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 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.08% |
$258 - $324
|
10.7K
$540K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.07% |
$258 - $324
|
13.5K
$679K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8+ 0.04% |
$229 - $288
|
19.5K
$979K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.06% |
$201 - $252
|
11.3K
$568K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.61% |
$201 - $252
|
1.15K
$57.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7+ 0.07% |
$201 - $252
|
10.2K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.05% |
$201 - $252
|
15.5K
$780K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7+ 2.52% |
$201 - $252
|
285
$14.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 0.36% |
$172 - $216
|
1.65K
$83K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 1.27% |
$172 - $216
|
477
$24K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 0.36% |
$172 - $216
|
1.65K
$83K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 1.42% |
$115 - $144
|
285
$14.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 1.1% |
$86 - $108
|
276
$13.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.02% |
$86 - $108
|
14.1K
$706K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.55% |
$86 - $108
|
196
$9.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.71% |
$86 - $108
|
423
$21.2K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.38% |
$86 - $108
|
220
$11K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.0% |
$57.4 - $72
|
49.7K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 1.2% |
$57.4 - $72
|
168
$8.44K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.01% |
$28.7 - $36
|
7.51K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 4.35% |
$28.7 - $36
|
24
$1.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 4.0% |
$57.4 - $72
|
48
$2.41K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 8.33% |
$86 - $108
|
33
$1.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.03% |
$143 - $180
|
19K
$952K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$172 - $216
|
8.82K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.04% |
$229 - $288
|
20.6K
$1.04M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8- 0.69% |
$229 - $288
|
1.15K
$57.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 18.68% |
$488 - $612
|
74
$3.72K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-27- 0.37% |
$774 - $972
|
7.26K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-27- 0.08% |
$774 - $972
|
33.3K
$1.67M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-28- 0.4% |
$803 - $1.01K
|
6.91K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-32- 0.47% |
$918 - $1.15K
|
6.76K
$340K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-33- 0.07% |
$946 - $1.19K
|
47.8K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-34- 3.2% |
$975 - $1.22K
|
1.03K
$51.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-35- 0.96% |
$1K - $1.26K
|
3.6K
$181K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.17% |
$1K - $1.26K
|
20.9K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-36- 1.31% |
$1.03K - $1.3K
|
2.71K
$136K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-46- 0.02% |
$1.32K - $1.66K
|
267K
$13.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-47- 0.21% |
$1.35K - $1.69K
|
22.8K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-47- 27.01% |
$1.35K - $1.69K
|
127
$6.38K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-47- 6.7% |
$1.35K - $1.69K
|
655
$32.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-48- 0.03% |
$1.38K - $1.73K
|
185K
$9.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-49- 11.37% |
$1.41K - $1.76K
|
382
$19.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 0.83% |
$1.43K - $1.8K
|
5.95K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-59- 0.24% |
$1.69K - $2.12K
|
24.8K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-63- 0.15% |
$1.81K - $2.27K
|
40.8K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-64- 1.03% |
$1.84K - $2.3K
|
6.12K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-67- 0.84% |
$1.92K - $2.41K
|
7.86K
$395K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-68- 41.46% |
$1.95K - $2.45K
|
96
$4.82K
|