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 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
12.7K+ 114.93% |
$390K - $577K
|
23.8K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.4KNew |
$381K - $563K
|
12.4K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12.4K+ 1.6% |
$380K - $563K
|
789K
$39.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.3KNew |
$378K - $560K
|
12.3K
$612K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12.1KNew |
$372K - $550K
|
12.1K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
12K+ 2.81% |
$367K - $544K
|
439K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 7.42% |
$364K - $538K
|
172K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.6K+ 48.13% |
$355K - $526K
|
35.7K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.4KNew |
$348K - $515K
|
11.4K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$348K - $514K
|
11.3K
$562K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.1KNew |
$341K - $504K
|
11.1K
$551K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.1K+ 33.74% |
$339K - $502K
|
43.9K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 29.93% |
$335K - $496K
|
47.5K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 0.11% |
$326K - $482K
|
9.61M
$476M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
10.6K+ 5.55% |
$326K - $482K
|
202K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$323K - $477K
|
10.5K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 4.73% |
$316K - $467K
|
228K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.2KNew |
$312K - $461K
|
10.2K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$311K - $460K
|
10.1K
$503K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
10.1K+ 0.51% |
$310K - $459K
|
1.98M
$98.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
10.1KNew |
$310K - $458K
|
10.1K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10KNew |
$307K - $454K
|
10K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
10K+ 147.6% |
$306K - $453K
|
16.8K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
10KNew |
$306K - $453K
|
10K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.92K+ 98.04% |
$304K - $450K
|
20K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.84KNew |
$301K - $446K
|
9.84K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
9.82KNew |
$301K - $445K
|
9.82K
$487K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
9.8KNew |
$300K - $444K
|
9.8K
$486K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.55KNew |
$292K - $433K
|
9.55K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.48KNew |
$290K - $430K
|
9.48K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.43K+ 23.66% |
$289K - $428K
|
49.3K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.38K+ 29.5% |
$288K - $425K
|
41.2K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
9.19KNew |
$282K - $417K
|
9.19K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.09K+ 8.14% |
$278K - $412K
|
121K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.88KNew |
$272K - $403K
|
8.88K
$440K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.84K+ 64.36% |
$271K - $401K
|
22.6K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.79K+ 6.2% |
$269K - $398K
|
151K
$7.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75K+ 16.67% |
$268K - $397K
|
61.2K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
8.57KNew |
$263K - $389K
|
8.57K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
8.53K+ 17.12% |
$261K - $387K
|
58.4K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.41KNew |
$258K - $381K
|
8.41K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
8.41K+ 1751.46% |
$258K - $381K
|
8.89K
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 93.65% |
$253K - $374K
|
17.1K
$845K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
8.23K+ 20.48% |
$252K - $373K
|
48.4K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.16K+ 63.96% |
$250K - $370K
|
20.9K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.07K+ 6.2% |
$247K - $366K
|
138K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.07K+ 2.23% |
$247K - $366K
|
369K
$18.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
8K+ 53.33% |
$245K - $363K
|
23K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.83K+ 7.82% |
$240K - $355K
|
108K
$5.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.81K+ 21.38% |
$239K - $354K
|
44.4K
$2.2M
|