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 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.83K+ 7.82% |
$240K - $355K
|
108K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.81K+ 21.38% |
$239K - $354K
|
44.4K
$2.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.81KNew |
$239K - $354K
|
7.81K
$361K
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
7.8KNew |
$239K - $354K
|
7.8K
$361K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.8K+ 34.93% |
$239K - $354K
|
30.1K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.71KNew |
$236K - $350K
|
7.71K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.53K+ 13.46% |
$231K - $341K
|
63.5K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.44K+ 112.05% |
$228K - $337K
|
14.1K
$651K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
7.41K+ 113.95% |
$227K - $336K
|
13.9K
$643K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
7.36K+ 40.68% |
$226K - $334K
|
25.5K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
7.32K+ 846.59% |
$224K - $332K
|
8.19K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7.27K+ 32.17% |
$223K - $330K
|
29.9K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.24KNew |
$222K - $328K
|
7.24K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.21K+ 50.71% |
$221K - $327K
|
21.4K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.2KNew |
$221K - $326K
|
7.2K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
7.19KNew |
$220K - $326K
|
7.19K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.15KNew |
$219K - $324K
|
7.15K
$330K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.12K+ 25.28% |
$218K - $323K
|
35.3K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.12K+ 1.79% |
$218K - $323K
|
405K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.11KNew |
$218K - $322K
|
7.11K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
7.1KNew |
$218K - $322K
|
7.1K
$328K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7.05KNew |
$216K - $320K
|
7.05K
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.03K+ 83.0% |
$215K - $319K
|
15.5K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.02K+ 14.98% |
$215K - $318K
|
53.9K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
6.95K+ 11.53% |
$213K - $315K
|
67.2K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
6.91KNew |
$212K - $313K
|
6.91K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
6.86KNew |
$210K - $311K
|
6.86K
$317K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.79K+ 6.76% |
$208K - $308K
|
107K
$4.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
6.76K+ 7.84% |
$207K - $307K
|
93K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.76K+ 2.56% |
$207K - $306K
|
271K
$12.5M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.75K+ 2.12% |
$207K - $306K
|
325K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.66K+ 8.92% |
$204K - $302K
|
81.3K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
6.6K+ 2.5% |
$202K - $299K
|
270K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.52KNew |
$200K - $295K
|
6.52K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.52KNew |
$200K - $295K
|
6.52K
$301K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.5KNew |
$199K - $295K
|
6.5K
$301K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$199K - $294K
|
6.49K
$300K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.49K+ 48.0% |
$199K - $294K
|
20K
$925K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.49KNew |
$199K - $294K
|
6.49K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
6.46K+ 30.24% |
$198K - $293K
|
27.8K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
6.44KNew |
$197K - $292K
|
6.44K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.42K+ 33.46% |
$197K - $291K
|
25.6K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.42K+ 3.97% |
$197K - $291K
|
168K
$7.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.38KNew |
$195K - $289K
|
6.38K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.37K+ 10.69% |
$195K - $289K
|
66K
$3.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.36K+ 94.5% |
$195K - $288K
|
13.1K
$605K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.34K+ 4.09% |
$194K - $287K
|
161K
$7.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.31K+ 22.07% |
$193K - $286K
|
34.9K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
6.29KNew |
$193K - $285K
|
6.29K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
6.28KNew |
$192K - $285K
|
6.28K
$290K
|