Purchases and Sales Made in Q1 2025 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
95+ 0.74% |
$3.89K - $4.84K
|
12.9K
$552K
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
94+ 0.28% |
$3.85K - $4.78K
|
33.2K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
90+ 1.07% |
$3.68K - $4.58K
|
8.52K
$366K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
89New |
$3.64K - $4.53K
|
89
$3.82K
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 0.99% |
$3.56K - $4.43K
|
8.91K
$382K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
86+ 1.54% |
$3.52K - $4.38K
|
5.69K
$244K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
86New |
$3.52K - $4.38K
|
86
$3.69K
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
85+ 0.31% |
$3.48K - $4.33K
|
27.8K
$1.19M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
84New |
$3.44K - $4.28K
|
84
$3.6K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.17% |
$3.44K - $4.28K
|
49.6K
$2.13M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
83+ 1.24% |
$3.4K - $4.22K
|
6.77K
$290K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
83+ 0.84% |
$3.4K - $4.22K
|
9.96K
$427K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
77+ 1.48% |
$3.15K - $3.92K
|
5.27K
$226K
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
77+ 0.15% |
$3.15K - $3.92K
|
50K
$2.14M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
77New |
$3.15K - $3.92K
|
77
$3.3K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
72+ 0.6% |
$2.95K - $3.66K
|
12K
$515K
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 1.43% |
$2.91K - $3.61K
|
5.05K
$217K
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
65+ 0.07% |
$2.66K - $3.31K
|
94K
$4.03M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
65+ 0.22% |
$2.66K - $3.31K
|
29.9K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
64New |
$2.62K - $3.26K
|
64
$2.74K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 9.08% |
$2.58K - $3.21K
|
757
$32.5K
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
62+ 0.41% |
$2.54K - $3.16K
|
15.2K
$653K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
62+ 0.68% |
$2.54K - $3.16K
|
9.18K
$394K
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
61+ 0.56% |
$2.5K - $3.1K
|
11K
$471K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
60+ 0.36% |
$2.46K - $3.05K
|
16.6K
$713K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
58New |
$2.37K - $2.95K
|
58
$2.49K
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
58+ 0.67% |
$2.37K - $2.95K
|
8.71K
$373K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55New |
$2.25K - $2.8K
|
55
$2.36K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 46.55% |
$2.21K - $2.75K
|
170
$7.29K
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
49+ 0.18% |
$2.01K - $2.49K
|
26.6K
$1.14M
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
44+ 0.79% |
$1.8K - $2.24K
|
5.61K
$241K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
40+ 0.58% |
$1.64K - $2.04K
|
6.95K
$298K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
38+ 12.06% |
$1.55K - $1.93K
|
353
$15.1K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
37+ 35.92% |
$1.51K - $1.88K
|
140
$6K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
36+ 0.49% |
$1.47K - $1.83K
|
7.33K
$314K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
35+ 112.9% |
$1.43K - $1.78K
|
66
$2.83K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
35+ 0.06% |
$1.43K - $1.78K
|
63.2K
$2.71M
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
34+ 0.11% |
$1.39K - $1.73K
|
31.6K
$1.36M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33+ 4.27% |
$1.35K - $1.68K
|
805
$34.5K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
33New |
$1.35K - $1.68K
|
33
$1.42K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
32+ 14.1% |
$1.31K - $1.63K
|
259
$11.1K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
32+ 6.79% |
$1.31K - $1.63K
|
503
$21.6K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.24% |
$1.27K - $1.58K
|
12.7K
$545K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
30+ 187.5% |
$1.23K - $1.53K
|
46
$1.97K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
29+ 0.41% |
$1.19K - $1.48K
|
7.11K
$305K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 0.61% |
$1.19K - $1.48K
|
4.82K
$207K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
29+ 4.28% |
$1.19K - $1.48K
|
706
$30.3K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
26New |
$1.06K - $1.32K
|
26
$1.12K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
25+ 0.32% |
$1.02K - $1.27K
|
7.95K
$341K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
24+ 0.85% |
$982 - $1.22K
|
2.85K
$122K
|