Latest Institutional Transactions on Us Bancorp \De\ (USB)
This table provides information on the latest institutional transactions involving Us Bancorp \De\ (USB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-18.9K- 3.71% |
$738K - $892K
|
490K
$24.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
357+ 6.31% |
$13.9K - $16.9K
|
6.01K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 0.39% |
$56.5K - $68.3K
|
373K
$18.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-117- 0.45% |
$4.57K - $5.53K
|
26K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.89K+ 34.67% |
$152K - $184K
|
15.1K
$759K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-940- 11.23% |
$36.7K - $44.4K
|
7.43K
$373K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-72.3K- 13.77% |
$2.82M - $3.42M
|
453K
$22.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.33K+ 4.08% |
$90.9K - $110K
|
59.4K
$2.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-363- 3.77% |
$14.2K - $17.1K
|
9.27K
$465K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-638- 4.1% |
$24.9K - $30.1K
|
14.9K
$750K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-194- 0.89% |
$7.57K - $9.16K
|
21.6K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.4KNew |
$172K - $208K
|
4.4K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
52+ 12.75% |
$2.03K - $2.46K
|
460
$23.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
803+ 4.02% |
$31.3K - $37.9K
|
20.8K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.37K- 11.15% |
$53.3K - $64.5K
|
10.9K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.59K+ 26.49% |
$62.1K - $75.1K
|
7.59K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.23K+ 1.96% |
$48K - $58.1K
|
64K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.26K- 3.89% |
$49.2K - $59.6K
|
31.1K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.79K- 55.63% |
$148K - $179K
|
3.02K
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-1.72K- 1.52% |
$67K - $81K
|
111K
$5.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-539- 8.54% |
$21K - $25.5K
|
5.77K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.72K- 9.53% |
$67.1K - $81.1K
|
16.3K
$819K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$39 - $47.2
|
16.6K
$835K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
649+ 8.25% |
$25.3K - $30.7K
|
8.52K
$428K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
481+ 2.58% |
$18.8K - $22.7K
|
19.1K
$959K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-102- 1.49% |
$3.98K - $4.82K
|
6.77K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
477+ 4.32% |
$18.6K - $22.5K
|
11.5K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.01K+ 119.92% |
$313K - $378K
|
14.7K
$738K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-300- 5.11% |
$11.7K - $14.2K
|
5.57K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.94K+ 7.66% |
$193K - $233K
|
69.5K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
68+ 0.07% |
$2.65K - $3.21K
|
91.1K
$4.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-619- 13.48% |
$24.2K - $29.2K
|
3.97K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.68K- 5.47% |
$105K - $127K
|
46.3K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-508- 7.95% |
$19.8K - $24K
|
5.88K
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.11K- 2.65% |
$82.2K - $99.5K
|
77.5K
$3.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.45K+ 3.74% |
$135K - $163K
|
95.7K
$4.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
370+ 0.28% |
$14.4K - $17.5K
|
132K
$6.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-153- 1.8% |
$5.97K - $7.23K
|
8.33K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.8K+ 1.88% |
$70.3K - $85K
|
97.7K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56New |
$2.19K - $2.64K
|
56
$2.81K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.64K+ 4.06% |
$63.9K - $77.4K
|
42K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-382- 2.58% |
$14.9K - $18K
|
14.4K
$724K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.69K- 2.27% |
$66K - $79.9K
|
72.8K
$3.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.66% |
$164K - $199K
|
119K
$5.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-262- 0.81% |
$10.2K - $12.4K
|
32.2K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
33+ 0.36% |
$1.29K - $1.56K
|
9.22K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.38K+ 8.3% |
$132K - $160K
|
44.1K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4.81KNew |
$188K - $227K
|
4.81K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.51K+ 3.55% |
$58.8K - $71.2K
|
44K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-757- 3.66% |
$29.6K - $35.8K
|
20K
$1M
|