Purchases and Sales Made in Q4 2023 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2New |
$798 - $1.16K
|
2
$1.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.84% |
$798 - $1.16K
|
240
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 8.0% |
$798 - $1.16K
|
27
$21.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.36% |
$798 - $1.16K
|
565
$447K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 16.67% |
$399 - $580
|
7
$5.54K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1+ 0.14% |
$399 - $580
|
708
$560K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$399 - $580
|
254
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 50.0% |
$399 - $580
|
3
$2.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1+ 0.19% |
$399 - $580
|
538
$426K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1New |
$399 - $580
|
1
$791
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 5.26% |
$399 - $580
|
18
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.1% |
$399 - $580
|
1.01K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1- 1.67% |
$399 - $580
|
59
$46.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.09% |
$399 - $580
|
1.08K
$854K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.91% |
$399 - $580
|
109
$86.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.26% |
$399 - $580
|
18
$14.2K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 15.38% |
$798 - $1.16K
|
11
$8.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 3.33% |
$798 - $1.16K
|
58
$45.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 10.0% |
$798 - $1.16K
|
18
$14.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.41% |
$798 - $1.16K
|
485
$384K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3- 0.61% |
$1.2K - $1.74K
|
485
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.29% |
$1.2K - $1.74K
|
1.04K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4- 0.85% |
$1.6K - $2.32K
|
467
$369K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4- 0.01% |
$1.6K - $2.32K
|
42.5K
$33.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 83.33% |
$2K - $2.9K
|
1
$791
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5- 0.83% |
$2K - $2.9K
|
600
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5- 0.46% |
$2K - $2.9K
|
1.07K
$849K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7- 1.2% |
$2.79K - $4.06K
|
576
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7- 7.29% |
$2.79K - $4.06K
|
89
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9- 0.96% |
$3.59K - $5.22K
|
924
$731K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 1.68% |
$3.59K - $5.22K
|
527
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-9- 0.28% |
$3.59K - $5.22K
|
3.22K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.42% |
$3.59K - $5.22K
|
2.15K
$1.7M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$3.99K - $5.8K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11- 1.16% |
$4.39K - $6.39K
|
941
$744K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 25.0% |
$4.39K - $6.39K
|
33
$26.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-11- 0.81% |
$4.39K - $6.39K
|
1.36K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11- 0.5% |
$4.39K - $6.39K
|
2.17K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-12- 0.07% |
$4.79K - $6.97K
|
16.2K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-12- 1.55% |
$4.79K - $6.97K
|
763
$604K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-12- 1.19% |
$4.79K - $6.97K
|
1K
$791K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-13- 1.75% |
$5.19K - $7.55K
|
730
$577K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14- 0.61% |
$5.59K - $8.13K
|
2.27K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-14- 3.09% |
$5.59K - $8.13K
|
439
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14- 0.99% |
$5.59K - $8.13K
|
1.41K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-14- 0.24% |
$5.59K - $8.13K
|
5.94K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-15- 0.12% |
$5.99K - $8.71K
|
12.7K
$10M
|