Purchases and Sales Made in Q3 2021 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
399New |
$21.7K - $24.4K
|
399
$19.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
399+ 1.55% |
$21.7K - $24.4K
|
26.1K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
392+ 0.79% |
$21.4K - $24K
|
50.1K
$2.49M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
381+ 3.04% |
$20.8K - $23.3K
|
12.9K
$640K
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
376+ 6.97% |
$20.5K - $23K
|
5.77K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
373New |
$20.3K - $22.8K
|
373
$18.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
370+ 6.57% |
$20.2K - $22.6K
|
6K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
370+ 0.14% |
$20.2K - $22.6K
|
263K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
367+ 8.65% |
$20K - $22.4K
|
4.61K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
366+ 0.7% |
$20K - $22.4K
|
52.3K
$2.59M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
365+ 0.48% |
$19.9K - $22.3K
|
76.7K
$3.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
365+ 0.79% |
$19.9K - $22.3K
|
46.8K
$2.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
363New |
$19.8K - $22.2K
|
363
$18K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
360+ 1.04% |
$19.6K - $22K
|
35.1K
$1.74M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
353+ 3.71% |
$19.2K - $21.6K
|
9.87K
$489K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
350+ 2.54% |
$19.1K - $21.4K
|
14.2K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
350+ 3.61% |
$19.1K - $21.4K
|
10K
$498K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
347+ 0.33% |
$18.9K - $21.2K
|
106K
$5.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
347+ 1.66% |
$18.9K - $21.2K
|
21.2K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
345+ 7.3% |
$18.8K - $21.1K
|
5.07K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
338+ 0.42% |
$18.4K - $20.7K
|
81K
$4.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
332+ 1.56% |
$18.1K - $20.3K
|
21.6K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
330+ 6.52% |
$18K - $20.2K
|
5.39K
$267K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
326+ 1.2% |
$17.8K - $19.9K
|
27.5K
$1.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
321+ 0.51% |
$17.5K - $19.6K
|
62.9K
$3.12M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
310+ 1.75% |
$16.9K - $18.9K
|
18K
$895K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
305+ 0.49% |
$16.6K - $18.6K
|
62.8K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
301+ 0.2% |
$16.4K - $18.4K
|
149K
$7.37M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
300New |
$16.4K - $18.3K
|
300
$14.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
300+ 6.68% |
$16.4K - $18.3K
|
4.79K
$237K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
295+ 1.37% |
$16.1K - $18K
|
21.9K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
294+ 0.89% |
$16K - $18K
|
33.5K
$1.66M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
286+ 3.02% |
$15.6K - $17.5K
|
9.76K
$484K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
283+ 1.81% |
$15.4K - $17.3K
|
16K
$791K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
282+ 5.43% |
$15.4K - $17.2K
|
5.48K
$272K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
280+ 0.37% |
$15.3K - $17.1K
|
75.4K
$3.74M
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
279+ 0.18% |
$15.2K - $17K
|
151K
$7.51M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
273+ 7.3% |
$14.9K - $16.7K
|
4.01K
$199K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
260+ 1.56% |
$14.2K - $15.9K
|
17K
$841K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
256+ 0.17% |
$14K - $15.6K
|
151K
$7.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
253+ 0.53% |
$13.8K - $15.5K
|
47.8K
$2.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
250+ 3.28% |
$13.6K - $15.3K
|
7.88K
$390K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
249+ 2.7% |
$13.6K - $15.2K
|
9.47K
$469K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
244+ 2.88% |
$13.3K - $14.9K
|
8.73K
$432K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
243+ 5.61% |
$13.2K - $14.8K
|
4.57K
$227K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
240+ 5.42% |
$13.1K - $14.7K
|
4.67K
$231K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
238+ 1.63% |
$13K - $14.5K
|
14.8K
$734K
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
BUY
|
- |
223+ 5.62% |
$12.2K - $13.6K
|
4.19K
$208K
|
|
|
Nov 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
220+ 3.25% |
$12K - $13.4K
|
6.99K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
219+ 2.23% |
$11.9K - $13.4K
|
10.1K
$499K
|