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 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-266- 0.3% |
$8.15K - $12.1K
|
88.4K
$4.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-267- 0.85% |
$8.18K - $12.1K
|
31.2K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-270- 2.56% |
$8.27K - $12.2K
|
10.3K
$510K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-270- 3.56% |
$8.27K - $12.2K
|
7.31K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-273- 1.26% |
$8.36K - $12.4K
|
21.3K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-277- 0.34% |
$8.49K - $12.6K
|
80.9K
$4.01M
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-280- 0.21% |
$8.58K - $12.7K
|
134K
$6.66M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-280- 0.47% |
$8.58K - $12.7K
|
59.5K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-283- 0.76% |
$8.67K - $12.8K
|
37K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-288- 0.82% |
$8.82K - $13.1K
|
34.7K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-288- 1.24% |
$8.82K - $13.1K
|
23K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-292- 2.44% |
$8.95K - $13.2K
|
11.7K
$578K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-293- 0.36% |
$8.98K - $13.3K
|
81.8K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-295Closed |
$9.04K - $13.4K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-298- 19.54% |
$9.13K - $13.5K
|
1.23K
$60.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-300- 3.93% |
$9.19K - $13.6K
|
7.33K
$363K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-300- 30.64% |
$9.19K - $13.6K
|
679
$33.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 4.53% |
$9.19K - $13.6K
|
6.33K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 20.0% |
$9.19K - $13.6K
|
1.2K
$59.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-316- 0.05% |
$9.68K - $14.3K
|
607K
$30.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-318- 3.04% |
$9.74K - $14.4K
|
10.1K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-320- 5.14% |
$9.8K - $14.5K
|
5.91K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-325- 3.34% |
$9.96K - $14.7K
|
9.4K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-329- 0.69% |
$10.1K - $14.9K
|
47.5K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-330- 3.44% |
$10.1K - $15K
|
9.25K
$458K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-334- 0.48% |
$10.2K - $15.1K
|
68.6K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-335- 5.47% |
$10.3K - $15.2K
|
5.79K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-339- 1.02% |
$10.4K - $15.4K
|
32.9K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-342- 1.72% |
$10.5K - $15.5K
|
19.6K
$970K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-346- 2.75% |
$10.6K - $15.7K
|
12.2K
$605K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-350- 53.85% |
$10.7K - $15.9K
|
300
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-350- 0.93% |
$10.7K - $15.9K
|
37.5K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-353- 1.64% |
$10.8K - $16K
|
21.1K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-362- 4.49% |
$11.1K - $16.4K
|
7.7K
$382K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-367- 2.59% |
$11.2K - $16.6K
|
13.8K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-375- 5.43% |
$11.5K - $17K
|
6.53K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-378- 12.39% |
$11.6K - $17.1K
|
2.67K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-382- 1.31% |
$11.7K - $17.3K
|
28.8K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-383- 2.11% |
$11.7K - $17.4K
|
17.8K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-398- 1.16% |
$12.2K - $18K
|
34K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-399- 3.71% |
$12.2K - $18.1K
|
10.4K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-400- 2.58% |
$12.3K - $18.1K
|
15.1K
$749K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-400- 1.5% |
$12.3K - $18.1K
|
26.3K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-404- 0.9% |
$12.4K - $18.3K
|
44.3K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-404- 0.97% |
$12.4K - $18.3K
|
41.2K
$2.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-414- 3.59% |
$12.7K - $18.8K
|
11.1K
$551K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-415- 5.41% |
$12.7K - $18.8K
|
7.25K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-419- 52.84% |
$12.8K - $19K
|
374
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-426- 0.71% |
$13.1K - $19.3K
|
59.8K
$2.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-435- 5.92% |
$13.3K - $19.7K
|
6.91K
$343K
|