Purchases and Sales Made in Q3 2023 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERCO .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
180K+ 14779.64% |
$9.82M - $11.2M
|
181K
$12.9M
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
156KNew |
$8.49M - $9.66M
|
156K
$11.1M
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
BUY
|
- |
94.7K+ 19.72% |
$5.17M - $5.88M
|
575K
$40.9M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
87.9KNew |
$4.8M - $5.46M
|
87.9K
$6.24M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
62.1KNew |
$3.39M - $3.86M
|
62.1K
$4.41M
|
|
Nov 14, 2023
Q3 2023
|
Applied Fundamental Research, LLC
Cambridge, MA |
BUY
|
- |
56.5KNew |
$3.09M - $3.51M
|
56.5K
$4.02M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.1K+ 253.85% |
$2.73M - $3.11M
|
69.8K
$4.96M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28.9K+ 1438.67% |
$1.58M - $1.8M
|
31K
$2.2M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
26.1K+ 477.21% |
$1.42M - $1.62M
|
31.5K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21.1K+ 7.58% |
$1.15M - $1.31M
|
299K
$21.3M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.8K+ 361.11% |
$1.14M - $1.29M
|
26.6K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20.4K+ 2.46% |
$1.11M - $1.27M
|
851K
$60.5M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.3KNew |
$778K - $885K
|
14.3K
$1.01M
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
13.8KNew |
$754K - $858K
|
13.8K
$981K
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.8K+ 243.26% |
$751K - $855K
|
19.4K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
12.8K+ 19.02% |
$699K - $795K
|
80.1K
$5.69M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.3KNew |
$562K - $640K
|
10.3K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.52K+ 6.59% |
$520K - $591K
|
154K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.07KNew |
$495K - $563K
|
9.07K
$645K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.66K+ 147.88% |
$363K - $413K
|
11.2K
$793K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.04K+ 5.04% |
$275K - $313K
|
105K
$7.46M
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.74KNew |
$259K - $294K
|
4.74K
$337K
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.46K+ 58.21% |
$243K - $277K
|
12.1K
$860K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.24KNew |
$231K - $263K
|
4.24K
$301K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.04KNew |
$221K - $251K
|
4.04K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.03K+ 56.48% |
$220K - $250K
|
11.2K
$793K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 16.44% |
$209K - $238K
|
27.1K
$1.93M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.79KNew |
$207K - $235K
|
3.79K
$269K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.32K+ 37.05% |
$181K - $206K
|
12.3K
$874K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
2.56K+ 34.15% |
$140K - $159K
|
10K
$714K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.1K+ 5250.0% |
$115K - $130K
|
2.14K
$152K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.94K+ 13.53% |
$106K - $120K
|
16.3K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.76K+ 1.01% |
$96.1K - $109K
|
176K
$12.5M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.62K+ 23.8% |
$88.3K - $101K
|
8.42K
$598K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.59K+ 21.94% |
$86.5K - $98.4K
|
8.81K
$626K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.39KNew |
$75.7K - $86.2K
|
1.39K
$98.6K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.25K+ 37.65% |
$68.2K - $77.6K
|
4.57K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.13K+ 15.01% |
$61.4K - $69.9K
|
8.62K
$613K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.1K+ 7.22% |
$60K - $68.3K
|
16.3K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
895+ 15.93% |
$48.8K - $55.6K
|
6.52K
$463K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
873+ 49.97% |
$47.6K - $54.2K
|
2.62K
$186K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
657+ 82.33% |
$35.9K - $40.8K
|
1.46K
$103K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
654New |
$35.7K - $40.6K
|
654
$46.5K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
530+ 12.76% |
$28.9K - $32.9K
|
4.68K
$333K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 16.67% |
$27.3K - $31.1K
|
3.5K
$249K
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
495+ 2.02% |
$27K - $30.7K
|
24.9K
$1.77M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
413New |
$22.5K - $25.6K
|
413
$29.3K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
395+ 3.11% |
$21.6K - $24.5K
|
13.1K
$930K
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
391+ 5.04% |
$21.3K - $24.3K
|
8.15K
$579K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
326+ 7.31% |
$17.8K - $20.2K
|
4.79K
$340K
|