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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.65% |
$38.8 - $45.6
|
155
$7.68K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.93% |
$38.8 - $45.6
|
108
$5.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.15% |
$38.8 - $45.6
|
659
$32.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$155 - $183
|
5.61K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4- 0.08% |
$155 - $183
|
5.2K
$258K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-6- 0.38% |
$233 - $274
|
1.58K
$78.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.06% |
$349 - $411
|
14K
$696K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-10- 7.69% |
$388 - $456
|
120
$5.95K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 1.15% |
$504 - $593
|
1.12K
$55.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 0.07% |
$582 - $684
|
21.3K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.11% |
$582 - $684
|
13.4K
$663K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20- 0.09% |
$776 - $913
|
21.5K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-21- 0.12% |
$815 - $958
|
17.9K
$886K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.38% |
$815 - $958
|
5.55K
$275K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-23- 1.82% |
$892 - $1.05K
|
1.24K
$61.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-25- 0.11% |
$970 - $1.14K
|
22.8K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 4.96% |
$970 - $1.14K
|
479
$23.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-30- 0.58% |
$1.16K - $1.37K
|
5.19K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 2.13% |
$1.16K - $1.37K
|
1.38K
$68.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-31- 0.33% |
$1.2K - $1.41K
|
9.47K
$470K
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-34- 69.39% |
$1.32K - $1.55K
|
15
$743
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-34- 0.41% |
$1.32K - $1.55K
|
8.17K
$405K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-34- 69.39% |
$1.32K - $1.55K
|
15
$743
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-35- 0.33% |
$1.36K - $1.6K
|
10.5K
$522K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-35- 0.41% |
$1.36K - $1.6K
|
8.45K
$419K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-39- 0.38% |
$1.51K - $1.78K
|
10.3K
$513K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39Closed |
$1.51K - $1.78K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-41- 0.32% |
$1.59K - $1.87K
|
12.7K
$627K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-43- 22.63% |
$1.67K - $1.96K
|
147
$7.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-48- 0.74% |
$1.86K - $2.19K
|
6.43K
$319K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 0.84% |
$1.94K - $2.28K
|
5.92K
$293K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-54- 0.58% |
$2.09K - $2.46K
|
9.29K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-54- 1.66% |
$2.09K - $2.46K
|
3.19K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-58- 0.18% |
$2.25K - $2.65K
|
32.3K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-60- 0.95% |
$2.33K - $2.74K
|
6.29K
$312K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.2% |
$2.52K - $2.97K
|
31.7K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-65- 0.57% |
$2.52K - $2.97K
|
11.3K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-66- 0.16% |
$2.56K - $3.01K
|
41.7K
$2.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-68- 0.08% |
$2.64K - $3.1K
|
86.2K
$4.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-68- 0.77% |
$2.64K - $3.1K
|
8.77K
$435K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-75- 1.37% |
$2.91K - $3.42K
|
5.4K
$268K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-83- 0.1% |
$3.22K - $3.79K
|
86.1K
$4.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-87- 0.53% |
$3.37K - $3.97K
|
16.5K
$816K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-91- 0.7% |
$3.53K - $4.15K
|
12.9K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-95- 0.42% |
$3.69K - $4.33K
|
22.7K
$1.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-99- 1.63% |
$3.84K - $4.52K
|
5.98K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-100- 0.37% |
$3.88K - $4.56K
|
27.1K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 1.56% |
$3.88K - $4.56K
|
6.3K
$312K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-101- 1.48% |
$3.92K - $4.61K
|
6.74K
$334K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-102- 5.84% |
$3.96K - $4.65K
|
1.64K
$81.5K
|