Purchases and Sales Made in Q4 2024 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q4 2024. 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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57.1KNew |
$3.85M - $4.48M
|
57.1K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
9.33KNew |
$629K - $731K
|
9.33K
$663K
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
189+ 47.13% |
$12.7K - $14.8K
|
590
$41.9K
|
|
|
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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 50.0% |
$67.5 - $78.4
|
3
$213
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
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 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$71.1
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$71.1
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.89% |
$135 - $157
|
104
$7.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.75% |
$337 - $392
|
280
$19.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 47.83% |
$742 - $862
|
12
$853
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 18.7% |
$1.55K - $1.8K
|
100
$7.11K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-32- 0.44% |
$2.16K - $2.51K
|
7.2K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.34% |
$2.77K - $3.21K
|
3.01K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-78- 0.72% |
$5.26K - $6.12K
|
10.8K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-96- 2.18% |
$6.48K - $7.53K
|
4.31K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-132- 3.92% |
$8.9K - $10.3K
|
3.24K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-156- 3.52% |
$10.5K - $12.2K
|
4.27K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-171- 2.92% |
$11.5K - $13.4K
|
5.69K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 8.91% |
$13.5K - $15.7K
|
2.05K
$145K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-231- 7.15% |
$15.6K - $18.1K
|
3K
$213K
|