Purchases and Sales Made in Q4 2024 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q4 2024. 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 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
71+ 0.08% |
$3.12K - $3.81K
|
88.2K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
69+ 0.2% |
$3.03K - $3.7K
|
34.6K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
68+ 0.64% |
$2.99K - $3.65K
|
10.7K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
68+ 0.15% |
$2.99K - $3.65K
|
44.3K
$2.05M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
66+ 0.39% |
$2.9K - $3.54K
|
16.8K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63+ 1.23% |
$2.77K - $3.38K
|
5.2K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
63New |
$2.77K - $3.38K
|
63
$2.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 0.33% |
$2.73K - $3.33K
|
18.8K
$871K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
62+ 1.14% |
$2.73K - $3.33K
|
5.52K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
61+ 0.14% |
$2.68K - $3.27K
|
43K
$1.99M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61+ 2.54% |
$2.68K - $3.27K
|
2.46K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
60New |
$2.64K - $3.22K
|
60
$2.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58+ 18.13% |
$2.55K - $3.11K
|
378
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
58+ 0.68% |
$2.55K - $3.11K
|
8.65K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
55New |
$2.42K - $2.95K
|
55
$2.54K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
54+ 21.34% |
$2.37K - $2.9K
|
307
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
53New |
$2.33K - $2.84K
|
53
$2.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52+ 0.75% |
$2.29K - $2.79K
|
6.95K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
51New |
$2.24K - $2.74K
|
51
$2.36K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
50+ 0.81% |
$2.2K - $2.68K
|
6.25K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 1.26% |
$2.2K - $2.68K
|
4.02K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.21% |
$2.2K - $2.68K
|
4.17K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
49+ 0.62% |
$2.16K - $2.63K
|
7.9K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
43+ 0.99% |
$1.89K - $2.31K
|
4.37K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
40+ 0.42% |
$1.76K - $2.15K
|
9.67K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
40+ 0.26% |
$1.76K - $2.15K
|
15.6K
$719K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
38+ 0.52% |
$1.67K - $2.04K
|
7.3K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
36+ 0.64% |
$1.58K - $1.93K
|
5.66K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.33% |
$1.54K - $1.88K
|
10.7K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
35+ 0.76% |
$1.54K - $1.88K
|
4.62K
$214K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
35New |
$1.54K - $1.88K
|
35
$1.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 0.07% |
$1.5K - $1.82K
|
49.7K
$2.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 0.19% |
$1.41K - $1.72K
|
17.2K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31+ 3.27% |
$1.36K - $1.66K
|
980
$45.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.08% |
$1.32K - $1.61K
|
38.3K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30+ 0.19% |
$1.32K - $1.61K
|
16K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.32K - $1.61K
|
30
$1.39K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.1% |
$1.28K - $1.56K
|
27.7K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
29+ 0.52% |
$1.28K - $1.56K
|
5.58K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.34% |
$1.19K - $1.45K
|
7.93K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 13.17% |
$1.19K - $1.45K
|
232
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27+ 0.36% |
$1.19K - $1.45K
|
7.49K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25+ 0.08% |
$1.1K - $1.34K
|
31.9K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 0.15% |
$1.1K - $1.34K
|
17.2K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
25New |
$1.1K - $1.34K
|
25
$1.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
24+ 0.22% |
$1.06K - $1.29K
|
11K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
24+ 0.09% |
$1.06K - $1.29K
|
28K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 0.24% |
$1.01K - $1.23K
|
9.56K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23+ 11.0% |
$1.01K - $1.23K
|
232
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.29% |
$968 - $1.18K
|
7.5K
$347K
|