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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-542- 29.46% |
$20.8K - $23.8K
|
1.3K
$55.7K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.85KNew |
$71.1K - $81.2K
|
1.85K
$79.4K
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.25K- 12.42% |
$48.1K - $54.9K
|
8.82K
$379K
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.43K- 7.38% |
$54.8K - $62.7K
|
17.9K
$769K
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
17.7KNew |
$681K - $778K
|
17.7K
$760K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
366KNew |
$14.1M - $16.1M
|
366K
$15.7M
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.6K- 44.05% |
$177K - $202K
|
5.84K
$251K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
25+ 0.7% |
$961 - $1.1K
|
3.62K
$155K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39+ 169.57% |
$1.5K - $1.71K
|
62
$2.66K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.12KNew |
$235K - $269K
|
6.12K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.06% |
$1.38K - $1.58K
|
56K
$2.4M
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-592- 4.65% |
$22.8K - $26K
|
12.1K
$521K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
24.3KNew |
$933K - $1.07M
|
24.3K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 1.02% |
$7.69K - $8.79K
|
19.3K
$830K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-266- 5.07% |
$10.2K - $11.7K
|
4.98K
$214K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
37+ 0.09% |
$1.42K - $1.63K
|
39.2K
$1.68M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
576+ 22.4% |
$22.1K - $25.3K
|
3.15K
$135K
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-797K- 39.01% |
$30.6M - $35M
|
1.25M
$53.5M
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
602New |
$23.1K - $26.5K
|
602
$25.8K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-563- 4.97% |
$21.6K - $24.7K
|
10.8K
$462K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-434- 5.5% |
$16.7K - $19.1K
|
7.46K
$320K
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
4+ 3.01% |
$154 - $176
|
137
$5.88K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.55KNew |
$97.9K - $112K
|
2.55K
$109K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
363New |
$14K - $16K
|
363
$15.6K
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$500K - $571K
|
13K
$558K
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
4.28K+ 2.64% |
$165K - $188K
|
167K
$7.15M
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13+ 7.6% |
$500 - $571
|
184
$7.9K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-106- 18.69% |
$4.08K - $4.66K
|
461
$19.8K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
148New |
$5.69K - $6.5K
|
148
$6.36K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17New |
$654 - $747
|
17
$730
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
116New |
$4.46K - $5.1K
|
116
$4.98K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.2KNew |
$392K - $448K
|
10.2K
$438K
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-4.34K- 2.72% |
$167K - $191K
|
155K
$6.67M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
193New |
$7.42K - $8.48K
|
193
$8.29K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
609+ 822.97% |
$23.4K - $26.8K
|
683
$29.3K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
136New |
$5.23K - $5.98K
|
136
$5.84K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.52K+ 5.85% |
$58.6K - $67K
|
27.6K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
18.5KNew |
$712K - $813K
|
18.5K
$795K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.31K+ 19.28% |
$50.5K - $57.7K
|
8.12K
$349K
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-5.87KClosed |
$226K - $258K
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.04K+ 6.84% |
$194K - $221K
|
78.7K
$3.38M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17.5KNew |
$673K - $769K
|
17.5K
$752K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
51+ 51.0% |
$1.96K - $2.24K
|
151
$6.48K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 8.19% |
$923 - $1.05K
|
269
$11.6K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-51- 0.58% |
$1.96K - $2.24K
|
8.72K
$374K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-987- 14.84% |
$38K - $43.4K
|
5.66K
$243K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-176- 3.23% |
$6.77K - $7.74K
|
5.28K
$227K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
140+ 20.0% |
$5.38K - $6.15K
|
840
$36.1K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-314- 9.13% |
$12.1K - $13.8K
|
3.12K
$134K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.7KNew |
$65.4K - $74.7K
|
1.7K
$73K
|