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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
175+ 3.83% |
$7.7K - $9.39K
|
4.74K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4K- 4.55% |
$176K - $215K
|
83.9K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 1.26% |
$2.2K - $2.68K
|
4.02K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 3.02% |
$264 - $322
|
205
$8.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
1.52K+ 3.16% |
$66.7K - $81.3K
|
49.5K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 8.26% |
$19.8K - $24.1K
|
5K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.86K- 28.16% |
$126K - $153K
|
7.29K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-157- 5.43% |
$6.9K - $8.42K
|
2.74K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
944New |
$41.5K - $50.7K
|
944
$40.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
97+ 2.13% |
$4.27K - $5.21K
|
4.65K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.53K- 0.7% |
$67.2K - $82K
|
217K
$9.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
495+ 11.25% |
$21.8K - $26.6K
|
4.9K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
505New |
$22.2K - $27.1K
|
505
$21.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-39.6K- 28.17% |
$1.74M - $2.12M
|
101K
$4.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-16.4K- 78.43% |
$723K - $882K
|
4.52K
$194K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-533- 54.22% |
$23.4K - $28.6K
|
450
$19.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-666- 45.12% |
$29.3K - $35.7K
|
810
$34.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.3KNew |
$893K - $1.09M
|
20.3K
$872K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
230+ 4.93% |
$10.1K - $12.3K
|
4.89K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-644- 10.59% |
$28.3K - $34.6K
|
5.44K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.91K+ 37.39% |
$83.9K - $102K
|
7.01K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 13.17% |
$1.19K - $1.45K
|
232
$9.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
874+ 18.75% |
$38.4K - $46.9K
|
5.54K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
493New |
$21.7K - $26.5K
|
493
$21.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-1.51K- 12.26% |
$66.3K - $80.9K
|
10.8K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
554KNew |
$24.4M - $29.8M
|
554K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.45KNew |
$196K - $239K
|
4.45K
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
4.21KNew |
$185K - $226K
|
4.21K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31+ 3.27% |
$1.36K - $1.66K
|
980
$42.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-700- 2.08% |
$30.8K - $37.6K
|
33K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-20.2K- 68.43% |
$889K - $1.08M
|
9.33K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-322- 21.74% |
$14.2K - $17.3K
|
1.16K
$49.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.39K- 11.92% |
$149K - $182K
|
25K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 7.97% |
$51.4K - $62.7K
|
13.5K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-250- 23.81% |
$11K - $13.4K
|
800
$34.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.54K- 10.97% |
$200K - $244K
|
36.8K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 30.0% |
$264K - $322K
|
14K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-527- 6.45% |
$23.2K - $28.3K
|
7.64K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-31- 46.97% |
$1.36K - $1.66K
|
35
$1.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.84K- 29.99% |
$125K - $153K
|
6.64K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-122- 2.5% |
$5.37K - $6.55K
|
4.77K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
7.03KNew |
$309K - $377K
|
7.03K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.08% |
$616 - $751
|
16.9K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 13.68% |
$572 - $698
|
82
$3.52K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 0.51% |
$1.1K - $1.34K
|
4.88K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.38KNew |
$193K - $235K
|
4.38K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-845- 5.27% |
$37.2K - $45.3K
|
15.2K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.9KNew |
$215K - $263K
|
4.9K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
132New |
$5.81K - $7.08K
|
132
$5.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
688New |
$30.3K - $36.9K
|
688
$29.5K
|