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 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.55K- 27.1% |
$139K - $206K
|
12.2K
$625K
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.61K- 61.65% |
$141K - $209K
|
2.87K
$146K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.66K- 43.24% |
$143K - $211K
|
6.12K
$312K
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.7K- 6.37% |
$144K - $213K
|
69.1K
$3.53M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-4.88K- 2.1% |
$150K - $221K
|
228K
$11.6M
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.89K- 14.43% |
$150K - $222K
|
29K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.91K- 48.87% |
$150K - $222K
|
5.13K
$262K
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.95K- 7.08% |
$152K - $224K
|
64.9K
$3.31M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5K- 15.72% |
$153K - $227K
|
26.8K
$1.37M
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-5.02K- 14.74% |
$154K - $228K
|
29.1K
$1.48M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.05K- 3.68% |
$155K - $229K
|
132K
$6.74M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.07K- 9.77% |
$155K - $230K
|
46.8K
$2.39M
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-5.15K- 12.34% |
$158K - $233K
|
36.6K
$1.87M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.16K- 10.12% |
$158K - $234K
|
45.8K
$2.34M
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.24K- 11.45% |
$160K - $237K
|
40.5K
$2.07M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.24K- 1.94% |
$160K - $237K
|
265K
$13.5M
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.28K- 5.91% |
$162K - $239K
|
84K
$4.29M
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.47K- 20.6% |
$168K - $248K
|
21.1K
$1.08M
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-5.57K- 45.39% |
$171K - $253K
|
6.7K
$342K
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.64K- 11.2% |
$173K - $256K
|
44.7K
$2.28M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.69K- 29.44% |
$174K - $258K
|
13.6K
$696K
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-5.7K- 11.31% |
$174K - $258K
|
44.7K
$2.28M
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.73K- 8.3% |
$176K - $260K
|
63.4K
$3.23M
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.8K- 9.98% |
$178K - $263K
|
52.3K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.92K- 15.64% |
$181K - $268K
|
31.9K
$1.63M
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.92K- 4.61% |
$182K - $269K
|
123K
$6.26M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.93K- 1.47% |
$182K - $269K
|
397K
$20.2M
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5.95K- 64.32% |
$182K - $270K
|
3.3K
$169K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-5.97K- 6.66% |
$183K - $271K
|
83.7K
$4.27M
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-6K- 11.11% |
$184K - $272K
|
48K
$2.45M
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-6.08K- 67.19% |
$186K - $275K
|
2.97K
$151K
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.08K- 2.61% |
$186K - $276K
|
227K
$11.6M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.24K- 5.14% |
$191K - $283K
|
115K
$5.87M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.28K- 77.3% |
$192K - $285K
|
1.85K
$94.2K
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-6.37K- 3.66% |
$195K - $289K
|
167K
$8.55M
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6.41K- 11.33% |
$196K - $291K
|
50.2K
$2.56M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.44K- 13.97% |
$197K - $292K
|
39.6K
$2.02M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-6.47K- 6.18% |
$198K - $293K
|
98.2K
$5.01M
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.56K- 30.91% |
$201K - $298K
|
14.7K
$749K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.58K- 0.14% |
$202K - $298K
|
4.7M
$240M
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.59K- 0.38% |
$202K - $299K
|
1.7M
$87M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6.63K- 4.73% |
$203K - $301K
|
133K
$6.81M
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.64K- 1.73% |
$203K - $301K
|
378K
$19.3M
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6.64K- 33.31% |
$203K - $301K
|
13.3K
$678K
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.72K- 49.91% |
$206K - $305K
|
6.74K
$344K
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-6.73K- 5.7% |
$206K - $305K
|
111K
$5.68M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.77K- 37.83% |
$207K - $307K
|
11.1K
$568K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.81K- 39.55% |
$209K - $309K
|
10.4K
$531K
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-6.83K- 55.1% |
$209K - $310K
|
5.57K
$284K
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.83K- 2.2% |
$209K - $310K
|
304K
$15.5M
|