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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$405 - $470
|
7.39K
$546K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$337 - $392
|
5
$369
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$202 - $235
|
3
$221
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 16.67% |
$135 - $157
|
14
$1.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$73.8
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 4.76% |
$67.5 - $78.4
|
22
$1.62K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$73.8
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$67.5 - $78.4
|
1
$73.8
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 50.0% |
$67.5 - $78.4
|
3
$221
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 6.25% |
$67.5 - $78.4
|
15
$1.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.89% |
$135 - $157
|
104
$7.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 0.7% |
$202 - $235
|
425
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5- 1.75% |
$337 - $392
|
281
$20.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.75% |
$337 - $392
|
280
$20.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 47.83% |
$742 - $862
|
12
$886
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 18.7% |
$1.55K - $1.8K
|
100
$7.38K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-32- 0.44% |
$2.16K - $2.51K
|
7.2K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.34% |
$2.77K - $3.21K
|
3.01K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-78- 0.72% |
$5.26K - $6.12K
|
10.8K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-96- 2.18% |
$6.48K - $7.53K
|
4.31K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-100- 1.61% |
$6.75K - $7.84K
|
6.12K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-132- 3.92% |
$8.9K - $10.3K
|
3.24K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-156- 3.52% |
$10.5K - $12.2K
|
4.27K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-168- 0.9% |
$11.3K - $13.2K
|
18.6K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-171- 2.92% |
$11.5K - $13.4K
|
5.69K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 8.91% |
$13.5K - $15.7K
|
2.05K
$151K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-231- 7.15% |
$15.6K - $18.1K
|
3K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-266- 26.21% |
$17.9K - $20.9K
|
749
$55.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-285- 3.45% |
$19.2K - $22.3K
|
7.97K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-300- 1.99% |
$20.2K - $23.5K
|
14.8K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-334- 4.3% |
$22.5K - $26.2K
|
7.43K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-446- 24.83% |
$30.1K - $35K
|
1.35K
$99.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-471- 24.8% |
$31.8K - $36.9K
|
1.43K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-485- 10.51% |
$32.7K - $38K
|
4.13K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-500- 50.0% |
$33.7K - $39.2K
|
500
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-510- 5.0% |
$34.4K - $40K
|
9.7K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-513- 81.56% |
$34.6K - $40.2K
|
116
$8.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-542- 40.42% |
$36.6K - $42.5K
|
799
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-550- 6.42% |
$37.1K - $43.1K
|
8.02K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-582- 98.64% |
$39.3K - $45.6K
|
8
$590
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-727- 2.86% |
$49K - $57K
|
24.7K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-813- 40.65% |
$54.8K - $63.7K
|
1.19K
$87.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.02K- 10.86% |
$68.9K - $80K
|
8.38K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.21K- 1.6% |
$81.3K - $94.5K
|
73.9K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.25K- 36.77% |
$84.1K - $97.8K
|
2.14K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 43.22% |
$120K - $139K
|
2.33K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 50.89% |
$125K - $145K
|
1.79K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.6K- 21.08% |
$175K - $204K
|
9.73K
$718K
|