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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-95- 4.26% |
$2.91K - $4.31K
|
2.14K
$106K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-96- 1.09% |
$2.94K - $4.35K
|
8.73K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-97- 0.7% |
$2.97K - $4.4K
|
13.7K
$678K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-109- 0.22% |
$3.34K - $4.94K
|
49.6K
$2.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-110- 1.62% |
$3.37K - $4.99K
|
6.7K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-113- 1.65% |
$3.46K - $5.12K
|
6.75K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-115- 1.52% |
$3.52K - $5.21K
|
7.45K
$369K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-126- 1.18% |
$3.86K - $5.71K
|
10.6K
$523K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-135- 1.32% |
$4.14K - $6.12K
|
10.1K
$502K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-135- 27.0% |
$4.14K - $6.12K
|
365
$18.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-136- 0.24% |
$4.17K - $6.16K
|
56.5K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-146- 1.27% |
$4.47K - $6.62K
|
11.3K
$561K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-150- 0.71% |
$4.6K - $6.8K
|
20.9K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-156- 0.58% |
$4.78K - $7.07K
|
26.9K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-157- 2.03% |
$4.81K - $7.12K
|
7.58K
$376K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-159- 1.01% |
$4.87K - $7.21K
|
15.5K
$769K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-163- 71.49% |
$4.99K - $7.39K
|
65
$3.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-167- 6.61% |
$5.12K - $7.57K
|
2.36K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-167- 1.65% |
$5.12K - $7.57K
|
9.92K
$492K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-170- 0.15% |
$5.21K - $7.71K
|
110K
$5.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-175- 1.71% |
$5.36K - $7.93K
|
10.1K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-175- 0.34% |
$5.36K - $7.93K
|
51.4K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-187- 30.61% |
$5.73K - $8.48K
|
424
$21K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-191- 31.36% |
$5.85K - $8.66K
|
418
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-191- 1.75% |
$5.85K - $8.66K
|
10.7K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-196- 0.56% |
$6.01K - $8.88K
|
34.9K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-197- 0.8% |
$6.04K - $8.93K
|
24.6K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 2.38% |
$6.13K - $9.07K
|
8.21K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 2.79% |
$6.13K - $9.07K
|
6.97K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-201- 4.45% |
$6.16K - $9.11K
|
4.32K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-209- 2.31% |
$6.4K - $9.47K
|
8.85K
$438K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-216- 2.61% |
$6.62K - $9.79K
|
8.06K
$400K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-223- 1.61% |
$6.83K - $10.1K
|
13.7K
$677K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-228- 20.88% |
$6.99K - $10.3K
|
864
$42.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-228- 14.78% |
$6.99K - $10.3K
|
1.32K
$65.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-231- 0.34% |
$7.08K - $10.5K
|
68.4K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-233- 0.94% |
$7.14K - $10.6K
|
24.5K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-234- 46.06% |
$7.17K - $10.6K
|
274
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-234- 0.07% |
$7.17K - $10.6K
|
321K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-237- 75.24% |
$7.26K - $10.7K
|
78
$3.87K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-239- 2.27% |
$7.32K - $10.8K
|
10.3K
$509K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-241- 1.27% |
$7.38K - $10.9K
|
18.8K
$932K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-248- 11.12% |
$7.6K - $11.2K
|
1.98K
$98.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-250- 3.18% |
$7.66K - $11.3K
|
7.6K
$377K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 1.39% |
$7.66K - $11.3K
|
17.7K
$880K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-250- 3.41% |
$7.66K - $11.3K
|
7.09K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-252- 2.85% |
$7.72K - $11.4K
|
8.6K
$426K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-253- 68.01% |
$7.75K - $11.5K
|
119
$5.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-253- 0.23% |
$7.75K - $11.5K
|
110K
$5.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-260- 34.57% |
$7.97K - $11.8K
|
492
$24.4K
|