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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-429- 1.63% |
$14.1K - $21.4K
|
25.8K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
427New |
$14.1K - $21.3K
|
427
$20.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
400New |
$13.2K - $19.9K
|
400
$19K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.68K- 18.92% |
$55.3K - $83.6K
|
7.19K
$341K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.59KNew |
$250K - $378K
|
7.59K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
13.1KNew |
$433K - $655K
|
13.1K
$623K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
74.8KNew |
$2.46M - $3.72M
|
74.8K
$3.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.7KNew |
$56K - $84.7K
|
1.7K
$80.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
23.6KNew |
$778K - $1.18M
|
23.6K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-320- 4.56% |
$10.5K - $15.9K
|
6.69K
$317K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.8K+ 3.56% |
$290K - $438K
|
256K
$12.1M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-4.69K- 9.71% |
$155K - $234K
|
43.6K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-125- 1.33% |
$4.12K - $6.23K
|
9.26K
$439K
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.84K+ 14.04% |
$60.6K - $91.6K
|
14.9K
$708K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-894- 92.07% |
$29.5K - $44.5K
|
77
$3.65K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
50.7K+ 100.35% |
$1.67M - $2.53M
|
101K
$4.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.14K- 1.49% |
$37.5K - $56.7K
|
75.4K
$3.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
13.4K+ 41.64% |
$442K - $668K
|
45.6K
$2.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11- 1.41% |
$362 - $548
|
769
$36.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.42K- 18.32% |
$46.7K - $70.5K
|
6.31K
$299K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-732- 82.25% |
$24.1K - $36.5K
|
158
$7.49K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.65K- 17.5% |
$54.4K - $82.2K
|
7.78K
$368K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
54+ 0.17% |
$1.78K - $2.69K
|
31.4K
$1.49M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-35- 0.41% |
$1.36K - $1.6K
|
8.45K
$400K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-34- 69.39% |
$1.32K - $1.55K
|
15
$711
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.4KNew |
$209K - $246K
|
5.4K
$256K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-229- 53.38% |
$8.88K - $10.4K
|
200
$9.48K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.65KNew |
$219K - $258K
|
5.65K
$268K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
45New |
$1.75K - $2.05K
|
45
$2.13K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.85KNew |
$266K - $312K
|
6.85K
$324K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
2.2KNew |
$85.3K - $100K
|
2.2K
$104K
|
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
480KNew |
$18.6M - $21.9M
|
480K
$22.7M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.68KNew |
$182K - $214K
|
4.68K
$222K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.59K- 32.95% |
$178K - $209K
|
9.33K
$442K
|
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
184KNew |
$7.13M - $8.39M
|
184K
$8.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-235- 26.83% |
$9.12K - $10.7K
|
641
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
600New |
$23.3K - $27.4K
|
600
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-71.1M- 91.42% |
$2.76B - $3.25B
|
6.67M
$316M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 1.56% |
$3.88K - $4.56K
|
6.3K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
187+ 3.49% |
$7.25K - $8.53K
|
5.54K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.4K- 16.94% |
$54.2K - $63.7K
|
6.85K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
923New |
$35.8K - $42.1K
|
923
$43.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-469- 7.88% |
$18.2K - $21.4K
|
5.48K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.49K- 41.31% |
$57.9K - $68.1K
|
2.12K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
25K+ 19.9% |
$970K - $1.14M
|
151K
$7.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
290+ 1.06% |
$11.2K - $13.2K
|
27.7K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-825- 12.2% |
$32K - $37.6K
|
5.94K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
28.5K+ 146.73% |
$1.11M - $1.3M
|
48K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-88.1K- 70.87% |
$3.42M - $4.02M
|
36.2K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.75K- 3.9% |
$67.9K - $79.9K
|
43.2K
$2.05M
|
|