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 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
493New |
$21.7K - $26.5K
|
493
$23.3K
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-1.51K- 12.26% |
$66.3K - $80.9K
|
10.8K
$510K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.45KNew |
$196K - $239K
|
4.45K
$211K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
4.21KNew |
$185K - $226K
|
4.21K
$199K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31+ 3.27% |
$1.36K - $1.66K
|
980
$46.4K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-700- 2.08% |
$30.8K - $37.6K
|
33K
$1.56M
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-20.2K- 68.43% |
$889K - $1.08M
|
9.33K
$441K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-322- 21.74% |
$14.2K - $17.3K
|
1.16K
$54.8K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.39K- 11.92% |
$149K - $182K
|
25K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 7.97% |
$51.4K - $62.7K
|
13.5K
$638K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-250- 23.81% |
$11K - $13.4K
|
800
$37.8K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.54K- 10.97% |
$200K - $244K
|
36.8K
$1.74M
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 30.0% |
$264K - $322K
|
14K
$662K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-527- 6.45% |
$23.2K - $28.3K
|
7.64K
$361K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-31- 46.97% |
$1.36K - $1.66K
|
35
$1.66K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.84K- 29.99% |
$125K - $153K
|
6.64K
$314K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-122- 2.5% |
$5.37K - $6.55K
|
4.77K
$225K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
7.03KNew |
$309K - $377K
|
7.03K
$333K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.08% |
$616 - $751
|
16.9K
$801K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 13.68% |
$572 - $698
|
82
$3.88K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 0.51% |
$1.1K - $1.34K
|
4.88K
$231K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.38KNew |
$193K - $235K
|
4.38K
$207K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-845- 5.27% |
$37.2K - $45.3K
|
15.2K
$718K
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.9KNew |
$215K - $263K
|
4.9K
$232K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
132New |
$5.81K - $7.08K
|
132
$6.24K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
688New |
$30.3K - $36.9K
|
688
$32.5K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.22KNew |
$185K - $226K
|
4.22K
$199K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-117- 88.64% |
$5.15K - $6.28K
|
15
$710
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$22K - $26.8K
|
500
$23.7K
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-365- 4.16% |
$16.1K - $19.6K
|
8.41K
$398K
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-50- 0.75% |
$2.2K - $2.68K
|
6.62K
$313K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11+ 0.25% |
$484 - $590
|
4.47K
$211K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.84KNew |
$213K - $260K
|
4.84K
$229K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.29K- 17.26% |
$101K - $123K
|
11K
$520K
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-175- 30.43% |
$7.7K - $9.39K
|
400
$18.9K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 7.49% |
$8.8K - $10.7K
|
2.47K
$117K
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.43K- 26.14% |
$107K - $130K
|
6.85K
$324K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
220New |
$9.68K - $11.8K
|
220
$10.4K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.66K+ 63.69% |
$425K - $518K
|
24.8K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
61+ 0.14% |
$2.68K - $3.27K
|
43K
$2.03M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-199- 2.17% |
$8.75K - $10.7K
|
8.99K
$425K
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
81KNew |
$3.56M - $4.34M
|
81K
$3.83M
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$3.56M - $4.34M
|
81K
$3.83M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-558- 2.7% |
$24.5K - $29.9K
|
20.1K
$952K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-725- 14.3% |
$31.9K - $38.9K
|
4.35K
$206K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1K- 7.57% |
$44K - $53.7K
|
12.2K
$578K
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 9.09% |
$44K - $53.7K
|
10K
$473K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 0.38% |
$572 - $698
|
3.4K
$161K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-625- 5.52% |
$27.5K - $33.5K
|
10.7K
$506K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 4.09% |
$17.6K - $21.5K
|
9.39K
$444K
|