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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.97K- 65.03% |
$367K - $457K
|
4.83K
$207K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-579- 1.35% |
$23.7K - $29.5K
|
42.2K
$1.81M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.04K- 0.45% |
$42.4K - $52.8K
|
230K
$9.86M
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-40- 0.49% |
$1.64K - $2.04K
|
8.17K
$351K
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5- 0.04% |
$205 - $255
|
11.4K
$489K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-2.38K- 17.97% |
$97.3K - $121K
|
10.9K
$466K
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.63% |
$4.09K - $5.09K
|
6.03K
$258K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.32K- 3.57% |
$53.9K - $67K
|
35.6K
$1.53M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-133- 1.11% |
$5.44K - $6.77K
|
11.8K
$507K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
118+ 1.57% |
$4.83K - $6.01K
|
7.65K
$328K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11+ 0.01% |
$450 - $560
|
118K
$5.06M
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-117- 0.31% |
$4.79K - $5.96K
|
37.1K
$1.59M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.76K+ 83.9% |
$318K - $395K
|
17K
$730K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.58KNew |
$351K - $437K
|
8.58K
$368K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.99K- 1.78% |
$327K - $407K
|
440K
$18.9M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.85K- 38.4% |
$199K - $247K
|
7.79K
$334K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.4K+ 20.25% |
$98.2K - $122K
|
14.3K
$611K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.98K- 4.23% |
$122K - $152K
|
67.6K
$2.9M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
25KNew |
$1.02M - $1.27M
|
25K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-122K- 36.6% |
$4.98M - $6.19M
|
211K
$9.04M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
176+ 2.67% |
$7.2K - $8.96K
|
6.77K
$290K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 2.7% |
$614 - $764
|
540
$23.2K
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-165- 2.74% |
$6.75K - $8.4K
|
5.86K
$252K
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-79- 0.16% |
$3.23K - $4.02K
|
49.6K
$2.13M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12K+ 111.69% |
$492K - $612K
|
22.8K
$978K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.66K- 5.38% |
$67.8K - $84.4K
|
29.2K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-597K- 66.04% |
$24.4M - $30.4M
|
307K
$13.2M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
66.5K+ 532.0% |
$2.72M - $3.38M
|
79K
$3.39M
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-986- 1.02% |
$40.3K - $50.2K
|
95.4K
$4.09M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.34K+ 6.49% |
$178K - $221K
|
71.3K
$3.06M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.24K- 7.18% |
$50.9K - $63.3K
|
16.1K
$690K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.17% |
$409 - $509
|
6.03K
$259K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
11+ 0.91% |
$450 - $560
|
1.22K
$52.2K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-199K- 2.55% |
$8.16M - $10.1M
|
7.61M
$326M
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
57.5KNew |
$2.35M - $2.93M
|
57.5K
$2.47M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-40- 0.48% |
$1.64K - $2.04K
|
8.34K
$358K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-928- 64.99% |
$38K - $47.2K
|
500
$21.4K
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.54KNew |
$227K - $282K
|
5.54K
$237K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-27K- 6.57% |
$1.11M - $1.38M
|
385K
$16.5M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.88K- 8.8% |
$200K - $248K
|
50.6K
$2.17M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-145- 4.18% |
$5.93K - $7.38K
|
3.32K
$142K
|
|
May 08, 2025
Q1 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-1.37K- 1.24% |
$55.9K - $69.5K
|
109K
$4.68M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
225New |
$9.21K - $11.5K
|
225
$9.65K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
83.7K+ 900.0% |
$3.43M - $4.26M
|
93K
$3.99M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-3.08K- 8.2% |
$126K - $157K
|
34.5K
$1.48M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
545+ 2.21% |
$22.3K - $27.7K
|
25.3K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.37K- 4.88% |
$56K - $69.6K
|
26.6K
$1.14M
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
9.51K+ 4.29% |
$389K - $484K
|
231K
$9.91M
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
12.9K+ 2.57% |
$528K - $657K
|
514K
$22.1M
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
345+ 2.22% |
$14.1K - $17.6K
|
15.9K
$682K
|