A detailed history of Ep Wealth Advisors, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 81,040 shares of USB stock, worth $4.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
81,040
Previous 63,583 27.46%
Holding current value
$4.02 Million
Previous $2.84 Million 13.19%
% of portfolio
0.03%
Previous 0.03%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$38.45 - $43.95 $671,221 - $767,235
17,457 Added 27.46%
81,040 $3.22 Million
Q1 2024

May 14, 2024

BUY
$39.91 - $44.7 $162,353 - $181,839
4,068 Added 6.84%
63,583 $2.84 Million
Q4 2023

Feb 28, 2024

SELL
$30.64 - $45.33 $312,803 - $462,773
-10,209 Reduced 14.64%
59,515 $2.58 Million
Q3 2023

Nov 22, 2023

SELL
$32.47 - $40.23 $45.5 Million - $56.4 Million
-1,400,701 Reduced 95.26%
69,724 $2.31 Million
Q2 2023

Aug 14, 2023

BUY
$28.68 - $36.01 $42.1 Million - $52.9 Million
1,468,977 Added 101448.69%
1,470,425 $48.6 Million
Q1 2023

Jun 05, 2023

SELL
$32.95 - $49.8 $3.13 Million - $4.74 Million
-95,139 Reduced 98.5%
1,448 $52,000
Q4 2022

Jun 12, 2023

BUY
$38.79 - $45.63 $2.63 Million - $3.09 Million
67,736 Added 4677.9%
69,184 $3.02 Million
Q3 2022

Dec 02, 2022

SELL
$18.43 - $48.21 $154,922 - $405,253
-8,406 Reduced 8.01%
96,587 $3.89 Million
Q2 2022

Aug 11, 2022

BUY
$45.41 - $53.07 $220,738 - $257,973
4,861 Added 4.85%
104,993 $4.83 Million
Q1 2022

May 20, 2022

BUY
$52.65 - $63.25 $3.85 Million - $4.62 Million
73,065 Added 269.94%
100,132 $5.32 Million
Q4 2021

Feb 17, 2022

BUY
$54.85 - $62.74 $43,660 - $49,941
796 Added 3.03%
27,067 $1.52 Million
Q3 2021

Nov 23, 2021

BUY
$54.51 - $61.1 $268,189 - $300,612
4,920 Added 23.04%
26,271 $1.56 Million
Q3 2021

Nov 16, 2021

SELL
$54.51 - $61.1 $268,570 - $301,039
-4,927 Reduced 18.75%
21,351 $1.56 Million
Q2 2021

Aug 24, 2021

BUY
$54.74 - $62.21 $124,642 - $141,652
2,277 Added 9.49%
26,278 $1.5 Million
Q1 2021

May 17, 2021

BUY
$42.75 - $56.27 $149,325 - $196,551
3,493 Added 17.03%
24,001 $1.33 Million
Q4 2020

Feb 18, 2021

BUY
$36.0 - $46.73 $1,116 - $1,448
31 Added 0.15%
20,508 $955,000
Q3 2020

Nov 17, 2020

BUY
$34.22 - $38.31 $22,345 - $25,016
653 Added 3.29%
20,477 $734,000
Q2 2020

Aug 14, 2020

SELL
$29.45 - $43.51 $33,396 - $49,340
-1,134 Reduced 5.41%
19,824 $730,000
Q1 2020

May 18, 2020

BUY
$28.93 - $59.2 $42,122 - $86,195
1,456 Added 7.47%
20,958 $722,000
Q4 2019

Feb 14, 2020

SELL
$52.38 - $60.68 $6,128 - $7,099
-117 Reduced 0.6%
19,502 $1.16 Million
Q3 2019

Nov 18, 2019

BUY
$50.9 - $57.38 $23,108 - $26,050
454 Added 2.37%
19,619 $1.09 Million
Q2 2019

Aug 27, 2019

BUY
$49.07 - $53.48 $346,679 - $377,836
7,065 Added 58.39%
19,165 $1 Million
Q1 2019

May 20, 2019

BUY
$45.7 - $52.45 $4,021 - $4,615
88 Added 0.73%
12,100 $583,000
Q4 2018

Feb 19, 2019

SELL
$43.76 - $55.0 $96,009 - $120,670
-2,194 Reduced 15.44%
12,012 $549,000
Q3 2018

Nov 15, 2018

BUY
$49.93 - $55.35 $26,313 - $29,169
527 Added 3.85%
14,206 $750,000
Q2 2018

Aug 14, 2018

BUY
$48.86 - $52.05 $2,149 - $2,290
44 Added 0.32%
13,679 $684,000
Q1 2018

May 15, 2018

BUY
$49.25 - $58.11 $116,427 - $137,372
2,364 Added 20.97%
13,635 $689,000
Q4 2017

Feb 15, 2018

BUY
$51.61 - $55.63 $10,734 - $11,571
208 Added 1.88%
11,271 $604,000
Q3 2017

Nov 15, 2017

SELL
$49.86 - $54.15 $17,401 - $18,898
-349 Reduced 3.06%
11,063 $593,000
Q2 2017

Aug 17, 2017

BUY
N/A
11,412
11,412 $592,000

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 $73.6B
  • 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...
More about USB
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