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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-900- 7.38% |
$29.7K - $44.8K
|
11.3K
$534K
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
84+ 0.72% |
$2.77K - $4.18K
|
11.8K
$558K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.98K- 8.92% |
$65.4K - $98.8K
|
20.2K
$958K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
163+ 2.92% |
$5.37K - $8.12K
|
5.74K
$272K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18New |
$593 - $896
|
18
$851
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.45K- 2.49% |
$80.7K - $122K
|
95.9K
$4.53M
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-87.2K- 42.18% |
$2.87M - $4.34M
|
119K
$5.65M
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
900+ 18.22% |
$29.7K - $44.8K
|
5.84K
$276K
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-48.7K- 95.41% |
$1.6M - $2.42M
|
2.34K
$111K
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.89K- 1.56% |
$128K - $194K
|
245K
$11.6M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-46- 0.54% |
$1.52K - $2.29K
|
8.53K
$403K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
96.1KNew |
$3.17M - $4.78M
|
96.1K
$4.54M
|
|
May 03, 2023
Q1 2023
|
Maj Invest Holding A
|
BUY
|
- |
2.5KNew |
$82.4K - $125K
|
2.5K
$118K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.72K+ 19.02% |
$56.6K - $85.6K
|
10.8K
$509K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.06% |
$132 - $199
|
6.81K
$322K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-65- 64.36% |
$2.14K - $3.24K
|
36
$1.7K
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-14.9K- 46.13% |
$490K - $740K
|
17.4K
$821K
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.57KNew |
$184K - $277K
|
5.57K
$264K
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
690+ 2.08% |
$22.7K - $34.4K
|
33.9K
$1.61M
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.37K- 15.73% |
$45K - $68.1K
|
7.32K
$346K
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
11.7K+ 7.8% |
$385K - $582K
|
161K
$7.64M
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
7K+ 3.66% |
$231K - $349K
|
198K
$9.37M
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-102K- 93.04% |
$3.37M - $5.09M
|
7.66K
$362K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
443+ 1.06% |
$14.6K - $22.1K
|
42.1K
$1.99M
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.12K- 38.89% |
$136K - $205K
|
6.48K
$306K
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
77KNew |
$2.54M - $3.84M
|
77K
$3.64M
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
215+ 1.88% |
$7.08K - $10.7K
|
11.6K
$551K
|
|
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
$18.9K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.68K- 18.92% |
$55.3K - $83.6K
|
7.19K
$340K
|
|
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
$622K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.7KNew |
$56K - $84.7K
|
1.7K
$80.4K
|
|
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
$2.06M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-125- 1.33% |
$4.12K - $6.23K
|
9.26K
$438K
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.84K+ 14.04% |
$60.6K - $91.6K
|
14.9K
$707K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
50.7K+ 100.35% |
$1.67M - $2.53M
|
101K
$4.79M
|
|
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
$7.47K
|
|
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
$1.48M
|
|
Q4 2022 | |||||||
Mar 28, 2025
Q4 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
13.8KNew |
$536K - $631K
|
13.8K
$654K
|
|
Feb 10, 2025
Q4 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-19.1KClosed |
$742K - $873K
|
0
$0
|