Institutional Ownership Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB). We have compiled data on the 355 institutions that hold shares in the stock, with a total of 61 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
33
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
29
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
25
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
18
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
18
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
18
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
15
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 61.11%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 95.26%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 77.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 83.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
8
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
7
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
6
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 92.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|