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 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
6.8KNew |
$195K - $245K
|
6.8K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
175K+ 38.89% |
$5.02M - $6.3M
|
625K
$30.7M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
29.2KNew |
$839K - $1.05M
|
29.2K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13K+ 32.53% |
$373K - $468K
|
53K
$2.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
1.18M+ 1346.51% |
$33.8M - $42.4M
|
1.26M
$62M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18.9KNew |
$541K - $679K
|
18.9K
$925K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
126+ 10.08% |
$3.61K - $4.54K
|
1.38K
$67.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5.94K- 64.27% |
$170K - $214K
|
3.3K
$162K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-3K- 51.72% |
$86K - $108K
|
2.8K
$137K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.57K- 12.54% |
$217K - $272K
|
52.8K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.4K- 30.96% |
$126K - $158K
|
9.81K
$481K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20New |
$574 - $720
|
20
$981
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.76K+ 53.97% |
$137K - $171K
|
13.6K
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200+ 22.22% |
$5.74K - $7.2K
|
1.1K
$54K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31KNew |
$890K - $1.12M
|
31K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.9K+ 7.43% |
$83.1K - $104K
|
41.9K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-134- 58.26% |
$3.84K - $4.83K
|
96
$4.71K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-34K- 98.75% |
$975K - $1.22M
|
430
$21.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
8.91KNew |
$255K - $321K
|
8.91K
$437K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.1K- 20.42% |
$60.2K - $75.6K
|
8.19K
$402K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-12.3K- 23.58% |
$353K - $444K
|
39.9K
$1.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
28.8K+ 50.39% |
$827K - $1.04M
|
86.1K
$4.22M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-673- 37.51% |
$19.3K - $24.2K
|
1.12K
$55K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
11.6KNew |
$334K - $419K
|
11.6K
$571K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 6.61% |
$51.1K - $64.1K
|
28.7K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-673- 37.51% |
$19.3K - $24.2K
|
1.12K
$55K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-450- 26.6% |
$12.9K - $16.2K
|
1.24K
$60.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.26K- 28.85% |
$93.5K - $117K
|
8.04K
$394K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-26.7K- 90.04% |
$766K - $962K
|
2.96K
$145K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
52.5KNew |
$1.51M - $1.89M
|
52.5K
$2.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.93K- 19.26% |
$55.3K - $69.4K
|
8.08K
$396K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
250+ 0.49% |
$7.17K - $9K
|
50.8K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
53.8KNew |
$1.54M - $1.94M
|
53.8K
$2.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
6.39KNew |
$183K - $230K
|
6.39K
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-297- 8.48% |
$8.52K - $10.7K
|
3.21K
$157K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.6KNew |
$45.9K - $57.6K
|
1.6K
$78.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.47K- 22.48% |
$70.9K - $89K
|
8.53K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67K+ 1665.0% |
$47.8K - $60K
|
1.77K
$86.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11.6KNew |
$334K - $419K
|
11.6K
$572K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-300- 48.78% |
$8.6K - $10.8K
|
315
$15.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 18.68% |
$488 - $612
|
74
$3.63K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.93K+ 3.63% |
$55.3K - $69.4K
|
55K
$2.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-2K- 90.17% |
$57.4K - $72K
|
218
$10.7K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
269+ 2.51% |
$7.71K - $9.69K
|
11K
$539K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
123K+ 14.21% |
$4.07M - $6.15M
|
992K
$48.7M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
73.2KNew |
$2.41M - $3.65M
|
73.2K
$3.59M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
400KNew |
$13.2M - $19.9M
|
400K
$19.6M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
800New |
$26.4K - $39.8K
|
800
$39.3K
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.2K+ 0.28% |
$39.5K - $59.8K
|
424K
$20.8M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
20.7KNew |
$683K - $1.03M
|
20.7K
$1.02M
|
|