Purchases and Sales Made in Q3 2023 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 1.1% |
$4.71K - $5.4K
|
1.01K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 2.19% |
$4.71K - $5.4K
|
513
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11New |
$4.71K - $5.4K
|
11
$7.79K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
11New |
$4.71K - $5.4K
|
11
$7.79K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 1.06% |
$4.28K - $4.91K
|
952
$674K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
10+ 1.05% |
$4.28K - $4.91K
|
966
$684K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10+ 0.53% |
$4.28K - $4.91K
|
1.89K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
10+ 3.95% |
$4.28K - $4.91K
|
263
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.05% |
$4.28K - $4.91K
|
958
$679K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 66.67% |
$4.28K - $4.91K
|
25
$17.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 0.23% |
$4.28K - $4.91K
|
4.32K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 1.96% |
$3.85K - $4.42K
|
468
$332K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.53% |
$3.85K - $4.42K
|
1.71K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 10.47% |
$3.85K - $4.42K
|
95
$67.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 1.78% |
$3.43K - $3.93K
|
458
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
7+ 0.12% |
$3K - $3.44K
|
5.96K
$4.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7+ 1.15% |
$3K - $3.44K
|
617
$437K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7New |
$3K - $3.44K
|
7
$4.96K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 14.29% |
$3K - $3.44K
|
56
$39.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$2.57K - $2.95K
|
6
$4.25K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 85.71% |
$2.57K - $2.95K
|
13
$9.21K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5+ 0.83% |
$2.14K - $2.46K
|
605
$429K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.1% |
$2.14K - $2.46K
|
4.78K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.94% |
$2.14K - $2.46K
|
536
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.35% |
$2.14K - $2.46K
|
1.42K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4New |
$1.71K - $1.96K
|
4
$2.83K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 26.67% |
$1.71K - $1.96K
|
19
$13.5K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 0.8% |
$1.71K - $1.96K
|
504
$357K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$1.71K - $1.96K
|
4
$2.83K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$1.71K - $1.96K
|
4
$2.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 150.0% |
$1.28K - $1.47K
|
5
$3.54K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$1.28K - $1.47K
|
3
$2.13K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 100.0% |
$1.28K - $1.47K
|
6
$4.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3+ 0.53% |
$1.28K - $1.47K
|
568
$402K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3New |
$1.28K - $1.47K
|
3
$2.13K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3+ 0.02% |
$1.28K - $1.47K
|
14.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 3.41% |
$1.28K - $1.47K
|
91
$64.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.36% |
$857 - $982
|
563
$399K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
2+ 0.39% |
$857 - $982
|
511
$362K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 11.76% |
$857 - $982
|
19
$13.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$857 - $982
|
2
$1.42K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$428 - $491
|
253
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.19% |
$428 - $491
|
514
$364K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.09% |
$428 - $491
|
1.06K
$748K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.7% |
$428 - $491
|
38
$26.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.09% |
$428 - $491
|
1.08K
$765K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 4.17% |
$428 - $491
|
25
$17.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1+ 0.02% |
$428 - $491
|
5.4K
$3.82M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.1% |
$428 - $491
|
958
$679K
|