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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.29K- 4.12% |
$244K - $287K
|
146K
$6.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
397+ 0.94% |
$15.4K - $18.1K
|
42.5K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
114+ 5.46% |
$4.42K - $5.2K
|
2.2K
$102K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.69KNew |
$182K - $214K
|
4.69K
$217K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
50New |
$1.94K - $2.28K
|
50
$2.31K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 28.08% |
$57.8K - $68K
|
3.82K
$176K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.21% |
$427 - $502
|
5.21K
$241K
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
103K+ 33.41% |
$4M - $4.7M
|
411K
$19M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
132+ 0.65% |
$5.12K - $6.02K
|
20.4K
$944K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
14.1KNew |
$548K - $645K
|
14.1K
$653K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-103- 1.67% |
$4K - $4.7K
|
6.05K
$280K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
2.47K+ 16.96% |
$96K - $113K
|
17.1K
$789K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-204- 0.97% |
$7.91K - $9.31K
|
20.9K
$966K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$3.88K - $4.56K
|
100
$4.62K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.51K- 59.11% |
$252K - $297K
|
4.5K
$208K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-9.52K- 10.08% |
$369K - $435K
|
85K
$3.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.13K+ 187.84% |
$199K - $234K
|
7.86K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
5.19KNew |
$201K - $237K
|
5.19K
$240K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 7.11% |
$24.4K - $28.7K
|
8.24K
$381K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
97+ 1.44% |
$3.76K - $4.43K
|
6.82K
$315K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
363+ 4.98% |
$14.1K - $16.6K
|
7.66K
$354K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
58+ 1.09% |
$2.25K - $2.65K
|
5.37K
$248K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
510+ 5.79% |
$19.8K - $23.3K
|
9.31K
$431K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-99- 1.63% |
$3.84K - $4.52K
|
5.98K
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.88KNew |
$112K - $131K
|
2.88K
$133K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
7.45KNew |
$289K - $340K
|
7.45K
$344K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.95KNew |
$192K - $226K
|
4.95K
$229K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
580New |
$22.5K - $26.5K
|
580
$26.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
314+ 5.57% |
$12.2K - $14.3K
|
5.95K
$275K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
3.09KNew |
$120K - $141K
|
3.09K
$143K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
23.3K+ 23.52% |
$906K - $1.07M
|
123K
$5.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
100New |
$3.88K - $4.56K
|
100
$4.62K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.3KNew |
$401K - $471K
|
10.3K
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.68KNew |
$104K - $122K
|
2.68K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
60New |
$2.33K - $2.74K
|
60
$2.77K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
19+ 0.19% |
$737 - $867
|
9.91K
$458K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-250- 15.29% |
$9.7K - $11.4K
|
1.39K
$64K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
640New |
$24.8K - $29.2K
|
640
$29.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
307New |
$11.9K - $14K
|
307
$14.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.65KNew |
$64K - $75.2K
|
1.65K
$76.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
166New |
$6.44K - $7.57K
|
166
$7.68K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-37Closed |
$682 - $1.78K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.67KClosed |
$86K - $225K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-31K- 25.59% |
$572K - $1.5M
|
90.2K
$4.17M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.36KNew |
$136K - $355K
|
7.36K
$340K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
139New |
$2.56K - $6.7K
|
139
$6.43K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.54% |
$461 - $1.21K
|
4.66K
$215K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.15% |
$203 - $530
|
7.51K
$347K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-266- 97.08% |
$4.9K - $12.8K
|
8
$370
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-186- 17.33% |
$3.43K - $8.97K
|
887
$41K
|
|