Latest Institutional Purchases of Amerco (UHAL)
This list provides information on the latest institutional transactions involving Amerco (UHAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57.1KNew |
$3.85M - $4.48M
|
57.1K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7.1KNew |
$479K - $557K
|
7.1K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.44KNew |
$367K - $426K
|
5.44K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.23K+ 46.16% |
$285K - $332K
|
13.4K
$952K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
3.2KNew |
$216K - $251K
|
3.2K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
3.17KNew |
$214K - $249K
|
3.17K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 20.0% |
$67.5K - $78.4K
|
6K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
792+ 784.16% |
$53.4K - $62.1K
|
893
$63.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
273+ 4550.0% |
$18.4K - $21.4K
|
279
$19.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
237+ 7.53% |
$16K - $18.6K
|
3.38K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
213+ 53.79% |
$14.4K - $16.7K
|
609
$43.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128+ 52.24% |
$8.63K - $10K
|
373
$26.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
95New |
$6.41K - $7.45K
|
95
$6.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 72.82% |
$5.06K - $5.88K
|
178
$12.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
74+ 24.34% |
$4.99K - $5.8K
|
378
$26.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 67.0% |
$4.52K - $5.25K
|
167
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 237.04% |
$4.32K - $5.02K
|
91
$6.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
50+ 0.59% |
$3.37K - $3.92K
|
8.51K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$2.9K - $3.37K
|
43
$3.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$2.77K - $3.21K
|
41
$2.91K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 23.94% |
$2.29K - $2.67K
|
176
$12.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
30+ 176.47% |
$2.02K - $2.35K
|
47
$3.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.42K - $1.65K
|
21
$1.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17New |
$1.15K - $1.33K
|
17
$1.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 3.28% |
$1.01K - $1.18K
|
473
$33.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 57.14% |
$810 - $941
|
33
$2.34K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$405 - $470
|
7.39K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$337 - $392
|
5
$355
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$202 - $235
|
3
$213
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 16.67% |
$135 - $157
|
14
$995
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$71.1
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 50.0% |
$67.5 - $78.4
|
3
$213
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$71.1
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 4.76% |
$67.5 - $78.4
|
22
$1.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$71.1
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
224KNew |
$13.4M - $17.4M
|
224K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
92.1KNew |
$5.51M - $7.17M
|
92.1K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
70K+ 13.21% |
$4.19M - $5.45M
|
600K
$42.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
BUY
|
- |
59.9K+ 15.37% |
$3.59M - $4.66M
|
450K
$31.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
20.2K+ 12.8% |
$1.21M - $1.57M
|
178K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 11.65% |
$787K - $1.02M
|
126K
$8.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10.7K+ 320.3% |
$643K - $836K
|
14.1K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10KNew |
$599K - $779K
|
10K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
9.95K+ 50.86% |
$596K - $775K
|
29.5K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
9.19KNew |
$550K - $716K
|
9.19K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$497K - $646K
|
8.3K
$590K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.94K+ 8.94% |
$475K - $618K
|
96.7K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.8K+ 71.11% |
$467K - $607K
|
18.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
7.3KNew |
$437K - $569K
|
7.3K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
7KNew |
$419K - $545K
|
7K
$497K
|
|