Latest Institutional Purchases of Usio, Inc. (USIO)
This list provides information on the latest institutional transactions involving Usio, Inc. (USIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
2.83MNew |
$3.85M - $4.58M
|
2.83M
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
88.2K+ 23.21% |
$120K - $143K
|
468K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.7KNew |
$58.1K - $69.2K
|
42.7K
$99.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.73K+ 5.64% |
$13.2K - $15.8K
|
182K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.29K+ 1.67% |
$8.55K - $10.2K
|
382K
$886K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.5KNew |
$2.04K - $2.43K
|
1.5K
$3.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48+ 34.29% |
$65.3 - $77.8
|
188
$436
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42+ 280.0% |
$57.1 - $68
|
57
$132
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 2.38% |
$1.36 - $1.62
|
43
$99.8
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$14.8K - $17.2K
|
10.2K
$23.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.12K+ 3.05% |
$4.52K - $5.27K
|
105K
$244K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
20KNew |
$31.2K - $38.6K
|
20K
$46.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$15.6 - $19.3
|
10
$23.2
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 1.52% |
$3.12 - $3.86
|
134
$311
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.7KNew |
$19.1K - $24.9K
|
12.7K
$29.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
45K+ 87.55% |
$76.1K - $102K
|
96.4K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
19.8KNew |
$33.5K - $44.7K
|
19.8K
$45.9K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
47K+ 14.15% |
$73.3K - $104K
|
379K
$880K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.8KNew |
$27.7K - $39.5K
|
17.8K
$41.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
750New |
$1.17K - $1.67K
|
750
$1.74K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
72.8KNew |
$96.1K - $183K
|
72.8K
$169K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$2.08K - $3.97K
|
1.58K
$3.66K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
34.1KNew |
$43.3K - $81.8K
|
34.1K
$79.1K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 61.78% |
$55.3K - $97.6K
|
72.8K
$169K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11.1KNew |
$22.1K - $39K
|
11.1K
$25.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1New |
$1.99 - $3.51
|
1
$2.32
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
5.49K+ 10.38% |
$15.6K - $24.4K
|
58.4K
$135K
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.29K+ 2.49% |
$15.1K - $23.5K
|
218K
$506K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
10KNew |
$43.6K - $82.6K
|
10K
$23.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.25KNew |
$9.81K - $18.6K
|
2.25K
$5.22K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$1.56K - $2.23K
|
1K
$2.32K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.91KNew |
$3.69K - $6.61K
|
1.91K
$4.43K
|
|