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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-661Closed |
$20.3K - $30K
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-672- 1.02% |
$20.6K - $30.5K
|
65.4K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-675- 75.0% |
$20.7K - $30.6K
|
225
$11.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-689- 2.86% |
$21.1K - $31.2K
|
23.4K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-696- 40.54% |
$21.3K - $31.5K
|
1.02K
$50.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-703- 6.46% |
$21.5K - $31.9K
|
10.2K
$504K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-706- 6.08% |
$21.6K - $32K
|
10.9K
$541K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-712- 0.45% |
$21.8K - $32.3K
|
156K
$7.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-733- 2.87% |
$22.5K - $33.2K
|
24.8K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-750- 17.92% |
$23K - $34K
|
3.44K
$170K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-753- 2.42% |
$23.1K - $34.1K
|
30.4K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-756- 11.4% |
$23.2K - $34.3K
|
5.88K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-757- 7.66% |
$23.2K - $34.3K
|
9.13K
$452K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-783- 2.21% |
$24K - $35.5K
|
34.7K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-783- 9.61% |
$24K - $35.5K
|
7.37K
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-784- 11.06% |
$24K - $35.5K
|
6.3K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-787- 16.61% |
$24.1K - $35.7K
|
3.95K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-787- 9.16% |
$24.1K - $35.7K
|
7.8K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-791- 1.84% |
$24.2K - $35.9K
|
42.3K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-793- 2.41% |
$24.3K - $35.9K
|
32.1K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-799- 10.69% |
$24.5K - $36.2K
|
6.68K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-800- 7.13% |
$24.5K - $36.3K
|
10.4K
$517K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-809- 4.24% |
$24.8K - $36.7K
|
18.3K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-823- 3.49% |
$25.2K - $37.3K
|
22.8K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-824- 0.89% |
$25.2K - $37.4K
|
92.1K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-829- 1.1% |
$25.4K - $37.6K
|
74.3K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-839- 3.42% |
$25.7K - $38K
|
23.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-850- 7.3% |
$26K - $38.5K
|
10.8K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-850- 7.66% |
$26K - $38.5K
|
10.3K
$508K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-858- 7.88% |
$26.3K - $38.9K
|
10K
$497K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-858- 3.04% |
$26.3K - $38.9K
|
27.4K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-870- 69.16% |
$26.7K - $39.4K
|
388
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-877- 0.52% |
$26.9K - $39.8K
|
169K
$8.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-888- 6.82% |
$27.2K - $40.3K
|
12.1K
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-892- 0.52% |
$27.3K - $40.4K
|
171K
$8.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-897- 3.52% |
$27.5K - $40.7K
|
24.6K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-900- 1.36% |
$27.6K - $40.8K
|
65.4K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-900- 16.45% |
$27.6K - $40.8K
|
4.57K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-901- 6.23% |
$27.6K - $40.8K
|
13.6K
$672K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-901- 6.23% |
$27.6K - $40.8K
|
13.6K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-914- 2.32% |
$28K - $41.4K
|
38.4K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-923- 10.48% |
$28.3K - $41.8K
|
7.88K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-923- 34.56% |
$28.3K - $41.8K
|
1.75K
$86.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-929- 5.54% |
$28.5K - $42.1K
|
15.8K
$785K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-933- 0.73% |
$28.6K - $42.3K
|
127K
$6.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-941- 13.71% |
$28.8K - $42.7K
|
5.92K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-949- 0.93% |
$29.1K - $43K
|
101K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-949- 10.44% |
$29.1K - $43K
|
8.14K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-972- 4.19% |
$29.8K - $44.1K
|
22.2K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-974- 5.32% |
$29.8K - $44.2K
|
17.3K
$859K
|