Purchases and Sales Made in Q2 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.21K+ 9.05% |
$92K - $116K
|
38.7K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.21K+ 20.43% |
$91.9K - $115K
|
18.9K
$949K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.18K+ 22.76% |
$91.1K - $114K
|
17.1K
$860K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 39.56% |
$90.3K - $113K
|
11.1K
$558K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.11K+ 10.84% |
$89.3K - $112K
|
31.8K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.1K+ 1723.89% |
$89K - $112K
|
3.28K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.06K+ 7.45% |
$87.7K - $110K
|
44.1K
$2.22M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.05K+ 7.91% |
$87.4K - $110K
|
41.6K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.03K+ 7.79% |
$86.8K - $109K
|
41.9K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.01K+ 3.74% |
$86.4K - $108K
|
83.7K
$4.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3K+ 2.26% |
$86K - $108K
|
136K
$6.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.99K+ 2.39% |
$85.8K - $108K
|
128K
$6.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.99K+ 5.71% |
$85.8K - $108K
|
55.3K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.96K+ 14.8% |
$84.9K - $107K
|
23K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.94K+ 11.91% |
$84.2K - $106K
|
27.6K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.91K+ 16.79% |
$83.5K - $105K
|
20.2K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.9K+ 7.43% |
$83.1K - $104K
|
41.9K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.89K+ 33.88% |
$82.9K - $104K
|
11.4K
$574K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.89K+ 3.36% |
$82.8K - $104K
|
88.9K
$4.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.89K+ 4.08% |
$82.8K - $104K
|
73.7K
$3.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.88K+ 3.08% |
$82.5K - $104K
|
96.2K
$4.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.83K+ 1.47% |
$81.1K - $102K
|
195K
$9.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.78K+ 2.06% |
$79.7K - $100K
|
137K
$6.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.76KNew |
$79.2K - $99.4K
|
2.76K
$139K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.76K+ 14.69% |
$79K - $99.2K
|
21.5K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 10.49% |
$78.9K - $99K
|
29K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.73K+ 43.14% |
$78.2K - $98.1K
|
9.04K
$454K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2.72K+ 7.22% |
$78.1K - $98K
|
40.4K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.65K+ 4.87% |
$76.1K - $95.5K
|
57.1K
$2.87M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.58K+ 9.03% |
$73.9K - $92.8K
|
31.1K
$1.56M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.54KNew |
$72.9K - $91.6K
|
2.54K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.52K+ 32.94% |
$72.1K - $90.6K
|
10.1K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.51KNew |
$72K - $90.4K
|
2.51K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.51K+ 13.85% |
$72K - $90.3K
|
20.6K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.5K+ 33.3% |
$71.7K - $90K
|
10K
$503K
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
BUY
|
- |
2.5K+ 9.57% |
$71.7K - $90K
|
28.6K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.5K+ 15.07% |
$71.6K - $90K
|
19.1K
$958K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.49K+ 39.69% |
$71.5K - $89.7K
|
8.77K
$440K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.49K+ 4.9% |
$71.4K - $89.6K
|
53.2K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.46K+ 28.14% |
$70.4K - $88.4K
|
11.2K
$562K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
2.45K+ 5.43% |
$70.2K - $88.1K
|
47.5K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.44K+ 2.78% |
$69.9K - $87.7K
|
90.2K
$4.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.36K+ 4.06% |
$67.7K - $84.9K
|
60.5K
$3.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.32K+ 15.96% |
$66.5K - $83.4K
|
16.8K
$845K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.3K+ 39.24% |
$66K - $82.8K
|
8.16K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.3K+ 191.67% |
$66K - $82.8K
|
3.5K
$176K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.27K+ 1.84% |
$65.2K - $81.9K
|
126K
$6.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.27K+ 21.35% |
$65K - $81.6K
|
12.9K
$647K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.26K+ 0.56% |
$64.9K - $81.5K
|
406K
$20.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.25K+ 35.06% |
$64.5K - $81K
|
8.66K
$435K
|