Purchases and Sales Made in Q3 2025 in Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB) during Q3 2025. The information is specifically focused on institutions that hold shares of AMERCO COM SER N.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
511+ 2.43% |
N/A
|
21.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
464New |
N/A
|
464
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 2.0% |
N/A
|
22.9K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
431+ 4.62% |
N/A
|
9.75K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
430+ 1.52% |
N/A
|
28.8K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
410+ 5.6% |
N/A
|
7.73K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
396+ 4.06% |
N/A
|
10.2K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
372+ 205.52% |
N/A
|
553
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
344+ 2.12% |
N/A
|
16.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 3.73% |
N/A
|
8.34K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
290+ 0.25% |
N/A
|
116K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
277New |
N/A
|
277
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
276New |
N/A
|
276
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
246+ 22.1% |
N/A
|
1.36K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
227New |
N/A
|
227
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
215+ 20.77% |
N/A
|
1.25K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
208+ 1.5% |
N/A
|
14.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
196+ 0.62% |
N/A
|
31.6K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192+ 11.73% |
N/A
|
1.83K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
188+ 1.44% |
N/A
|
13.2K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
175+ 4.53% |
N/A
|
4.04K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
155+ 20.64% |
N/A
|
906
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
154+ 63.37% |
N/A
|
397
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
119+ 172.46% |
N/A
|
188
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
88+ 1.61% |
N/A
|
5.57K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
71New |
N/A
|
71
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
70+ 0.95% |
N/A
|
7.46K
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
69+ 1.07% |
N/A
|
6.52K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
69+ 15.9% |
N/A
|
503
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
69+ 1.13% |
N/A
|
6.17K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67New |
N/A
|
67
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
67New |
N/A
|
67
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
65+ 0.76% |
N/A
|
8.58K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
63New |
N/A
|
63
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 21.21% |
N/A
|
280
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
42+ 0.71% |
N/A
|
5.96K
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
33New |
N/A
|
33
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 69.05% |
N/A
|
71
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
29New |
N/A
|
29
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
26+ 0.21% |
N/A
|
12.7K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
N/A
|
25
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
N/A
|
15
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.18% |
N/A
|
7.59K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
11+ 0.24% |
N/A
|
4.62K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 0.43% |
N/A
|
2.32K
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 100.0% |
N/A
|
18
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 7.02% |
N/A
|
61
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
3New |
N/A
|
3
$0
|
|