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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-47K- 63.76% |
$1.87M - $2.1M
|
26.7K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.4K+ 0.5% |
$535K - $599K
|
2.7M
$125M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-52- 0.34% |
$2.08K - $2.32K
|
15.4K
$713K
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.89K+ 44.56% |
$115K - $129K
|
9.37K
$436K
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-132- 2.51% |
$5.27K - $5.9K
|
5.12K
$238K
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2K+ 13.0% |
$79.8K - $89.4K
|
17.4K
$808K
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
180K+ 1084.94% |
$7.19M - $8.05M
|
197K
$9.14M
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
16.5KNew |
$657K - $735K
|
16.5K
$764K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.42K- 9.06% |
$56.8K - $63.7K
|
14.3K
$664K
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.08K- 9.5% |
$42.9K - $48.1K
|
10.2K
$476K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 29.46% |
$7.98K - $8.94K
|
479
$22.3K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 1.24% |
$559 - $626
|
1.14K
$53K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7New |
$279 - $313
|
7
$325
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-289- 5.42% |
$11.5K - $12.9K
|
5.04K
$234K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-413- 7.95% |
$16.5K - $18.5K
|
4.78K
$222K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-710- 56.8% |
$28.3K - $31.7K
|
540
$25.1K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.86K+ 6.73% |
$74.2K - $83.1K
|
29.5K
$1.37M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.09K- 1.71% |
$83.5K - $93.5K
|
120K
$5.57M
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-337- 6.47% |
$13.4K - $15.1K
|
4.87K
$226K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.97K- 30.25% |
$78.5K - $87.9K
|
4.54K
$211K
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
12.9KNew |
$517K - $579K
|
12.9K
$601K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
93+ 6.29% |
$3.71K - $4.16K
|
1.57K
$73K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.3KNew |
$211K - $237K
|
5.3K
$246K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.3K- 65.92% |
$771K - $864K
|
9.99K
$464K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-145- 1.84% |
$5.79K - $6.48K
|
7.74K
$360K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.18% |
$359 - $402
|
4.95K
$230K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.72KNew |
$188K - $211K
|
4.72K
$219K
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-309- 0.09% |
$12.3K - $13.8K
|
349K
$16.2M
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.99KNew |
$239K - $268K
|
5.99K
$279K
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
679KNew |
$27.1M - $30.3M
|
679K
$31.5M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
74New |
$2.95K - $3.31K
|
74
$3.44K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.49% |
$958 - $1.07K
|
4.91K
$228K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.06K- 10.72% |
$82.4K - $92.3K
|
17.2K
$799K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-300- 21.31% |
$12K - $13.4K
|
1.11K
$51.5K
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
18.8KNew |
$749K - $839K
|
18.8K
$872K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-175- 0.5% |
$6.98K - $7.82K
|
34.7K
$1.61M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.6KNew |
$263K - $295K
|
6.6K
$307K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
220New |
$8.78K - $9.83K
|
220
$10.2K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-301- 3.35% |
$12K - $13.5K
|
8.7K
$404K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-451- 8.76% |
$18K - $20.2K
|
4.7K
$218K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.59KNew |
$183K - $205K
|
4.59K
$213K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5K- 11.32% |
$200K - $224K
|
39.2K
$1.82M
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
1KNew |
$39.9K - $44.7K
|
1K
$46.5K
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
23.6KNew |
$942K - $1.05M
|
23.6K
$1.1M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.72K+ 99.64% |
$268K - $300K
|
13.5K
$626K
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.16KNew |
$206K - $230K
|
5.16K
$240K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
444New |
$17.7K - $19.8K
|
444
$20.6K
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
24.1KNew |
$963K - $1.08M
|
24.1K
$1.12M
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
174New |
$6.94K - $7.78K
|
174
$8.09K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
226+ 4.7% |
$9.02K - $10.1K
|
5.03K
$234K
|