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 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-750- 35.99% |
$28.8K - $33K
|
1.33K
$62K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
662+ 2.94% |
$25.5K - $29.1K
|
23.2K
$1.08M
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-18.5K- 4.45% |
$712K - $814K
|
398K
$18.5M
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-11K- 5.47% |
$422K - $483K
|
190K
$8.82M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
26.1KNew |
$1M - $1.15M
|
26.1K
$1.21M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-81- 3.92% |
$3.11K - $3.56K
|
1.99K
$92.3K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.08K+ 310.31% |
$79.8K - $91.2K
|
2.75K
$128K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-14.6K- 25.86% |
$561K - $641K
|
41.8K
$1.94M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-443- 2.34% |
$17K - $19.5K
|
18.5K
$860K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
250+ 4.71% |
$9.61K - $11K
|
5.56K
$258K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 1.21% |
$115 - $132
|
250
$11.6K
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.14K+ 2.01% |
$43.6K - $49.9K
|
57.7K
$2.68M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-168- 2.2% |
$6.46K - $7.38K
|
7.45K
$346K
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
6.04K+ 8.38% |
$232K - $266K
|
78.2K
$3.63M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-167K- 4.78% |
$6.42M - $7.34M
|
3.32M
$155M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33K- 9.36% |
$1.27M - $1.45M
|
320K
$14.9M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.64K- 17.56% |
$140K - $160K
|
17.1K
$794K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.55K- 1.47% |
$252K - $288K
|
440K
$20.5M
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2+ 0.01% |
$76.9 - $87.9
|
36K
$1.67M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.43K+ 35.4% |
$93.2K - $107K
|
9.28K
$431K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.2KNew |
$392K - $448K
|
10.2K
$474K
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-4.34K- 2.72% |
$167K - $191K
|
155K
$7.22M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
607+ 1.7% |
$23.3K - $26.7K
|
36.3K
$1.69M
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
219+ 2.66% |
$8.42K - $9.63K
|
8.46K
$393K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-30.7K- 19.88% |
$1.18M - $1.35M
|
124K
$5.75M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-569- 1.14% |
$21.9K - $25K
|
49.5K
$2.3M
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-508- 3.18% |
$19.5K - $22.3K
|
15.5K
$720K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
758+ 7.37% |
$29.1K - $33.3K
|
11K
$513K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-56- 1.0% |
$2.15K - $2.46K
|
5.57K
$259K
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 1.06% |
$308 - $352
|
765
$35.5K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
221+ 3.42% |
$8.5K - $9.71K
|
6.68K
$311K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-25.9K- 4.21% |
$996K - $1.14M
|
589K
$27.4M
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-134- 0.9% |
$5.15K - $5.89K
|
14.8K
$687K
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-18.2K- 52.06% |
$699K - $799K
|
16.7K
$778K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
248+ 0.38% |
$9.54K - $10.9K
|
65.4K
$3.04M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.1K+ 4.65% |
$196K - $224K
|
115K
$5.34M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
193New |
$7.42K - $8.48K
|
193
$8.97K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.55K- 8.38% |
$214K - $244K
|
60.7K
$2.82M
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
775+ 1.85% |
$29.8K - $34.1K
|
42.6K
$1.98M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.02K- 9.28% |
$39.3K - $44.9K
|
10K
$464K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.03K- 27.3% |
$78.1K - $89.3K
|
5.41K
$251K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2.11K- 13.38% |
$81.1K - $92.7K
|
13.7K
$635K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-468- 6.21% |
$18K - $20.6K
|
7.06K
$328K
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
10K+ 5.35% |
$385K - $440K
|
197K
$9.16M
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-183- 0.63% |
$7.04K - $8.04K
|
28.7K
$1.34M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.31K+ 46.97% |
$88.9K - $102K
|
7.23K
$336K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-436- 0.2% |
$16.8K - $19.2K
|
218K
$10.1M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
856+ 5.23% |
$32.9K - $37.6K
|
17.2K
$800K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.39K+ 27.04% |
$91.9K - $105K
|
11.2K
$522K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-67- 0.74% |
$2.58K - $2.94K
|
9.03K
$420K
|