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 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-71- 1.13% |
$2.18K - $3.22K
|
6.22K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$337 - $499
|
11
$472
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
108+ 1.43% |
$3.31K - $4.9K
|
7.65K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Hikari Power LTD
|
SELL
|
- |
-297K- 98.24% |
$9.09M - $13.4M
|
5.3K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.13K- 9.58% |
$65.4K - $96.7K
|
20.1K
$865K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.07KNew |
$32.7K - $48.4K
|
1.07K
$45.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
39New |
$1.19K - $1.77K
|
39
$1.67K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-500- 22.22% |
$15.3K - $22.7K
|
1.75K
$75.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.81K+ 21.38% |
$239K - $354K
|
44.4K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-191- 31.36% |
$5.85K - $8.66K
|
418
$17.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.29KNew |
$101K - $149K
|
3.29K
$141K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.89K- 14.43% |
$150K - $222K
|
29K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-78- 50.65% |
$2.39K - $3.54K
|
76
$3.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-40- 0.12% |
$1.23K - $1.81K
|
33.9K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
164+ 164.0% |
$5.02K - $7.43K
|
264
$11.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-350- 53.85% |
$10.7K - $15.9K
|
300
$12.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-96K- 42.05% |
$2.94M - $4.35M
|
132K
$5.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
CALL |
-200- 66.67% |
$6.13K - $9.07K
|
100
$4.29K
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
4.95KNew |
$152K - $224K
|
4.95K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-91.1K- 51.73% |
$2.79M - $4.13M
|
85K
$3.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
68New |
$2.08K - $3.08K
|
68
$2.92K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
5.5KNew |
$169K - $249K
|
5.5K
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.73K- 20.54% |
$53K - $78.4K
|
6.69K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-253- 68.01% |
$7.75K - $11.5K
|
119
$5.11K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 68.97% |
$1.84K - $2.72K
|
27
$1.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.81KNew |
$178K - $263K
|
5.81K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
42.4KNew |
$1.3M - $1.92M
|
42.4K
$1.82M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
31.6KNew |
$970K - $1.43M
|
31.6K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.03KNew |
$185K - $273K
|
6.03K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.73KNew |
$145K - $214K
|
4.73K
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-15.3K- 67.25% |
$468K - $692K
|
7.43K
$319K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-95- 12.79% |
$2.91K - $4.31K
|
648
$27.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$153K - $226K
|
4.98K
$214K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.43K- 22.56% |
$74.3K - $110K
|
8.33K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.81K- 9.15% |
$86K - $127K
|
27.9K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.01KNew |
$184K - $273K
|
6.01K
$258K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.86K- 1.92% |
$272K - $402K
|
452K
$19.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-144K- 96.74% |
$4.41M - $6.53M
|
4.85K
$208K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
30.8KNew |
$999K - $1.24M
|
30.8K
$1.32M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.09K+ 385.99% |
$198K - $245K
|
7.67K
$329K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
4.53K+ 62.96% |
$147K - $182K
|
11.7K
$503K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-132- 4.95% |
$4.29K - $5.31K
|
2.54K
$109K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 96.97% |
$1.04K - $1.29K
|
1
$42.9
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 4.31% |
$127K - $157K
|
94.4K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
22New |
$714 - $885
|
22
$945
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26.6K- 36.56% |
$863K - $1.07M
|
46.1K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-294K- 87.7% |
$9.55M - $11.8M
|
41.2K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
16.4KNew |
$532K - $659K
|
16.4K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.11K+ 22.66% |
$134K - $165K
|
22.3K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
170KNew |
$5.52M - $6.84M
|
170K
$7.3M
|
|