Purchases and Sales Made in Q4 2025 in Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
87.4K+ 582.19% |
N/A
|
102K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
15.1K+ 32.08% |
N/A
|
62K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.86K+ 18.33% |
N/A
|
18.4K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.84K+ 5.03% |
N/A
|
38.4K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
460+ 686.57% |
N/A
|
527
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
245+ 2.51% |
N/A
|
10K
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
183+ 6.37% |
N/A
|
3.06K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
178+ 508.57% |
N/A
|
213
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
61+ 15.37% |
N/A
|
458
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35+ 6.16% |
N/A
|
603
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.48% |
N/A
|
77
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 27.78% |
N/A
|
26
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 63.93% |
N/A
|
22
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-80- 1.44% |
N/A
|
5.49K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-205- 11.21% |
N/A
|
1.62K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-1.08K- 2.04% |
N/A
|
51.8K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.01K- 18.2% |
N/A
|
9.03K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-80.3K- 8.9% |
N/A
|
822K
$0
|
|