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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.9K+ 2.21% |
$77.9K - $96.9K
|
88.1K
$3.78M
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-221- 2.7% |
$9.04K - $11.2K
|
7.98K
$342K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-816- 0.1% |
$33.4K - $41.5K
|
832K
$35.7M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-440- 7.66% |
$18K - $22.4K
|
5.3K
$227K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
24+ 0.48% |
$982 - $1.22K
|
5.03K
$216K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.3K+ 53.03% |
$461K - $574K
|
32.5K
$1.4M
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
594+ 4.87% |
$24.3K - $30.2K
|
12.8K
$549K
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-281- 4.03% |
$11.5K - $14.3K
|
6.7K
$287K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
817+ 11.41% |
$33.4K - $41.6K
|
7.98K
$342K
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
1.81K+ 11.24% |
$74.2K - $92.3K
|
17.9K
$769K
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
1.13K+ 4.95% |
$46K - $57.3K
|
23.9K
$1.02M
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
20.4KNew |
$836K - $1.04M
|
20.4K
$877K
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
19New |
$777 - $967
|
19
$815
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
122+ 39.74% |
$4.99K - $6.21K
|
429
$18.4K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-15.6K- 35.81% |
$640K - $796K
|
28K
$1.2M
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.19% |
$655 - $814
|
8.31K
$356K
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
13.2KNew |
$542K - $674K
|
13.2K
$568K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-664- 23.65% |
$27.2K - $33.8K
|
2.14K
$92K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-91.1K- 58.49% |
$3.73M - $4.64M
|
64.7K
$2.77M
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-889- 12.04% |
$36.4K - $45.3K
|
6.5K
$279K
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
10+ 0.08% |
$409 - $509
|
12K
$516K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-307- 2.23% |
$12.6K - $15.6K
|
13.5K
$577K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.37K- 3.78% |
$97K - $121K
|
60.3K
$2.59M
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
319+ 2.95% |
$13.1K - $16.2K
|
11.1K
$477K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-279- 1.36% |
$11.4K - $14.2K
|
20.2K
$868K
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
159+ 1.35% |
$6.51K - $8.09K
|
12K
$513K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-312- 5.79% |
$12.8K - $15.9K
|
5.08K
$218K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.18K- 1.86% |
$48.3K - $60.1K
|
62.4K
$2.68M
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.47K+ 10.3% |
$60.1K - $74.8K
|
15.7K
$675K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
540+ 7.73% |
$22.1K - $27.5K
|
7.53K
$323K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
40.3K+ 30.57% |
$1.65M - $2.05M
|
172K
$7.39M
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
331K+ 105.92% |
$13.5M - $16.9M
|
644K
$27.6M
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.44K+ 27.84% |
$58.7K - $73K
|
6.59K
$283K
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-46- 0.09% |
$1.88K - $2.34K
|
51.4K
$2.2M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-479K- 97.04% |
$19.6M - $24.4M
|
14.6K
$627K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.83% |
$59.3K - $73.8K
|
39.3K
$1.68M
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-260- 2.69% |
$10.6K - $13.2K
|
9.41K
$404K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
19+ 0.16% |
$777 - $967
|
11.8K
$505K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
888+ 8.66% |
$36.3K - $45.2K
|
11.1K
$478K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.98K- 4.59% |
$81K - $101K
|
41.1K
$1.76M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
847+ 11.55% |
$34.7K - $43.1K
|
8.18K
$351K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-796- 2.78% |
$32.6K - $40.5K
|
27.8K
$1.19M
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
469+ 3.2% |
$19.2K - $23.9K
|
15.1K
$649K
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
84KNew |
$3.44M - $4.28M
|
84K
$3.6M
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-575- 1.64% |
$23.5K - $29.3K
|
34.5K
$1.48M
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-6.79K- 5.88% |
$278K - $346K
|
109K
$4.66M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-823- 2.67% |
$33.7K - $41.9K
|
30K
$1.29M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-763- 2.37% |
$31.2K - $38.8K
|
31.5K
$1.35M
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
300+ 0.79% |
$12.3K - $15.3K
|
38.2K
$1.64M
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
69.3K+ 62.04% |
$2.84M - $3.53M
|
181K
$7.76M
|