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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
393+ 6.19% |
$183K - $232K
|
6.74K
$498K
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
300New |
$140K - $177K
|
300
$22.1K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
192+ 33.98% |
$89.4K - $113K
|
757
$55.9K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
187+ 8.3% |
$87.1K - $110K
|
2.44K
$180K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
174+ 13.1% |
$81.1K - $103K
|
1.5K
$111K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
150New |
$69.9K - $88.6K
|
150
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 12.47% |
$57.3K - $72.6K
|
1.11K
$81.9K
|
|
Nov 14, 2022
Q3 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
120+ 5.78% |
$55.9K - $70.9K
|
2.2K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
115+ 23.23% |
$53.6K - $67.9K
|
610
$45K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$46.6K - $59.1K
|
100
$7.38K
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
100+ 10.0% |
$46.6K - $59.1K
|
1.1K
$81.2K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
80New |
$37.3K - $47.3K
|
80
$5.9K
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
72+ 1.59% |
$33.5K - $42.5K
|
4.6K
$339K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
54+ 0.17% |
$25.2K - $31.9K
|
32.3K
$2.38M
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
46+ 1.15% |
$21.4K - $27.2K
|
4.03K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42+ 8.55% |
$19.6K - $24.8K
|
533
$39.3K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32+ 1.84% |
$14.9K - $18.9K
|
1.77K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 1.97% |
$14K - $17.7K
|
1.55K
$115K
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
28+ 2.14% |
$13K - $16.5K
|
1.34K
$98.6K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12+ 2.46% |
$5.59K - $7.09K
|
499
$36.8K
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12+ 1.21% |
$5.59K - $7.09K
|
1K
$74K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.31KNew |
$2.85M - $3.69M
|
6.31K
$466K
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.45KNew |
$655K - $848K
|
1.45K
$107K
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.3KNew |
$588K - $761K
|
1.3K
$96.1K
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.24KNew |
$558K - $721K
|
1.24K
$91.2K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
577New |
$261K - $337K
|
577
$42.6K
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
410+ 102.5% |
$185K - $240K
|
810
$59.8K
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
382New |
$173K - $223K
|
382
$28.2K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
307+ 7.95% |
$139K - $179K
|
4.17K
$308K
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
274+ 5.98% |
$124K - $160K
|
4.86K
$358K
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
105+ 23.7% |
$47.4K - $61.3K
|
548
$40.4K
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 24.63% |
$45.2K - $58.4K
|
506
$37.3K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
51+ 113.33% |
$23K - $29.8K
|
96
$7.09K
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
28+ 5.96% |
$12.6K - $16.4K
|
498
$36.8K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$452 - $584
|
1
$73.8
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.0% |
$452 - $584
|
101
$7.45K
|
|
Q1 2022 | |||||||
Apr 13, 2022
Q1 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
9+ 0.73% |
$5.01K - $6.53K
|
1.24K
$91.6K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
555New |
$361K - $421K
|
555
$41K
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
302+ 27.36% |
$197K - $229K
|
1.41K
$104K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$19.5K - $22.8K
|
30
$2.21K
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
25+ 2.17% |
$16.3K - $19K
|
1.18K
$86.9K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
13New |
$8.47K - $9.87K
|
13
$960
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
9New |
$5.86K - $6.83K
|
9
$664
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
121New |
$67.7K - $81.5K
|
121
$8.93K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6New |
$3.35K - $4.04K
|
6
$443
|
|
Q2 2021 | |||||||
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 40.0% |
$211K - $253K
|
1.4K
$103K
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
712New |
$317K - $441K
|
712
$52.6K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
8.21KNew |
$2.84M - $3.73M
|
8.21K
$606K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
1KNew |
$346K - $455K
|
1K
$74K
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3New |
$753 - $1.04K
|
3
$221
|