Latest Institutional Purchases of Us Bancorp \De\ (USB)
This list provides information on the latest institutional transactions involving Us Bancorp \De\ (USB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.8K+ 9.54% |
$829K - $928K
|
238K
$11M
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
19.7K+ 20.8% |
$785K - $879K
|
114K
$5.28M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
19.6KNew |
$781K - $875K
|
19.6K
$905K
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
18.8KNew |
$749K - $839K
|
18.8K
$868K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
18.7K+ 1140.54% |
$748K - $838K
|
20.4K
$942K
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
16.5KNew |
$657K - $735K
|
16.5K
$761K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.4K+ 0.5% |
$535K - $599K
|
2.7M
$125M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11KNew |
$438K - $491K
|
11K
$508K
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$416K - $466K
|
10.4K
$482K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.02K+ 11.52% |
$320K - $359K
|
77.7K
$3.59M
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.01KNew |
$320K - $358K
|
8.01K
$370K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.82KNew |
$312K - $349K
|
7.82K
$361K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.62KNew |
$304K - $341K
|
7.62K
$353K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.31K+ 23.55% |
$292K - $327K
|
38.4K
$1.77M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.72K+ 99.64% |
$268K - $300K
|
13.5K
$622K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.6KNew |
$263K - $295K
|
6.6K
$305K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6.5K+ 2.57% |
$259K - $291K
|
259K
$12M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.45K+ 51.86% |
$257K - $288K
|
18.9K
$873K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.15KNew |
$246K - $275K
|
6.15K
$285K
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.96KNew |
$238K - $266K
|
5.96K
$275K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.53KNew |
$221K - $247K
|
5.53K
$255K
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.16KNew |
$206K - $230K
|
5.16K
$238K
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
5.15KNew |
$206K - $230K
|
5.15K
$238K
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.09KNew |
$203K - $228K
|
5.09K
$235K
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.02KNew |
$200K - $224K
|
5.02K
$232K
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
5K+ 50.0% |
$200K - $224K
|
15K
$694K
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
4.62KNew |
$184K - $207K
|
4.62K
$214K
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.58KNew |
$183K - $205K
|
4.58K
$212K
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.48KNew |
$179K - $200K
|
4.48K
$207K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.66KNew |
$146K - $164K
|
3.66K
$169K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.33KNew |
$133K - $149K
|
3.33K
$154K
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
3.09K+ 22.44% |
$123K - $138K
|
16.9K
$780K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.44K+ 55.45% |
$97.4K - $109K
|
6.84K
$316K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$75.9K - $85K
|
1.9K
$87.9K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.86K+ 6.73% |
$74.2K - $83.1K
|
29.5K
$1.36M
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.27K+ 18.88% |
$50.7K - $56.8K
|
8K
$370K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
1.07K+ 1065.0% |
$42.5K - $47.6K
|
1.17K
$53.9K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.04KNew |
$41.5K - $46.4K
|
1.04K
$48K
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
1KNew |
$39.9K - $44.7K
|
1K
$46.2K
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
923+ 0.91% |
$36.8K - $41.3K
|
102K
$4.72M
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
733+ 4.26% |
$29.3K - $32.8K
|
17.9K
$830K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
671New |
$26.8K - $30K
|
671
$31K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
505+ 1.05% |
$20.2K - $22.6K
|
48.5K
$2.24M
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
500+ 714.29% |
$20K - $22.4K
|
570
$26.4K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
444New |
$17.7K - $19.8K
|
444
$20.5K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
365New |
$14.6K - $16.3K
|
365
$16.9K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
351+ 0.74% |
$14K - $15.7K
|
47.8K
$2.21M
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
346+ 7.85% |
$13.8K - $15.5K
|
4.76K
$220K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
226+ 4.7% |
$9.02K - $10.1K
|
5.03K
$233K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
211New |
$8.42K - $9.43K
|
211
$9.76K
|