A detailed history of Bms Financial Advisors, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 9,805 shares of USB stock, worth $382,787. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,805
Previous 14,201 30.96%
Holding current value
$382,787
Previous $511,000 36.79%
% of portfolio
0.22%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$28.68 - $36.01 $126,077 - $158,299
-4,396 Reduced 30.96%
9,805 $323,000
Q1 2023

Apr 10, 2023

BUY
$32.95 - $49.8 $116,280 - $175,744
3,529 Added 33.07%
14,201 $511,000
Q4 2022

Jan 19, 2023

SELL
$38.79 - $45.63 $52,676 - $61,965
-1,358 Reduced 11.29%
10,672 $0
Q3 2022

Oct 17, 2022

BUY
$18.43 - $48.21 $4,220 - $11,040
229 Added 1.94%
12,030 $485,000
Q2 2022

Jul 11, 2022

BUY
$45.41 - $53.07 $14,803 - $17,300
326 Added 2.84%
11,801 $543,000
Q1 2022

May 11, 2022

BUY
$52.65 - $63.25 $8,213 - $9,867
156 Added 1.38%
11,475 $610,000
Q4 2021

May 11, 2022

BUY
$54.85 - $62.74 $620,847 - $710,154
11,319 New
11,319 $636,000

Others Institutions Holding USB

About US BANCORP \DE\


  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $58B
  • 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...
More about USB
Track This Portfolio

Track Bms Financial Advisors, LLC Portfolio

Follow Bms Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.