Purchases and Sales Made in Q3 2024 in United Rentals, Inc. (URI)
This table provides information about the institutional ownership of United Rentals, Inc. (URI) during Q3 2024. The information is specifically focused on institutions that hold shares of UNITED RENTALS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 1.15% |
$4.39K - $5.7K
|
618
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$4.39K - $5.7K
|
7
$5.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 0.39% |
$4.39K - $5.7K
|
1.78K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 87.5% |
$4.39K - $5.7K
|
15
$11.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 2.58% |
$3.76K - $4.88K
|
239
$179K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.6% |
$3.76K - $4.88K
|
1K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6+ 1.64% |
$3.76K - $4.88K
|
371
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6+ 1.74% |
$3.76K - $4.88K
|
350
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5+ 1.54% |
$3.14K - $4.07K
|
330
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5+ 0.8% |
$3.14K - $4.07K
|
632
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
5+ 0.38% |
$3.14K - $4.07K
|
1.32K
$983K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5+ 1.58% |
$3.14K - $4.07K
|
322
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
5+ 0.03% |
$3.14K - $4.07K
|
15.3K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5+ 0.09% |
$3.14K - $4.07K
|
5.62K
$4.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$2.51K - $3.26K
|
4
$2.99K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 14.29% |
$2.51K - $3.26K
|
32
$23.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.72% |
$2.51K - $3.26K
|
561
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
4+ 0.64% |
$2.51K - $3.26K
|
631
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.62% |
$2.51K - $3.26K
|
654
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$2.51K - $3.26K
|
4
$2.99K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 44.44% |
$2.51K - $3.26K
|
13
$9.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.24% |
$2.51K - $3.26K
|
1.67K
$1.25M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 1.09% |
$2.51K - $3.26K
|
370
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 14.29% |
$1.88K - $2.44K
|
24
$17.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3+ 0.95% |
$1.88K - $2.44K
|
320
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3New |
$1.88K - $2.44K
|
3
$2.24K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 100.0% |
$1.88K - $2.44K
|
6
$4.48K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$1.88K - $2.44K
|
3
$2.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.54% |
$1.88K - $2.44K
|
561
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 10.34% |
$1.88K - $2.44K
|
32
$23.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
3+ 0.41% |
$1.88K - $2.44K
|
737
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 0.95% |
$1.88K - $2.44K
|
320
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 40.0% |
$1.25K - $1.63K
|
7
$5.23K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.4% |
$1.25K - $1.63K
|
506
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.54% |
$1.25K - $1.63K
|
373
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.31% |
$1.25K - $1.63K
|
652
$487K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 28.57% |
$1.25K - $1.63K
|
9
$6.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.63% |
$1.25K - $1.63K
|
321
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.35% |
$1.25K - $1.63K
|
569
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2+ 0.18% |
$1.25K - $1.63K
|
1.1K
$824K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$1.25K - $1.63K
|
2
$1.49K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.69% |
$1.25K - $1.63K
|
120
$89.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 22.22% |
$1.25K - $1.63K
|
11
$8.22K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.27% |
$1.25K - $1.63K
|
735
$549K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 66.67% |
$1.25K - $1.63K
|
5
$3.74K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2+ 0.63% |
$1.25K - $1.63K
|
319
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.55% |
$1.25K - $1.63K
|
368
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2+ 0.37% |
$1.25K - $1.63K
|
540
$404K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.54% |
$627 - $814
|
186
$139K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$627 - $814
|
1
$747
|