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 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
90+ 0.44% |
$2.97K - $4.48K
|
20.7K
$987K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
89+ 0.61% |
$2.93K - $4.43K
|
14.7K
$700K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
87+ 0.82% |
$2.87K - $4.33K
|
10.7K
$512K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
87New |
$2.87K - $4.33K
|
87
$4.16K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
86+ 0.67% |
$2.83K - $4.28K
|
13K
$619K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
86+ 1.25% |
$2.83K - $4.28K
|
6.96K
$333K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
84+ 0.47% |
$2.77K - $4.18K
|
18K
$858K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
84+ 0.72% |
$2.77K - $4.18K
|
11.8K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 1.45% |
$2.73K - $4.13K
|
5.83K
$278K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
75+ 0.05% |
$2.47K - $3.74K
|
154K
$7.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
72+ 0.22% |
$2.37K - $3.59K
|
32.1K
$1.53M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
70+ 0.52% |
$2.31K - $3.49K
|
13.6K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
67+ 4.38% |
$2.21K - $3.34K
|
1.6K
$76.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
61+ 0.53% |
$2.01K - $3.04K
|
11.6K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
61+ 0.74% |
$2.01K - $3.04K
|
8.35K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
56+ 0.12% |
$1.85K - $2.79K
|
45.6K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
56+ 39.44% |
$1.85K - $2.79K
|
198
$9.46K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
56New |
$1.85K - $2.79K
|
56
$2.68K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55+ 0.21% |
$1.81K - $2.74K
|
26.3K
$1.26M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
54+ 0.17% |
$1.78K - $2.69K
|
31.4K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
48+ 0.2% |
$1.58K - $2.39K
|
24.1K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
47+ 0.44% |
$1.55K - $2.34K
|
10.7K
$512K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
46+ 0.21% |
$1.52K - $2.29K
|
21.6K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
43+ 0.58% |
$1.42K - $2.14K
|
7.39K
$353K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.29% |
$1.38K - $2.09K
|
14.4K
$688K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
41+ 0.08% |
$1.35K - $2.04K
|
52.3K
$2.5M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
41+ 16.4% |
$1.35K - $2.04K
|
291
$13.9K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
39+ 0.06% |
$1.29K - $1.94K
|
62.3K
$2.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
36+ 1.33% |
$1.19K - $1.79K
|
2.75K
$131K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
32+ 0.06% |
$1.05K - $1.59K
|
56.3K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
32+ 0.23% |
$1.05K - $1.59K
|
13.9K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
29+ 3.86% |
$956 - $1.44K
|
781
$37.3K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29+ 11.6% |
$956 - $1.44K
|
279
$13.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
27+ 0.27% |
$890 - $1.34K
|
10K
$478K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
26+ 0.29% |
$857 - $1.29K
|
8.92K
$426K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
24+ 0.33% |
$791 - $1.2K
|
7.28K
$348K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
24+ 0.3% |
$791 - $1.2K
|
8.14K
$389K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$758 - $1.15K
|
7.42K
$355K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
23+ 0.1% |
$758 - $1.15K
|
23.7K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 3.59% |
$692 - $1.05K
|
606
$29K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21+ 30.0% |
$692 - $1.05K
|
91
$4.35K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
20+ 0.33% |
$659 - $996
|
6.09K
$291K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
19+ 0.17% |
$626 - $946
|
11.4K
$543K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
18+ 0.13% |
$593 - $896
|
14.1K
$673K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18New |
$593 - $896
|
18
$860
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 6.92% |
$593 - $896
|
278
$13.3K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 0.09% |
$593 - $896
|
19.7K
$939K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 0.07% |
$560 - $847
|
25.6K
$1.23M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
16New |
$527 - $797
|
16
$764
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15+ 0.17% |
$494 - $747
|
8.89K
$425K
|