43K
|
14
$13.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2+ 0.37% |
$1.23K - $1.43K
|
547
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.46% |
$1.23K - $1.43K
|
437
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2+ 0.39% |
$1.23K - $1.43K
|
513
$486K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.19% |
$1.23K - $1.43K
|
1.06K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.35% |
$1.23K - $1.43K
|
567
$537K
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
2+ 0.01% |
$1.23K - $1.43K
|
15.3K
$14.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.55% |
$1.23K - $1.43K
|
363
$344K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.38% |
$1.23K - $1.43K
|
523
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 33.33% |
$1.23K - $1.43K
|
8
$7.58K
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2+ 0.02% |
$1.23K - $1.43K
|
8.68K
$8.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2+ 0.31% |
$1.23K - $1.43K
|
649
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 20.0% |
$616 - $713
|
6
$5.69K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.39% |
$616 - $713
|
255
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
1+ 0.05% |
$616 - $713
|
1.95K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.25% |
$616 - $713
|
409
$388K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.12% |
$616 - $713
|
830
$787K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.1% |
$616 - $713
|
1.01K
$953K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 7.14% |
$616 - $713
|
15
$14.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$616 - $713
|
7
$6.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1New |
$616 - $713
|
1
$948
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$616 - $713
|
1
$948
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 16.67% |
$616 - $713
|
7
$6.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.92% |
$616 - $713
|
110
$104K
|