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 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-695- 25.75% |
$27K - $31.7K
|
2K
$99.3K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-700- 10.11% |
$27.2K - $31.9K
|
6.23K
$309K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-701- 14.49% |
$27.2K - $32K
|
4.14K
$205K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-703- 5.14% |
$27.3K - $32.1K
|
13K
$643K
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-703- 5.14% |
$27.3K - $32.1K
|
13K
$643K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-711- 5.73% |
$27.6K - $32.4K
|
11.7K
$580K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-719- 31.63% |
$27.9K - $32.8K
|
1.55K
$77K
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-727- 0.92% |
$28.2K - $33.2K
|
78.1K
$3.87M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-749- 5.02% |
$29.1K - $34.2K
|
14.2K
$702K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-754- 12.46% |
$29.2K - $34.4K
|
5.3K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-757- 12.36% |
$29.4K - $34.5K
|
5.37K
$266K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-758- 70.91% |
$29.4K - $34.6K
|
311
$15.4K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-767- 3.43% |
$29.8K - $35K
|
21.6K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-804- 3.67% |
$31.2K - $36.7K
|
21.1K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-825- 12.2% |
$32K - $37.6K
|
5.94K
$294K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-836- 2.61% |
$32.4K - $38.1K
|
31.1K
$1.54M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-852- 3.56% |
$33K - $38.9K
|
23.1K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-852- 0.45% |
$33K - $38.9K
|
190K
$9.43M
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-865- 10.95% |
$33.6K - $39.5K
|
7.03K
$349K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-868- 3.39% |
$33.7K - $39.6K
|
24.7K
$1.23M
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-879- 94.41% |
$34.1K - $40.1K
|
52
$2.58K
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-882- 0.79% |
$34.2K - $40.2K
|
111K
$5.51M
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-884- 6.86% |
$34.3K - $40.3K
|
12K
$595K
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-888- 0.11% |
$34.4K - $40.5K
|
841K
$41.7M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-895- 37.26% |
$34.7K - $40.8K
|
1.51K
$74.7K
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-895- 1.71% |
$34.7K - $40.8K
|
51.4K
$2.55M
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-900- 6.8% |
$34.9K - $41.1K
|
12.3K
$611K
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-900- 44.96% |
$34.9K - $41.1K
|
1.1K
$54.6K
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-915- 12.73% |
$35.5K - $41.8K
|
6.27K
$311K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-924- 10.98% |
$35.8K - $42.2K
|
7.49K
$371K
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-941- 2.77% |
$36.5K - $42.9K
|
33.1K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-952- 2.22% |
$36.9K - $43.4K
|
41.9K
$2.07M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-959- 6.32% |
$37.2K - $43.8K
|
14.2K
$704K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-965Closed |
$37.4K - $44K
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-980- 13.15% |
$38K - $44.7K
|
6.47K
$321K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-981- 1.48% |
$38.1K - $44.8K
|
65.2K
$3.23M
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-983- 71.13% |
$38.1K - $44.9K
|
399
$19.8K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-990- 4.4% |
$38.4K - $45.2K
|
21.5K
$1.07M
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-991- 11.99% |
$38.4K - $45.2K
|
7.28K
$361K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-997- 11.78% |
$38.7K - $45.5K
|
7.47K
$370K
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1K- 1.88% |
$38.8K - $45.6K
|
52.2K
$2.59M
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
SELL
|
- |
-1K- 5.65% |
$38.9K - $45.7K
|
16.7K
$830K
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 1.96% |
$39.4K - $46.3K
|
50.7K
$2.51M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.02K- 0.97% |
$39.4K - $46.4K
|
104K
$5.14M
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-1.03K- 1.53% |
$40K - $47.1K
|
66.6K
$3.3M
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.07K- 25.39% |
$41.4K - $48.6K
|
3.13K
$155K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.09K- 1.52% |
$42.2K - $49.6K
|
70.4K
$3.49M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.09K- 14.7% |
$42.2K - $49.6K
|
6.31K
$313K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.09K- 1.76% |
$42.3K - $49.7K
|
60.8K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.1K- 12.98% |
$42.7K - $50.2K
|
7.38K
$366K
|