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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-364- 5.54% |
$14.1K - $16.6K
|
6.21K
$308K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-368- 2.54% |
$14.3K - $16.8K
|
14.1K
$700K
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-390- 2.74% |
$15.1K - $17.8K
|
13.8K
$686K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-391- 6.55% |
$15.2K - $17.8K
|
5.58K
$276K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-393- 1.29% |
$15.2K - $17.9K
|
30K
$1.49M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-409- 3.54% |
$15.9K - $18.7K
|
11.2K
$553K
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-411- 5.23% |
$15.9K - $18.8K
|
7.45K
$369K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-423- 6.76% |
$16.4K - $19.3K
|
5.84K
$289K
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-424- 1.72% |
$16.4K - $19.3K
|
24.2K
$1.2M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-429- 5.56% |
$16.6K - $19.6K
|
7.29K
$361K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-431- 3.22% |
$16.7K - $19.7K
|
13K
$642K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-432- 3.04% |
$16.8K - $19.7K
|
13.8K
$683K
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-442- 1.14% |
$17.1K - $20.2K
|
38.2K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-442- 1.04% |
$17.1K - $20.2K
|
42.1K
$2.09M
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-450- 2.0% |
$17.5K - $20.5K
|
22K
$1.09M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-450- 7.96% |
$17.5K - $20.5K
|
5.2K
$258K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-460- 3.72% |
$17.8K - $21K
|
11.9K
$590K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-467- 3.41% |
$18.1K - $21.3K
|
13.2K
$656K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-469- 7.88% |
$18.2K - $21.4K
|
5.48K
$272K
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-473- 8.4% |
$18.3K - $21.6K
|
5.16K
$256K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-477- 4.32% |
$18.5K - $21.8K
|
10.6K
$524K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-477- 0.57% |
$18.5K - $21.8K
|
83K
$4.11M
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-489- 0.96% |
$19K - $22.3K
|
50.2K
$2.49M
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-495- 4.56% |
$19.2K - $22.6K
|
10.4K
$513K
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-500- 8.74% |
$19.4K - $22.8K
|
5.22K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 4.41% |
$19.4K - $22.8K
|
10.8K
$537K
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-502- 1.45% |
$19.5K - $22.9K
|
34K
$1.69M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-516- 12.85% |
$20K - $23.5K
|
3.5K
$173K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-516- 92.14% |
$20K - $23.5K
|
44
$2.18K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-521- 2.81% |
$20.2K - $23.8K
|
18K
$893K
|
|
Jan 31, 2023
Q4 2022
|
Reik & Co., LLC
|
SELL
|
- |
-532- 0.08% |
$20.6K - $24.3K
|
669K
$33.2M
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-537- 7.08% |
$20.8K - $24.5K
|
7.05K
$350K
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-553- 8.35% |
$21.5K - $25.2K
|
6.07K
$301K
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-560- 0.24% |
$21.7K - $25.6K
|
230K
$11.4M
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-575- 6.15% |
$22.3K - $26.2K
|
8.77K
$435K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-587- 1.43% |
$22.8K - $26.8K
|
40.6K
$2.01M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-589- 8.94% |
$22.8K - $26.9K
|
6K
$297K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-591- 16.56% |
$22.9K - $27K
|
2.98K
$148K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-598- 2.26% |
$23.2K - $27.3K
|
25.9K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-599- 2.27% |
$23.2K - $27.3K
|
25.8K
$1.28M
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-600- 5.09% |
$23.3K - $27.4K
|
11.2K
$554K
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-600- 3.75% |
$23.3K - $27.4K
|
15.4K
$762K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-624- 10.32% |
$24.2K - $28.5K
|
5.42K
$269K
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-630- 4.96% |
$24.4K - $28.7K
|
12.1K
$599K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 7.11% |
$24.4K - $28.7K
|
8.24K
$408K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-631- 1.55% |
$24.5K - $28.8K
|
40.2K
$1.99M
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-637- 0.65% |
$24.7K - $29.1K
|
97.5K
$4.83M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-646- 3.48% |
$25.1K - $29.5K
|
17.9K
$889K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-654- 4.91% |
$25.4K - $29.8K
|
12.7K
$628K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-675- 4.76% |
$26.2K - $30.8K
|
13.5K
$670K
|