Latest Institutional Transactions on Amerco Com Ser N (UHALB)
This table provides information on the latest institutional transactions involving Amerco Com Ser N (UHALB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-73- 0.49% |
N/A
|
14.9K
$0
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
207New |
N/A
|
207
$0
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
275+ 0.34% |
N/A
|
80.6K
$0
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
63.4KNew |
N/A
|
63.4K
$0
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-614- 9.97% |
N/A
|
5.54K
$0
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
783+ 5.39% |
N/A
|
15.3K
$0
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-116- 22.01% |
N/A
|
411
$0
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-36.6K- 3.55% |
N/A
|
997K
$0
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
470New |
N/A
|
470
$0
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.5% |
N/A
|
39
$0
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
354+ 9.02% |
N/A
|
4.28K
$0
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
305+ 7.82% |
N/A
|
4.2K
$0
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
256+ 20.22% |
N/A
|
1.52K
$0
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
6.71K+ 273.12% |
N/A
|
9.16K
$0
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
222New |
N/A
|
222
$0
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 17.14% |
N/A
|
29
$0
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
210+ 111.11% |
N/A
|
399
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
9+ 0.12% |
N/A
|
7.32K
$0
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.59K+ 45.37% |
N/A
|
8.31K
$0
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 11.3% |
N/A
|
5.91K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.5K+ 37.13% |
N/A
|
27.7K
$0
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-35- 50.0% |
N/A
|
35
$0
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
537+ 1.51% |
N/A
|
36.1K
$0
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
73+ 117.74% |
N/A
|
135
$0
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
503+ 5.78% |
N/A
|
9.2K
$0
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
510K+ 47.68% |
N/A
|
1.58M
$0
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.13% |
N/A
|
761
$0
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
N/A
|
9
$0
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31.2KNew |
N/A
|
31.2K
$0
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.51K+ 0.77% |
N/A
|
199K
$0
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-143- 0.73% |
N/A
|
19.6K
$0
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-2.76K- 2.48% |
N/A
|
109K
$0
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
134+ 23.84% |
N/A
|
696
$0
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
757+ 1941.03% |
N/A
|
796
$0
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.4K- 23.33% |
N/A
|
80.3K
$0
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.52K- 21.0% |
N/A
|
24.5K
$0
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
32.5KNew |
N/A
|
32.5K
$0
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$0
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
4.74K+ 1088.97% |
N/A
|
5.17K
$0
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
143+ 4.13% |
N/A
|
3.61K
$0
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.86K+ 10.96% |
N/A
|
69.4K
$0
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19- 0.12% |
N/A
|
15.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.56K- 56.23% |
N/A
|
3.55K
$0
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
288+ 685.71% |
N/A
|
330
$0
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.14% |
N/A
|
4.16K
$0
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
235New |
N/A
|
235
$0
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
190+ 0.41% |
N/A
|
46.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.19K- 7.78% |
N/A
|
37.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.44K+ 0.9% |
N/A
|
162K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-527- 0.84% |
N/A
|
62K
$0
|