Purchases and Sales Made in Q4 2024 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 4.5% |
$12K - $15K
|
395
$374K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 1.73% |
$12K - $15K
|
999
$947K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
16+ 4.55% |
$11.3K - $14.1K
|
368
$349K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
16+ 5.08% |
$11.3K - $14.1K
|
331
$314K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16New |
$11.3K - $14.1K
|
16
$15.2K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 19.75% |
$11.3K - $14.1K
|
97
$91.9K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 2.29% |
$10.6K - $13.2K
|
669
$634K
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
14+ 1.75% |
$9.86K - $12.3K
|
814
$772K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 1.81% |
$9.86K - $12.3K
|
788
$747K
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
14+ 0.22% |
$9.86K - $12.3K
|
6.42K
$6.08M
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
14+ 0.5% |
$9.86K - $12.3K
|
2.79K
$2.65M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 1.9% |
$9.86K - $12.3K
|
749
$710K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 260.0% |
$9.16K - $11.4K
|
18
$17.1K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
13+ 3.53% |
$9.16K - $11.4K
|
381
$361K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12New |
$8.45K - $10.6K
|
12
$11.4K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
12+ 1.12% |
$8.45K - $10.6K
|
1.08K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.71% |
$8.45K - $10.6K
|
1.7K
$1.61M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 1.12% |
$8.45K - $10.6K
|
1.08K
$1.02M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
12New |
$8.45K - $10.6K
|
12
$11.4K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12+ 0.46% |
$8.45K - $10.6K
|
2.65K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 4.72% |
$8.45K - $10.6K
|
266
$252K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 0.87% |
$7.75K - $9.68K
|
1.27K
$1.21M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.51% |
$7.75K - $9.68K
|
2.19K
$2.07M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10+ 2.37% |
$7.04K - $8.8K
|
432
$409K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.42% |
$7.04K - $8.8K
|
2.41K
$2.29M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10+ 0.14% |
$7.04K - $8.8K
|
7.12K
$6.74M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
10New |
$7.04K - $8.8K
|
10
$9.48K
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10New |
$7.04K - $8.8K
|
10
$9.48K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 4.69% |
$7.04K - $8.8K
|
223
$211K
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
10+ 0.56% |
$7.04K - $8.8K
|
1.78K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 8.93% |
$7.04K - $8.8K
|
122
$116K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
9+ 0.16% |
$6.34K - $7.92K
|
5.52K
$5.23M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9+ 2.45% |
$6.34K - $7.92K
|
377
$357K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
9+ 0.82% |
$6.34K - $7.92K
|
1.11K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
9+ 1.65% |
$6.34K - $7.92K
|
556
$527K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 8.82% |
$6.34K - $7.92K
|
111
$105K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.75% |
$6.34K - $7.92K
|
522
$495K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9+ 0.38% |
$6.34K - $7.92K
|
2.37K
$2.25M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9+ 0.52% |
$6.34K - $7.92K
|
1.73K
$1.64M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
8+ 2.71% |
$5.64K - $7.04K
|
303
$287K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8+ 2.86% |
$5.64K - $7.04K
|
288
$273K
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
8+ 0.71% |
$5.64K - $7.04K
|
1.13K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8+ 0.61% |
$5.64K - $7.04K
|
1.32K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 4.37% |
$5.64K - $7.04K
|
191
$181K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.24% |
$5.64K - $7.04K
|
3.38K
$3.2M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7New |
$4.93K - $6.16K
|
7
$6.64K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$4.93K - $6.16K
|
7
$6.64K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.71% |
$4.23K - $5.28K
|
850
$806K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6+ 0.52% |
$4.23K - $5.28K
|
1.17K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 100.0% |
$4.23K - $5.28K
|
12
$11.4K
|