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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.06% |
$132 - $199
|
6.81K
$292K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-65- 64.36% |
$2.14K - $3.24K
|
36
$1.54K
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-14.9K- 46.13% |
$490K - $740K
|
17.4K
$744K
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.57KNew |
$184K - $277K
|
5.57K
$239K
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
690+ 2.08% |
$22.7K - $34.4K
|
33.9K
$1.46M
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.37K- 15.73% |
$45K - $68.1K
|
7.32K
$314K
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
11.7K+ 7.8% |
$385K - $582K
|
161K
$6.93M
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
7K+ 3.66% |
$231K - $349K
|
198K
$8.5M
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-102K- 93.04% |
$3.37M - $5.09M
|
7.66K
$328K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
443+ 1.06% |
$14.6K - $22.1K
|
42.1K
$1.8M
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.12K- 38.89% |
$136K - $205K
|
6.48K
$278K
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
77KNew |
$2.54M - $3.84M
|
77K
$3.3M
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
215+ 1.88% |
$7.08K - $10.7K
|
11.6K
$500K
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-429- 1.63% |
$14.1K - $21.4K
|
25.8K
$1.11M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
427New |
$14.1K - $21.3K
|
427
$18.3K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
400New |
$13.2K - $19.9K
|
400
$17.2K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.68K- 18.92% |
$55.3K - $83.6K
|
7.19K
$308K
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.59KNew |
$250K - $378K
|
7.59K
$325K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
13.1KNew |
$433K - $655K
|
13.1K
$564K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.7KNew |
$56K - $84.7K
|
1.7K
$72.9K
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
23.6KNew |
$778K - $1.18M
|
23.6K
$1.01M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-320- 4.56% |
$10.5K - $15.9K
|
6.69K
$287K
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.8K+ 3.56% |
$290K - $438K
|
256K
$11M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-4.69K- 9.71% |
$155K - $234K
|
43.6K
$1.87M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-125- 1.33% |
$4.12K - $6.23K
|
9.26K
$397K
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.84K+ 14.04% |
$60.6K - $91.6K
|
14.9K
$641K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-894- 92.07% |
$29.5K - $44.5K
|
77
$3.3K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
50.7K+ 100.35% |
$1.67M - $2.53M
|
101K
$4.34M
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.14K- 1.49% |
$37.5K - $56.7K
|
75.4K
$3.24M
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
13.4K+ 41.64% |
$442K - $668K
|
45.6K
$1.96M
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11- 1.41% |
$362 - $548
|
769
$33K
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.42K- 18.32% |
$46.7K - $70.5K
|
6.31K
$271K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-732- 82.25% |
$24.1K - $36.5K
|
158
$6.78K
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.65K- 17.5% |
$54.4K - $82.2K
|
7.78K
$334K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
54+ 0.17% |
$1.78K - $2.69K
|
31.4K
$1.35M
|
|
Q4 2022 | |||||||
Mar 28, 2025
Q4 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
13.8KNew |
$536K - $631K
|
13.8K
$593K
|
|
Feb 10, 2025
Q4 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-19.1KClosed |
$742K - $873K
|
0
$0
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-34- 69.39% |
$1.32K - $1.55K
|
15
$643
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.4KNew |
$209K - $246K
|
5.4K
$232K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-229- 53.38% |
$8.88K - $10.4K
|
200
$8.58K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.65KNew |
$219K - $258K
|
5.65K
$242K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
45New |
$1.75K - $2.05K
|
45
$1.93K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.85KNew |
$266K - $312K
|
6.85K
$294K
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
2.2KNew |
$85.3K - $100K
|
2.2K
$94.4K
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
480KNew |
$18.6M - $21.9M
|
480K
$20.6M
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.68KNew |
$182K - $214K
|
4.68K
$201K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.59K- 32.95% |
$178K - $209K
|
9.33K
$400K
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
184KNew |
$7.13M - $8.39M
|
184K
$7.88M
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-235- 26.83% |
$9.12K - $10.7K
|
641
$27.5K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
600New |
$23.3K - $27.4K
|
600
$25.7K
|