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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-266- 5.07% |
$10.2K - $11.7K
|
4.98K
$236K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
37+ 0.09% |
$1.42K - $1.63K
|
39.2K
$1.86M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
650+ 15.62% |
$25K - $28.6K
|
4.81K
$228K
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.04K- 5.42% |
$39.9K - $45.6K
|
18.1K
$859K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
576+ 22.4% |
$22.1K - $25.3K
|
3.15K
$149K
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-797K- 39.01% |
$30.6M - $35M
|
1.25M
$59M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.17K- 95.42% |
$44.9K - $51.3K
|
56
$2.65K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
602New |
$23.1K - $26.5K
|
602
$28.5K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-563- 4.97% |
$21.6K - $24.7K
|
10.8K
$510K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-434- 5.5% |
$16.7K - $19.1K
|
7.46K
$353K
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
4+ 3.01% |
$154 - $176
|
137
$6.49K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.44KNew |
$248K - $283K
|
6.44K
$305K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.55KNew |
$97.9K - $112K
|
2.55K
$121K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
363New |
$14K - $16K
|
363
$17.2K
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$500K - $571K
|
13K
$616K
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
4.28K+ 2.64% |
$165K - $188K
|
167K
$7.89M
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.11K- 15.24% |
$42.7K - $48.8K
|
6.18K
$293K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13+ 7.6% |
$500 - $571
|
184
$8.72K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.33K+ 2.71% |
$89.7K - $102K
|
88.5K
$4.19M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-699- 63.03% |
$26.9K - $30.7K
|
410
$19.4K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-106- 18.69% |
$4.08K - $4.66K
|
461
$21.8K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
148New |
$5.69K - $6.5K
|
148
$7.01K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
845+ 8.25% |
$32.5K - $37.1K
|
11.1K
$525K
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-300- 3.31% |
$11.5K - $13.2K
|
8.77K
$416K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17New |
$654 - $747
|
17
$805
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
116New |
$4.46K - $5.1K
|
116
$5.5K
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-200- 3.16% |
$7.69K - $8.79K
|
6.13K
$290K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
662+ 2.94% |
$25.5K - $29.1K
|
23.2K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.43K+ 35.4% |
$93.2K - $107K
|
9.28K
$439K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.2KNew |
$392K - $448K
|
10.2K
$483K
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-4.34K- 2.72% |
$167K - $191K
|
155K
$7.36M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
193New |
$7.42K - $8.48K
|
193
$9.14K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-67- 0.74% |
$2.58K - $2.94K
|
9.03K
$428K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
609+ 822.97% |
$23.4K - $26.8K
|
683
$32.4K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
136New |
$5.23K - $5.98K
|
136
$6.44K
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 3.93% |
$15.4K - $17.6K
|
9.79K
$464K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.52K+ 5.85% |
$58.6K - $67K
|
27.6K
$1.31M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
18.5KNew |
$712K - $813K
|
18.5K
$877K
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-700- 11.61% |
$26.9K - $30.8K
|
5.33K
$252K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.31K+ 19.28% |
$50.5K - $57.7K
|
8.12K
$385K
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-5.87KClosed |
$226K - $258K
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.04K+ 6.84% |
$194K - $221K
|
78.7K
$3.73M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17.5KNew |
$673K - $769K
|
17.5K
$829K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
51+ 51.0% |
$1.96K - $2.24K
|
151
$7.15K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 8.19% |
$923 - $1.05K
|
269
$12.7K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.43K- 50.91% |
$55.1K - $63K
|
1.38K
$65.5K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.17K+ 31.76% |
$122K - $139K
|
13.1K
$623K
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-348- 0.62% |
$13.4K - $15.3K
|
56.1K
$2.66M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-51- 0.58% |
$1.96K - $2.24K
|
8.72K
$413K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-814- 4.58% |
$31.3K - $35.8K
|
16.9K
$803K
|