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This page summarizes the UHAL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UHAL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UHAL Share Count |
|---|
| SJS Investment Consulting Inc. |
6 |
106 |
+100 |
+1666.67% |
| Raymond James & Associates |
2,805 |
5,112 |
+2,307 |
+82.25% |
| GAMMA Investing LLC |
19 |
25 |
+6 |
+31.58% |
| Amalgamated Bank |
1,443 |
1,706 |
+263 |
+18.23% |
| Allspring Global Investments Holdings LLC |
3,740 |
4,386 |
+646 |
+17.27% |
| Cambridge Investment Research Advisors Inc. |
3,917 |
4,381 |
+464 |
+11.85% |
| Redmont Wealth Advisors LLC |
9,195 |
9,880 |
+685 |
+7.45% |
| CWM LLC |
132 |
139 |
+7 |
+5.30% |
| Scharf Investments LLC |
657,373 |
668,818 |
+11,445 |
+1.74% |
| Commonwealth Equity Services LLC |
6,943 |
7,037 |
+94 |
+1.35% |
| 13F Filers Reporting New Positions In UHAL |
|---|
| Altfest L J & Co. Inc. |
0 |
3,693 |
+3,693 |
+100% |
| Atlas Capital Advisors LLC |
0 |
157 |
+157 |
+100% |
| YHB Investment Advisors Inc. |
0 |
50 |
+50 |
+100% |
| Simplex Trading LLC |
0 |
267 |
+267 |
+100% |
| Riverview Trust Co |
0 |
23 |
+23 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
2,690 |
+2,690 |
+100% |
| Opal Wealth Advisors LLC |
0 |
1,771 |
+1,771 |
+100% |
| Cannon Global Investment Management LLC |
0 |
4,900 |
+4,900 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First Hawaiian Bank |
4,767 |
4,767 |
UNCH |
0.00% |
| NBC Securities Inc. |
308 |
308 |
UNCH |
0.00% |
| UMB Bank N A MO |
30 |
30 |
UNCH |
0.00% |
| Allworth Financial LP |
99 |
99 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
1 |
1 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
| Pinnacle Bank |
121 |
121 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
23 |
23 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
8 |
8 |
UNCH |
0.00% |
| CVA Family Office LLC |
100 |
100 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| Red Tortoise LLC |
3 |
3 |
UNCH |
0.00% |
| 13F Filers Decreasing UHAL Share Count |
|---|
| Massmutual Trust Co. FSB ADV |
12 |
2 |
-10 |
-83.33% |
| Bank of New York Mellon Corp |
46,986 |
19,655 |
-27,331 |
-58.17% |
| Denali Advisors LLC |
490 |
474 |
-16 |
-3.27% |
| Mcdonald Partners LLC |
16,325 |
16,125 |
-200 |
-1.23% |
| RK Asset Management LLC |
4,188 |
4,138 |
-50 |
-1.19% |
| Diversified Investment Strategies LLC |
8,954 |
8,869 |
-85 |
-0.95% |
| Norman Fields Gottscho Capital Management LLC |
7,278 |
7,228 |
-50 |
-0.69% |
| Lakewood Asset Management LLC |
3,848 |
3,836 |
-12 |
-0.31% |
| 13F Filers Exiting UHAL |
|---|
| Arlington Trust Co LLC |
20 |
0 |
-20 |
-100.00% |
| Spire Wealth Management |
387 |
0 |
-387 |
-100.00% |
| Raymond James Financial Services Advisors Inc. |
3,905 |
0 |
-3,905 |
-100.00% |
| AdvisorNet Financial Inc |
58 |
0 |
-58 |
-100.00% |
See Summary: Institutional Holders of UHAL
See Details: Top 10 Hedge Funds Holding UHAL
Also See: UHAL Insider Buying
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