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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34- 7.67% |
$1.5K - $1.82K
|
409
$19.4K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.06K+ 0.13% |
$46.8K - $57K
|
834K
$39.5M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-15.6K- 75.31% |
$686K - $838K
|
5.12K
$242K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 31.95% |
$3.39K - $4.13K
|
318
$15.1K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.36K+ 3.05% |
$59.9K - $73.1K
|
46.1K
$2.18M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
21+ 0.17% |
$924 - $1.13K
|
12.3K
$583K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-355- 9.44% |
$15.6K - $19K
|
3.41K
$161K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
168+ 1.43% |
$7.39K - $9.01K
|
11.9K
$565K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.33K+ 2.01% |
$58.3K - $71.2K
|
67.3K
$3.19M
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.18K- 72.02% |
$95.7K - $117K
|
845
$40K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-705- 2.15% |
$31K - $37.8K
|
32.1K
$1.52M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.3KNew |
$935K - $1.14M
|
21.3K
$1.01M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.68K- 3.18% |
$73.8K - $90K
|
51.1K
$2.42M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-41.4K- 2.72% |
$1.82M - $2.22M
|
1.48M
$70.2M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
136KNew |
$5.97M - $7.29M
|
136K
$6.44M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-237- 0.52% |
$10.4K - $12.7K
|
45.8K
$2.17M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
10.1K+ 37.28% |
$446K - $544K
|
37.4K
$1.77M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
93+ 7.41% |
$4.09K - $4.99K
|
1.35K
$63.9K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
181+ 25.78% |
$7.96K - $9.71K
|
883
$41.8K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
300+ 8.95% |
$13.2K - $16.1K
|
3.65K
$173K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
311+ 7.14% |
$13.7K - $16.7K
|
4.67K
$221K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-134- 1.44% |
$5.89K - $7.19K
|
9.15K
$433K
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
680+ 3.65% |
$29.9K - $36.5K
|
19.3K
$916K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.98KNew |
$219K - $267K
|
4.98K
$236K
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-29- 1.63% |
$1.28K - $1.56K
|
1.75K
$82.9K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
166K+ 139.15% |
$7.31M - $8.92M
|
286K
$13.5M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.39K+ 98.84% |
$237K - $289K
|
10.8K
$514K
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-1.2K- 10.52% |
$52.8K - $64.4K
|
10.2K
$484K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.95K+ 24.97% |
$218K - $266K
|
24.8K
$1.17M
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.5K- 2.38% |
$66K - $80.5K
|
61.4K
$2.91M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
82New |
$3.61K - $4.4K
|
82
$3.89K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-338- 1.18% |
$14.9K - $18.1K
|
28.4K
$1.34M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
29.3K+ 212.81% |
$1.29M - $1.57M
|
43.1K
$2.04M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
400New |
$17.6K - $21.5K
|
400
$19K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-950- 28.57% |
$41.8K - $51K
|
2.38K
$113K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-628- 7.55% |
$27.6K - $33.7K
|
7.69K
$364K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.95K- 0.51% |
$437K - $534K
|
1.96M
$92.8M
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-3.4K- 4.7% |
$150K - $182K
|
68.9K
$3.27M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
250+ 70.82% |
$11K - $13.4K
|
603
$28.6K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
224+ 0.73% |
$9.85K - $12K
|
31K
$1.47M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
392+ 47.52% |
$17.2K - $21K
|
1.22K
$57.7K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.12K+ 12.78% |
$181K - $221K
|
36.3K
$1.72M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.7M- 24.23% |
$497M - $601M
|
39.8M
$1.89B
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
488+ 1.34% |
$19.1K - $23K
|
37K
$1.75M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-299- 0.93% |
$11.7K - $14.1K
|
31.8K
$1.51M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
99New |
$3.86K - $4.68K
|
99
$4.69K
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.44K- 1.29% |
$173K - $210K
|
340K
$16.1M
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-11.7K- 4.65% |
$457K - $553K
|
240K
$11.4M
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-115- 5.69% |
$4.49K - $5.43K
|
1.91K
$90.3K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.08% |
$39 - $47.2
|
1.27K
$60.2K
|