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 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-29K- 6.67% |
$1.16M - $1.29M
|
405K
$18.8M
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-103- 2.02% |
$4.11K - $4.6K
|
4.99K
$232K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-152- 3.16% |
$6.07K - $6.79K
|
4.66K
$217K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-6K- 60.0% |
$239K - $268K
|
4K
$186K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$120 - $134
|
1.85K
$85.9K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
103+ 29.68% |
$4.11K - $4.6K
|
450
$20.9K
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
4.62KNew |
$184K - $207K
|
4.62K
$215K
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.48KNew |
$179K - $200K
|
4.48K
$208K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.32K- 12.82% |
$52.6K - $58.9K
|
8.96K
$416K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1K- 36.06% |
$39.9K - $44.7K
|
1.77K
$82.4K
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-988- 17.75% |
$39.4K - $44.2K
|
4.58K
$213K
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-12.1K- 38.49% |
$481K - $539K
|
19.3K
$895K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-245- 5.08% |
$9.78K - $11K
|
4.58K
$213K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30KNew |
$1.2M - $1.34M
|
30K
$1.39M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
671New |
$26.8K - $30K
|
671
$31.2K
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-7.24K- 34.59% |
$289K - $323K
|
13.7K
$636K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.8K+ 217.56% |
$711K - $796K
|
26K
$1.21M
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
55+ 0.11% |
$2.2K - $2.46K
|
48.5K
$2.25M
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
23+ 0.04% |
$918 - $1.03K
|
62.6K
$2.91M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
120+ 1.5% |
$4.79K - $5.36K
|
8.1K
$376K
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.37K- 4.01% |
$94.7K - $106K
|
56.9K
$2.64M
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.27K+ 18.88% |
$50.7K - $56.8K
|
8K
$372K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.1K- 22.66% |
$124K - $139K
|
10.6K
$492K
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-142- 2.72% |
$5.67K - $6.35K
|
5.08K
$236K
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-1.08K- 3.49% |
$42.9K - $48.1K
|
29.7K
$1.38M
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.96KNew |
$238K - $266K
|
5.96K
$277K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-48- 1.02% |
$1.92K - $2.15K
|
4.64K
$215K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-438- 1.96% |
$17.5K - $19.6K
|
21.9K
$1.02M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
41New |
$1.64K - $1.83K
|
41
$1.91K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-8.83K- 27.6% |
$352K - $395K
|
23.2K
$1.08M
|
|
Apr 04, 2024
Q1 2024
|
Charlie Munger
Daily Journal Corp
|
SELL
|
- |
-20.5K- 14.64% |
$818K - $916K
|
120K
$5.55M
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 50.0% |
$599 - $671
|
15
$697
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 39.53% |
$3.99K - $4.47K
|
353
$16.4K
|
|
Q4 2023 | |||||||
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.03K- 96.38% |
$92.9K - $137K
|
114
$5.3K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-901- 6.23% |
$27.6K - $40.8K
|
13.6K
$630K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 3.31% |
$245 - $363
|
250
$11.6K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
48.4KNew |
$1.48M - $2.19M
|
48.4K
$2.25M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.1KClosed |
$33.8K - $50K
|
0
$0
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
12New |
$368 - $544
|
12
$558
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.23K+ 44540.0% |
$68.2K - $101K
|
2.23K
$104K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1KNew |
$33.7K - $49.9K
|
1.1K
$51.2K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.54KNew |
$77.7K - $115K
|
2.54K
$118K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.9KNew |
$548K - $810K
|
17.9K
$831K
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$999K - $1.48M
|
32.6K
$1.51M
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
14.4KNew |
$441K - $653K
|
14.4K
$669K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500- 16.79% |
$15.3K - $22.7K
|
2.48K
$115K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
50KNew |
$1.53M - $2.27M
|
50K
$2.32M
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
18.6KNew |
$571K - $844K
|
18.6K
$865K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$3.83K - $5.67K
|
125
$5.81K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5New |
$153 - $227
|
5
$232
|