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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
7+ 0.01% |
$308 - $376
|
71.4K
$3.06M
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-150- 43.6% |
$6.6K - $8.05K
|
194
$8.33K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
451+ 74.67% |
$19.8K - $24.2K
|
1.06K
$45.3K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
407New |
$17.9K - $21.8K
|
407
$17.5K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 0.09% |
$880 - $1.07K
|
22K
$944K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18New |
$792 - $966
|
18
$773
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-352- 2.12% |
$15.5K - $18.9K
|
16.3K
$699K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
350New |
$15.4K - $18.8K
|
350
$15K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.78KNew |
$210K - $256K
|
4.78K
$205K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
192New |
$8.44K - $10.3K
|
192
$8.24K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-10.5K- 98.35% |
$460K - $561K
|
175
$7.51K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
4.47KNew |
$197K - $240K
|
4.47K
$192K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
261New |
$11.5K - $14K
|
261
$11.2K
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
400+ 1.81% |
$17.6K - $21.5K
|
22.5K
$968K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.29% |
$968 - $1.18K
|
7.5K
$322K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
896+ 7.29% |
$39.4K - $48.1K
|
13.2K
$566K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
4.17KNew |
$183K - $224K
|
4.17K
$179K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.94K- 18.38% |
$85.2K - $104K
|
8.61K
$370K
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
7.13KNew |
$314K - $383K
|
7.13K
$306K
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
4.51KNew |
$198K - $242K
|
4.51K
$193K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-560- 8.58% |
$24.6K - $30K
|
5.96K
$256K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$188K - $229K
|
4.27K
$183K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.32K- 4.14% |
$58K - $70.8K
|
30.5K
$1.31M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
252+ 5.1% |
$11.1K - $13.5K
|
5.2K
$223K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.35KNew |
$191K - $233K
|
4.35K
$187K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-343- 8.86% |
$15.1K - $18.4K
|
3.53K
$151K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-282- 14.8% |
$12.4K - $15.1K
|
1.62K
$69.7K
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-4K- 33.11% |
$176K - $215K
|
8.08K
$347K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
577New |
$25.4K - $31K
|
577
$24.8K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
3.61KNew |
$159K - $194K
|
3.61K
$155K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.78K- 49.47% |
$78.1K - $95.3K
|
1.81K
$77.9K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.14K- 0.62% |
$94K - $115K
|
343K
$14.7M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-6.24K- 84.66% |
$274K - $335K
|
1.13K
$48.6K
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-222- 2.27% |
$9.76K - $11.9K
|
9.55K
$410K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.96KNew |
$130K - $159K
|
2.96K
$127K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-105- 2.04% |
$4.62K - $5.63K
|
5.05K
$217K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.4% |
$72.5K - $88.5K
|
39.2K
$1.68M
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-92- 0.27% |
$4.05K - $4.94K
|
34.2K
$1.47M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
435+ 9.34% |
$19.1K - $23.3K
|
5.09K
$219K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
26.4K+ 43.97% |
$1.16M - $1.42M
|
86.5K
$3.71M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5KNew |
$220K - $268K
|
5K
$215K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-233- 5.26% |
$10.2K - $12.5K
|
4.19K
$180K
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-138K- 37.84% |
$6.06M - $7.4M
|
227K
$9.73M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
79+ 1.55% |
$3.47K - $4.24K
|
5.17K
$222K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-604- 10.52% |
$26.6K - $32.4K
|
5.14K
$221K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-38- 67.86% |
$1.67K - $2.04K
|
18
$773
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
491+ 7.35% |
$21.6K - $26.3K
|
7.17K
$308K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.34KNew |
$191K - $233K
|
4.34K
$186K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$75.1K - $91.7K
|
1.71K
$73.3K
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.62KNew |
$203K - $248K
|
4.62K
$198K
|