Purchases and Sales Made in Q1 2024 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
123+ 12.45% |
$4.91K - $5.5K
|
1.11K
$57K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
121+ 2.36% |
$4.83K - $5.41K
|
5.24K
$269K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
120+ 1.5% |
$4.79K - $5.36K
|
8.1K
$416K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
119+ 0.85% |
$4.75K - $5.32K
|
14.2K
$726K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
116+ 2.28% |
$4.63K - $5.19K
|
5.2K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
112+ 0.23% |
$4.47K - $5.01K
|
49.7K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
112+ 1.53% |
$4.47K - $5.01K
|
7.41K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
109+ 0.07% |
$4.35K - $4.87K
|
162K
$8.33M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
105+ 2.07% |
$4.19K - $4.69K
|
5.18K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
105+ 0.69% |
$4.19K - $4.69K
|
15.2K
$781K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
104+ 0.74% |
$4.15K - $4.65K
|
14.1K
$725K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
103+ 29.68% |
$4.11K - $4.6K
|
450
$23.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 39.53% |
$3.99K - $4.47K
|
353
$18.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
100+ 1.9% |
$3.99K - $4.47K
|
5.37K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
100+ 0.99% |
$3.99K - $4.47K
|
10.2K
$522K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
100+ 5.75% |
$3.99K - $4.47K
|
1.84K
$94.4K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
93+ 6.29% |
$3.71K - $4.16K
|
1.57K
$80.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
92+ 0.83% |
$3.67K - $4.11K
|
11.2K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
89+ 1.75% |
$3.55K - $3.98K
|
5.18K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
89+ 0.14% |
$3.55K - $3.98K
|
61.6K
$3.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
87New |
$3.47K - $3.89K
|
87
$4.46K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
86+ 0.1% |
$3.43K - $3.84K
|
88.1K
$4.52M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
86+ 1.1% |
$3.43K - $3.84K
|
7.89K
$405K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
85+ 0.32% |
$3.39K - $3.8K
|
26.9K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 0.5% |
$3.35K - $3.75K
|
16.9K
$870K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
84+ 0.91% |
$3.35K - $3.75K
|
9.33K
$479K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
81New |
$3.23K - $3.62K
|
81
$4.16K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
81+ 4.08% |
$3.23K - $3.62K
|
2.07K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
79+ 0.91% |
$3.15K - $3.53K
|
8.74K
$448K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
78+ 0.97% |
$3.11K - $3.49K
|
8.14K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78+ 0.66% |
$3.11K - $3.49K
|
11.9K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78+ 39.0% |
$3.11K - $3.49K
|
278
$14.3K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
76+ 0.13% |
$3.03K - $3.4K
|
56.6K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
74+ 0.13% |
$2.95K - $3.31K
|
59K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
74New |
$2.95K - $3.31K
|
74
$3.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
67+ 0.74% |
$2.67K - $2.99K
|
9.1K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
67+ 0.2% |
$2.67K - $2.99K
|
33.7K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
66+ 1.22% |
$2.63K - $2.95K
|
5.47K
$281K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
64+ 0.31% |
$2.55K - $2.86K
|
20.6K
$1.06M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
64New |
$2.55K - $2.86K
|
64
$3.28K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
63+ 1.24% |
$2.51K - $2.82K
|
5.15K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61+ 1.82% |
$2.43K - $2.73K
|
3.41K
$175K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 0.55% |
$2.39K - $2.68K
|
11K
$566K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
55+ 0.11% |
$2.2K - $2.46K
|
48.5K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 11.32% |
$2.12K - $2.37K
|
521
$26.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
47+ 87.04% |
$1.88K - $2.1K
|
101
$5.18K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
46+ 0.37% |
$1.84K - $2.06K
|
12.6K
$648K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
44+ 16.06% |
$1.76K - $1.97K
|
318
$16.3K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
42+ 0.36% |
$1.68K - $1.88K
|
11.8K
$605K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
42+ 3.76% |
$1.68K - $1.88K
|
1.16K
$59.4K
|