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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$202 - $235
|
3
$155
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
95New |
$6.41K - $7.45K
|
95
$4.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$2.9K - $3.37K
|
43
$2.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.42K - $1.65K
|
21
$1.08K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-727- 2.86% |
$49K - $57K
|
24.7K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 20.0% |
$67.5K - $78.4K
|
6K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.34% |
$2.77K - $3.21K
|
3.01K
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$2.77K - $3.21K
|
41
$2.11K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-208K- 38.82% |
$12.4M - $16.2M
|
327K
$16.8M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
51.3KNew |
$3.07M - $3.99M
|
51.3K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$174K - $226K
|
2.9K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$168K - $218K
|
2.8K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.58KNew |
$154K - $201K
|
2.58K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$305K - $397K
|
5.1K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
107+ 6.76% |
$6.41K - $8.33K
|
1.69K
$87.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.93KNew |
$176K - $228K
|
2.93K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.3K- 18.42% |
$138K - $179K
|
10.2K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
921New |
$55.1K - $71.7K
|
921
$47.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
3.47KNew |
$208K - $270K
|
3.47K
$179K
|
|
|
Nov 08, 2024
Q3 2024
|
David Abrams
Abrams Capital Management, L.P. | Boston, Ma
|
SELL
|
- |
-38.6K- 51.47% |
$2.31M - $3.01M
|
36.4K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70New |
$4.19K - $5.45K
|
70
$3.61K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75New |
$4.49K - $5.84K
|
75
$3.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
300New |
$18K - $23.4K
|
300
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2New |
$120 - $156
|
2
$103
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
275+ 5.43% |
$16.5K - $21.4K
|
5.34K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3New |
$180 - $234
|
3
$155
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-327- 48.16% |
$19.6K - $25.5K
|
352
$18.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.22K+ 26.49% |
$73.3K - $95.3K
|
5.84K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$120 - $156
|
2
$103
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$5.99K - $7.79K
|
100
$5.15K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10KNew |
$599K - $779K
|
10K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5- 0.06% |
$299 - $389
|
8.34K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.22K+ 27.75% |
$73.2K - $95.2K
|
5.63K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2New |
$120 - $156
|
2
$103
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20+ 16.53% |
$1.2K - $1.56K
|
141
$7.27K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
247+ 5.18% |
$14.8K - $19.2K
|
5.01K
$258K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
21+ 3.74% |
$1.3K - $1.45K
|
583
$30K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$321K - $359K
|
5.2K
$268K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-65- 90.28% |
$4.01K - $4.49K
|
7
$361
|
|
|
Aug 14, 2024
Q2 2024
|
Robotti Robert
New York, NY |
BUY
|
- |
13.9K+ 434.38% |
$858K - $961K
|
17.1K
$881K
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.2K- 18.88% |
$1M - $1.12M
|
69.7K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.22K- 23.29% |
$199K - $223K
|
10.6K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.7K+ 0.65% |
$167K - $187K
|
417K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.49K- 12.63% |
$401K - $449K
|
44.9K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.23KNew |
$323K - $362K
|
5.23K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-123K- 81.69% |
$7.57M - $8.48M
|
27.5K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.54KNew |
$589K - $659K
|
9.54K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
100New |
$6.17K - $6.91K
|
100
$5.15K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 44.44% |
$247 - $276
|
5
$258
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.35% |
$802 - $898
|
3.71K
$191K
|
|