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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
315+ 3.43% |
$12.1K - $13.8K
|
9.51K
$442K
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
31.3K+ 165.62% |
$1.2M - $1.38M
|
50.2K
$2.33M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.9K- 4.44% |
$612K - $699K
|
342K
$15.9M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
242+ 2.86% |
$9.3K - $10.6K
|
8.71K
$405K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-47- 0.29% |
$1.81K - $2.07K
|
16K
$743K
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-94- 0.9% |
$3.61K - $4.13K
|
10.3K
$479K
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.98K+ 5.14% |
$384K - $438K
|
204K
$9.49M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-172K- 9.12% |
$6.62M - $7.56M
|
1.72M
$79.7M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-940- 1.86% |
$36.1K - $41.3K
|
49.7K
$2.31M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-817- 8.79% |
$31.4K - $35.9K
|
8.48K
$394K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
51+ 0.36% |
$1.96K - $2.24K
|
14.2K
$659K
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-210- 2.56% |
$8.07K - $9.23K
|
8K
$372K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
820+ 0.86% |
$31.5K - $36K
|
95.9K
$4.45M
|
|
Jul 30, 2024
Q2 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
369K+ 106.77% |
$14.2M - $16.2M
|
714K
$33.2M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-675- 5.08% |
$26K - $29.7K
|
12.6K
$586K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
456+ 2.66% |
$17.5K - $20K
|
17.6K
$818K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.61K- 26.02% |
$100K - $115K
|
7.41K
$344K
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-472- 2.41% |
$18.1K - $20.7K
|
19.1K
$887K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.06% |
$1.38K - $1.58K
|
56K
$2.6M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
90.1K+ 10.45% |
$3.47M - $3.96M
|
952K
$44.3M
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-375- 2.53% |
$14.4K - $16.5K
|
14.4K
$671K
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-592- 4.65% |
$22.8K - $26K
|
12.1K
$564K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
24.3KNew |
$933K - $1.07M
|
24.3K
$1.13M
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.03K- 17.14% |
$39.6K - $45.3K
|
4.98K
$231K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18+ 0.17% |
$692 - $791
|
10.6K
$492K
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-2.2K- 4.34% |
$84.7K - $96.8K
|
48.5K
$2.25M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.63K- 4.0% |
$62.5K - $71.4K
|
39K
$1.81M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
102+ 1.35% |
$3.92K - $4.48K
|
7.66K
$356K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-409- 2.73% |
$15.7K - $18K
|
14.6K
$677K
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
215+ 1.7% |
$8.27K - $9.45K
|
12.9K
$599K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.93K+ 18.41% |
$151K - $173K
|
25.2K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-308- 0.53% |
$11.8K - $13.5K
|
57.5K
$2.67M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-5.9K- 10.41% |
$227K - $259K
|
50.7K
$2.36M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.13K+ 6.9% |
$159K - $181K
|
64K
$2.97M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 1.02% |
$7.69K - $8.79K
|
19.3K
$898K
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.9K- 6.19% |
$150K - $171K
|
59.1K
$2.74M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.48K- 4.53% |
$57K - $65.1K
|
31.2K
$1.45M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-266- 5.07% |
$10.2K - $11.7K
|
4.98K
$231K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.11K+ 14.47% |
$42.6K - $48.7K
|
8.77K
$408K
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
25.3K+ 36.51% |
$973K - $1.11M
|
94.6K
$4.4M
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.1K+ 0.11% |
$42.4K - $48.5K
|
971K
$45.1M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 24.46% |
$487K - $557K
|
64.5K
$3M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 2.24% |
$269 - $308
|
319
$14.8K
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-1.8K- 11.93% |
$69.2K - $79.1K
|
13.3K
$618K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-154- 2.47% |
$5.92K - $6.77K
|
6.08K
$283K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
37+ 0.09% |
$1.42K - $1.63K
|
39.2K
$1.82M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.08K- 10.07% |
$119K - $135K
|
27.5K
$1.28M
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-73- 0.08% |
$2.81K - $3.21K
|
91K
$4.23M
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14+ 3.54% |
$538 - $615
|
409
$19K
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
566+ 8.27% |
$21.8K - $24.9K
|
7.41K
$344K
|