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, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.02K+ 17.93% |
$44.7K - $54.6K
|
6.69K
$320K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
210+ 2.63% |
$9.24K - $11.3K
|
8.19K
$391K
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-24K- 17.13% |
$1.06M - $1.29M
|
116K
$5.55M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.75MNew |
$77M - $93.9M
|
1.75M
$83.6M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.84K+ 7.1% |
$80.8K - $98.6K
|
27.7K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-340- 0.26% |
$15K - $18.2K
|
131K
$6.26M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.78K- 49.47% |
$78.1K - $95.3K
|
1.81K
$86.7K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.14K- 0.62% |
$94K - $115K
|
343K
$16.4M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-6.24K- 84.66% |
$274K - $335K
|
1.13K
$54K
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-155K- 61.16% |
$6.8M - $8.3M
|
98.2K
$4.69M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.7K- 0.91% |
$513K - $625K
|
1.27M
$60.6M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-892- 0.18% |
$39.2K - $47.9K
|
484K
$23.1M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-508- 9.03% |
$22.3K - $27.3K
|
5.12K
$244K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
38.8K+ 11.35% |
$1.71M - $2.08M
|
381K
$18.2M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 24.02% |
$589K - $719K
|
69.2K
$3.3M
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-13.2K- 10.27% |
$582K - $710K
|
116K
$5.52M
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-222- 2.27% |
$9.76K - $11.9K
|
9.55K
$456K
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-446- 0.78% |
$19.6K - $23.9K
|
56.6K
$2.7M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.98K+ 310.32% |
$263K - $321K
|
7.91K
$378K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-71- 18.02% |
$3.12K - $3.81K
|
323
$15.4K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-11.6K- 11.44% |
$512K - $624K
|
90.1K
$4.3M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
43+ 0.99% |
$1.89K - $2.31K
|
4.37K
$209K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
206+ 0.72% |
$9.06K - $11.1K
|
28.6K
$1.37M
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
18.5K+ 39.99% |
$812K - $991K
|
64.7K
$3.09M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
479New |
$21.1K - $25.7K
|
479
$22.9K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
14K+ 0.73% |
$616K - $751K
|
1.94M
$92.9M
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
40+ 0.26% |
$1.76K - $2.15K
|
15.6K
$743K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.01K+ 1.91% |
$44.2K - $53.9K
|
53.5K
$2.56M
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 0.98% |
$97.2K - $119K
|
224K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.38KNew |
$369K - $450K
|
8.38K
$401K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.96KNew |
$130K - $159K
|
2.96K
$141K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-105- 2.04% |
$4.62K - $5.63K
|
5.05K
$241K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.4% |
$72.5K - $88.5K
|
39.2K
$1.87M
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
53New |
$2.33K - $2.84K
|
53
$2.53K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.75K- 0.79% |
$209K - $255K
|
598K
$28.6M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
26.4K+ 43.97% |
$1.16M - $1.42M
|
86.5K
$4.13M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5KNew |
$220K - $268K
|
5K
$239K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-11- 0.1% |
$484 - $590
|
10.8K
$516K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-967- 3.1% |
$42.5K - $51.9K
|
30.2K
$1.44M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.21KNew |
$53.1K - $64.8K
|
1.21K
$57.7K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-233- 5.26% |
$10.2K - $12.5K
|
4.19K
$200K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 5.76% |
$68.8K - $84K
|
28.8K
$1.37M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.22K- 37.79% |
$274K - $334K
|
10.2K
$489K
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-316K- 15.82% |
$13.9M - $17M
|
1.68M
$80.4M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.84K+ 0.83% |
$80.9K - $98.7K
|
223K
$10.6M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-36.7K- 2.61% |
$1.61M - $1.97M
|
1.37M
$65.4M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19.5K- 2.29% |
$859K - $1.05M
|
833K
$39.8M
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-138K- 37.84% |
$6.06M - $7.4M
|
227K
$10.8M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 2.49% |
$83.6K - $102K
|
74.4K
$3.55M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
79+ 1.55% |
$3.47K - $4.24K
|
5.17K
$247K
|