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 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
505+ 1.05% |
$20.2K - $22.6K
|
48.5K
$2.25M
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-862- 14.32% |
$34.4K - $38.5K
|
5.16K
$240K
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-78- 1.44% |
$3.11K - $3.49K
|
5.32K
$247K
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.04% |
$200 - $224
|
13.3K
$620K
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-100- 0.64% |
$3.99K - $4.47K
|
15.4K
$717K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.83% |
$479 - $536
|
1.46K
$67.7K
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$416K - $466K
|
10.4K
$485K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-535- 5.26% |
$21.4K - $23.9K
|
9.64K
$448K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-132- 4.6% |
$5.27K - $5.9K
|
2.74K
$127K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-132- 35.58% |
$5.27K - $5.9K
|
239
$11.1K
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.08% |
$1.44K - $1.61K
|
45.6K
$2.12M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 0.13% |
$3.99K - $4.47K
|
78.5K
$3.65M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
39+ 0.77% |
$1.56K - $1.74K
|
5.08K
$236K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-200Closed |
$7.98K - $8.94K
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-870- 15.41% |
$34.7K - $38.9K
|
4.78K
$222K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-200- 16.0% |
$7.98K - $8.94K
|
1.05K
$48.8K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-141- 2.26% |
$5.63K - $6.3K
|
6.09K
$283K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-108- 2.23% |
$4.31K - $4.83K
|
4.73K
$220K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.01KNew |
$320K - $358K
|
8.01K
$372K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.72K- 3.97% |
$68.7K - $77K
|
41.7K
$1.94M
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
19.7K+ 20.8% |
$785K - $879K
|
114K
$5.31M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.53KNew |
$221K - $247K
|
5.53K
$257K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-492- 85.57% |
$19.6K - $22K
|
83
$3.86K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-133K- 97.65% |
$5.3M - $5.94M
|
3.2K
$149K
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.15K- 19.57% |
$45.9K - $51.4K
|
4.73K
$220K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
87New |
$3.47K - $3.89K
|
87
$4.04K
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.83K- 6.13% |
$73.2K - $82K
|
28.1K
$1.3M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-201- 73.63% |
$8.02K - $8.98K
|
72
$3.35K
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-410- 7.94% |
$16.4K - $18.3K
|
4.75K
$221K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11KNew |
$438K - $491K
|
11K
$510K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-184- 30.82% |
$7.34K - $8.22K
|
413
$19.2K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-331- 5.73% |
$13.2K - $14.8K
|
5.45K
$253K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 5.94% |
$239 - $268
|
95
$4.41K
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-452- 6.29% |
$18K - $20.2K
|
6.74K
$313K
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.62KNew |
$184K - $206K
|
4.62K
$215K
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-375- 7.65% |
$15K - $16.8K
|
4.53K
$210K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.42K- 21.89% |
$56.5K - $63.3K
|
5.05K
$235K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-184- 1.84% |
$7.34K - $8.22K
|
9.83K
$457K
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1K- 2.69% |
$39.9K - $44.7K
|
36.1K
$1.68M
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
6.63KNew |
$265K - $296K
|
6.63K
$308K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-25.5K- 83.93% |
$1.02M - $1.14M
|
4.89K
$227K
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
19.6KNew |
$781K - $875K
|
19.6K
$910K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.44K+ 55.45% |
$97.4K - $109K
|
6.84K
$318K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
1.07K+ 1065.0% |
$42.5K - $47.6K
|
1.17K
$54.1K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
398+ 0.66% |
$15.9K - $17.8K
|
60.7K
$2.82M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.63% |
$39.9 - $44.7
|
160
$7.44K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-70- 7.79% |
$2.79K - $3.13K
|
829
$38.5K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.39% |
$79.8 - $89.4
|
505
$23.5K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-360- 4.92% |
$14.4K - $16.1K
|
6.95K
$323K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-136- 86.62% |
$5.43K - $6.08K
|
21
$976
|