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 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
580New |
$22.5K - $26.5K
|
580
$22.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
314+ 5.57% |
$12.2K - $14.3K
|
5.95K
$227K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
3.09KNew |
$120K - $141K
|
3.09K
$118K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
23.3K+ 23.52% |
$906K - $1.07M
|
123K
$4.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
100New |
$3.88K - $4.56K
|
100
$3.82K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.3KNew |
$401K - $471K
|
10.3K
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.68KNew |
$104K - $122K
|
2.68K
$102K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
60New |
$2.33K - $2.74K
|
60
$2.29K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
19+ 0.19% |
$737 - $867
|
9.91K
$379K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-250- 15.29% |
$9.7K - $11.4K
|
1.39K
$52.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
640New |
$24.8K - $29.2K
|
640
$24.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
307New |
$11.9K - $14K
|
307
$11.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.65KNew |
$64K - $75.2K
|
1.65K
$63K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
166New |
$6.44K - $7.57K
|
166
$6.34K
|
|
| 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
$3.45M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.36KNew |
$136K - $355K
|
7.36K
$281K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
139New |
$2.56K - $6.7K
|
139
$5.31K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.54% |
$461 - $1.21K
|
4.66K
$178K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.15% |
$203 - $530
|
7.51K
$287K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-266- 97.08% |
$4.9K - $12.8K
|
8
$306
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-186- 17.33% |
$3.43K - $8.97K
|
887
$33.9K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-149- 1.07% |
$2.75K - $7.18K
|
13.8K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.0% |
$73.7 - $193
|
404
$15.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.85% |
$18.4 - $48.2
|
118
$4.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-39- 15.54% |
$719 - $1.88K
|
212
$8.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.31KNew |
$24.1K - $63.1K
|
1.31K
$50K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.5KNew |
$46.1K - $121K
|
2.5K
$95.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-107KClosed |
$1.97M - $5.15M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-947- 7.87% |
$17.5K - $45.7K
|
11.1K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-35- 0.36% |
$645 - $1.69K
|
9.62K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
16.5KNew |
$304K - $794K
|
16.5K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.01KNew |
$18.7K - $48.8K
|
1.01K
$38.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.25K- 8.38% |
$41.4K - $108K
|
24.6K
$938K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-14K- 19.54% |
$258K - $674K
|
57.6K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
206+ 3.05% |
$3.8K - $9.93K
|
6.96K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.43K+ 64.74% |
$81.6K - $214K
|
11.3K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.8K+ 1.08% |
$438K - $1.15M
|
2.23M
$85.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.95MClosed |
$35.9M - $94M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
178K+ 340.9% |
$3.29M - $8.6M
|
231K
$8.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7.37KNew |
$136K - $355K
|
7.37K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
118+ 0.75% |
$2.17K - $5.69K
|
15.9K
$608K
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-757- 12.17% |
$14K - $36.5K
|
5.46K
$209K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
327+ 4.19% |
$6.03K - $15.8K
|
8.13K
$311K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
125+ 0.56% |
$2.3K - $6.03K
|
22.4K
$856K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2K- 23.47% |
$36.9K - $96.4K
|
6.52K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
462New |
$8.51K - $22.3K
|
462
$17.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-12.2K- 24.55% |
$225K - $589K
|
37.6K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$498 - $1.3K
|
27
$1.03K
|
|