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 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
246K+ 3806.12% |
$10.8M - $13.2M
|
253K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58+ 18.13% |
$2.55K - $3.11K
|
378
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
BUY
|
- |
220KNew |
$9.68M - $11.8M
|
220K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-186- 3.87% |
$8.18K - $9.98K
|
4.62K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
5.07KNew |
$223K - $272K
|
5.07K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.02MNew |
$88.8M - $108M
|
2.02M
$95.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3.42K+ 177.86% |
$150K - $183K
|
5.34K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
11.1KNew |
$489K - $597K
|
11.1K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
400New |
$17.6K - $21.5K
|
400
$18.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
11.8KNew |
$519K - $633K
|
11.8K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.35K- 9.86% |
$59.3K - $72.4K
|
12.3K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.69K- 3.62% |
$118K - $144K
|
71.5K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
4.3KNew |
$189K - $231K
|
4.3K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.71KNew |
$163K - $199K
|
3.71K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.22KNew |
$186K - $227K
|
4.22K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
515+ 3.95% |
$22.6K - $27.6K
|
13.6K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90New |
$3.96K - $4.83K
|
90
$4.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
16.8KNew |
$740K - $903K
|
16.8K
$796K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.4KNew |
$61.6K - $75.1K
|
1.4K
$66.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$792 - $966
|
18
$851
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.35K+ 10.68% |
$59.4K - $72.4K
|
14K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
4.39KNew |
$193K - $236K
|
4.39K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
534New |
$23.5K - $28.7K
|
534
$25.3K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.53K+ 39.03% |
$155K - $189K
|
12.6K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$264K - $322K
|
6K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.51% |
$264 - $322
|
1.19K
$56.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
125KNew |
$5.5M - $6.72M
|
125K
$5.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-2.84K- 39.12% |
$125K - $153K
|
4.42K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.32KNew |
$190K - $232K
|
4.32K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.21KNew |
$185K - $226K
|
4.21K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.23% |
$440 - $537
|
4.42K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.68KNew |
$338K - $412K
|
7.68K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
7+ 0.01% |
$308 - $376
|
71.4K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-150- 43.6% |
$6.6K - $8.05K
|
194
$9.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
451+ 74.67% |
$19.8K - $24.2K
|
1.06K
$49.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
407New |
$17.9K - $21.8K
|
407
$19.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18New |
$792 - $966
|
18
$851
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-352- 2.12% |
$15.5K - $18.9K
|
16.3K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
350New |
$15.4K - $18.8K
|
350
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.78KNew |
$210K - $256K
|
4.78K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
192New |
$8.44K - $10.3K
|
192
$9.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-10.5K- 98.35% |
$460K - $561K
|
175
$8.28K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
4.47KNew |
$197K - $240K
|
4.47K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
261New |
$11.5K - $14K
|
261
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
400+ 1.81% |
$17.6K - $21.5K
|
22.5K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.29% |
$968 - $1.18K
|
7.5K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
896+ 7.29% |
$39.4K - $48.1K
|
13.2K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
4.17KNew |
$183K - $224K
|
4.17K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.94K- 18.38% |
$85.2K - $104K
|
8.61K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
7.13KNew |
$314K - $383K
|
7.13K
$337K
|