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
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.41K+ 7.65% |
$176K - $197K
|
62.1K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.4K+ 5.81% |
$176K - $197K
|
80.1K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.16K+ 82.6% |
$166K - $186K
|
9.19K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.07K+ 6.84% |
$162K - $182K
|
63.6K
$3.28M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.01K+ 11.08% |
$160K - $179K
|
40.2K
$2.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.87K+ 63.18% |
$154K - $173K
|
9.99K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.86K+ 12.13% |
$154K - $172K
|
35.6K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.84K+ 2.52% |
$153K - $172K
|
156K
$8.05M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.73K+ 2.56% |
$149K - $167K
|
150K
$7.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.67K+ 23.11% |
$146K - $164K
|
19.6K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.66KNew |
$146K - $164K
|
3.66K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.62K+ 22.59% |
$144K - $162K
|
19.6K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.59K+ 5.7% |
$143K - $160K
|
66.6K
$3.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.45K+ 2.82% |
$138K - $154K
|
126K
$6.48M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 98.95% |
$136K - $152K
|
6.83K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.4K+ 44.89% |
$136K - $152K
|
11K
$565K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.33K+ 1.59% |
$133K - $149K
|
213K
$11M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.33KNew |
$133K - $149K
|
3.33K
$171K
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.32K+ 1.77% |
$132K - $148K
|
191K
$9.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.3K+ 12.74% |
$132K - $147K
|
29.2K
$1.51M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.25K+ 11.89% |
$130K - $145K
|
30.6K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.2K+ 5.41% |
$128K - $143K
|
62.4K
$3.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
3.09K+ 22.44% |
$123K - $138K
|
16.9K
$870K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.02K+ 5.58% |
$120K - $135K
|
57K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.01K+ 13.28% |
$120K - $134K
|
25.6K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.94K+ 28.32% |
$117K - $131K
|
13.3K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.91KNew |
$116K - $130K
|
2.91K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.91K+ 10.68% |
$116K - $130K
|
30.1K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.9K+ 3.15% |
$116K - $130K
|
95K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.89K+ 44.56% |
$115K - $129K
|
9.37K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.86K+ 40.48% |
$114K - $128K
|
9.91K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.84K+ 11.05% |
$113K - $127K
|
28.5K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.82K+ 36.78% |
$113K - $126K
|
10.5K
$541K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.82KNew |
$112K - $126K
|
2.82K
$145K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.8K+ 7.07% |
$112K - $125K
|
42.4K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.78K+ 5.8% |
$111K - $124K
|
50.7K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.78K+ 4.4% |
$111K - $124K
|
65.9K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.67K+ 29.6% |
$107K - $119K
|
11.7K
$603K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.61K+ 1.04% |
$104K - $116K
|
252K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.6K+ 2.5% |
$104K - $116K
|
107K
$5.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.5K+ 2.14% |
$99.9K - $112K
|
119K
$6.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.44K+ 55.45% |
$97.4K - $109K
|
6.84K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.44K+ 6.07% |
$97.3K - $109K
|
42.6K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.43K+ 5.64% |
$97K - $109K
|
45.6K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.43K+ 6.11% |
$96.8K - $108K
|
42.1K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.37K+ 38.18% |
$94.7K - $106K
|
8.59K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.35K+ 2.73% |
$93.6K - $105K
|
88.2K
$4.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.34K+ 2.79% |
$93.4K - $105K
|
86.2K
$4.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.29K+ 4.44% |
$91.5K - $102K
|
53.9K
$2.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.2K+ 31.49% |
$87.9K - $98.4K
|
9.19K
$474K
|