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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-131- 0.2% |
$3.76K - $4.72K
|
66.1K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-796- 38.73% |
$22.8K - $28.7K
|
1.26K
$59.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 0.83% |
$1.43K - $1.8K
|
5.95K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-16.9K- 19.31% |
$486K - $610K
|
70.8K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.7K- 18.89% |
$48.8K - $61.2K
|
7.3K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$5.74K - $7.2K
|
200
$9.48K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.06K- 23.39% |
$59.2K - $74.3K
|
6.76K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 14.29% |
$8.6K - $10.8K
|
2.4K
$114K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.4KNew |
$297K - $373K
|
10.4K
$491K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
168New |
$4.82K - $6.05K
|
168
$7.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
25.9KNew |
$744K - $934K
|
25.9K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
PUT |
48KNew |
$1.38M - $1.73M
|
48K
$2.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-127K- 80.81% |
$3.65M - $4.58M
|
30.2K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
6.8KNew |
$195K - $245K
|
6.8K
$322K
|
|
|
Aug 02, 2023
Q2 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
175K+ 38.89% |
$5.02M - $6.3M
|
625K
$29.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
219KNew |
$6.28M - $7.89M
|
219K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
29.2KNew |
$839K - $1.05M
|
29.2K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13K+ 32.53% |
$373K - $468K
|
53K
$2.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
1.18M+ 1346.51% |
$33.8M - $42.4M
|
1.26M
$59.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18.9KNew |
$541K - $679K
|
18.9K
$893K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
126+ 10.08% |
$3.61K - $4.54K
|
1.38K
$65.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5.94K- 64.27% |
$170K - $214K
|
3.3K
$156K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-3K- 51.72% |
$86K - $108K
|
2.8K
$133K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.57K- 12.54% |
$217K - $272K
|
52.8K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.4K- 30.96% |
$126K - $158K
|
9.81K
$465K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20New |
$574 - $720
|
20
$948
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 9.25% |
$14.3K - $18K
|
4.91K
$232K
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.76K+ 53.97% |
$137K - $171K
|
13.6K
$644K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200+ 22.22% |
$5.74K - $7.2K
|
1.1K
$52.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31KNew |
$890K - $1.12M
|
31K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.9K+ 7.43% |
$83.1K - $104K
|
41.9K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-134- 58.26% |
$3.84K - $4.83K
|
96
$4.55K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-34K- 98.75% |
$975K - $1.22M
|
430
$20.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
8.91KNew |
$255K - $321K
|
8.91K
$422K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
28+ 8.41% |
$803 - $1.01K
|
361
$17.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.1K- 20.42% |
$60.2K - $75.6K
|
8.19K
$388K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-12.3K- 23.58% |
$353K - $444K
|
39.9K
$1.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
28.8K+ 50.39% |
$827K - $1.04M
|
86.1K
$4.08M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-673- 37.51% |
$19.3K - $24.2K
|
1.12K
$53.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
11.6KNew |
$334K - $419K
|
11.6K
$552K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 6.61% |
$51.1K - $64.1K
|
28.7K
$1.36M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-673- 37.51% |
$19.3K - $24.2K
|
1.12K
$53.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-450- 26.6% |
$12.9K - $16.2K
|
1.24K
$58.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.26K- 28.85% |
$93.5K - $117K
|
8.04K
$381K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-26.7K- 90.04% |
$766K - $962K
|
2.96K
$140K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
52.5KNew |
$1.51M - $1.89M
|
52.5K
$2.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.26K- 14.6% |
$36.1K - $45.3K
|
7.35K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.93K- 19.26% |
$55.3K - $69.4K
|
8.08K
$383K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.4KNew |
$40.2K - $50.4K
|
1.4K
$66.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
250+ 0.49% |
$7.17K - $9K
|
50.8K
$2.41M
|