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 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 0.29% |
$7.98K - $8.94K
|
68.4K
$3.51M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 29.46% |
$7.98K - $8.94K
|
479
$24.6K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.07% |
$7.98K - $8.94K
|
270K
$13.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-201- 2.41% |
$8.02K - $8.98K
|
8.14K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-201- 73.63% |
$8.02K - $8.98K
|
72
$3.7K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-209- 0.33% |
$8.34K - $9.34K
|
63.3K
$3.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-213- 1.09% |
$8.5K - $9.52K
|
19.3K
$988K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-215- 1.67% |
$8.58K - $9.61K
|
12.7K
$651K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-224- 3.18% |
$8.94K - $10K
|
6.82K
$350K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-225- 2.96% |
$8.98K - $10.1K
|
7.38K
$378K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-229- 95.02% |
$9.14K - $10.2K
|
12
$616
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-231- 1.55% |
$9.22K - $10.3K
|
14.7K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-238- 7.52% |
$9.5K - $10.6K
|
2.93K
$150K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-240- 2.06% |
$9.58K - $10.7K
|
11.4K
$584K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-245- 5.08% |
$9.78K - $11K
|
4.58K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-251- 0.51% |
$10K - $11.2K
|
48.5K
$2.49M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-251- 0.16% |
$10K - $11.2K
|
156K
$8M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-266- 1.86% |
$10.6K - $11.9K
|
14.1K
$722K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-272- 2.19% |
$10.9K - $12.2K
|
12.2K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-284- 1.5% |
$11.3K - $12.7K
|
18.6K
$955K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-289- 5.42% |
$11.5K - $12.9K
|
5.04K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-292- 2.74% |
$11.7K - $13.1K
|
10.4K
$533K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-297- 34.38% |
$11.9K - $13.3K
|
567
$29.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 4.48% |
$12K - $13.4K
|
6.4K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-300- 21.31% |
$12K - $13.4K
|
1.11K
$56.9K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-300Closed |
$12K - $13.4K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-301- 3.35% |
$12K - $13.5K
|
8.7K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-306- 4.49% |
$12.2K - $13.7K
|
6.51K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-309- 0.09% |
$12.3K - $13.8K
|
349K
$17.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-314- 6.06% |
$12.5K - $14K
|
4.87K
$250K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-322- 5.58% |
$12.9K - $14.4K
|
5.45K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-331- 5.73% |
$13.2K - $14.8K
|
5.45K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-333- 4.26% |
$13.3K - $14.9K
|
7.48K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-334- 1.41% |
$13.3K - $14.9K
|
23.3K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-335- 38.73% |
$13.4K - $15K
|
530
$27.2K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-337- 6.47% |
$13.4K - $15.1K
|
4.87K
$250K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-345- 0.63% |
$13.8K - $15.4K
|
54.2K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-350- 87.94% |
$14K - $15.6K
|
48
$2.46K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-351- 5.57% |
$14K - $15.7K
|
5.95K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-360- 4.92% |
$14.4K - $16.1K
|
6.95K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-362- 3.57% |
$14.4K - $16.2K
|
9.79K
$502K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-371- 2.03% |
$14.8K - $16.6K
|
17.9K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-372- 0.78% |
$14.8K - $16.6K
|
47.1K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-375- 7.65% |
$15K - $16.8K
|
4.53K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-375- 1.59% |
$15K - $16.8K
|
23.3K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-375- 2.04% |
$15K - $16.8K
|
18K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-378- 0.45% |
$15.1K - $16.9K
|
83.5K
$4.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-380- 3.71% |
$15.2K - $17K
|
9.85K
$506K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-396- 0.43% |
$15.8K - $17.7K
|
92K
$4.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-397- 1.36% |
$15.8K - $17.7K
|
28.8K
$1.48M
|