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 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 14.44% |
$1.65K - $2.45K
|
320
$15.2K
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
4.95KNew |
$152K - $224K
|
4.95K
$234K
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-91.1K- 51.73% |
$2.79M - $4.13M
|
85K
$4.03M
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
68New |
$2.08K - $3.08K
|
68
$3.22K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.71KNew |
$236K - $350K
|
7.71K
$365K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-675- 75.0% |
$20.7K - $30.6K
|
225
$10.7K
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
5.5KNew |
$169K - $249K
|
5.5K
$261K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.73K- 20.54% |
$53K - $78.4K
|
6.69K
$317K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-253- 68.01% |
$7.75K - $11.5K
|
119
$5.64K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 68.97% |
$1.84K - $2.72K
|
27
$1.28K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.81KNew |
$178K - $263K
|
5.81K
$275K
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
42.4KNew |
$1.3M - $1.92M
|
42.4K
$2.01M
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 2.38% |
$6.13K - $9.07K
|
8.21K
$389K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 20.38% |
$39.9K - $59.1K
|
5.09K
$241K
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
31.6KNew |
$970K - $1.43M
|
31.6K
$1.5M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.03KNew |
$185K - $273K
|
6.03K
$285K
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.73KNew |
$145K - $214K
|
4.73K
$224K
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-15.3K- 67.25% |
$468K - $692K
|
7.43K
$352K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-95- 12.79% |
$2.91K - $4.31K
|
648
$30.7K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$153K - $226K
|
4.98K
$236K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.43K- 22.56% |
$74.3K - $110K
|
8.33K
$395K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.81K- 9.15% |
$86K - $127K
|
27.9K
$1.32M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.44K- 31.88% |
$44.1K - $65.2K
|
3.08K
$146K
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.01KNew |
$184K - $273K
|
6.01K
$285K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.86K- 1.92% |
$272K - $402K
|
452K
$21.4M
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-144K- 96.74% |
$4.41M - $6.53M
|
4.85K
$230K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
26.1MNew |
$847M - $1.05B
|
26.1M
$1.24B
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
30.8KNew |
$999K - $1.24M
|
30.8K
$1.46M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.94KNew |
$290K - $359K
|
8.94K
$423K
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.09K+ 385.99% |
$198K - $245K
|
7.67K
$363K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
4.53K+ 62.96% |
$147K - $182K
|
11.7K
$555K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-132- 4.95% |
$4.29K - $5.31K
|
2.54K
$120K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 96.97% |
$1.04K - $1.29K
|
1
$47.4
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 4.31% |
$127K - $157K
|
94.4K
$4.47M
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
22New |
$714 - $885
|
22
$1.04K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26.6K- 36.56% |
$863K - $1.07M
|
46.1K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.94K- 18.16% |
$62.8K - $77.8K
|
8.72K
$413K
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-294K- 87.7% |
$9.55M - $11.8M
|
41.2K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
16.4KNew |
$532K - $659K
|
16.4K
$776K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.11K+ 22.66% |
$134K - $165K
|
22.3K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
170KNew |
$5.52M - $6.84M
|
170K
$8.05M
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
371K+ 530.57% |
$12.1M - $14.9M
|
441K
$20.9M
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.65KNew |
$216K - $267K
|
6.65K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.9KNew |
$647K - $802K
|
19.9K
$945K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
326New |
$10.6K - $13.1K
|
326
$15.4K
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
60+ 0.46% |
$1.95K - $2.41K
|
13K
$618K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.28K- 3.21% |
$204K - $252K
|
189K
$8.97M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
81.2KNew |
$2.64M - $3.27M
|
81.2K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
75+ 16.97% |
$2.44K - $3.02K
|
517
$24.5K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-5.04K- 42.6% |
$164K - $203K
|
6.8K
$322K
|