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 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16K- 99.91% |
$705K - $860K
|
14
$647
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
542+ 5.11% |
$23.8K - $29.1K
|
11.1K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 30.0% |
$264K - $322K
|
14K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23+ 11.0% |
$1.01K - $1.23K
|
232
$10.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 24.16% |
$132K - $161K
|
15.4K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.75K- 39.06% |
$297K - $362K
|
10.5K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-527- 6.45% |
$23.2K - $28.3K
|
7.64K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.76% |
$396 - $483
|
502
$23.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.77K- 2.62% |
$77.7K - $94.8K
|
65.6K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.41K- 0.55% |
$150K - $183K
|
622K
$28.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.42K- 4.99% |
$62.3K - $76K
|
26.9K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
538+ 1.37% |
$23.7K - $28.9K
|
39.9K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-31- 46.97% |
$1.36K - $1.66K
|
35
$1.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.84K- 29.99% |
$125K - $153K
|
6.64K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-122- 2.5% |
$5.37K - $6.55K
|
4.77K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
158+ 2.03% |
$6.95K - $8.48K
|
7.94K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
393+ 5.61% |
$17.3K - $21.1K
|
7.4K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394+ 1.96% |
$17.3K - $21.1K
|
20.5K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
667+ 0.95% |
$29.3K - $35.8K
|
70.8K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
7.03KNew |
$309K - $377K
|
7.03K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-354- 4.91% |
$15.6K - $19K
|
6.86K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
188KNew |
$8.27M - $10.1M
|
188K
$8.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-21- 0.37% |
$924 - $1.13K
|
5.6K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
236K+ 305.81% |
$10.4M - $12.6M
|
313K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
166K+ 1131.42% |
$7.29M - $8.89M
|
180K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
479New |
$21.1K - $25.7K
|
479
$22.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
55.5K+ 1408.68% |
$2.44M - $2.98M
|
59.5K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-449- 2.97% |
$19.7K - $24.1K
|
14.7K
$679K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 4.7% |
$1.23K - $1.5K
|
568
$26.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.9K- 6.92% |
$612K - $746K
|
187K
$8.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.63K+ 37.29% |
$292K - $356K
|
24.4K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25+ 0.08% |
$1.1K - $1.34K
|
31.9K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.08% |
$616 - $751
|
16.9K
$783K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.49K+ 29.62% |
$65.6K - $80K
|
6.52K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.04% |
$220 - $268
|
13.4K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-89- 3.13% |
$3.91K - $4.78K
|
2.76K
$128K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-125- 2.56% |
$5.5K - $6.71K
|
4.75K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.24K- 0.55% |
$54.3K - $66.3K
|
221K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.98K- 1.63% |
$175K - $214K
|
240K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.05% |
$352 - $429
|
16.2K
$747K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-103K- 93.72% |
$4.53M - $5.53M
|
6.91K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.1% |
$1.28K - $1.56K
|
27.7K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
226K+ 33.91% |
$9.94M - $12.1M
|
893K
$41.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
513+ 1.05% |
$22.6K - $27.5K
|
49.6K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.5K- 3.95% |
$1.48M - $1.8M
|
815K
$37.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
35+ 0.76% |
$1.54K - $1.88K
|
4.62K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 0.57% |
$5.94K - $7.24K
|
24K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 13.68% |
$572 - $698
|
82
$3.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$44 - $53.7
|
772
$35.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.36K+ 7.71% |
$59.6K - $72.8K
|
18.9K
$876K
|