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 09, 2024
Q4 2023
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
35KNew |
$1.07M - $1.59M
|
35K
$1.63M
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.04KNew |
$185K - $274K
|
6.04K
$281K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24.4KNew |
$747K - $1.11M
|
24.4K
$1.13M
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 20.0% |
$9.19K - $13.6K
|
1.2K
$55.8K
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-78.2K- 85.84% |
$2.4M - $3.54M
|
12.9K
$600K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
198New |
$6.07K - $8.98K
|
198
$9.2K
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-7.73K- 41.54% |
$237K - $350K
|
10.9K
$505K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.21KNew |
$129K - $191K
|
4.21K
$195K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
153+ 3.68% |
$4.69K - $6.94K
|
4.31K
$200K
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
324KNew |
$9.92M - $14.7M
|
324K
$15M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.06KNew |
$155K - $229K
|
5.06K
$235K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-335- 5.47% |
$10.3K - $15.2K
|
5.79K
$269K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23.6K- 63.84% |
$722K - $1.07M
|
13.4K
$621K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
536+ 5.18% |
$16.4K - $24.3K
|
10.9K
$506K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.24K- 23.62% |
$68.5K - $101K
|
7.23K
$336K
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-253- 0.23% |
$7.75K - $11.5K
|
110K
$5.12M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-50- 24.04% |
$1.53K - $2.27K
|
158
$7.34K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
286New |
$8.76K - $13K
|
286
$13.3K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.25KNew |
$38.3K - $56.7K
|
1.25K
$58.1K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23- 3.65% |
$705 - $1.04K
|
608
$28.3K
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4.9KNew |
$150K - $222K
|
4.9K
$228K
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
25.4KNew |
$777K - $1.15M
|
25.4K
$1.18M
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-7- 0.11% |
$214 - $317
|
6.21K
$289K
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
3.57MNew |
$109M - $162M
|
3.57M
$166M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 0.43% |
$889 - $1.31K
|
6.68K
$311K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
300+ 4.93% |
$9.19K - $13.6K
|
6.39K
$297K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-163- 71.49% |
$4.99K - $7.39K
|
65
$3.02K
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.75KNew |
$146K - $215K
|
4.75K
$221K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$132K - $195K
|
4.3K
$200K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
CALL |
-267- 97.8% |
$8.18K - $12.1K
|
6
$279
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$1.07K - $1.59K
|
35
$1.63K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.68KNew |
$143K - $212K
|
4.68K
$218K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.19K+ 3.58% |
$129K - $190K
|
121K
$5.63M
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-1.48K- 3.26% |
$45.2K - $66.9K
|
43.8K
$2.03M
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.14K- 1.08% |
$35K - $51.7K
|
104K
$4.84M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 480.0% |
$3.68K - $5.44K
|
145
$6.74K
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.81KNew |
$147K - $218K
|
4.81K
$224K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.99K- 4.44% |
$91.5K - $135K
|
64.3K
$2.99M
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-248- 11.12% |
$7.6K - $11.2K
|
1.98K
$92.1K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-689- 2.86% |
$21.1K - $31.2K
|
23.4K
$1.09M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
19.6K+ 128.28% |
$600K - $887K
|
34.8K
$1.62M
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
45+ 0.69% |
$1.38K - $2.04K
|
6.55K
$304K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-85- 36.8% |
$2.6K - $3.85K
|
146
$6.78K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.5K+ 135.38% |
$46K - $68K
|
2.61K
$121K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-81- 4.24% |
$2.48K - $3.67K
|
1.83K
$84.9K
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
6.44KNew |
$197K - $292K
|
6.44K
$299K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.73KNew |
$145K - $214K
|
4.73K
$220K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-71- 1.13% |
$2.18K - $3.22K
|
6.22K
$289K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$337 - $499
|
11
$511
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
108+ 1.43% |
$3.31K - $4.9K
|
7.65K
$355K
|