Purchases and Sales Made in Q4 2022 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
45New |
$1.75K - $2.05K
|
45
$2.23K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$1.63K - $1.92K
|
42
$2.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
41+ 0.11% |
$1.59K - $1.87K
|
36.9K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40New |
$1.55K - $1.83K
|
40
$1.98K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39+ 1.52% |
$1.51K - $1.78K
|
2.61K
$129K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
38+ 23.31% |
$1.47K - $1.73K
|
201
$9.96K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
36+ 0.61% |
$1.4K - $1.64K
|
5.91K
$293K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
35+ 0.36% |
$1.36K - $1.6K
|
9.64K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
34+ 0.06% |
$1.32K - $1.55K
|
56.3K
$2.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
28+ 0.35% |
$1.09K - $1.28K
|
8.11K
$402K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.37% |
$1.05K - $1.23K
|
7.4K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
26New |
$1.01K - $1.19K
|
26
$1.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
25+ 0.5% |
$970 - $1.14K
|
5.06K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$892 - $1.05K
|
23
$1.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.02% |
$892 - $1.05K
|
131K
$6.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21+ 42.86% |
$815 - $958
|
70
$3.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
21+ 0.22% |
$815 - $958
|
9.43K
$467K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.1% |
$776 - $913
|
19.6K
$973K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18+ 138.46% |
$698 - $821
|
31
$1.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18+ 0.14% |
$698 - $821
|
12.8K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18+ 0.15% |
$698 - $821
|
12.3K
$608K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12+ 0.06% |
$465 - $548
|
21.4K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 0.03% |
$465 - $548
|
35.7K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.21% |
$427 - $502
|
5.21K
$258K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 2.36% |
$388 - $456
|
434
$21.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.18% |
$349 - $411
|
4.9K
$243K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.13% |
$349 - $411
|
7.04K
$349K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 1.11% |
$349 - $411
|
820
$40.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.07% |
$310 - $365
|
11.3K
$558K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
8+ 1.12% |
$310 - $365
|
721
$35.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8+ 0.04% |
$310 - $365
|
21.4K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 1.21% |
$272 - $319
|
585
$29K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$272 - $319
|
25.8K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.44% |
$194 - $228
|
1.14K
$56.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.05% |
$194 - $228
|
9.14K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.99% |
$194 - $228
|
510
$25.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.02% |
$194 - $228
|
23.2K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4+ 0.05% |
$155 - $183
|
7.51K
$372K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4+ 0.01% |
$155 - $183
|
35.6K
$1.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 1.01% |
$155 - $183
|
399
$19.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.38% |
$155 - $183
|
1.06K
$52.4K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$155 - $183
|
12.1K
$598K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 4.12% |
$155 - $183
|
101
$5.01K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 1.12% |
$116 - $137
|
270
$13.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 1.09% |
$116 - $137
|
278
$13.8K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.42% |
$116 - $137
|
215
$10.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 2.99% |
$77.6 - $91.3
|
69
$3.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 1.23% |
$77.6 - $91.3
|
164
$8.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$77.6 - $91.3
|
21.7K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$38.8 - $45.6
|
601
$29.8K
|