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 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-156- 19.24% |
$6K - $6.86K
|
655
$30.4K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.64K- 21.71% |
$102K - $116K
|
9.52K
$442K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.42K- 3.25% |
$54.7K - $62.5K
|
42.3K
$1.97M
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 10.88% |
$65.5K - $74.8K
|
17.4K
$807K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.7K- 15.82% |
$104K - $119K
|
14.4K
$668K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-189- 2.06% |
$7.27K - $8.31K
|
9.01K
$418K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
173+ 45.53% |
$6.65K - $7.6K
|
553
$25.7K
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-101- 0.95% |
$3.88K - $4.44K
|
10.5K
$488K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.02K- 2.44% |
$77.6K - $88.7K
|
80.6K
$3.75M
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-5.03K- 5.87% |
$193K - $221K
|
80.6K
$3.75M
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.0% |
$38.5 - $44
|
49.7K
$2.31M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22.6K+ 19.99% |
$867K - $991K
|
135K
$6.29M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.15K- 2.95% |
$121K - $138K
|
103K
$4.8M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
573+ 1.82% |
$22K - $25.2K
|
32.1K
$1.49M
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.7K- 18.03% |
$104K - $119K
|
12.3K
$570K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
112+ 180.65% |
$4.31K - $4.92K
|
174
$8.09K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
23.4K+ 8.54% |
$900K - $1.03M
|
297K
$13.8M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.31K+ 19.28% |
$50.5K - $57.7K
|
8.12K
$377K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 7.54% |
$60.2K - $68.8K
|
19.2K
$892K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.98K- 2.16% |
$76.1K - $87K
|
89.7K
$4.17M
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-311- 3.04% |
$12K - $13.7K
|
9.91K
$460K
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.26K+ 6.18% |
$87K - $99.5K
|
38.9K
$1.81M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.99K+ 12.35% |
$76.6K - $87.5K
|
18.1K
$842K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-689- 23.37% |
$26.5K - $30.3K
|
2.26K
$105K
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-5.87KClosed |
$226K - $258K
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-125- 1.95% |
$4.81K - $5.49K
|
6.28K
$292K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.42% |
$2.73K - $3.12K
|
2.86K
$133K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.4KNew |
$53.8K - $61.5K
|
1.4K
$65.1K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
43+ 0.3% |
$1.65K - $1.89K
|
14.3K
$664K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
14.6K+ 37.26% |
$563K - $644K
|
53.9K
$2.51M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-97.1K- 76.6% |
$3.73M - $4.27M
|
29.7K
$1.38M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 5.86% |
$38.2K - $43.7K
|
16K
$742K
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
4.58K+ 76.3% |
$176K - $201K
|
10.6K
$492K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.04K+ 6.84% |
$194K - $221K
|
78.7K
$3.66M
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
435+ 7.95% |
$16.7K - $19.1K
|
5.9K
$274K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-29.2K- 42.66% |
$1.12M - $1.28M
|
39.3K
$1.82M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
153+ 1.84% |
$5.88K - $6.72K
|
8.49K
$394K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.86K- 12.52% |
$110K - $126K
|
20K
$928K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 0.72% |
$192 - $220
|
699
$32.5K
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.64K+ 0.42% |
$101K - $116K
|
627K
$29.1M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17.5KNew |
$673K - $769K
|
17.5K
$814K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
51+ 51.0% |
$1.96K - $2.24K
|
151
$7.02K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.3% |
$654 - $747
|
5.77K
$268K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.66KNew |
$218K - $249K
|
5.66K
$263K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-480- 6.72% |
$18.5K - $21.1K
|
6.66K
$309K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
925+ 0.84% |
$35.6K - $40.7K
|
111K
$5.16M
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-650- 2.18% |
$25K - $28.6K
|
29.1K
$1.35M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-764- 1.86% |
$29.4K - $33.6K
|
40.4K
$1.88M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11.7K- 3.05% |
$449K - $514K
|
372K
$17.3M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-75- 0.16% |
$2.88K - $3.3K
|
46.6K
$2.17M
|