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 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-6.08K- 67.19% |
$186K - $275K
|
2.97K
$138K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-51- 0.54% |
$1.56K - $2.31K
|
9.44K
$439K
|
|
Jan 30, 2024
Q4 2023
|
Hikari Power LTD
|
SELL
|
- |
-297K- 98.24% |
$9.09M - $13.4M
|
5.3K
$246K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.13K- 9.58% |
$65.4K - $96.7K
|
20.1K
$936K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.07KNew |
$32.7K - $48.4K
|
1.07K
$49.6K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
39New |
$1.19K - $1.77K
|
39
$1.81K
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-500- 22.22% |
$15.3K - $22.7K
|
1.75K
$81.3K
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.14KNew |
$157K - $233K
|
5.14K
$239K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
9.19KNew |
$282K - $417K
|
9.19K
$427K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.81K+ 21.38% |
$239K - $354K
|
44.4K
$2.06M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.38K- 33.91% |
$104K - $153K
|
6.59K
$306K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-191- 31.36% |
$5.85K - $8.66K
|
418
$19.4K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.29KNew |
$101K - $149K
|
3.29K
$153K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.89K- 14.43% |
$150K - $222K
|
29K
$1.35M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-78- 50.65% |
$2.39K - $3.54K
|
76
$3.53K
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-40- 0.12% |
$1.23K - $1.81K
|
33.9K
$1.57M
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
164+ 164.0% |
$5.02K - $7.43K
|
264
$12.3K
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-36.3K- 14.42% |
$1.11M - $1.65M
|
216K
$10M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 94.7% |
$34.5K - $51K
|
63
$2.93K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-350- 53.85% |
$10.7K - $15.9K
|
300
$13.9K
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-96K- 42.05% |
$2.94M - $4.35M
|
132K
$6.15M
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
CALL |
-200- 66.67% |
$6.13K - $9.07K
|
100
$4.65K
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-233- 0.94% |
$7.14K - $10.6K
|
24.5K
$1.14M
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 14.44% |
$1.65K - $2.45K
|
320
$14.9K
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
4.95KNew |
$152K - $224K
|
4.95K
$230K
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
183+ 2.99% |
$5.61K - $8.3K
|
6.31K
$293K
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-91.1K- 51.73% |
$2.79M - $4.13M
|
85K
$3.95M
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
68New |
$2.08K - $3.08K
|
68
$3.16K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.71KNew |
$236K - $350K
|
7.71K
$358K
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
436+ 1.76% |
$13.4K - $19.8K
|
25.2K
$1.17M
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-675- 75.0% |
$20.7K - $30.6K
|
225
$10.5K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-696- 40.54% |
$21.3K - $31.5K
|
1.02K
$47.4K
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-24.2K- 10.49% |
$741K - $1.1M
|
207K
$9.6M
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.82KNew |
$148K - $218K
|
4.82K
$224K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 5.15% |
$460 - $680
|
306
$14.2K
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
5.5KNew |
$169K - $249K
|
5.5K
$256K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.73K- 20.54% |
$53K - $78.4K
|
6.69K
$311K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-253- 68.01% |
$7.75K - $11.5K
|
119
$5.53K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
633New |
$19.4K - $28.7K
|
633
$29.4K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
60KNew |
$1.84M - $2.72M
|
60K
$2.79M
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 68.97% |
$1.84K - $2.72K
|
27
$1.25K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.81KNew |
$178K - $263K
|
5.81K
$270K
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
42.4KNew |
$1.3M - $1.92M
|
42.4K
$1.97M
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 2.38% |
$6.13K - $9.07K
|
8.21K
$382K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 20.38% |
$39.9K - $59.1K
|
5.09K
$237K
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
31.6KNew |
$970K - $1.43M
|
31.6K
$1.47M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.03KNew |
$185K - $273K
|
6.03K
$280K
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.73KNew |
$145K - $214K
|
4.73K
$220K
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-15.3K- 67.25% |
$468K - $692K
|
7.43K
$345K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-95- 12.79% |
$2.91K - $4.31K
|
648
$30.1K
|