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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.6K- 4.63% |
$144K - $161K
|
74K
$3.51M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.58KNew |
$183K - $205K
|
4.58K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-335- 38.73% |
$13.4K - $15K
|
530
$25.1K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-5- 0.11% |
$200 - $224
|
4.62K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.61K- 21.78% |
$64.1K - $71.7K
|
5.76K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
42+ 3.76% |
$1.68K - $1.88K
|
1.16K
$54.9K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
346+ 7.85% |
$13.8K - $15.5K
|
4.76K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
211New |
$8.42K - $9.43K
|
211
$10K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.33KNew |
$133K - $149K
|
3.33K
$158K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-832- 15.38% |
$33.2K - $37.2K
|
4.58K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-16K- 97.56% |
$639K - $715K
|
400
$19K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-694- 2.27% |
$27.7K - $31K
|
29.9K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-231- 1.55% |
$9.22K - $10.3K
|
14.7K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-694- 5.94% |
$27.7K - $31K
|
11K
$521K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.02K+ 11.52% |
$320K - $359K
|
77.7K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
923+ 0.91% |
$36.8K - $41.3K
|
102K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
3.09K+ 22.44% |
$123K - $138K
|
16.9K
$800K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.1K- 3.14% |
$43.8K - $49.1K
|
33.8K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-7.35K- 50.0% |
$293K - $329K
|
7.35K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
198+ 6.0% |
$7.9K - $8.85K
|
3.5K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.61K- 35.75% |
$184K - $206K
|
8.28K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.15KNew |
$246K - $275K
|
6.15K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
5.15KNew |
$206K - $230K
|
5.15K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-93- 50.0% |
$3.71K - $4.16K
|
93
$4.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.09KNew |
$203K - $227K
|
5.09K
$241K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-77- 6.28% |
$3.07K - $3.44K
|
1.15K
$54.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
187+ 48.2% |
$7.46K - $8.36K
|
575
$27.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-314- 6.06% |
$12.5K - $14K
|
4.87K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
500+ 714.29% |
$20K - $22.4K
|
570
$27K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40+ 40.4% |
$1.6K - $1.79K
|
139
$6.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$75.9K - $85K
|
1.9K
$90.1K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.01K- 14.62% |
$40.1K - $44.9K
|
5.87K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-197- 2.45% |
$7.86K - $8.81K
|
7.83K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-114- 3.32% |
$4.55K - $5.1K
|
3.32K
$157K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
11.7KNew |
$466K - $522K
|
11.7K
$553K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-884- 33.06% |
$35.3K - $39.5K
|
1.79K
$84.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
505+ 1.05% |
$20.2K - $22.6K
|
48.5K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-78- 1.44% |
$3.11K - $3.49K
|
5.32K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-100- 0.64% |
$3.99K - $4.47K
|
15.4K
$731K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$416K - $466K
|
10.4K
$494K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-535- 5.26% |
$21.4K - $23.9K
|
9.64K
$457K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-132- 35.58% |
$5.27K - $5.9K
|
239
$11.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.08% |
$1.44K - $1.61K
|
45.6K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-200Closed |
$7.98K - $8.94K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-200- 16.0% |
$7.98K - $8.94K
|
1.05K
$49.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-141- 2.26% |
$5.63K - $6.3K
|
6.09K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-108- 2.23% |
$4.31K - $4.83K
|
4.73K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.01KNew |
$320K - $358K
|
8.01K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
19.7K+ 20.8% |
$785K - $879K
|
114K
$5.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.53KNew |
$221K - $247K
|
5.53K
$262K
|