Purchases and Sales Made in Q4 2023 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
274KNew |
$13.4M - $19.8M
|
274K
$19.5M
|
|
Feb 14, 2024
Q4 2023
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
150KNew |
$7.31M - $10.8M
|
150K
$10.7M
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
85.9KNew |
$4.18M - $6.21M
|
85.9K
$6.1M
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
84.4KNew |
$4.11M - $6.1M
|
84.4K
$6M
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
82.1K+ 14.27% |
$4M - $5.93M
|
657K
$46.7M
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
61K+ 98.27% |
$2.97M - $4.41M
|
123K
$8.75M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.8KNew |
$1.94M - $2.88M
|
39.8K
$2.83M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
39K+ 402.08% |
$1.9M - $2.82M
|
48.7K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
28.7KNew |
$1.4M - $2.07M
|
28.7K
$2.04M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25.6K+ 3.01% |
$1.25M - $1.85M
|
877K
$62.3M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.1KNew |
$1.12M - $1.67M
|
23.1K
$1.64M
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
15.1KNew |
$735K - $1.09M
|
15.1K
$1.07M
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.4KNew |
$604K - $896K
|
12.4K
$881K
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
12.4K+ 5.99% |
$603K - $894K
|
219K
$15.6M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.27K+ 155.15% |
$452K - $670K
|
15.2K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
9K+ 39.13% |
$438K - $650K
|
32K
$2.27M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
8.34K+ 269.47% |
$406K - $603K
|
11.4K
$813K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.58KNew |
$369K - $548K
|
7.58K
$538K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.94KNew |
$338K - $502K
|
6.94K
$493K
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.26K+ 20.22% |
$305K - $452K
|
37.2K
$2.64M
|
|
Nov 12, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.8KNew |
$234K - $347K
|
4.8K
$341K
|
|
Jan 31, 2024
Q4 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
4.68K+ 0.88% |
$228K - $338K
|
535K
$38M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.36K+ 6.25% |
$212K - $315K
|
74.1K
$5.27M
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.03KNew |
$196K - $291K
|
4.03K
$287K
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4K+ 57.59% |
$195K - $289K
|
10.9K
$778K
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.8KNew |
$185K - $274K
|
3.8K
$270K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.71K+ 166.58% |
$181K - $268K
|
5.93K
$422K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.62K+ 11.03% |
$177K - $262K
|
36.5K
$2.59M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.61K+ 36.67% |
$176K - $261K
|
13.5K
$956K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.5KNew |
$171K - $253K
|
3.5K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.42KNew |
$166K - $247K
|
3.42K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.34K+ 25.5% |
$163K - $241K
|
16.4K
$1.17M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.25K+ 10.3% |
$158K - $235K
|
34.8K
$2.47M
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.14KNew |
$153K - $227K
|
3.14K
$223K
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.07KNew |
$150K - $222K
|
3.07K
$218K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.99KNew |
$145K - $216K
|
2.99K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.81KNew |
$137K - $203K
|
2.81K
$200K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.81KNew |
$137K - $203K
|
2.81K
$199K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.8KNew |
$137K - $203K
|
2.8K
$199K
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$136K - $202K
|
2.8K
$199K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1K+ 26.79% |
$102K - $151K
|
9.92K
$705K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 28.32% |
$89.9K - $133K
|
8.36K
$594K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.74K+ 3.58% |
$84.9K - $126K
|
50.4K
$3.58M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.55K+ 15.03% |
$75.4K - $112K
|
11.8K
$842K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.07K+ 3.45% |
$52.2K - $77.5K
|
32.1K
$2.28M
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.04K+ 12.81% |
$50.9K - $75.4K
|
9.2K
$653K
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
910+ 19.01% |
$44.3K - $65.8K
|
5.7K
$405K
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
700+ 5.07% |
$34.1K - $50.6K
|
14.5K
$1.03M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
581+ 6.9% |
$28.3K - $42K
|
9K
$640K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500New |
$24.4K - $36.1K
|
500
$35.5K
|