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 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
211+ 1.44% |
$6.05K - $7.6K
|
14.8K
$745K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
208+ 0.47% |
$5.97K - $7.49K
|
44K
$2.21M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
207+ 17.01% |
$5.94K - $7.45K
|
1.42K
$71.5K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
204+ 3.18% |
$5.85K - $7.35K
|
6.63K
$333K
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200+ 22.22% |
$5.74K - $7.2K
|
1.1K
$55.2K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$5.74K - $7.2K
|
200
$10K
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
200+ 0.79% |
$5.74K - $7.2K
|
25.6K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
192+ 4.94% |
$5.51K - $6.91K
|
4.08K
$205K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
188+ 0.59% |
$5.39K - $6.77K
|
32K
$1.6M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
180+ 187.5% |
$5.16K - $6.48K
|
276
$13.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
168New |
$4.82K - $6.05K
|
168
$8.44K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
168+ 0.2% |
$4.82K - $6.05K
|
84.6K
$4.25M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
166+ 2.06% |
$4.76K - $5.98K
|
8.24K
$414K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
166+ 1.87% |
$4.76K - $5.98K
|
9.03K
$453K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
164+ 1.53% |
$4.7K - $5.91K
|
10.9K
$546K
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
163+ 0.38% |
$4.67K - $5.87K
|
43.3K
$2.17M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
162+ 1.82% |
$4.65K - $5.83K
|
9.08K
$456K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
157+ 1.31% |
$4.5K - $5.65K
|
12.2K
$610K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
153+ 44.09% |
$4.39K - $5.51K
|
500
$25.1K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
151+ 58.3% |
$4.33K - $5.44K
|
410
$20.6K
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
148+ 1.12% |
$4.24K - $5.33K
|
13.3K
$670K
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
148+ 1.33% |
$4.24K - $5.33K
|
11.2K
$565K
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
143+ 1.33% |
$4.1K - $5.15K
|
10.9K
$545K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
130+ 232.14% |
$3.73K - $4.68K
|
186
$9.34K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
126+ 10.08% |
$3.61K - $4.54K
|
1.38K
$69.1K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
126+ 30.58% |
$3.61K - $4.54K
|
538
$27K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$3.59K - $4.5K
|
125
$6.28K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
123+ 16.6% |
$3.53K - $4.43K
|
864
$43.4K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
122+ 9.22% |
$3.5K - $4.39K
|
1.45K
$72.6K
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
119+ 0.88% |
$3.41K - $4.29K
|
13.7K
$687K
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
119+ 0.88% |
$3.41K - $4.29K
|
13.7K
$687K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
114+ 0.63% |
$3.27K - $4.11K
|
18.1K
$907K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
113+ 0.07% |
$3.24K - $4.07K
|
167K
$8.4M
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
110+ 0.87% |
$3.15K - $3.96K
|
12.8K
$643K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
107New |
$3.07K - $3.85K
|
107
$5.37K
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
101+ 92.66% |
$2.9K - $3.64K
|
210
$10.5K
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
100+ 0.65% |
$2.87K - $3.6K
|
15.5K
$779K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 12.5% |
$2.87K - $3.6K
|
900
$45.2K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
97+ 23.6% |
$2.78K - $3.49K
|
508
$25.5K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
95New |
$2.72K - $3.42K
|
95
$4.77K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
94+ 3.59% |
$2.7K - $3.38K
|
2.71K
$136K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
90+ 0.15% |
$2.58K - $3.24K
|
61.2K
$3.07M
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
90+ 0.34% |
$2.58K - $3.24K
|
26.9K
$1.35M
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
85+ 5.31% |
$2.44K - $3.06K
|
1.69K
$84.6K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
79+ 0.63% |
$2.27K - $2.84K
|
12.7K
$637K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
77+ 0.56% |
$2.21K - $2.77K
|
13.8K
$695K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
71+ 0.71% |
$2.04K - $2.56K
|
10.1K
$508K
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67+ 0.19% |
$1.92K - $2.41K
|
35.7K
$1.79M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 0.22% |
$1.89K - $2.38K
|
30.2K
$1.52M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
65+ 10.52% |
$1.86K - $2.34K
|
683
$34.3K
|