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 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-159K- 90.54% |
$6.97M - $8.51M
|
16.6K
$766K
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-751- 1.31% |
$33K - $40.3K
|
56.8K
$2.62M
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 33.33% |
$176 - $215
|
16
$740
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.92K- 10.61% |
$84.6K - $103K
|
16.2K
$749K
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
776KNew |
$34.1M - $41.7M
|
776K
$35.9M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.19K+ 0.46% |
$52.3K - $63.9K
|
258K
$11.9M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7.89K+ 2.69% |
$347K - $423K
|
301K
$13.9M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
741+ 10.54% |
$32.6K - $39.8K
|
7.77K
$359K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.12K+ 11.13% |
$137K - $168K
|
31.2K
$1.44M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-157- 5.43% |
$6.9K - $8.42K
|
2.74K
$126K
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.47K- 4.77% |
$64.5K - $78.7K
|
29.2K
$1.35M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
352+ 7.08% |
$15.5K - $18.9K
|
5.32K
$246K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
944New |
$41.5K - $50.7K
|
944
$43.7K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
97+ 2.13% |
$4.27K - $5.21K
|
4.65K
$215K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.53K- 0.7% |
$67.2K - $82K
|
217K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.08K- 1.32% |
$47.4K - $57.8K
|
80.6K
$3.73M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.67K+ 4.57% |
$117K - $143K
|
61K
$2.82M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
8.32KNew |
$366K - $446K
|
8.32K
$385K
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
33.7KNew |
$1.48M - $1.81M
|
33.7K
$1.56M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
462+ 9.86% |
$20.3K - $24.8K
|
5.15K
$238K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
86+ 5.09% |
$3.78K - $4.61K
|
1.78K
$82.1K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
361+ 2.42% |
$15.9K - $19.4K
|
15.3K
$708K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
984+ 4.55% |
$43.3K - $52.8K
|
22.6K
$1.04M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.72K- 2.57% |
$251K - $307K
|
217K
$10M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.02K- 0.6% |
$88.9K - $109K
|
338K
$15.6M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
495+ 11.25% |
$21.8K - $26.6K
|
4.9K
$226K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
505New |
$22.2K - $27.1K
|
505
$23.4K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
552+ 4.56% |
$24.3K - $29.6K
|
12.7K
$585K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
230K+ 21.33% |
$10.1M - $12.3M
|
1.31M
$60.4M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-39.6K- 28.17% |
$1.74M - $2.12M
|
101K
$4.67M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.06K+ 121.67% |
$46.7K - $56.9K
|
1.93K
$89.4K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
128+ 2.43% |
$5.63K - $6.87K
|
5.39K
$249K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.61K- 7.49% |
$115K - $140K
|
32.2K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.55K- 3.71% |
$156K - $190K
|
92.1K
$4.26M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-16.4K- 78.43% |
$723K - $882K
|
4.52K
$209K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-533- 54.22% |
$23.4K - $28.6K
|
450
$20.8K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 0.73% |
$7.78K - $9.5K
|
24.5K
$1.13M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
238+ 2.9% |
$10.5K - $12.8K
|
8.43K
$390K
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.7K- 8.89% |
$251K - $306K
|
58.4K
$2.7M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.42K- 1.89% |
$150K - $184K
|
178K
$8.23M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7.88KNew |
$347K - $423K
|
7.88K
$364K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
908+ 7.92% |
$39.9K - $48.7K
|
12.4K
$572K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
962+ 2.18% |
$42.3K - $51.6K
|
45.1K
$2.08M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
438New |
$19.3K - $23.5K
|
438
$20.3K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.5K- 10.71% |
$110K - $134K
|
20.8K
$963K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-666- 45.12% |
$29.3K - $35.7K
|
810
$37.5K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.25K+ 2.68% |
$99K - $121K
|
86.2K
$3.99M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.73K- 5.2% |
$76K - $92.7K
|
31.5K
$1.46M
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.56K+ 67.95% |
$244K - $298K
|
13.7K
$635K
|