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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
344+ 52.6% |
$16.8K - $24.9K
|
998
$73.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
308New |
$15K - $22.3K
|
308
$22.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
252+ 35.64% |
$12.3K - $18.2K
|
959
$70.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
207+ 135.29% |
$10.1K - $15K
|
360
$26.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
199+ 9950.0% |
$9.7K - $14.4K
|
201
$14.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
190+ 2.68% |
$9.26K - $13.7K
|
7.28K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
161+ 0.59% |
$7.84K - $11.6K
|
27.3K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
143+ 1.62% |
$6.97K - $10.3K
|
8.95K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131+ 3.46% |
$6.38K - $9.47K
|
3.92K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
127+ 8.09% |
$6.19K - $9.18K
|
1.7K
$125K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
111+ 2.43% |
$5.41K - $8.02K
|
4.68K
$345K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$4.87K - $7.23K
|
100
$7.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
98+ 7.06% |
$4.77K - $7.08K
|
1.49K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
97+ 1.06% |
$4.73K - $7.01K
|
9.24K
$682K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
89+ 2.84% |
$4.34K - $6.43K
|
3.23K
$238K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
85+ 1.82% |
$4.14K - $6.14K
|
4.77K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79New |
$3.85K - $5.71K
|
79
$5.83K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 172.22% |
$3.02K - $4.48K
|
98
$7.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 135.71% |
$2.78K - $4.12K
|
99
$7.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
56+ 16.92% |
$2.73K - $4.05K
|
387
$28.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
36+ 0.14% |
$1.75K - $2.6K
|
25K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 16.97% |
$1.36K - $2.02K
|
193
$14.2K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 40.0% |
$1.07K - $1.59K
|
77
$5.68K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 40.0% |
$1.07K - $1.59K
|
77
$5.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$974 - $1.45K
|
20
$1.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19New |
$926 - $1.37K
|
19
$1.4K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
16+ 16.67% |
$780 - $1.16K
|
112
$8.27K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$780 - $1.16K
|
16
$1.18K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14+ 13.08% |
$682 - $1.01K
|
121
$8.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$585 - $867
|
12
$886
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$487 - $723
|
10
$738
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$438 - $650
|
9
$664
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$244 - $361
|
5
$369
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2+ 18.18% |
$97.4 - $145
|
13
$960
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$48.7 - $72.3
|
1
$73.8
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$48.7 - $72.3
|
1
$73.8
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$48.7 - $72.3
|
1
$73.8
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$48.7 - $72.3
|
6
$443
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 4.76% |
$48.7 - $72.3
|
20
$1.48K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2- 2.2% |
$97.4 - $145
|
89
$6.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4- 1.45% |
$195 - $289
|
271
$20K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 5.49% |
$244 - $361
|
86
$6.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 29.41% |
$487 - $723
|
24
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 13.95% |
$585 - $867
|
74
$5.46K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 36.11% |
$633 - $940
|
23
$1.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13- 8.23% |
$633 - $940
|
145
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 59.09% |
$633 - $940
|
9
$664
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-20- 13.16% |
$974 - $1.45K
|
132
$9.74K
|