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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-93- 50.0% |
$3.71K - $4.16K
|
93
$4.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-314- 6.06% |
$12.5K - $14K
|
4.87K
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40+ 40.4% |
$1.6K - $1.79K
|
139
$6.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$75.9K - $85K
|
1.9K
$90K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-197- 2.45% |
$7.86K - $8.81K
|
7.83K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-114- 3.32% |
$4.55K - $5.1K
|
3.32K
$157K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-884- 33.06% |
$35.3K - $39.5K
|
1.79K
$84.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
505+ 1.05% |
$20.2K - $22.6K
|
48.5K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-78- 1.44% |
$3.11K - $3.49K
|
5.32K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-100- 0.64% |
$3.99K - $4.47K
|
15.4K
$730K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$416K - $466K
|
10.4K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-535- 5.26% |
$21.4K - $23.9K
|
9.64K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-132- 35.58% |
$5.27K - $5.9K
|
239
$11.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.08% |
$1.44K - $1.61K
|
45.6K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-200Closed |
$7.98K - $8.94K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-200- 16.0% |
$7.98K - $8.94K
|
1.05K
$49.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-108- 2.23% |
$4.31K - $4.83K
|
4.73K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.01KNew |
$320K - $358K
|
8.01K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
19.7K+ 20.8% |
$785K - $879K
|
114K
$5.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.53KNew |
$221K - $247K
|
5.53K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-492- 85.57% |
$19.6K - $22K
|
83
$3.93K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-133K- 97.65% |
$5.3M - $5.94M
|
3.2K
$151K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.15K- 19.57% |
$45.9K - $51.4K
|
4.73K
$223K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
87New |
$3.47K - $3.89K
|
87
$4.12K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.83K- 6.13% |
$73.2K - $82K
|
28.1K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-410- 7.94% |
$16.4K - $18.3K
|
4.75K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11KNew |
$438K - $491K
|
11K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-184- 30.82% |
$7.34K - $8.22K
|
413
$19.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-452- 6.29% |
$18K - $20.2K
|
6.74K
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-375- 7.65% |
$15K - $16.8K
|
4.53K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.42K- 21.89% |
$56.5K - $63.3K
|
5.05K
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-184- 1.84% |
$7.34K - $8.22K
|
9.83K
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-25.5K- 83.93% |
$1.02M - $1.14M
|
4.89K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
19.6KNew |
$781K - $875K
|
19.6K
$926K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.44K+ 55.45% |
$97.4K - $109K
|
6.84K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
1.07K+ 1065.0% |
$42.5K - $47.6K
|
1.17K
$55.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-29K- 6.67% |
$1.16M - $1.29M
|
405K
$19.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$120 - $134
|
1.85K
$87.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
4.62KNew |
$184K - $207K
|
4.62K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.48KNew |
$179K - $200K
|
4.48K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-12.1K- 38.49% |
$481K - $539K
|
19.3K
$911K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30KNew |
$1.2M - $1.34M
|
30K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
671New |
$26.8K - $30K
|
671
$31.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
120+ 1.5% |
$4.79K - $5.36K
|
8.1K
$383K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.27K+ 18.88% |
$50.7K - $56.8K
|
8K
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.96KNew |
$238K - $266K
|
5.96K
$282K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-48- 1.02% |
$1.92K - $2.15K
|
4.64K
$219K
|
|
|
Apr 04, 2024
Q1 2024
|
Charlie Munger
Daily Journal Corp
|
SELL
|
- |
-20.5K- 14.64% |
$818K - $916K
|
120K
$5.65M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 50.0% |
$599 - $671
|
15
$710
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
187K+ 1.97% |
$5.73M - $8.48M
|
9.7M
$459M
|
|