Capital Directions Investment Advisors, LLC Us Bancorp \De\ Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 22, 2022	SELL	$54.85 - $62.74 $19,910 - $22,774	-363 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$54.51 - $61.1 $19,787 - $22,179	363 New	363 $22,000
Q1 2021 May 17, 2021	SELL	$42.75 - $56.27 $178,524 - $234,983	-4,176 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$50.9 - $57.38 $212,558 - $239,618	4,176 New	4,176 $231,000

Others Institutions Holding USB

# of Institutions

1,916

Shares Held

1.13B

Call Options Held

9.99M

Put Options Held

9.84M

Vanguard Group Inc Valley Forge, PA

138M
Shares

$7.23 Billion
0.12% of portfolio
Black Rock Inc. New York, NY

111M
Shares

$5.8 Billion
0.1% of portfolio
State Street Corp Boston, MA

67.3M
Shares

$3.53 Billion
0.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

47.3M
Shares

$2.48 Billion
0.42% of portfolio
Mufg Bank, Ltd. New York, NY

44.4M
Shares

$2.33 Billion
78.73% of portfolio

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 $78B
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

Portfolio Update

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

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Account