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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-500- 2.07% |
$19.5K - $23.6K
|
23.6K
$1.12M
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 128.21% |
$117K - $142K
|
5.34K
$253K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-410- 7.65% |
$16K - $19.4K
|
4.95K
$234K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 3.67% |
$47.6K - $57.6K
|
34.5K
$1.63M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-51.3K- 17.5% |
$2M - $2.42M
|
242K
$11.5M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.1K- 4.29% |
$1.1M - $1.33M
|
626K
$29.7M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-410- 3.92% |
$16K - $19.4K
|
10K
$476K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-4.92K- 21.68% |
$192K - $233K
|
17.8K
$843K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$78.1 - $94.5
|
15.2K
$718K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
26.4K+ 2235.2% |
$1.03M - $1.24M
|
27.5K
$1.3M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
823+ 4.11% |
$32.1K - $38.9K
|
20.9K
$988K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
578+ 1.98% |
$22.6K - $27.3K
|
29.8K
$1.41M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
973New |
$38K - $46K
|
973
$46.1K
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-200- 0.52% |
$7.81K - $9.45K
|
38.4K
$1.82M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
9.2K+ 352.8% |
$359K - $435K
|
11.8K
$560K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
466+ 72.14% |
$18.2K - $22K
|
1.11K
$52.7K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-111- 2.14% |
$4.33K - $5.24K
|
5.07K
$240K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.2K+ 4.37% |
$85.7K - $104K
|
52.4K
$2.48M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$390 - $472
|
12.1K
$574K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.46K- 8.28% |
$95.9K - $116K
|
27.2K
$1.29M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-126- 17.45% |
$4.92K - $5.95K
|
596
$28.2K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
223+ 4.41% |
$8.71K - $10.5K
|
5.27K
$250K
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
4.86KNew |
$190K - $230K
|
4.86K
$230K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-206- 3.28% |
$8.04K - $9.73K
|
6.07K
$287K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.46KNew |
$174K - $211K
|
4.46K
$211K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-287- 2.87% |
$11.2K - $13.6K
|
9.71K
$460K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 7.68% |
$46.1K - $55.8K
|
14.2K
$673K
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.56K- 2.63% |
$60.7K - $73.4K
|
57.5K
$2.72M
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.9K- 0.3% |
$74.1K - $89.7K
|
625K
$29.6M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.6K- 6.79% |
$571K - $691K
|
201K
$9.52M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.75K- 11.79% |
$68.4K - $82.7K
|
13.1K
$621K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
101+ 0.3% |
$3.94K - $4.77K
|
33.8K
$1.6M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 0.52% |
$1.95K - $2.36K
|
9.48K
$449K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
102+ 0.52% |
$3.98K - $4.82K
|
19.9K
$943K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.83K- 7.95% |
$384K - $464K
|
114K
$5.4M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
29.1K+ 163.83% |
$1.14M - $1.38M
|
46.9K
$2.22M
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 20.07% |
$80.2K - $97.1K
|
8.19K
$388K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
437+ 87.4% |
$17.1K - $20.6K
|
937
$44.4K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
734+ 11.66% |
$28.7K - $34.7K
|
7.03K
$333K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.68K- 25.72% |
$144K - $174K
|
10.6K
$503K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-508- 0.91% |
$19.8K - $24K
|
55.2K
$2.62M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-211- 3.93% |
$8.24K - $9.97K
|
5.16K
$245K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
200+ 8.1% |
$7.81K - $9.45K
|
2.67K
$127K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
538+ 2.92% |
$21K - $25.4K
|
19K
$899K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.32K+ 8.01% |
$169K - $204K
|
58.3K
$2.76M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5KNew |
$195K - $236K
|
5K
$237K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-363- 25.58% |
$14.2K - $17.1K
|
1.06K
$50K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
566+ 6.52% |
$22.1K - $26.7K
|
9.25K
$438K
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
60.6KNew |
$2.37M - $2.86M
|
60.6K
$2.87M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.26K+ 35.24% |
$245K - $296K
|
24K
$1.14M
|