Latest Institutional Transactions on Amerco (UHAL)
This table provides information on the latest institutional transactions involving Amerco (UHAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 86.15% |
$3.28K - $3.8K
|
9
$464
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 58.33% |
$411 - $475
|
5
$258
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-48Closed |
$2.82K - $3.26K
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 0.92% |
$4.4K - $5.09K
|
8.05K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 300.0% |
$1.41K - $1.63K
|
32
$1.65K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.42KNew |
$494K - $571K
|
8.42K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$58.7 - $67.9
|
2
$103
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 0.65% |
$1.64K - $1.9K
|
4.27K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$469 - $543
|
8
$412
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 4.6% |
$4.34K - $5.02K
|
1.53K
$79K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.16K- 23.44% |
$185K - $215K
|
10.3K
$532K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.03K- 27.38% |
$119K - $138K
|
5.39K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 25.0% |
$58.7 - $67.9
|
5
$258
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-6- 5.94% |
$373 - $448
|
95
$4.9K
|
|
|
May 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-238K- 53.2% |
$14.8M - $17.8M
|
210K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33New |
$2.05K - $2.47K
|
33
$1.7K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-580- 6.03% |
$36.1K - $43.3K
|
9.04K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.57K+ 11.66% |
$222K - $266K
|
34.2K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19New |
$1.18K - $1.42K
|
19
$979
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
67New |
$4.17K - $5.01K
|
67
$3.45K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 0.86% |
$560 - $672
|
1.04K
$53.6K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.4KNew |
$211K - $254K
|
3.4K
$175K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
16.9KNew |
$1.05M - $1.26M
|
16.9K
$871K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 24.18% |
$1.37K - $1.64K
|
69
$3.56K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 91.67% |
$684 - $822
|
1
$51.5
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15New |
$933 - $1.12K
|
15
$773
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-249- 17.44% |
$15.5K - $18.6K
|
1.18K
$60.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18- 51.43% |
$1.12K - $1.34K
|
17
$876
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
458New |
$28.5K - $34.2K
|
458
$23.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$187 - $224
|
4
$206
|
|
| Q4 2024 | |||||||
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
517New |
$34.9K - $40.5K
|
517
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10- 0.26% |
$675 - $784
|
3.87K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 39.95% |
$761K - $885K
|
17K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.72K- 50.17% |
$453K - $527K
|
6.67K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$3.37K - $3.92K
|
50
$2.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
76K+ 33.91% |
$5.12M - $5.96M
|
300K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.84KNew |
$461K - $536K
|
6.84K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.99KNew |
$202K - $234K
|
2.99K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-21.4K- 45.36% |
$1.44M - $1.68M
|
25.8K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-513- 81.56% |
$34.6K - $40.2K
|
116
$5.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
52New |
$3.51K - $4.08K
|
52
$2.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 0.7% |
$202 - $235
|
425
$21.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.21K- 1.6% |
$81.3K - $94.5K
|
73.9K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.6KNew |
$175K - $204K
|
2.6K
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Applied Fundamental Research, LLC
Cambridge, MA |
SELL
|
- |
-36.2K- 59.08% |
$2.44M - $2.84M
|
25.1K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$51.5
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-500- 50.0% |
$33.7K - $39.2K
|
500
$25.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57.1KNew |
$3.85M - $4.48M
|
57.1K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 8.91% |
$13.5K - $15.7K
|
2.05K
$105K
|
|