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 |
|---|---|---|---|---|---|---|---|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
64New |
$2.55K - $2.86K
|
64
$2.92K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
63+ 1.24% |
$2.51K - $2.82K
|
5.15K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61+ 1.82% |
$2.43K - $2.73K
|
3.41K
$156K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 0.55% |
$2.39K - $2.68K
|
11K
$504K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
55+ 0.11% |
$2.2K - $2.46K
|
48.5K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 11.32% |
$2.12K - $2.37K
|
521
$23.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
47+ 87.04% |
$1.88K - $2.1K
|
101
$4.61K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
46+ 0.37% |
$1.84K - $2.06K
|
12.6K
$577K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
44+ 16.06% |
$1.76K - $1.97K
|
318
$14.5K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
42+ 0.36% |
$1.68K - $1.88K
|
11.8K
$538K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
42+ 3.76% |
$1.68K - $1.88K
|
1.16K
$52.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
41New |
$1.64K - $1.83K
|
41
$1.87K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
40+ 0.05% |
$1.6K - $1.79K
|
82.2K
$3.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40+ 0.73% |
$1.6K - $1.79K
|
5.51K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40+ 40.4% |
$1.6K - $1.79K
|
139
$6.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
39+ 0.77% |
$1.56K - $1.74K
|
5.08K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
39+ 169.57% |
$1.56K - $1.74K
|
62
$2.83K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
39+ 10.68% |
$1.56K - $1.74K
|
404
$18.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38+ 0.38% |
$1.52K - $1.7K
|
10.2K
$464K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
37+ 0.16% |
$1.48K - $1.65K
|
22.9K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
37+ 0.51% |
$1.48K - $1.65K
|
7.24K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
36+ 0.41% |
$1.44K - $1.61K
|
8.77K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.06% |
$1.44K - $1.61K
|
55.9K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
34+ 0.37% |
$1.36K - $1.52K
|
9.3K
$424K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30+ 0.17% |
$1.2K - $1.34K
|
18.2K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.36% |
$1.2K - $1.34K
|
8.42K
$384K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29+ 0.12% |
$1.16K - $1.3K
|
23.3K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
28+ 0.06% |
$1.12K - $1.25K
|
47K
$2.14M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 9.68% |
$1.08K - $1.21K
|
306
$14K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
24+ 8.92% |
$958 - $1.07K
|
293
$13.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
24+ 16.33% |
$958 - $1.07K
|
171
$7.81K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.49% |
$958 - $1.07K
|
4.91K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
23+ 0.04% |
$918 - $1.03K
|
62.6K
$2.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
23+ 0.13% |
$918 - $1.03K
|
17.8K
$811K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.08% |
$878 - $983
|
27.3K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 1.67% |
$878 - $983
|
1.34K
$61K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.11% |
$878 - $983
|
19.8K
$902K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 0.41% |
$838 - $939
|
5.13K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 0.16% |
$798 - $894
|
12.8K
$582K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
20+ 0.1% |
$798 - $894
|
21K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 17.24% |
$798 - $894
|
136
$6.21K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 0.21% |
$718 - $805
|
8.55K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
18+ 30.0% |
$718 - $805
|
78
$3.56K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 2.52% |
$599 - $671
|
610
$27.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
15+ 0.26% |
$599 - $671
|
5.79K
$264K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
14+ 0.08% |
$559 - $626
|
17.8K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 1.24% |
$559 - $626
|
1.14K
$52.1K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
14+ 0.04% |
$559 - $626
|
36.6K
$1.67M
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 1.24% |
$559 - $626
|
1.14K
$52.1K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
13+ 0.03% |
$519 - $581
|
37.5K
$1.71M
|