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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-6.48K- 4.23% |
N/A
|
147K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
255+ 236.11% |
N/A
|
363
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-156- 50.0% |
N/A
|
156
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.22K+ 28.56% |
N/A
|
5.5K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 33.33% |
N/A
|
18
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-6- 66.67% |
N/A
|
3
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 166.67% |
N/A
|
24
$0
|
|
| Q4 2024 | |||||||
|
Oct 08, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3K- 3.88% |
N/A
|
74.3K
$0
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
71New |
N/A
|
71
$0
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.56K- 26.77% |
N/A
|
17.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-534- 4.2% |
N/A
|
12.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-94.4K- 36.4% |
N/A
|
165K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-73.3K- 45.35% |
N/A
|
88.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6KNew |
N/A
|
6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.3K+ 159.54% |
N/A
|
8.62K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
51.6KNew |
N/A
|
51.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
549KNew |
N/A
|
549K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-2.06K- 31.3% |
N/A
|
4.53K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Impactive Capital LP
New York City, NY |
BUY
|
- |
487KNew |
N/A
|
487K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23- 0.34% |
N/A
|
6.74K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
N/A
|
3.24K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
N/A
|
9
$0
|
|
|
Feb 07, 2025
Q4 2024
|
David Abrams
Abrams Capital Management, L.P. | Boston, Ma
|
SELL
|
- |
-152K- 4.47% |
N/A
|
3.25M
$0
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 14.8% |
N/A
|
3.45K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109+ 46.38% |
N/A
|
344
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
855New |
N/A
|
855
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3New |
N/A
|
3
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
184+ 5.61% |
N/A
|
3.46K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
220New |
N/A
|
220
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-116- 22.01% |
N/A
|
411
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-614- 9.97% |
N/A
|
5.54K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
470New |
N/A
|
470
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-40.2K- 4.24% |
N/A
|
908K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.55K+ 90.53% |
N/A
|
9.57K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.59KNew |
N/A
|
4.59K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-364- 9.84% |
N/A
|
3.34K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.56K- 61.08% |
N/A
|
5.45K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
50+ 0.31% |
N/A
|
16K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.52K+ 4.27% |
N/A
|
37.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-54.6K- 3.82% |
N/A
|
1.38M
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
BUY
|
- |
1.54K+ 0.48% |
N/A
|
321K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.94KNew |
N/A
|
3.94K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
630New |
N/A
|
630
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
568New |
N/A
|
568
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
N/A
|
18
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-29- 39.19% |
N/A
|
45
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|