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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
29+ 2.07% |
$1.13K - $1.37K
|
1.43K
$61.4K
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.58KNew |
$179K - $216K
|
4.58K
$197K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
12.2K+ 32.36% |
$478K - $578K
|
50.1K
$2.15M
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-215- 1.67% |
$8.39K - $10.2K
|
12.7K
$544K
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-650- 11.26% |
$25.4K - $30.7K
|
5.13K
$220K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.57KNew |
$179K - $216K
|
4.57K
$196K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 26.56% |
$7.81K - $9.45K
|
953
$40.9K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-220- 2.96% |
$8.59K - $10.4K
|
7.22K
$310K
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
49+ 0.63% |
$1.91K - $2.31K
|
7.86K
$338K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.5KNew |
$136K - $165K
|
3.5K
$150K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
14K+ 350.0% |
$547K - $661K
|
18K
$773K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-37.9K- 75.47% |
$1.48M - $1.79M
|
12.3K
$530K
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
4.55KNew |
$178K - $215K
|
4.55K
$195K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
800+ 12.75% |
$31.2K - $37.8K
|
7.08K
$304K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
137K+ 4.12% |
$5.35M - $6.48M
|
3.46M
$149M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.99K- 2.18% |
$273K - $330K
|
313K
$13.4M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
64New |
$2.5K - $3.02K
|
64
$2.75K
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
4.58KNew |
$179K - $216K
|
4.58K
$197K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.82KNew |
$188K - $228K
|
4.82K
$207K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.23K+ 1.96% |
$48K - $58.1K
|
64K
$2.75M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.72K- 9.53% |
$67.1K - $81.1K
|
16.3K
$701K
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-300- 5.11% |
$11.7K - $14.2K
|
5.57K
$239K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56New |
$2.19K - $2.64K
|
56
$2.4K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.64K+ 4.06% |
$63.9K - $77.4K
|
42K
$1.8M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-382- 2.58% |
$14.9K - $18K
|
14.4K
$619K
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4.81KNew |
$188K - $227K
|
4.81K
$207K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3K+ 44.83% |
$50.8K - $61.4K
|
4.2K
$180K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.68K- 3.79% |
$65.7K - $79.5K
|
42.7K
$1.83M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.81KNew |
$188K - $227K
|
4.81K
$207K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
218New |
$8.51K - $10.3K
|
218
$9.36K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-110- 50.0% |
$4.29K - $5.2K
|
110
$4.72K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-73- 4.12% |
$2.85K - $3.45K
|
1.7K
$73K
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 128.21% |
$117K - $142K
|
5.34K
$229K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-410- 7.65% |
$16K - $19.4K
|
4.95K
$212K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
973New |
$38K - $46K
|
973
$41.8K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.46KNew |
$174K - $211K
|
4.46K
$191K
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 20.07% |
$80.2K - $97.1K
|
8.19K
$352K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
437+ 87.4% |
$17.1K - $20.6K
|
937
$40.2K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5KNew |
$195K - $236K
|
5K
$215K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-135- 11.89% |
$5.27K - $6.38K
|
1K
$42.9K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
300New |
$11.7K - $14.2K
|
300
$12.9K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.96KNew |
$194K - $234K
|
4.96K
$213K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$39 - $47.2
|
1.08K
$46.4K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.12% |
$390 - $472
|
8.61K
$370K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-79- 1.52% |
$3.08K - $3.73K
|
5.12K
$220K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
594+ 7.36% |
$23.2K - $28.1K
|
8.66K
$372K
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.63KNew |
$181K - $219K
|
4.63K
$199K
|
|
Q2 2024 | |||||||
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
54.5KNew |
$2.1M - $2.4M
|
54.5K
$2.34M
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-990Closed |
$38.1K - $43.5K
|
0
$0
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
2.31KNew |
$88.9K - $102K
|
2.31K
$99.2K
|