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 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5K+ 7.29% |
$342K - $424K
|
155K
$7.78M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 16.72% |
$338K - $419K
|
72.8K
$3.65M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.4K+ 46.64% |
$337K - $418K
|
32.6K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.3KNew |
$334K - $413K
|
10.3K
$516K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.2K+ 311.88% |
$332K - $412K
|
13.5K
$679K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
10.2K+ 29.28% |
$332K - $411K
|
45.1K
$2.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
10.2K+ 11.82% |
$331K - $410K
|
96.5K
$4.85M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
10.2K+ 91.67% |
$331K - $410K
|
21.3K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
10K+ 9.95% |
$325K - $402K
|
111K
$5.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
9.9K+ 64.36% |
$321K - $398K
|
25.3K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.61K+ 0.64% |
$312K - $387K
|
1.51M
$75.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.6K+ 23.48% |
$312K - $386K
|
50.5K
$2.53M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.3K+ 98.76% |
$302K - $374K
|
18.7K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.03K+ 8.99% |
$293K - $363K
|
109K
$5.5M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.94KNew |
$290K - $359K
|
8.94K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
8.9K+ 7.14% |
$289K - $358K
|
134K
$6.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.62KNew |
$280K - $347K
|
8.62K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
8.54KNew |
$277K - $344K
|
8.54K
$429K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.52K+ 14.84% |
$277K - $343K
|
65.9K
$3.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.47KNew |
$275K - $341K
|
8.47K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.41K+ 2.04% |
$273K - $338K
|
421K
$21.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
8.38K+ 8.5% |
$272K - $337K
|
107K
$5.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
8.35KNew |
$271K - $336K
|
8.35K
$419K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.26K+ 3.23% |
$268K - $332K
|
264K
$13.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
8.25K+ 820.9% |
$268K - $332K
|
9.26K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.2K+ 20.1% |
$266K - $330K
|
49K
$2.46M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.19KNew |
$266K - $329K
|
8.19K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
8.16K+ 38.83% |
$265K - $328K
|
29.2K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.09K+ 1.35% |
$263K - $325K
|
607K
$30.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.06K+ 1.78% |
$262K - $324K
|
461K
$23.1M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.06K+ 1.78% |
$262K - $324K
|
461K
$23.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.06KNew |
$262K - $324K
|
8.06K
$405K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.98K+ 4.42% |
$259K - $321K
|
189K
$9.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.91K+ 3.02% |
$257K - $318K
|
270K
$13.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.91KNew |
$257K - $318K
|
7.91K
$397K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
7.79K+ 15.06% |
$253K - $313K
|
59.5K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.76K+ 25.48% |
$252K - $312K
|
38.2K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.73K+ 53.17% |
$251K - $311K
|
22.3K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.69K+ 66.01% |
$250K - $309K
|
19.3K
$971K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
7.69K+ 23.82% |
$250K - $309K
|
40K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.68K+ 5.78% |
$249K - $309K
|
141K
$7.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.56KNew |
$245K - $304K
|
7.56K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.56K+ 3.0% |
$245K - $304K
|
260K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.49K+ 15.52% |
$243K - $301K
|
55.7K
$2.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.48KNew |
$243K - $301K
|
7.48K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.31K+ 5.36% |
$237K - $294K
|
144K
$7.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
7.29K+ 643.55% |
$237K - $293K
|
8.42K
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.26KNew |
$236K - $292K
|
7.26K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.25K+ 0.23% |
$235K - $292K
|
3.21M
$161M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.25K+ 24.41% |
$235K - $292K
|
36.9K
$1.85M
|