Avantax Planning Partners, Inc. Us Bancorp \De\ Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Us Bancorp \De\ stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 133,979 shares of USB stock, worth $6.73 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

133,979

Previous 136,355 1.74%

Holding current value

$6.73 Million

Previous $6.1 Million 12.75%

% of portfolio

0.17%

Previous 0.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$38.45 - $43.95 $91,357 - $104,425	-2,376 Reduced 1.74%	133,979 $5.32 Million
Q1 2024 May 02, 2024	BUY	$39.91 - $44.7 $2.16 Million - $2.41 Million	54,023 Added 65.62%	136,355 $6.1 Million
Q4 2023 Feb 09, 2024	SELL	$30.64 - $45.33 $90,112 - $133,315	-2,941 Reduced 3.45%	82,332 $3.56 Million
Q3 2023 Nov 03, 2023	SELL	$32.47 - $40.23 $353,728 - $438,265	-10,894 Reduced 11.33%	85,273 $2.82 Million
Q2 2023 Jul 17, 2023	BUY	$28.68 - $36.01 $82,483 - $103,564	2,876 Added 3.08%	96,167 $3.18 Million
Q1 2023 Apr 20, 2023	BUY	$32.95 - $49.8 $116,313 - $175,794	3,530 Added 3.93%	93,291 $3.36 Million
Q4 2022 Feb 09, 2023	BUY	$38.79 - $45.63 $17,649 - $20,761	455 Added 0.51%	89,761 $3.92 Million
Q3 2022 Oct 14, 2022	BUY	$18.43 - $48.21 $87,689 - $229,383	4,758 Added 5.63%	89,306 $3.6 Million
Q2 2022 Jul 18, 2022	BUY	$45.41 - $53.07 $439,886 - $514,089	9,687 Added 12.94%	84,548 $3.89 Million
Q1 2022 May 09, 2022	BUY	$52.65 - $63.25 $161,740 - $194,304	3,072 Added 4.28%	74,861 $3.98 Million
Q4 2021 Jan 28, 2022	BUY	$54.85 - $62.74 $88,034 - $100,697	1,605 Added 2.29%	71,789 $4.03 Million
Q3 2021 Oct 27, 2021	BUY	$54.51 - $61.1 $789,141 - $884,544	14,477 Added 25.99%	70,184 $4.17 Million
Q2 2021 Aug 10, 2021	BUY	$54.74 - $62.21 $766,578 - $871,188	14,004 Added 33.58%	55,707 $3.17 Million
Q1 2021 May 06, 2021	BUY	$42.75 - $56.27 $402,534 - $529,838	9,416 Added 29.16%	41,703 $2.31 Million
Q4 2020 Feb 04, 2021	SELL	$36.0 - $46.73 $15,732 - $20,421	-437 Reduced 1.34%	32,287 $1.5 Million
Q3 2020 Oct 28, 2020	SELL	$34.22 - $38.31 $51,022 - $57,120	-1,491 Reduced 4.36%	32,724 $1.17 Million
Q2 2020 Jul 15, 2020	SELL	$29.45 - $43.51 $58,900 - $87,020	-2,000 Reduced 5.52%	34,215 $1.26 Million
Q1 2020 Apr 27, 2020	SELL	$28.93 - $59.2 $200,745 - $410,788	-6,939 Reduced 16.08%	36,215 $1.25 Million
Q4 2019 Jan 15, 2020	SELL	$52.38 - $60.68 $19,275 - $22,330	-368 Reduced 0.85%	43,154 $2.56 Million
Q3 2019 Nov 08, 2019	BUY	$50.9 - $57.38 $78,945 - $88,996	1,551 Added 3.7%	43,522 $2.41 Million
Q2 2019 Aug 07, 2019	BUY	$49.07 - $53.48 $23,308 - $25,403	475 Added 1.14%	41,971 $2.23 Million
Q1 2019 May 08, 2019	BUY	$45.7 - $52.45 $51,321 - $58,901	1,123 Added 2.78%	41,496 $2 Million
Q4 2018 Feb 14, 2019	SELL	$43.76 - $55.0 $19,735 - $24,805	-451 Reduced 1.1%	40,373 $1.85 Million
Q3 2018 Nov 13, 2018	BUY	$49.93 - $55.35 $148,591 - $164,721	2,976 Added 7.86%	40,824 $2.16 Million
Q2 2018 Aug 13, 2018	SELL	$48.86 - $52.05 $46,368 - $49,395	-949 Reduced 2.45%	37,848 $1.89 Million
Q1 2018 May 15, 2018	BUY	$49.25 - $58.11 $7,141 - $8,425	145 Added 0.38%	38,797 $1.96 Million
Q4 2017 Feb 09, 2018	SELL	$51.61 - $55.63 $655,756 - $706,834	-12,706 Reduced 24.74%	38,652 $2.07 Million
Q3 2017 Oct 19, 2017	BUY	$49.86 - $54.15 $2.56 Million - $2.78 Million	51,358	51,358 $2.75 Million

Others Institutions Holding USB

# of Institutions

1,904

Shares Held

1.16B

Call Options Held

7.01M

Put Options Held

8.66M

View Full List

About US BANCORP \DE\

Ticker USB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,485,779,968
Market Cap $74.6B
Description
U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...

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Avantax Planning Partners, Inc. Us Bancorp \De\ Transaction History