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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-37.8K- 27.85% |
$1.47M - $1.78M
|
97.8K
$4.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.31K+ 12.76% |
$207K - $251K
|
46.9K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-463- 9.3% |
$18.1K - $21.9K
|
4.52K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
792+ 10.47% |
$30.9K - $37.4K
|
8.36K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-105- 1.23% |
$4.1K - $4.96K
|
8.42K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
864+ 1.84% |
$33.7K - $40.8K
|
47.9K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
300+ 5.82% |
$11.7K - $14.2K
|
5.46K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
13+ 0.18% |
$508 - $614
|
7.28K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
91+ 0.47% |
$3.55K - $4.3K
|
19.4K
$972K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.33K+ 12.6% |
$52K - $63K
|
11.9K
$598K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
100+ 0.86% |
$3.9K - $4.72K
|
11.8K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.4K- 12.68% |
$408K - $493K
|
71.9K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
604+ 3.32% |
$23.6K - $28.5K
|
18.8K
$943K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.06K- 0.34% |
$41.4K - $50.1K
|
311K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-585- 1.09% |
$22.8K - $27.6K
|
53.2K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
140KNew |
$5.48M - $6.62M
|
140K
$7.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.39K- 0.8% |
$93.4K - $113K
|
296K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-4.71K- 13.31% |
$184K - $223K
|
30.7K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-3.73K- 0.61% |
$146K - $176K
|
612K
$30.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.41K- 8.75% |
$55.2K - $66.7K
|
14.7K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-384- 2.75% |
$15K - $18.1K
|
13.6K
$683K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.33K- 16.48% |
$52K - $62.9K
|
6.75K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 0.07% |
$2.58K - $3.12K
|
88.1K
$4.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
482+ 2.64% |
$18.8K - $22.8K
|
18.7K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-850- 1.29% |
$33.2K - $40.1K
|
64.9K
$3.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.66KNew |
$182K - $220K
|
4.66K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.32K+ 5.86% |
$51.4K - $62.2K
|
23.8K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
1.15K+ 1.68% |
$45K - $54.5K
|
69.9K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.6K+ 45.71% |
$62.5K - $75.6K
|
5.1K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
41+ 0.07% |
$1.6K - $1.94K
|
57K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.7K+ 7.09% |
$105K - $127K
|
40.7K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
45+ 0.39% |
$1.76K - $2.13K
|
11.5K
$575K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-36.7K- 17.0% |
$1.43M - $1.73M
|
179K
$8.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.71K- 2.16% |
$145K - $175K
|
168K
$8.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-118- 0.41% |
$4.61K - $5.57K
|
28.9K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-631- 3.77% |
$24.6K - $29.8K
|
16.1K
$809K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
75.1K+ 4.45% |
$2.93M - $3.55M
|
1.76M
$88.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
30+ 0.54% |
$1.17K - $1.42K
|
5.62K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.51K- 18.46% |
$59K - $71.3K
|
6.67K
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
25.2KNew |
$984K - $1.19M
|
25.2K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
130+ 21.63% |
$5.08K - $6.14K
|
731
$36.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-584- 1.82% |
$22.8K - $27.6K
|
31.5K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-585- 4.29% |
$22.8K - $27.6K
|
13.1K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-307- 2.23% |
$12K - $14.5K
|
13.5K
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
71+ 1.38% |
$2.77K - $3.35K
|
5.21K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.2K+ 2.41% |
$553K - $669K
|
603K
$30.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.71K- 4.61% |
$223K - $270K
|
118K
$5.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-176- 2.48% |
$6.87K - $8.31K
|
6.91K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.15K+ 18.31% |
$279K - $338K
|
46.2K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.59KNew |
$140K - $170K
|
3.59K
$180K
|