Purchases and Sales Made in Q1 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
875+ 19.31% |
$28.8K - $43.6K
|
5.41K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
870+ 14.01% |
$28.7K - $43.3K
|
7.08K
$343K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
862+ 0.88% |
$28.4K - $42.9K
|
98.4K
$4.76M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
850+ 1.04% |
$28K - $42.3K
|
82.7K
$4M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
837+ 10.86% |
$27.6K - $41.7K
|
8.54K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
835+ 16.29% |
$27.5K - $41.6K
|
5.96K
$289K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
815New |
$26.9K - $40.6K
|
815
$39.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
815+ 0.21% |
$26.9K - $40.6K
|
385K
$18.7M
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
814+ 0.73% |
$26.8K - $40.5K
|
112K
$5.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
800+ 9.28% |
$26.4K - $39.8K
|
9.42K
$456K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
800New |
$26.4K - $39.8K
|
800
$38.7K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
800+ 1.43% |
$26.4K - $39.8K
|
56.7K
$2.74M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
800New |
$26.4K - $39.8K
|
800
$38.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
796+ 1.2% |
$26.2K - $39.6K
|
67.4K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
785+ 5.23% |
$25.9K - $39.1K
|
15.8K
$765K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
741+ 10.75% |
$24.4K - $36.9K
|
7.63K
$370K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
735+ 5.68% |
$24.2K - $36.6K
|
13.7K
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
717+ 2.17% |
$23.6K - $35.7K
|
33.8K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
709+ 11.15% |
$23.4K - $35.3K
|
7.07K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
702+ 2.34% |
$23.1K - $35K
|
30.7K
$1.49M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
702New |
$23.1K - $35K
|
702
$34K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
697+ 4.97% |
$23K - $34.7K
|
14.7K
$713K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
690+ 2.08% |
$22.7K - $34.4K
|
33.9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
689+ 7.85% |
$22.7K - $34.3K
|
9.46K
$458K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
681+ 0.94% |
$22.4K - $33.9K
|
73.4K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
670+ 4.72% |
$22.1K - $33.4K
|
14.9K
$720K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
652+ 5.41% |
$21.5K - $32.5K
|
12.7K
$616K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
644+ 1.14% |
$21.2K - $32.1K
|
57.2K
$2.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
639+ 0.76% |
$21.1K - $31.8K
|
85.1K
$4.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
636+ 4.93% |
$21K - $31.7K
|
13.5K
$656K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
630+ 8.66% |
$20.8K - $31.4K
|
7.91K
$383K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
618+ 2.81% |
$20.4K - $30.8K
|
22.6K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
618+ 6.79% |
$20.4K - $30.8K
|
9.72K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
615+ 8.4% |
$20.3K - $30.6K
|
7.94K
$384K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
614+ 4.25% |
$20.2K - $30.6K
|
15K
$729K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
610+ 0.42% |
$20.1K - $30.4K
|
147K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
610New |
$20.1K - $30.4K
|
610
$29.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
607+ 101.0% |
$20K - $30.2K
|
1.21K
$58.5K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
604+ 7.35% |
$19.9K - $30.1K
|
8.82K
$427K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
602+ 986.89% |
$19.8K - $30K
|
663
$32.1K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
601+ 5.74% |
$19.8K - $29.9K
|
11.1K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
600+ 0.71% |
$19.8K - $29.9K
|
85.1K
$4.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
589+ 1.34% |
$19.4K - $29.3K
|
44.4K
$2.15M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
584+ 4.5% |
$19.2K - $29.1K
|
13.6K
$656K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
584+ 4.5% |
$19.2K - $29.1K
|
13.6K
$656K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
584+ 4.5% |
$19.2K - $29.1K
|
13.6K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
573+ 9.14% |
$18.9K - $28.5K
|
6.84K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 2.71% |
$18.8K - $28.5K
|
21.7K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
570+ 9.76% |
$18.8K - $28.4K
|
6.41K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
567+ 3.01% |
$18.7K - $28.2K
|
19.4K
$939K
|