Purchases and Sales Made in Q4 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
135+ 1.72% |
$4.14K - $6.12K
|
7.98K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
131+ 0.01% |
$4.01K - $5.94K
|
887K
$44M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
127+ 0.43% |
$3.89K - $5.76K
|
29.9K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$3.83K - $5.67K
|
125
$6.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
121New |
$3.71K - $5.48K
|
121
$6K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
120+ 17.39% |
$3.68K - $5.44K
|
810
$40.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 480.0% |
$3.68K - $5.44K
|
145
$7.19K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
116New |
$3.55K - $5.26K
|
116
$5.75K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
114+ 0.82% |
$3.49K - $5.17K
|
14.1K
$699K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
111+ 0.49% |
$3.4K - $5.03K
|
22.8K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
108+ 1.43% |
$3.31K - $4.9K
|
7.65K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
106+ 0.6% |
$3.25K - $4.8K
|
17.7K
$879K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
105+ 0.16% |
$3.22K - $4.76K
|
67.1K
$3.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
101+ 0.87% |
$3.09K - $4.58K
|
11.8K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
99New |
$3.03K - $4.49K
|
99
$4.91K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
98+ 0.17% |
$3K - $4.44K
|
59.2K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
98+ 16.9% |
$3K - $4.44K
|
678
$33.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
97+ 0.68% |
$2.97K - $4.4K
|
14.5K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
97+ 0.69% |
$2.97K - $4.4K
|
14.1K
$698K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
93+ 100.0% |
$2.85K - $4.22K
|
186
$9.22K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
77+ 0.48% |
$2.36K - $3.49K
|
16K
$795K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.16% |
$2.27K - $3.35K
|
45.6K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
74+ 0.87% |
$2.27K - $3.35K
|
8.58K
$425K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
70+ 0.69% |
$2.14K - $3.17K
|
10.2K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
70New |
$2.14K - $3.17K
|
70
$3.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
69+ 0.15% |
$2.11K - $3.13K
|
46.3K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
68New |
$2.08K - $3.08K
|
68
$3.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
67+ 0.75% |
$2.05K - $3.04K
|
8.95K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
61+ 8.08% |
$1.87K - $2.77K
|
816
$40.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
61+ 4.3% |
$1.87K - $2.77K
|
1.48K
$73.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
61+ 5.72% |
$1.87K - $2.77K
|
1.13K
$55.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
60+ 0.2% |
$1.84K - $2.72K
|
30.4K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
60New |
$1.84K - $2.72K
|
60
$2.97K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 10.39% |
$1.72K - $2.54K
|
595
$29.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
55+ 0.49% |
$1.69K - $2.49K
|
11.4K
$564K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
53+ 0.37% |
$1.62K - $2.4K
|
14.4K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52+ 0.16% |
$1.59K - $2.36K
|
33.4K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
50+ 0.39% |
$1.53K - $2.27K
|
12.9K
$638K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
45+ 0.69% |
$1.38K - $2.04K
|
6.55K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
44New |
$1.35K - $1.99K
|
44
$2.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
39New |
$1.19K - $1.77K
|
39
$1.93K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
39+ 0.54% |
$1.19K - $1.77K
|
7.3K
$362K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
36+ 29.75% |
$1.1K - $1.63K
|
157
$7.78K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
35+ 0.47% |
$1.07K - $1.59K
|
7.52K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$1.07K - $1.59K
|
35
$1.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35+ 0.42% |
$1.07K - $1.59K
|
8.42K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
34+ 0.27% |
$1.04K - $1.54K
|
12.4K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
34+ 0.07% |
$1.04K - $1.54K
|
46.9K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
31+ 44.29% |
$950 - $1.41K
|
101
$5.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
30+ 0.07% |
$919 - $1.36K
|
40.8K
$2.02M
|