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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-16- 3.27% |
$995 - $1.14K
|
474
$29.6K
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4.9KNew |
$305K - $348K
|
4.9K
$306K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
157New |
$9.76K - $11.2K
|
157
$9.81K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
23New |
$1.43K - $1.64K
|
23
$1.44K
|
|
Q4 2023 | |||||||
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-89- 2.88% |
$4.34K - $6.43K
|
3K
$187K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 40.0% |
$1.07K - $1.59K
|
77
$4.81K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500New |
$24.4K - $36.1K
|
500
$31.2K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$780 - $1.16K
|
16
$999
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
15.1KNew |
$735K - $1.09M
|
15.1K
$942K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
143+ 1.62% |
$6.97K - $10.3K
|
8.95K
$559K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-21.9K- 83.79% |
$1.07M - $1.58M
|
4.24K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.5KNew |
$171K - $253K
|
3.5K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.03KNew |
$196K - $291K
|
4.03K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13- 8.23% |
$633 - $940
|
145
$9.06K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-507- 1.37% |
$24.7K - $36.6K
|
36.5K
$2.28M
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-460- 23.1% |
$22.4K - $33.2K
|
1.53K
$95.6K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 59.09% |
$633 - $940
|
9
$562
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.99KNew |
$145K - $216K
|
2.99K
$186K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$48.7 - $72.3
|
1
$62.5
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$438 - $650
|
9
$562
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 72.31% |
$2.29K - $3.4K
|
18
$1.12K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$48.7 - $72.3
|
1
$62.5
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 0.58% |
$2.44K - $3.61K
|
8.57K
$535K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$974 - $1.45K
|
20
$1.25K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32- 0.81% |
$1.56K - $2.31K
|
3.91K
$244K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$4.87K - $7.23K
|
100
$6.25K
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.06K- 38.04% |
$51.5K - $76.5K
|
1.72K
$108K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$487 - $723
|
10
$625
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-52- 3.45% |
$2.84K - $3.23K
|
1.46K
$90.9K
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-56.5K- 78.0% |
$3.08M - $3.51M
|
15.9K
$995K
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.74KNew |
$259K - $294K
|
4.74K
$296K
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.8K+ 243.26% |
$751K - $855K
|
19.4K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-6.33K- 33.22% |
$345K - $393K
|
12.7K
$794K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.82K- 11.19% |
$99.2K - $113K
|
14.4K
$900K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21.1K+ 7.58% |
$1.15M - $1.31M
|
299K
$18.7M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-38.5K- 72.12% |
$2.1M - $2.39M
|
14.9K
$929K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 92.59% |
$1.36K - $1.55K
|
2
$125
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.04K - $1.18K
|
19
$1.19K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
413New |
$22.5K - $25.6K
|
413
$25.8K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.64% |
$109 - $124
|
53
$3.31K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$491 - $559
|
9
$562
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 16.67% |
$27.3K - $31.1K
|
3.5K
$219K
|
|
Q2 2023 | |||||||
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 66.86% |
$541K - $673K
|
5.21K
$325K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
16.4KNew |
$847K - $1.05M
|
16.4K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-11K- 80.29% |
$567K - $705K
|
2.7K
$169K
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-17.1K- 83.82% |
$881K - $1.1M
|
3.3K
$206K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.76K- 23.36% |
$90.7K - $113K
|
5.78K
$361K
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-14.4K- 57.7% |
$739K - $919K
|
10.5K
$657K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.32K+ 63.33% |
$119K - $148K
|
5.97K
$373K
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.37K- 74.06% |
$483K - $600K
|
3.28K
$205K
|