Purchases and Sales Made in Q3 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 45.83% |
$714 - $885
|
70
$3.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
22New |
$714 - $885
|
22
$1.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
22New |
$714 - $885
|
22
$1.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
21+ 0.18% |
$682 - $845
|
11.7K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 70.0% |
$682 - $845
|
51
$2.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.25% |
$682 - $845
|
8.56K
$430K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20+ 4.17% |
$649 - $805
|
500
$25.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
20+ 4.35% |
$649 - $805
|
480
$24.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
18+ 0.28% |
$584 - $724
|
6.46K
$324K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
17+ 0.15% |
$552 - $684
|
11.3K
$568K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
16+ 2.2% |
$520 - $644
|
743
$37.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.06% |
$520 - $644
|
25.4K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.07% |
$455 - $563
|
19.1K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.23% |
$455 - $563
|
6.23K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13+ 0.2% |
$422 - $523
|
6.52K
$327K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
13+ 0.18% |
$422 - $523
|
7.37K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
12+ 0.03% |
$390 - $483
|
34.8K
$1.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11+ 1.31% |
$357 - $443
|
851
$42.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.22% |
$357 - $443
|
4.93K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10+ 0.15% |
$325 - $402
|
6.81K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 1.36% |
$325 - $402
|
748
$37.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9+ 0.04% |
$292 - $362
|
21.5K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.08% |
$292 - $362
|
10.8K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
9+ 0.11% |
$292 - $362
|
8.25K
$414K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.4% |
$260 - $322
|
579
$29.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 2.48% |
$260 - $322
|
331
$16.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 1.47% |
$227 - $282
|
484
$24.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.61% |
$227 - $282
|
1.16K
$58.2K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.92% |
$195 - $241
|
661
$33.2K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
5New |
$162 - $201
|
5
$251
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 1.33% |
$130 - $161
|
304
$15.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 1.45% |
$130 - $161
|
280
$14.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.53% |
$97.4 - $121
|
199
$9.99K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 1.33% |
$97.4 - $121
|
228
$11.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 1.05% |
$97.4 - $121
|
288
$14.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 1.43% |
$97.4 - $121
|
213
$10.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.02% |
$97.4 - $121
|
13.5K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.0% |
$97.4 - $121
|
142K
$7.14M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.36% |
$97.4 - $121
|
223
$11.2K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.03% |
$97.4 - $121
|
11.4K
$573K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.0% |
$64.9 - $80.5
|
49.7K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.04% |
$64.9 - $80.5
|
4.51K
$227K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.13% |
$64.9 - $80.5
|
1.54K
$77.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.47% |
$64.9 - $80.5
|
425
$21.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 1.19% |
$64.9 - $80.5
|
170
$8.54K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.02% |
$64.9 - $80.5
|
12.6K
$631K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.12% |
$32.5 - $40.2
|
865
$43.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.06% |
$32.5 - $40.2
|
1.69K
$84.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1- -0.0% |
$32.5 - $40.2
|
105K
$5.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$32.5 - $40.2
|
27.1K
$1.36M
|