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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-275- 4.77% |
$8.93K - $11.1K
|
5.49K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-275- 2.31% |
$8.93K - $11.1K
|
11.6K
$584K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-282- 1.07% |
$9.16K - $11.3K
|
26.2K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-287- 2.04% |
$9.32K - $11.5K
|
13.8K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-288- 2.57% |
$9.35K - $11.6K
|
10.9K
$549K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-294- 2.71% |
$9.55K - $11.8K
|
10.6K
$530K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-300- 0.93% |
$9.74K - $12.1K
|
32K
$1.61M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-300- 9.16% |
$9.74K - $12.1K
|
2.98K
$149K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-304- 0.5% |
$9.87K - $12.2K
|
60.2K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-305- 0.52% |
$9.9K - $12.3K
|
58.3K
$2.93M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-305- 0.52% |
$9.9K - $12.3K
|
58.3K
$2.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-310- 38.04% |
$10.1K - $12.5K
|
505
$25.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-320- 1.26% |
$10.4K - $12.9K
|
25.2K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-327- 3.62% |
$10.6K - $13.2K
|
8.72K
$438K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-331- 3.37% |
$10.7K - $13.3K
|
9.49K
$476K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-341- 0.13% |
$11.1K - $13.7K
|
267K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-344- 0.74% |
$11.2K - $13.8K
|
45.9K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-349- 3.32% |
$11.3K - $14K
|
10.2K
$510K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-350- 13.63% |
$11.4K - $14.1K
|
2.22K
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-369- 3.06% |
$12K - $14.8K
|
11.7K
$587K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-374- 7.32% |
$12.1K - $15K
|
4.74K
$238K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-375- 3.73% |
$12.2K - $15.1K
|
9.69K
$486K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-375- 1.06% |
$12.2K - $15.1K
|
34.9K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-386- 1.53% |
$12.5K - $15.5K
|
24.8K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-400- 1.97% |
$13K - $16.1K
|
19.9K
$999K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-400- 4.76% |
$13K - $16.1K
|
8.01K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-418- 2.2% |
$13.6K - $16.8K
|
18.6K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-437- 1.3% |
$14.2K - $17.6K
|
33.1K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-449- 3.75% |
$14.6K - $18.1K
|
11.5K
$579K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-450- 5.42% |
$14.6K - $18.1K
|
7.85K
$394K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-453- 4.0% |
$14.7K - $18.2K
|
10.9K
$547K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-456- 2.24% |
$14.8K - $18.3K
|
19.9K
$1M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-457- 2.15% |
$14.8K - $18.4K
|
20.8K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-460- 5.77% |
$14.9K - $18.5K
|
7.52K
$377K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-478- 17.64% |
$15.5K - $19.2K
|
2.23K
$112K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-481- 1.53% |
$15.6K - $19.4K
|
30.9K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-484- 2.13% |
$15.7K - $19.5K
|
22.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-488- 4.36% |
$15.8K - $19.6K
|
10.7K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-500- 0.27% |
$16.2K - $20.1K
|
185K
$9.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-507- 47.34% |
$16.5K - $20.4K
|
564
$28.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-509- 1.27% |
$16.5K - $20.5K
|
39.7K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-512- 7.57% |
$16.6K - $20.6K
|
6.25K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-525- 7.89% |
$17K - $21.1K
|
6.13K
$308K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-531- 3.29% |
$17.2K - $21.4K
|
15.6K
$784K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-536- 5.36% |
$17.4K - $21.6K
|
9.46K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-541- 2.5% |
$17.6K - $21.8K
|
21.1K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-546- 10.07% |
$17.7K - $22K
|
4.88K
$245K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-553- 0.65% |
$18K - $22.2K
|
84.3K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-562- 5.49% |
$18.2K - $22.6K
|
9.68K
$486K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-567- 6.39% |
$18.4K - $22.8K
|
8.3K
$417K
|