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 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-2.38K- 20.76% |
$91.7K - $105K
|
9.1K
$423K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.62K- 6.45% |
$101K - $115K
|
38K
$1.77M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
162+ 2.6% |
$6.23K - $7.12K
|
6.39K
$297K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-20.7K- 19.79% |
$798K - $912K
|
84.1K
$3.91M
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-9.2K- 29.69% |
$354K - $404K
|
21.8K
$1.01M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
36+ 0.58% |
$1.38K - $1.58K
|
6.26K
$291K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-599- 4.26% |
$23K - $26.3K
|
13.5K
$625K
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
500+ 9.32% |
$19.2K - $22K
|
5.87K
$273K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
259+ 3.55% |
$9.96K - $11.4K
|
7.56K
$351K
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
19.2K+ 6.49% |
$738K - $844K
|
315K
$14.6M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
609+ 822.97% |
$23.4K - $26.8K
|
683
$31.7K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-715- 6.91% |
$27.5K - $31.4K
|
9.63K
$448K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.26K- 30.32% |
$87.1K - $99.5K
|
5.2K
$242K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 0.23% |
$1.69K - $1.93K
|
19.3K
$897K
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-4.4K- 8.25% |
$169K - $193K
|
49K
$2.27M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-27.2K- 30.56% |
$1.05M - $1.2M
|
61.9K
$2.88M
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
26+ 0.36% |
$1K - $1.14K
|
7.29K
$339K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
136New |
$5.23K - $5.98K
|
136
$6.32K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-117- 0.71% |
$4.5K - $5.14K
|
16.4K
$762K
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 3.93% |
$15.4K - $17.6K
|
9.79K
$455K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.01% |
$38.5 - $44
|
8.65K
$402K
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.04K+ 29.19% |
$155K - $178K
|
17.9K
$832K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.81K+ 33.6% |
$339K - $387K
|
35K
$1.63M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.56K- 4.96% |
$98.6K - $113K
|
49.1K
$2.28M
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.77K- 3.36% |
$106K - $122K
|
79.6K
$3.7M
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
546+ 10.35% |
$21K - $24K
|
5.82K
$271K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.19K+ 3.99% |
$84.2K - $96.3K
|
57.1K
$2.65M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.52K+ 5.85% |
$58.6K - $67K
|
27.6K
$1.28M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.68KNew |
$334K - $381K
|
8.68K
$403K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
18.5KNew |
$712K - $813K
|
18.5K
$860K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.4K- 3.17% |
$1.05M - $1.2M
|
839K
$39M
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-700- 11.61% |
$26.9K - $30.8K
|
5.33K
$248K
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-4.16K- 41.88% |
$160K - $183K
|
5.78K
$268K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177+ 1.59% |
$6.81K - $7.78K
|
11.3K
$526K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.31K+ 26.12% |
$88.9K - $102K
|
11.2K
$518K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-158- 1.24% |
$6.08K - $6.94K
|
12.6K
$585K
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
500+ 27.17% |
$19.2K - $22K
|
2.34K
$109K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
20.7KNew |
$797K - $911K
|
20.7K
$963K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.49KNew |
$211K - $241K
|
5.49K
$255K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.73K- 5.49% |
$182K - $208K
|
81.3K
$3.78M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.68K+ 8.2% |
$334K - $381K
|
115K
$5.32M
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-16.6K- 16.22% |
$640K - $731K
|
85.9K
$3.99M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
507+ 1.59% |
$19.5K - $22.3K
|
32.4K
$1.51M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
602+ 6.0% |
$23.1K - $26.5K
|
10.6K
$494K
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-5.54K- 12.43% |
$213K - $243K
|
39K
$1.81M
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-695- 9.81% |
$26.7K - $30.5K
|
6.39K
$297K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-7.37K- 9.67% |
$283K - $324K
|
68.8K
$3.2M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.7K- 5.85% |
$65.5K - $74.8K
|
27.4K
$1.27M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.78K+ 12.65% |
$184K - $210K
|
42.6K
$1.98M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.8K- 8.19% |
$1.07M - $1.22M
|
312K
$14.5M
|