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 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
21+ 0.03% |
$859 - $1.07K
|
66.4K
$2.85M
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
897+ 2.82% |
$36.7K - $45.7K
|
32.8K
$1.4M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
40.8K+ 6.56% |
$1.67M - $2.08M
|
662K
$28.4M
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.0% |
$205 - $255
|
507
$21.7K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
104K+ 33683.82% |
$4.26M - $5.3M
|
104K
$4.48M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.68K+ 63.19% |
$355K - $442K
|
22.4K
$961K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
247+ 8.49% |
$10.1K - $12.6K
|
3.16K
$135K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-757- 0.71% |
$31K - $38.5K
|
106K
$4.57M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-19.3K- 29.88% |
$791K - $984K
|
45.4K
$1.95M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
464+ 5.14% |
$19K - $23.6K
|
9.49K
$407K
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-18.4K- 4.1% |
$754K - $938K
|
431K
$18.5M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6K+ 8.81% |
$721K - $897K
|
218K
$9.34M
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-485K- 28.8% |
$19.8M - $24.7M
|
1.2M
$51.4M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13+ 0.23% |
$532 - $662
|
5.59K
$240K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-216- 1.98% |
$8.84K - $11K
|
10.7K
$458K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-15- 0.16% |
$614 - $764
|
9.42K
$404K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.0% |
$123 - $153
|
68K
$2.92M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.24% |
$1.27K - $1.58K
|
12.7K
$545K
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.43% |
$5.12K - $6.36K
|
5.02K
$215K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
132+ 240.0% |
$5.4K - $6.72K
|
187
$8.02K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.51K- 5.18% |
$62K - $77.1K
|
27.7K
$1.19M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-2.81K- 4.13% |
$115K - $143K
|
65.2K
$2.8M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.05K- 3.6% |
$43K - $53.5K
|
28.2K
$1.21M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-201- 2.18% |
$8.22K - $10.2K
|
9.03K
$387K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
192+ 0.22% |
$7.86K - $9.77K
|
88.4K
$3.79M
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.39K+ 0.51% |
$56.9K - $70.8K
|
275K
$11.8M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
98K+ 75.42% |
$4.01M - $4.99M
|
228K
$9.77M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-157K- 73.68% |
$6.43M - $7.99M
|
56.1K
$2.41M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
677+ 9.03% |
$27.7K - $34.5K
|
8.17K
$350K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
160+ 0.98% |
$6.55K - $8.14K
|
16.5K
$710K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
502+ 4.06% |
$20.5K - $25.6K
|
12.9K
$551K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 3.45% |
$14.3K - $17.8K
|
10.5K
$450K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-87- 38.5% |
$3.56K - $4.43K
|
139
$5.96K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.75K+ 73.54% |
$194K - $242K
|
11.2K
$481K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.85K+ 2.72% |
$198K - $247K
|
183K
$7.84M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.42K+ 86.83% |
$385K - $479K
|
20.3K
$869K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
145+ 0.73% |
$5.93K - $7.38K
|
20.1K
$863K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 97.56% |
$16.4K - $20.4K
|
10
$429
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-7.78K- 21.14% |
$318K - $396K
|
29K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.81K+ 22.71% |
$115K - $143K
|
15.2K
$651K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169+ 71.31% |
$6.92K - $8.6K
|
406
$17.4K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 0.42% |
$1.84K - $2.29K
|
10.7K
$457K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 1.76% |
$508K - $632K
|
691K
$29.6M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$882K - $1.1M
|
21.6K
$925K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
393+ 4.96% |
$16.1K - $20K
|
8.32K
$357K
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
791+ 13.53% |
$32.4K - $40.3K
|
6.64K
$285K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
71K+ 38.35% |
$2.9M - $3.61M
|
256K
$11M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-115K- 36.72% |
$4.72M - $5.87M
|
199K
$8.52M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-652- 1.58% |
$26.7K - $33.2K
|
40.6K
$1.74M
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
238+ 1.18% |
$9.74K - $12.1K
|
20.3K
$873K
|