Purchases and Sales Made in Q1 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 2023. The information is specifically focused on institutions that hold shares of US BANCORP \DE\.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-125- 1.33% |
$4.12K - $6.23K
|
9.26K
$465K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-126- 2.11% |
$4.15K - $6.27K
|
5.83K
$293K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-127- 1.14% |
$4.18K - $6.32K
|
11K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-137- 0.41% |
$4.51K - $6.82K
|
33.3K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-141- 0.66% |
$4.65K - $7.02K
|
21.2K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-144- 2.18% |
$4.74K - $7.17K
|
6.45K
$324K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-147- 42.36% |
$4.84K - $7.32K
|
200
$10K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-150- 37.22% |
$4.94K - $7.47K
|
253
$12.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-150- 1.78% |
$4.94K - $7.47K
|
8.28K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-152- 2.57% |
$5.01K - $7.57K
|
5.76K
$289K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-152- 0.97% |
$5.01K - $7.57K
|
15.5K
$780K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-159- 0.26% |
$5.24K - $7.92K
|
61.6K
$3.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-161- 8.24% |
$5.3K - $8.02K
|
1.79K
$90K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-163- 11.81% |
$5.37K - $8.12K
|
1.22K
$61.1K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-164- 2.88% |
$5.4K - $8.17K
|
5.54K
$278K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-165- 1.42% |
$5.44K - $8.22K
|
11.5K
$577K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-167- 0.81% |
$5.5K - $8.32K
|
20.6K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-173- 1.55% |
$5.7K - $8.62K
|
11K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-175- 1.8% |
$5.77K - $8.72K
|
9.57K
$481K
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-180- 0.51% |
$5.93K - $8.96K
|
35.3K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-186- 2.64% |
$6.13K - $9.26K
|
6.85K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-193- 41.59% |
$6.36K - $9.61K
|
271
$13.6K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-201- 8.26% |
$6.62K - $10K
|
2.23K
$112K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-204- 1.87% |
$6.72K - $10.2K
|
10.7K
$538K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-214- 0.63% |
$7.05K - $10.7K
|
33.7K
$1.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-214- 2.48% |
$7.05K - $10.7K
|
8.41K
$422K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-224- 92.95% |
$7.38K - $11.2K
|
17
$854
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-225- 2.42% |
$7.41K - $11.2K
|
9.07K
$455K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-229- 52.76% |
$7.55K - $11.4K
|
205
$10.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-250- 0.49% |
$8.24K - $12.5K
|
50.6K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-250- 90.91% |
$8.24K - $12.5K
|
25
$1.26K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-251- 6.07% |
$8.27K - $12.5K
|
3.89K
$195K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-252- 0.6% |
$8.3K - $12.5K
|
41.4K
$2.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-253- 2.61% |
$8.34K - $12.6K
|
9.44K
$474K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-259- 2.0% |
$8.53K - $12.9K
|
12.7K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-262- 0.93% |
$8.63K - $13K
|
27.9K
$1.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-262- 1.02% |
$8.63K - $13K
|
25.5K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-268- 0.6% |
$8.83K - $13.3K
|
44.4K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-281- 48.2% |
$9.26K - $14K
|
302
$15.2K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-284- 2.06% |
$9.36K - $14.1K
|
13.5K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-284- 8.09% |
$9.36K - $14.1K
|
3.23K
$162K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-287- 4.43% |
$9.46K - $14.3K
|
6.19K
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-291- 6.98% |
$9.59K - $14.5K
|
3.88K
$195K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-293- 2.76% |
$9.65K - $14.6K
|
10.3K
$518K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-294- 11.56% |
$9.69K - $14.6K
|
2.25K
$113K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-301- 2.32% |
$9.92K - $15K
|
12.7K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-302- 41.43% |
$9.95K - $15K
|
427
$21.4K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-305- 1.31% |
$10K - $15.2K
|
23K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-314- 3.43% |
$10.3K - $15.6K
|
8.83K
$443K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-320- 4.56% |
$10.5K - $15.9K
|
6.69K
$336K
|